Connect with the Industry’s Most Powerful Group of Professional Advisors

Private company clients need access to a trusted team of advisors to marshal them to through the various stages of the business lifecycle. The XPX member directory is where you can find a diverse group of experts – and they can find you.

It’s easy to find an expert by using the search box or these handy directories to choose from 12 professions, 75+ areas of functional expertise and 20 client industry categories. Feel free to reach out to the advisors with the expertise you seek. Contact us for further assistance.

Showing 138 Members
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Jim Vigna
Vice President
Live Oak Bank

Call Me When... you are seeking financing to buy our sell a business.

Member for 2 Years
Paul Visokey of Stony Hill Advisors is a member of XPX Fairfield County
Paul Visokey
President & Founder
Stony Hill Advisors

Call Me When... Call me when you have a referral.

Member for 11 Years
Peter Marengo of Charter Oak Financial is a member of XPX Fairfield County
Peter Marengo
Financial and Insurance Advisor
Charter Oak Financial

Call Me When... A small business or professional practice needs guidance on benefits and executive planning strategies

New Member
Michael Ruggiero
Partner
PKF O'Connor Davies, LLP

Call Me When... If you have any accounting, audit, tax and/or advisory needs in either the commercial or non profit space please reach out.

Member for 7 Years
Michael Engelhart of HCRMA, LLC is a member of XPX Fairfield County
Michael Engelhart
Owner
HCRMA, LLC

Call Me When... Before you sell your business to discuss tax efficiency, succession and estate planning g.

Member for 4 Years
Michael Clear of Wiggin and Dana is a member of XPX Tri-State
Michael T. Clear
Attorney
Wiggin and Dana

Call Me When...

Member for 11 Years
Bob Pravder of Robert Pravder Consulting, LLC is a member of XPX Fairfield County
Bob Pravder
Sr. Finance and Operations Consultant
Robert Pravder Consulting, LLC

Call Me When... You need an entrepreneurial, growth-oriented finance executive who has served as CFO for high-potential middle-market companies, and can transform or turnaround your business.

Member for 5 Years
John Weidner of Cornell Global LLC is a member of XPX Fairfield County
John Weidner
Managing Partner
Cornell Global LLC

Call Me When... a company recognizes the opportunity or the need to drive increased business value through talent management strategies. I know how to build value through people.

Member for 8 Years
Thomas F Kilfoyle
Principal
Footnote Journal LLC

Call Me When... Business owner(s) interested in developing a risk profile. We take a systematic approach to risk and investment in order to generate liquidity and sustainable income streams.

Member for 5 Years
Kevin Bodnar
Investment Banking
Withum

Call Me When... Full service investment banking for privately held, family and founder owned businesses

New Member
aamir mumtaz of IPX Enterprises, Inc is a member of XPX Tri-State
Aamir Mumtaz
Mr.
IPX Enterprises, Inc

Call Me When... If you are interested in restructuring or selling your business

New Member
Nick Ciampanelli of National Financial Network is a member of XPX Tri-State
Nick H. Ciampanelli
Financial Advisor
National Financial Network

Call Me When... Protecting & Growing a Client's Wealth.

Member for 1 Year
Thomas Heptig of Merrill Lynch is a member of XPX Tri-State
Thomas Heptig
Financial Advisor
Merrill Lynch

Call Me When... Call when your client needs sophisticated wealth planning or complex lending.

New Member
Stephen Chin
President
Financial Structures and Advisory, Inc.

Call Me When... Considering how best to fund organic growth or acquisition, whether debt or equity, and requiring execution expertise and capability.

Member for 6 Years
Patrick Trask of CSG Partners is a member of XPX Fairfield County
Patrick M Trask
Managing Director
CSG Partners

Call Me When... your client is thinking about: (i) succession planning; (ii) selling a business; or (iii) establishing a new employee retirement benefit plan. An ESOP solution could have significant advantages

Member for 3 Years
Achal Tandon
Partner
Expense Reduction Analysts

Call Me When... A company wants to (1) benchmark their spend (complementary), (2) Optimize costs to improve profits (3) Optimize costs in a transaction situation (either buying or selling)

New Member
Mark Campbell of Scout Valuations is a member of XPX Fairfield County
Mark Campbell
Managing Director
Scout Valuations

Call Me When... A business valuation is needed for business planning, estate planning or litigation.

Member for 11 Years
Michael Grundei of Wiggin and Dana LLP is a member of XPX Tri-State
Michael Grundei
Partner
Wiggin and Dana LLP

Call Me When...

Member for 8 Years
Jeff Swiggett of VR Business Sales is a member of XPX Fairfield County
Jeff Swiggett
President
VR Business Sales

Call Me When... A business owner(s) is seeking to engage an itermediary in a sell side or buy side engagement.

Member for 12 Years
William Murray
Managing Director
MPI

Call Me When... I do valuations of private companies for estate planning, financial reporting and litigation.

Member for 4 Years
Jenna VanLeeuwen, CFP®
Financial Planner
Aligning Wealth

Call Me When... an entrepreneur wants to create financial freedom for themselves by building wealth in and out of their business.

New Member
Molly Linell
Business Development Associate
Marshall & Stevens

Call Me When... you need business valuations

New Member
Andrew Karlen of Law Office of Andrew N. Karlen is a member of XPX Fairfield County
Andrew N. Karlen
Esq.,
Law Office of Andrew N. Karlen

Call Me When... A business owner is or should be thinking about their ultimate departure from their business; Particularly when the client is an owner of or stakeholder in a family owned business;

Member for 10 Years
Anthony J Cook
Principal, Private Wealth Management
AB

Call Me When... You have a HNW client who needs world class planning and wealth management advice.

Member for 1 Year
Timothy Throckmorton
Sr. Managing Director, Client Planning and Consulting
Webster Private Bank

Call Me When... Desire to save tax before selling a business

New Member

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