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.

Member Directory

Assistant Vice President
Mohamed-Merola Wealth Management

You have clients with complicated financial situations who need pre-transaction planning for them and their family.

Partner
KLR

You need help reducing or evaluating your business taxes.

Senior Vice President – Financial Advisor - CIMA® CPWA®
RBC Wealth Management

You are a business owner in need of personal financial clarity, some unique lending strategies, looking for sophisticated business and personal retirement planning.

BDO

Conntact: Jae Erdekian, Email: JAErdekian@bdo.com

Partner
Sullivan & Worcester LLP

You or a client needs experienced deal counsel for middle market transactions.

Senior Consultant
ROCG Consulting

You are looking to develop a strategic plan to build the value of your business.

Director
Business Transition Strategies

You are considering selling your company, now or in the future. We work with private companies in the lower mid-market.

Partner
Burns & Levinson LLP

You need a middle market M&A attorney

Partner
US Wealth Management

We serve our clients as their Financial Head Coach which means we coordinate the services of all professionals. This helps them consolidate fractured advice before, during, and after a M&A transaction.

Founding Partner
ROCG Consulting

When you need a catalyst in guiding business owners to discover their personal values, goals and objectives, to ensure their end-in-mind objectives are met upon their business exit and/or transition

Operating Partner
550 Advisors LLC

Call me when you have a business in transition. I provide real solutions as a fractional CEO, operational CFO, experienced succession planner and as an operating executive.

CEPA, Financial Planner
Commonwealth Financial Group

Your client is thinking about a transition. I help owners thoughtfully consider what a business transition personally, stress-test their financial efficacy of life-after-sale, & implement strategies to ensure they thrive through the exit & post-exit.

Principal
Baystate Business Brokers

You are working with a business owner who is considering the sale of their company either immediately, or in the next 1-2 years.

Financial Advisor / Wealth Manager
Securian Advisors of New England

When you believe a client may benefit from a discussion on the value of life and or disability insurance to protect the value of the personal wealth and also of that of their business.

Managing Director
Risk Strategies Company

An insurance question arises and I will likely have the answer, solution or know someone who will!

Managing Director
The Private Bank, Bank of America

Before the client sells the business and wants help figuring out: Do I have enough money? What should I do with the money? What do I need to know to make the best decisions for myself and my family?

Partner
Dunn Rush & Co. LLC

When a business owner is interested in considering the sale of their business, wants to how the M&A process works, and how to increase the value of the company between now and a liquidity event.

Director
HUB International, LLC.

I focus on assisting the private equity and family office community through my insurance expertise. I support transactions, fundraising, and help the ecosystem source deals.

Financial Planner | Certified Exit Planning Advisor
Commonwealth Financial Group

If theres a question about employee benefits, executive compensation and benefits, attraction & Retention tools, Buy-sell/Key Person insurance, retirement planning wealth management

Vice President
Dunn Rush & Co. LLC

Sell-Side M&A Advisor focuses exclusively on achieving maximum valuations for private and family-owned companies in a sale or recapitalization of the businesses valued between $20 - $200 million.

Managing Director
Oberon Securities

You or your client wants to sell your business, buy a business, understand value, and or raise capital.

Founder & Principal
Romero Solutions Group

Your family business clients need help with planning (strategic or operational), profitability, operating model sustainability, growth, transition preparation or tactical problem solving.

Managing Director
Carpenter Hawke & Co.

Call when thinking of selling your business/company.

Business Development & Partnerships Manager
ICA Group & MassCEO

You need guidance on employee ownership options like ESOPs and worker cooperatives.

Vice President
Mohamed-Merola Wealth Management

A mature business owner needs help quantifying what the value of their business means to them and their family and developing a transition strategy around that need.

SVP and Regional Manager
Middlesex Savings Bank

You need bank financing for a company based in New England with under $200MM in revenues. We provide financing for M&A, equity recaps, leverage cash flow deals and traditional business needs.

Director of Relationship Development
Centerpoint Advisors

I help high net worth clients have a better relationship with their money. Call me when you are looking for multi-generational planning and financial coaching.

Partner
Business Improvement Group, LLC

Contact us before you sell your business to improve operations and EBITDA quickly without capital expenditures.

Partner
Waypoint Growth Advisors

Fractional Human Captal Advisory Services: Organizational and Talent Assessment, Succession Planning, Salesforce Effectiveness, Leadership Development, Employee Engagement/Retention.

Senior Vice President
KeyBank

You need capital structure or financing solutions, buy-side or sell-side solutions, treasury or payment solutions, and other banking needs (derivatives, operating accounts).

Senior M & A Advisor
Osage Advisors

You are considering selling your company or have a client looking to sell

Managing Director
MCRC

Need capital for management buyouts, partner buyouts, acquisitions, growth

President & CEO
CEO Resources, Inc.

You are the CEO/President/Primary Stockholder/Family Ownership Leader rethinking your exit strategy ahead of all of the others. I am the trusted advisor CEOs talk to before they talk to anyone else.

Portfolio Management Director, Financial Advisor
Morgan Stanley

You are considering selling a business; You want a financial and legacy plan; You want to shelter gains and establish a reliable income strategy; You want to understand what the net proceeds from your sale will allow you and your family to accomplish

Principal, Senior Client Strategist
BNY Mellon Wealth Management

A client needs financial planning advice and wealth management as early as possible in a transaction, where they will have at least $5M in investable assets.

Managing Director, Family Wealth & Business Transition Planning
The Colony Group

You (or someone you know) are in need of assistance in planning for, and executing on your/their own personal & family exit from the ownership of a closely-held-business

Commercial Lender
BankProv

You know a business owner looking to grow or transition ownership of their company or a real estate investor with a project.

Associate
Nutter, McClennen & Fish, LLP

You need assistance with buy- or sell-side mergers or acquisitions, or assistance with venture capital financing.

Tarlow Breed Hart & Rodgers, PC
Attorney
Nutter, McClennen & Fish LLP

You are looking for practical advice for a business sale or investment.

First Vice President - Senior Asset-Based Lending Officer
Cambridge Savings Bank

A financing solution is needed to support business initiatives around growth, investment, M&A, operational turnaround, ownership transition, capital structure, liquidity, and enterprise value.

Partner
AAFCPAs
Partner
GoldCoast Mortgage Services

There is any question regarding real estate or financing.

Senior Vice President
Cambridge Trust

I help business owners and their advisor collaborate to achieve successful outcomes based upon each participants definition of success. Together we strive to help everyone's best next chapter.

Partner
Mirus Capital Advisors

You have a client or acquaintance looking to sell a business, buy a business, or raise capital

Partner
AAFCPAs

The tax structure of a transaction requires evaluation and understanding

CFO
Coos Bay Partners

You need help to understand your cash flow, establish and measure key indicators of performance or stage your operation for the rigor of a due diligence review or to perform a due diligence review.

Partner
ESOPPlus: Schatz Brown Glassman LLP

Whenever a shareholder in a privately-held business is looking for a liquidity event.

Founding Partner
New Majority Capital

A buyer of a small business is looking for equity financing or a seller of a business with EBIT < $2M is looking for buyers

Senior Managing Director
VRC / Valuation Research Corporation

A valuation is needed.

M&A Advisor
True North Advisors Group, LLC

Your client is trying to decide whether to sell, transfer or wind down their business. I will help them decide, then create a plan to sell to the right buyers

Partner, Managing Director of Business Advisory Services
LGA, LLP

You have a client who could benefit by proactively managing their company to minimize financial risk, optimize value, understand their results, be proactively prepared for an eventual exit, and ensure efficient access to debt and equity.

Founder
Resolute Advisory Services

You've made an acquisition and are asking "Now what?" I work with CEOs and owners to grow their businesses by planning acquisitions and post-merger integrations to increase revenue and reduce costs.

Founder and Principal
Legacy Real Estate Advisors

We provide consultative services that help HNW individuals, business owners and their trusted advisors with the real estate component of their investment portfolios and/or their business.

Managing Partner
Capital Access Strategies, a division of Martin H. Imm & Associates

When you have a business client which could grow, or execute plans you have helped it develop if it only had additional capital.

Of Counsel
McLane Middleton, Professional Association

Your closely held or family owned business client is ready to strategize or implement an internal or external transition.

Associate
Nutter McClennen & Fish LLP

I work with companies in a variety of industries through the life cycle of their businesses, counselling clients on both buy-side and sell-side mergers and acquisitions and representing emerging and established companies in VC/PE financings.

President
Croyle Financial Consulting, LLC

A business owner is struggling with poor earnings and cash flow. We help owners understand and use their financial reporting to improve profitability and cash flow.

Wealth Manager
KLR Wealth Management
President
RS Finance & Consulting, LLC

Call me when you want to sell your company, get a valuation of your company, learn about the sale process or need help making an acquisition.

Partner
AAFCPAs

When in need of financial, accounting or tax advisory services relating to either ongoing operations or succession planning.

Managing Partner
Southcoast Financial Partners, LLC

There is a weak finance function, lack of financial visibility, or lack of experienced CFO with M&A experience.

Advisor
Touchstone Advisors

You consider an M/A transition, whether you own a family business or a high-tech startup

Principal
BerryDunn

Call me when a client needs GAAP Financials.

Dale Carnegie Training

Contact: Clark Merrill - Email: clark.merrill@dalecarnegie.com

UBS Financial Services

We advise business owners and senior executives through all phases of their financial lives from growing a business to exiting.

Mirus Capital Advisors
Senior Vice President
Middlesex Savings Bank

When you need bank financing for working capital, business expansion and commercial building acquisitions.

Vice President
BankProv

Senior debt cash flow financing for sponsor backed M&A transactions

Partner
Nutter McClennen & Fish

You are ready to raise money or undertake any sort of material transaction and want to understand the process along the way

Business Advisor
Simonetta Consulting

Your business is not profitable, or not growing. I can help you get on track to meet your personal and company objectives.

Owner
Rutherford Advisors, Inc.
Partner
Nutter McClennen & Fish LLP

You have a client who is in need of sophisticated corporate legal advice and representation for a VC financing, Private Equity recap, and/or M&A event.

CEO
Alliance Private Wealth

You are looking for an Exit Planning Advocate to be by your side during your exit and beyond.

Director, Corporate Department and Managing Director, Woburn Office
McLane Middleton

A business is planning a significant transition.

Director of Strategy & Transactions Advisory
Grant Thornton, LLP

You are buying or selling a business and require a Quality of Earnings analysis.

Manager, Valuation Services Group
BerryDunn

Valuation Advisory; Transition, Exit, Succession Planning; and Value Enhancement needs arise.

Managing Director
Edelman & Associates

You want to avoid having a deal blow up because the owner's mixed feelings surfaced in the form of seemingly irrational objections, concerns, or requests at the closing.

VP
TD Bank, N.A.

You have a need for financing above $1MM. I work as a General Industries Relationship Manager for TD Bank.

Partner
KLR

You need an interim CFO, strategic planning advisory services, due diligence and M&A advisory services.

Director
International Exit Planning Association

There is a need for Exit Planning education, training, tools, or expert advice.

Vice President
AllianceBernstein

You or your client are considering a liquidity event withint the next 1-5 years. Bernstein provides exceptional resources and counsel throughout the pre-transaction planning and sale process, in addition to best in class investment management.

Principal
BerryDunn

A client needs to know the value of what they have and the logic that drives the number.

Principal
Phinney Caldwell Growth

A potential sale of your company will not yield the proceeds you need; you need to increase your valuation and exit potential. Readiness for a sale requires improving profitability and growth.

Founder & CEO
U S Wealth Management

You want a complete financial plan encompassing all of the moving parts (estate, investments, taxes, insurance, family legacy planning, business planning).

Managing Director
LockeBridge Capital Partners

You need corporate finance or merger/acquisition services

Attorney
Tarlow Breed Hart & Rodgers, PC

Please call me when you are considering structuring a transaction and for strategic tax planning for individuals.

Associate
Dunn Rush & Co.

You have clients or friends that are considering a sale of their business.

Managing Partner
Blue Highway Capital

You have a company that needs equity capital for a transition, liquidity for founders, management buying out the founders

First Vice President Commercial Banking
Cambridge Savings Bank

There is a request for traditional debt financing, should it be fully secured/C&I or cash flow with an amortizing air ball or an ESOP loan.

SVP
Customers Bank

Early when a company is beginning to talk about selling or buying (ESOPs/M&A/Internal Buyouts) and potential financing

Financial Planner
US Wealth Management

You are in need of a holistic financial plan incorporating all of the moving parts of your life, personal, business, estate, tax and investments.

Principal Consultant
Expense Reduction Analysts, Inc.

You're overspending on operating costs and want to buy better.

Associate
Arent Fox LLP

You need legal advice for a M&A transaction, debt financing, or other corporate transaction.

Managing Director
Mohamed-Merola Wealth Management

A successful entrepreneur or business owner is thinking about a transition or sale and needs to know the implications and best strategy from the personal and family perspective.

Partner
Tarlow Breed Hart & Rodgers, PC
President
FinArc Investments, Inc.

An entrepreneur needs help managing their investment portfolio and integrating it with other parts of their financial life (e.g. philanthropy, estate, tax, etc.)

Mediator and Coach
Cooperative Coaching & Mediation

Call me when conflict between business owners and their internal or external partners impedes company profitability or cultural cohesion.

Tax Partner
AAFCPAs

The day before I am attending an XPX event

Managing Member
Caswell Vlachos Group

Someone is exploring the potential sale of a business or would like counsel as to how to begin the process, including positioning the business for future sale. Typically managing the marketing and sale of Northeast businesses - $2-15M.

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