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

Showing 142 members
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Call Me When... Conntact: Jae Erdekian, Email:

Member for 1 Year
Cameron Scott of BerryDunn is a member of XPX Greater Boston
Cameron A. Scott
Principal, Valuation Services Group

Call Me When... Valuation Advisory; Gifting Valuation; Estate Valuation; Transition, Exit, Succession Planning; and Value Enhancement needs arise.

Member for 3 Years
Andrew Merken
Burns & Levinson LLP

Call Me When... You need a middle market M&A attorney

Member for 2 Years
Chris Shepler of Fiduciary Trust Company is a member of XPX Greater Boston
Chris Shepler
Trust & Investment Officer
Fiduciary Trust Company

Call Me When... Professional trustee services and investment management. New Hampshire trusts (tax benefits). Comprehensive wealth, tax, trust, estate and investment planning. Nonprofit endowment management.

New Member
Brian M Beneduce
VP, Client Advisor
Bernstein Private Wealth Management

Call Me When... A business owner inquires about cash management, retirement plan advisory, and transaction planning

New Member
Louise Roussel of KeyBank is a member of XPX Greater Boston
Louise Roussel
Senior Vice President

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

Member for 1 Year
Andrew O'Brien of Resolute Advisory Services is a member of XPX Greater Boston
Andrew O'Brien
Resolute Advisory Services

Call Me When... 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.

Member for 4 Years
Ashley Agnew of Centerpoint Advisors is a member of XPX Greater Boston
Ashley R. Agnew
Director of Relationship Development
Centerpoint Advisors

Call Me When... I help high net worth clients have a better relationship with their money, using both therapeutic and financial planning modalities. Call me when you are looking for multi-generational planning, financial therapy, and independent asset management.

Member for 6 Years
Jack Steele
Hinckley, Allen & Snyder LLP

Call Me When... I'm a trusted advisor to business owners looking to build or transition their business, and a seasoned corporate attorney with 35 years advising companies, entrepreneurs, and investors on M&A, financings, and operational matters.

New Member
Matthew Slaney of FinArc Investments, Inc. is a member of XPX Greater Boston
Matthew Slaney
FinArc Investments, Inc.

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

Member for 10 Years
Michael Stephens
Vice President

Call Me When... You have any questions about you or your clients personal financial situation, estate, investment, and cash flow planning pre or post sale.

New Member
William Rodgers of Tarlow Breed Hart & Rodgers, PC is a member of XPX Greater Boston
William R. Rodgers
Tarlow Breed Hart & Rodgers, PC

Call Me When...

Member for 8 Years
William Wilcoxson
Senior M & A Advisor
Osage Advisors

Call Me When... You are considering selling your company or have a client looking to sell

Member for 3 Years
Alex Weatherall of Expense Reduction Analysts, Inc. is a member of XPX Greater Boston
Alex Weatherall
Principal Consultant
Expense Reduction Analysts, Inc.

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

Member for 3 Years
Norman W Gauthier
Managing Partner
Heritage Hill Partners Inc.

Call Me When...

Member for 11 Years
Sarah J Grossman
Baystate Business Brokers

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

Member for 2 Years
Itamar Chalif
VP Business Banking Officer
Rockland Trust

Call Me When...

Member for 17 Years
John Howe of Business Transition Strategies is a member of XPX Greater Boston
John Howe
Business Transition Strategies

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

Member for 6 Years
Sam Seekins
Private Wealth Advisor
Goldman Sachs

Call Me When... X

New Member
Craig Slater, CPWA(R)
Sr. Portfolio Manager, Financial Advisor
Morgan Stanley

Call Me When... You are considering selling a business and you want a trusted advisor and thought partner with whom to strategize for the future, help answer what the net proceeds from a sale will allow you to accomplish, and optimize your desired outcome.

Member for 1 Year
Robert J Lorenson
TD Bank, N.A.

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

Member for 5 Years
Jack Finning of AAFCPAs is a member of XPX Greater Boston
Jack Finning

Call Me When...

Member for 10 Years
Rudy Scarito of RS Finance & Consulting, LLC is a member of XPX Greater Boston
Rudy Scarito
RS Finance & Consulting, LLC

Call Me When... 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.

Member for 6 Years
Sandra Saner of The Private Bank, Bank of America is a member of XPX Greater Boston
Sandra T. Saner
Managing Director
The Private Bank, Bank of America

Call Me When... 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?

Member for 12 Years
John Dwyer
VP, Senior Relationship Manager
TD Bank

Call Me When... You need an experience senior lender for lower middle market (under 100MM Rev) exit transactions.

New Member

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