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.

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William Jarry of BNY Mellon Wealth Management is a member of XPX Greater Boston
William Jarry
Senior Vice President
UBS

Call Me When... 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.

Member for 14 Years
Tom Zhang
Advisor
Touchstone Advisors

Call Me When... you consider an M/A transition, whether you own a family business or a high-tech startup

Member for 2 Years
Alexander Powell of Northern Trust is a member of XPX Greater Boston
Alexander Powell
Wealth Strategist
Northern Trust

Call Me When... A business owner is thinking about a transition and needs help quantifying what the value of the business means to them, as well as the implications and best strategy from a personal, family, and financial perspective.

New Member
John Colucci of McLane Middleton is a member of XPX Greater Boston
John D. Colucci
Director, Corporate Department and Managing Director, Woburn Office
McLane Middleton

Call Me When... A business is planning a significant transition.

Member for 6 Years
Tony Boschetto
Partner
KLR Outsourcing

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

Member for 4 Years
Ross Yogel
Partner, Director of Business Valuation | Financial Forensics
LGA LLP

Call Me When... You need an independent closely held business valuation assessment, quality of earnings and due diligence needs, or a financial forensic investigator.

New Member
Brad Kayton
Regional Director, US Northeast
CFO Center

Call Me When... a fractional CFO is needed

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

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

Member for 3 Years
Tom Sherwin
President & CEO
CEO Resources, Inc.

Call Me When... 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.

Member for 3 Years
Kevin McAuliffe
Wealth Advisor
Bernstein Private Wealth Management

Call Me When... Your clients are interested in the sale of their business and would like guidance prior, during and after the sale to ensure their goals are met in the most efficient way possible.

Member for 2 Years
Yvan Bodart
Principal, Investment Advisor
F.L. Putnam Investment Management Company

Call Me When... you have questions regarding investment management, financial planning, estate planning and general wealth management concerns.

New Member
Dan Corcoran
Managing Director
MCRC

Call Me When... need capital for management buyouts, partner buyouts, acquisitions, growth

Member for 2 Years
William Rodgers of Tarlow Breed Hart & Rodgers, PC is a member of XPX Greater Boston
William R. Rodgers
Partner
Tarlow Breed Hart & Rodgers, PC

Call Me When...

Member for 8 Years
Noah Schlesinger
Vice President
AllianceBernstein

Call Me When... 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.

Member for 2 Years
Kyle Scandore of McLane Middleton, P.A. is a member of XPX Greater Boston
Kyle J Scandore
Attorney
McLane Middleton, P.A.

Call Me When... A business owner is ready to sell or begin transferring their business

New Member
Rick Weed
Vice President - Business Development
SES ESOP Strategies

Call Me When... You or a client want to discuss the benefits of an ESOP as a business transition or exit strategy

Member for 1 Year
Steven Cohen
Shareholder
Devine, Millimet & Branch, Professional Association

Call Me When...

Member for 7 Years
Jack Finning of AAFCPAs is a member of XPX Greater Boston
Jack Finning
Partner
AAFCPAs

Call Me When...

Member for 11 Years
Rich Weiner of AAFCPAs is a member of XPX Greater Boston
Rich Weiner
Partner
AAFCPAs

Call Me When... the tax structure of a transaction requires evaluation and understanding

Member for 11 Years
Boris Nusinov of Rockland Trust is a member of XPX Greater Boston,
Boris Nusinov
Market Manager / Tearm Leader - Corporate Banking & Leveraged Finance
Rockland Trust

Call Me When... You are seeking a commercial banking partnership. I run a the corporate banking & leveraged finance team for an ~$20Bn Bank focused on the middle market space in New England. Primary areas of expertise are debt, deposits and treasury management.

New Member
Ellie Myers
Associate
Nutter McClennen & Fish LLP

Call Me When... 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.

Member for 1 Year
Mike Bowden
Founder
Bay Farm Advisory

Call Me When... A client is looking to increase the performance of their business financially and operationally.

New Member
Paul Schmid
Partner
ArentFox Schiff LLP

Call Me When... you need legal advice for a M&A transaction, debt financing, or other corporate transaction.

Member for 3 Years
Michael Stephens
Vice President
Fiduciary Trust Company

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
Joseph Confessore of Washington Trust is a member of XPX Greater Boston
Joseph M Confessore
SVP | Wealth Management | Commercial Banking
Washington Trust

Call Me When... Exit Planning and Wealth Management, Debt Capital and Commercial Banking

Member for 5 Years

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