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 151 Members
Robert Schildkraut
Member for 2 years
President
Falcon Management LLC
Call me when... your CEO needs help in understanding and improving his company’s financial reporting, cash flow and business performance.
Hank Beresin
Member for 1 year
Managing Director
First Street Business Brokers
Call me when... you have a client, friend or family member considering selling their business.
Ross Yogel
Member for 2 years
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.
Rich Weiner
Member for 13 years
Partner
AAFCPAs
Call me when... The tax structure of a transaction requires evaluation and understanding
Tiiu Ashcraft
Member for 1 year
Sales and Marketing Director
One 8 Solutions
Call me when... When a company needs a Client Accounting Services Firm to help to solve financial management challenges, need ongoing accounting and bookkeeping support, and any QuickBooks order fulfillment.
Ellie Myers
Member for 3 years
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.
Richard Glassman
Member for 5 years
Partner
ESOP Plus LLC
Call me when... Whenever a shareholder in a privately-held business is looking for a liquidity event.
Noah Schlesinger
Member for 4 years
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.
Sarah Hammer
Member for 1 year
Director of Business Development
Trivest
Call me when... Looking for a partner / investor in a family or founder owned business. Trivest is a private equity firm focused on the support and growth of founder-led & family-owned businesses
Jonathan Bello
Member for 2 years
Owner and Founder
One 8 Solutions, LLC
Call me when... When a company needs an Client Accounting Services Firm
John Malone
Member for 5 years
Partner
Business Improvement Group, LLC
Call me when... Contact us before you sell your business to improve operations and EBITDA quickly without capital expenditures.
Arber Cufe
Member for 8 months
Principal
LGA
Call me when... In an event of; Growth Initiatives, Merger & Acquisition, Exit Planning, Partnership Disputes, Debt or Investment Financing
David DeFronzo
Member for 1 year
Valuation Specialist
Teknos Associates
Call me when... you need valuation expertise for transactions, litigation support, estate planning, or tax compliance. I assist with financial modeling, fairness opinions, and 409A valuations.
Anne Gouthro
Member for 7 months
Financial Planner
Napier Financial
Call me when... you are ready for financial clarity from the owner’s box. I bring transparency, strategy, and coordination to clients financial life to help them avoid blind spots, make confident decisions, and stay on track—no matter what life throws their way.
William Jarry
Member for 16 years
Managing Director
Hingham Street Advisors of Wells Fargo Advisors
Call me when... financial planning and wealth management needs arise.
Paul Edelman, PhD, PCC
Member for 6 years
Coach | Facilitator | Family Wealth Advisor
Edelman & Associates
Call me when... you have a transitioning owner who has mixed feelings or concerns about selling their business and whatever comes next. Transition coaching can ensure a smoother path to exit and reduce the chances of last-minute surprises at closing.
Reed Smith
New Member
Managing Director
Brown Brothers Harriman & Co.
Call me when... You have business-owning client or prospect who needs debt or equity capital, or strategic advice on their business, estate plan, or on investing.
Judy Wilks
Member for 10 months
Founder/CEO
Steadfast Ventures, LLC
Call me when... your business is ready to update your operational processes and grow stronger
Mike Bowden
Member for 2 years
Founder
Bay Farm Advisory
Call me when... A client is looking to increase the performance of their business financially and operationally.
Jack Steele
Member for 2 years
Partner
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.
John Fan
Member for 1 year
Principal
West Bay Succession Capital
Call me when... you would like to talk about selling a business in sewer maintenance or heavy machinery repair.
Gabrielle Jenkins
Member for 6 years
Co-Founder
Waypoint Growth Advisors
Call me when... Fractional Human Captal Advisory Services: Organizational and Talent Assessment, Succession Planning, Salesforce Effectiveness, Leadership Development, Employee Engagement/Retention.
Todj Gozdeck
New Member
Partner
Citrin Cooperman
Call me when... A QoE is desired or other CPA work is needed.
