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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Paul Oliveira
CEO
KLR

Call Me When... you need help reducing or evaluating your business taxes.

Member for 2 Years
Daniel Shea
Financial Advisor
Bernstein Private Wealth Management

Call Me When... you or your clients are considering selling their business. Bernstein Private Wealth offers top tier advice to help you navigate the process and complexities from beginning to end.

New Member
Martin W Croyle
President
Croyle Financial Consulting, LLC

Call Me When... 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.

Member for 4 Years
Jeff Rolke of GoldCoast Mortgage Services is a member of XPX Greater Boston
Jeff Rolke
Partner
GoldCoast Mortgage Services

Call Me When... There is any question regarding real estate or financing.

Member for 5 Years
Randall Richard of Richard Brothers Financial Advisors is a member of XPX Greater Boston
Randall Jon Richard
President
Richard Brothers Financial Advisors

Call Me When... Business owner needs a detailed financial plan from a team of financial advisors before, during or after exit

New Member
David Roache
Operating Partner
Exit the Family Business

Call Me When... A business owner wants to maximize value by providing a credible growth story and platform for the buyer

Member for 1 Year
Sarah J Grossman
Principal
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
Daniel Paris
Senior Vice President / Private Client Advisor
Bank of America Private Bank

Call Me When... Your client needs to leverage their personal balance sheet to create liquidity or your client needs to put a post liquidity plan into place.

Member for 4 Years
Eric Cooper of Commonwealth Financial Group is a member of XPX Greater Boston
Eric A Cooper
CEPA, Financial Planner
Sooner Private Financial Council

Call Me When... 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.

Member for 1 Year
Matthew Slaney of FinArc Investments, Inc. is a member of XPX Greater Boston
Matthew Slaney
President
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 11 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
Matthew T Allison
Senior Consultant
ROCG Consulting

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

Member for 5 Years
Joshua French
Partner
Nutter McClennen & Fish

Call Me When... you are ready to raise money or undertake any sort of material transaction and want to understand the process along the way

Member for 5 Years
Michael Stephens
Vice President
Fiduciar

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
David DeFronzo
Valuation Specialist
Teknos Associates

Call Me When... Mornings

New Member
Jonathan Bello of One 8 Solutions, LLC is a member of XPX Greater Boston
Jonathan L Bello
Owner and Founder
One 8 Solutions, LLC

Call Me When... When a company needs an Client Accounting Services Firm

New Member
Kent Gregoire of Symphony Advantage Inc is a member of XPX
Kent Gregoire
CEO
Symphony Advantage Inc

Call Me When... CEOs who has (or wants to have) the courage to grow an organization from whatever it is today to one that is rock solid, with a strong culture and a strong leadership team in place to maximize profit, value and impact.

New Member
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
Leland Mindnich of Mohamed-Merola Wealth Management is a member of XPX Greater Boston
Leland Mindnich
Vice President- Wealth Manager
Mohamed-Merola Wealth Management

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

Member for 5 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 2 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
Tom Camp of Camp Corporate Law, LLC is a member of XPX Greater Boston
Tom Camp
Managing Member
Camp Corporate Law, LLC

Call Me When... you have a client in need of an experienced M&A or Private Equity attorney focusing on the lower middle market.

Member for 8 Years
Martin Imm of Capital Access Strategies, a division of Martin H. Imm & Associates is a member of XPX Greater Boston
Martin H. Imm
Managing Partner
Capital Access Strategies, a division of Martin H. Imm & Associates

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

Member for 5 Years
Jonathan Vogt
Senior Vice President
KeyBank

Call Me When... Senior Bank Debt, M&A Financing, Term Debt, LOC & CRE Financing. Access to KeyBank's specialized IB Industry knowledge & expertise, Capital Markets, Cash Flow/ABL/LevFin, Treasury/Payments, Leasing, FX, & Wealth Mgt. Responsive.

Member for 1 Year
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 4 Years

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