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 139 Members
Scott Loring
Member for 13 years
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.
Andrew Bostian
Member for 8 months
Managing Director
Scout Valuations LLC
Call me when... You need a valuation of a privately held business for M&A, estate planning, charitable giving, tax compliance, and financial reporting. I provide detailed, data-driven valuations that help business owners and their advisors make informed decisions.
Michael Radin
Member for 1 year
Partner
Shipman Goodwin LLP
Call me when...
You or your clients have a matter that could have significant impact on a business, its owners or employees, or customer/supply chain.
Rich Weiner
Member for 13 years
Partner
AAFCPAs
Call me when... The tax structure of a transaction requires evaluation and understanding
Ross Krajewski
Member for 2 years
Counsel
Hinckley, Allen & Snyder LLP
Call me when... you are in need of estate planning, tax, and succession planning assistance.
Gabrielle Piasio
Member for 7 years
SVP, Sponsor Banking
Grasshopper Bank
Call me when... You know a private equity firm or independent sponsor investing in the lower middle market looking for cashflow based senior debt financing, nationally.
Michael Wright
Member for 1 year
Senior Wealth Advisor
Focus Partners Wealth
Call me when... You or your client is ready to discuss ways to design and live their best life before, during, and after the sale of their business.
Kevin Jolley
New Member
Managing Director
Shields & Company
Call me when... You have a client that is interested in selling their business now or would like to prepare in advance to sell their business in the future.
Jeff Rolke
Member for 7 years
Partner
GoldCoast Mortgage Services
Call me when... There is any question regarding real estate or financing.
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
Mark Diebus
Member for 2 years
Senior Vice President
Middlesex Savings Bank
Call me when... A middle-market company or PE firm is in need of $2-$25MM for acquisition or other term debt to fuel growth. Loans, working capital lines, acquisition lines, equipment lines, and owner-occupied RE.
Michael Crowley
Member for 3 years
Value Advisor
Planned Value Group
Call me when... A business owner needs to build and implement systems. Our professionals focus on the four intangible capitals that make up 75% of a companies worth. We systematically improve and measure the Human, Customer, Structural, and Social capitals.
Kate Soto
Member for 5 years
Partner
Mirus Capital Advisors
Call me when... You have a client or acquaintance looking to sell a business, buy a business, or raise capital
David Poulin
Member for 10 years
Senior Vice President – Financial Advisor - CIMA® CPWA®
RBC Wealth Management
Call me when... You are a business owner in need of personal financial clarity, some unique lending strategies, looking for sophisticated business and personal retirement planning.
William Wilcoxson
Member for 5 years
Senior M & A Advisor
Osage Advisors
Call me when... you are considering selling your company or have a client looking to sell
Warren Rutherford
Member for 14 years
Owner
The Executive Suite
Call me when... Your client needs an executive search to get a successor in place.
Kristin McKenna
Member for 2 years
President
Darrow Wealth Management
Call me when... Someone needs help managing/planning for sudden wealth from the sale of their business.
Kevin Goldsmith
Member for 2 years
Managing partner
Fawn Lake Partners
Call me when... Small business acquisition opportunities, particularly in the insurance industry
Zane Fernandez
Member for 2 years
Attorney
Gesmer Updegrove LLP
Call me when... you need a corporate attorney
Havell Rodrigues
Member for 4 years
Founding Partner
New Majority Capital
Call me when... a buyer of a small business is looking for equity financing or a seller of a business with EBIT < $2M is looking for buyers
Noah Schlesinger
Member for 3 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.
John Weeks
Member for 9 years
Managing Director, Family Wealth & Business Transition Planning
Focus Partners Wealth
Call me when... 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
Gregory Rush
Member for 14 years
Senior Managing Director
Dunn Rush & Co. LLC
Call me when... 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.
Lew Segall
Member for 8 years
Partner
Sullivan & Worcester LLP
Call me when...
You or a client needs experienced deal counsel for middle market transactions.
