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 102 members
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Stephen K Davis
Member for 3 Years
President/CEO
Safe Harbor Asset Management
You are in need of a tax mitigation specialist, particularly when you're facing a large capital gains tax and need a solution.
Frank Coppola
New Member
SBA Business Development officer
44 Business Capital/Berkshirebank
Business Acquisition, Partner Buy outs, Debt restructure, Real estate purchase
Ed E Pratesi
Member for 4 Years
Managing Director
Valuation & Transition Strategies, LLC
When there is a need for an owner to understand, enhance and transition value.
Jacquelyn Galligan
Member for 2 Years
HCM Consultant
CBIZ Human Capital Management
There is an opportunity to participant in events, meetings etc. Open to any and all communication
David Gaynor
New Member
Managing Director
Marshall & Stevens Incorporated
A valuation is needed. I perform valuations for gift and estate tax purposes, financial reporting, fairness/solvency, and healthcare compliance.
Jason F Correia
Member for 5 Years
CLA
You need financial or tax due diligence services (buy-side or sell-side) in conjunction with an M&A transaction, from a reliable, experienced and responsive CPA.
Maureen Zavatone
Member for 4 Years
Senior Vice President
US Trust
Call me when you or your client are contemplating banking, lending, capital expenditures, investing, planning, and any other aspect of wealth management as it relates to your closely held business.
Bonnie D. Kumiega
Member for 4 Years
Attorney
Updike, Kelly & Spellacy, P.C.
Whenever you or a client need legal services; you or your client are buying or selling a business; family business planning; business and corporate services; estate planning and succession planning
Harvey M. Katz
Member for 6 Years
Partner
Fox Rothschild
When considering business succession issues, retirement and when a business owner wants to take some chips off the table. When deciding when and how to incentive key employees
Ron Reuter, CTP/CVA
Member for 6 Years
Managing Director
RJ Reuter Business Consulting
There is distressed financial performance threatening the business, debt negotiation and restructuring, refinancing or a sale
Greg Libertiny
Member for 4 Years
Managing Partner
NBT Associates LLC
Thinking about a liquidity event in the near term or over the horizon and want to maximize your enterprise value? We should talk.
Keith Dee
Member for 8 Years
President
Osage Advisors, LLC
You are looking to sell your company. We work with closely-held and family owned businesses with $3.0 to $100 million in revenue.
Joshua Shoshan
Member for 2 Years
Senior Vice President
Wealthspire
I help entrepreneurs and corporate executives achieve quality of life and financial freedom
Paul Sapiro
Member for 5 Years
Senior Vice President - Wealth Management
UBS
You or someone you care about would like to review investment strategies, financial and estate plans, ideas on how to increase the value of a privately held business, and exit strategy techniques
Gina M D'Ambruoso
Member for 4 Years
VP SBA Business Development
TD Bank
Your client is seeking financing during all stages of their business life cycle around expansion, equipment, real estate, working capital, and purchasing or selling their business
Deborah Agrafojo
Member for 3 Years
Merger and Acquisitions Advisor
Touchstone Advisors, LLC
You are thinking about, thinking about selling your company. There are steps that you can be taking to prepare your business to sell that can maximize the amount it's valued at.
Dennis Ladd
New Member
VP, Charitable Planning Consultant
FIDELITY Charitable
I support financial advisors, trust & estate attorneys, cpa's in Tri-State on all areas of philanthropy.
Carlos E Salmon, CFP®, CIMA®, CPWA®
Member for 3 Years
Senior Vice President - Wealth Management
CIC Wealth, LLC
You want to help guide clients through planning for their eventual transition. The we start planning, the better.
Richard L Sullivan
Member for 4 Years
Senior Vice President
Merril Lynch
Our team has the resources and experience to assist our clients answer the all important question, do I have enough money for retirement?
Steven Pappas
Member for 9 Years
Touchstone Advisors
You need a professional to discuss your business ownership exit planning options.
Jack L Hendler
Member for 5 Years
CEO
Avalon Net Worth Group
A Company Healthy or Stressed wishes to Sell or Mergeneeds new financing Senior and below.
Nathan Klatt
Member for 9 Years
Managing Director
Rockport Investment Partners
A client needs a valuation and/or support for a potential transaction and would like to work with a collaborative advisor.
Brian William Fischer
Member for 3 Years
Partner
Day Pitney LLP
You or your clients need legal representation or advice on mergers and acquisitions, debt or equity financing, joint ventures, securities and corporate governance.
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