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 121 Members
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Rick Drumm
Member for 9 months
Scaling Up Certified Coach and Founder
Peak Leadership Teams, LLC
Call me when... you want to achieve your highest potential through strategic planning, leadership development, and customized coaching, focusing on sustainable growth and value creation.
Robert Schatz
Member for 1 year
Partner
ESOP Plus®: Schatz Brown Glassman LLP
Call me when... Whenever a Company is looking for information about ESOPs or when shareholder in a privately-held business is looking for a liquidity event.
Adam Anderson
Member for 7 years
Partner
Robinson & Cole LLP
Call me when... You or your client are considering selling your business or need general legal advice.
Yana Reiser
Member for 11 months
Director
FML
Call me when... I am a CPA; specialize in advisory and assurance services; particularly financial statement audits and reviews; and transaction services (M&A, QofE, Due Diligence various scopes etc); as well as employee benefit plan audits
Andrew Marks
Member for 1 year
Wealth Investment Mentor | Co-Founder
World Creative & World Chic
Call me when... You want to expand and grow your investing strategy to secure an optimal diversified stock portfolio that protects your wealth.
Timothy Throckmorton
Member for 1 year
Sr. Managing Director, Client Planning and Consulting
Webster Private Bank
Call me when... Desire to save tax before selling a business
Kevin Donovan
Member for 5 years
Partner
FML
Call me when... When you or your clients have a problem or issue to solve, I will work diligently to help you solve it!
Grant Templin
Member for 1 year
Private Wealth Advisor
Morgan Stanley
Call me when... business owners need a wealth manager who understands their unique pre and post transaction needs and is experienced collaborating with their team of trusted advisors.
Rick Allen
Member for 6 years
Managing Partner
Great Hill Advisors
Call me when... a company needs an accomplished financial exec to advise owners and investors on exit planning, financial presentations and operating/financial projects. Also serve on Board of Directors
Alex Ramos
Member for 6 years
Senior Vice President
Key Bank
Call me when... Your client would benefit from an overall review of their balance sheet,investment and retirement accounts.You want a proven partner successful in serving highly-satisfied clients and their advisors
Kevin Donovan
Member for 1 year
Founder
Fortis Sales Solutions
Call me when... You are working with Owners, CEOs, leadership who are responsible for the P&L and see sales as the way to grow and scale their business.
Cameron Burns
Member for 7 years
Mr.
Bradley, Foster & Sargent, Inc.
Call me when... A family needs customized investment management solutions and help integrating management of their portfolios with income tax and estate planning professionals.
James Osborn
New Member
Founder/Partner
Envest Asset Management
Call me when... you're looking for an independent wealth manager and planner focused on sustainability.
Greg Wozniak
Member for 1 year
CPA
Marcum LLP
Call me when... neeed for Tax consulting, Entity Structure, Qaulity of Earnings and transaction advisory
Joseph VonEhr
Member for 6 years
Director
CFO Consulting Partners
Call me when... Seeking strategic or tactical CFO support (part-time, interim or consulting) or M&A and exit planning transaction advisory
Kevin Bodnar
Member for 1 year
Investment Banking
Withum
Call me when... Full service investment banking for privately held, family and founder owned businesses
Lance Cholet
Member for 1 year
Private Wealth Advisor
UBS Financial Services
Call me when... you or your client needs help planning for a liquidity event such as a sale, IPO, or merger. We are a nationally recognized team that helps owners make important decisions for them and their families.
Martin Anderson
Member for 8 years
Senior Vice President
Webster Bank
Call me when... you or your client seeks patient capital for expansion, acquisition, equipment, real estate and/or a second opinion on current financing strategy and structure.
Michael Castro
Member for 2 years
Senior Vice President
BankUnited
Call me when... M & A Finance, ESOP Finance, Working Capital Lines of Credit, Asset Based Lending
Tatiana Tsoir
Member for 11 months
CEO
Linza Advisors Inc.
Call me when... you have a client who need accounting & tax reduction support when selling a business or preparing to go on market!
Matthew Kerzner
Member for 1 year
Owner and Managing Director
New England Center for Family Business Excellence
Call me when... I am a family business advisor and offer strategic
Ed Pratesi
Member for 6 years
Managing Director
Valuation & Transition Strategies, LLC
Call me when... When there is a need for an owner to understand, enhance and transition value.
Michael Kislin, CFA, CIMA®, CFP®, CDFA®, CEPA®
Member for 1 year
SVP Financial Advisor
Morgan Stanley Wealth Management
Call me when... Certified Financial Planner ("CFP") & Certified Exit Planning Advisor ("CEPA"). Working with business owners to create clarity and harmony between the life they have and the next chapter in front of them.
Ahmad Alokush
Member for 1 year
Technologist
Ahmadeus Technology
Call me when... You need tech expert, in Cyber, Mobile, due diligence.
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