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

    • Profession
    • Functional Expertise
    • Client Industries
    Senior Vice President Wealth Manangement
    Merrill Lynch

    Client would like to exit and wants to meet their financial/life goals; we can stress test various scenarios to illustrate what the future might look like.

    Mr.
    Drew & Cohen, P.C.

    Call me when you need estate planning, estate and trust administration, help with probate matters, or business succession planning.

    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

    Director of New England Region
    Intrepid Advisors LLC

    Please feel free to call me anytime between 7:00AM and 6:00PM on weekdays.

    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.

    Partner
    Whittlesey

    You have a client that is three to five years out from a sale and looking to maximize the value of their business.

    Managing Director
    Valuation & Transition Strategies, LLC

    When there is a need for an owner to understand, enhance and transition value.

    Account Manager
    OEM America

    There is an opportunity to participant in events, meetings etc. Open to any and all communication

    Mr.
    Bradley, Foster & Sargent, Inc.

    A family needs customized investment management solutions and help integrating management of their portfolios with income tax and estate planning professionals.

    Partner
    Connecticut Wealth Management

    You are interested in taking a holistic look at your Financial picture including where your personal life and business life intersect

    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.

    Managing Partner
    Great Hill Advisors

    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

    Managing Director
    Marcum LLP

    You need to understand the value of your business and options to create liquidity

    Senior Vice President - Wealth Management
    UBS

    You would like a trusted, experienced advisor to offer guidance on clients looking to plan for an eventual transition from their business.

    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.

    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

    Vice President
    U.S. Bank

    Transactional service provider: Collateral Agent, Custodian, Escrow Agent and Trustee.

    Attorney
    DeChello Law Firm

    You have a client in need of legal services or a question involving a legal or business issue.

    KPMG

    There are state and local tax matters.

    Vice President - Wealth Management
    UBS

    To discuss how we can work together to provide better outcomes and experiences for our clients, helping them manage complexity and align their personal, business and financial objectives.

    Counsel
    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.

    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?

    President & Financial Advisor
    Executive Financial Solutions Group, LLC

    Your clients need a resource who can craft efficient and effective financial solutions regarding succession planning, executive benefits, employee benefits, and retirement planning.

    Area Vice President
    Gallagher

    Senior Advisor providing strategic total rewards consulting to employers. Lead complex client engagements with C-Level decision makers. Helping organizations mitigate their Risk and advance the Health & Careers of their people.

    Business Valuation Analyst
    Scout Valuations, LLC

    A business valuation is needed for business planning, estate planning or litigation.

    Partner
    YardeZone Inc.

    ...you and your leadership team are working too hard, not getting the results you expect, and want someone to work at your side to help you execute new ideas that really succeed!

    Partner
    Hinckley Allen

    You need an experienced and practical business attorney.

    CEO
    Ambrose Growth

    Call me when your client is frustrated because their business is not growing as fast as they want. As a business coach I help companies identify and remove growth roadblocks so they can grow faster and with less pain.

    Partner
    Robinson & Cole LLP

    You or your client are considering selling your business or need general legal advice.

    Partner
    FML

    When you or your clients have a problem or issue to solve, I will work diligently to help you solve it!

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