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
    Avalon Net Worth Group

    A Company Healthy or Stressed wishes to Sell or Merge
    needs new financing Senior and below.


    Exit or Succession Planning, Advisory Board

    VR Business Sales

    A business owner(s) is seeking to engage an itermediary in a sell side or buy side engagement.


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

    Stony Hill Advisors


    Senior Vice President - Wealth Management

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


    There are state and local tax matters.

    Managing Director
    Valuation & Transition Strategies, LLC

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

    Senior Vice President - Wealth Management

    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

    Vice President
    U.S. Bank

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

    CFO Consulting Partners LLC

    We provide senior level financial management services to Boards of Directors and CEOs.We work with CFOs and Controllers to accomplish complex accounting and financial projects

    Akerman LLP

    A preeminent corporate lawyer with experience in sell/buy-side mergers and acquisitions, venture capital and securities law; consummate deal maker with ability to lead and close deals of all sizes.

    Vice President - Wealth Management

    You're looking for planning and advice for your personal and business needs.

    Wealthspire Advisors

    An owner is contemplating or has completed a sale or transfer of their company. My team and I provide advice and planning around the impact of the sale to their personal financial management.

    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.

    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.

    Managing Partner
    Carter Morse & Goodrich

    A business owner is contemplating a transaction (Financing, Sale or Acquisition), even years in advance of a transaction so we can help the owner maximize shareholder value.

    Financial Advisor
    JP Morgan

    You are a private business owner or public company executive going through a transaction or thinking about a transaction. I can help you avoid the pitfalls along the way.

    The NYBB Group

    I am a CPA and CEPA and founder of The NYBB Group, M&A Advisors for companies $1M-$5-M in revenue.

    Senior Vice President

    I help entrepreneurs and corporate executives achieve quality of life and financial freedom

    Account Manager
    OEM America

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

    YardeZone Inc. 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!

    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.

    National Valuation Manager
    Appraisal Economics

    You'd like to connect.

    Director Strategic Development

    You or one of your clients is having issues and challenges in their accounting department. See the sypmtoms on my profile.

    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.

    Sr. Managing Director
    CFO Consulting Partners LLC

    Buy or sell-side due diligence is needed. You need a part-time or interim CFO.The CFO needs to improve accounting operationsThe company needs a new accounting system.

    Managing Director
    RJ Reuter Business Consulting

    There is distressed financial performance threatening the business, debt negotiation and restructuring, refinancing or a sale

    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

    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.

    Vice President
    Key Bank

    Middle Market Commercial Banking Relationship Manager covering publicly and privately held companies +25 million in revenue.

    First Vice President - Family Wealth Advisor
    Morgan Stanley

    You simply need a second set of eyes on a solution or are looking to provide a creative holistic strategy to enhance the after tax value of a family enterprise


    You need help navigating complexity and want to pre-experience wealth creation decisions.

    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.

    Touchstone Advisors

    You need a professional to discuss your business ownership exit planning options.

    Connecticut Wealth Management

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

    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.

    Managing Director
    Sterling National Bank

    Senior secured lender

    Managing Member
    McCloskey Law PLLC

    Business attorney whose practice includes corporate formation, early-stage securities transactions and M&A.

    Senior Vice President
    Webster Bank

    You or your client seeks patient capital for expansion, acquisition, equipment, real estate and/or a second opinion on current financing strategy and structure.

    CFO Consulting Partners, LLC

    Seeking assistance on financial, strategic, SEC filings and capital structure assistance.

    Registered Rep
    Third Seven Capital

    You have sold an investment or income producing property and are looking for an alternative to a traditional 1031 Exchange.

    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?

    Citrin Cooperman

    When you're involved in a transaction that needs assistance with either buy-side or sell-side due diligence/Quality of Earnings

    Managing Director
    Marcum LLP

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

    Wealth Management Advisor
    Davies Wayland & Associates

    There are family business, wealth planning and investment, or executive compensation problems to be solved.

    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


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

    Moritt Hock & Hamroff LLP


    Vice President
    Live Oak Bank

    You are seeking financing to buy our sell a business.

    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

    Safe Harbor Asset Management

    Your facing a large capital gains tax and need a strategy

    Vice President, Commercial Lending
    Berkshire Bank

    You are seeking a review of your financing needs, or you are interested in working with a sophisticated and flexible lending partner with experience in C&I, Asset Based Lending, and Real Estate.

    Drew & Cohen, P.C.

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

    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 Managing Director
    CFO Consulting Partners LLC

    Need financial planning for buy or sell side transactions

    Area Vice President

    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.

    Private Wealth Advisor
    William Blair

    You are working with a business owner and you need some financial modeling done to demonstrate the impacts or tradeoffs of various decisions or scenarios the owner is contemplating.

    DeChello Law Firm

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

    Senior Client Strategist
    BNY Mellon Wealth Management

    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

    Champion Elevator Corp.

    Call me when you or someone you know are in need of Elevator related services.

    Call when you or anyone you know is selling or buying and elevator related buisness.

    Integrated Financial Concepts

    A business owner is or should be considering considering the next opportunity for their business. Are they expanding? Are they planning to exit or sell? Will they be financially independent?

    Financial Services Professional
    Certified Financial Services, LLC

    Someone needs education on how to protect, grow, and exit their business.

    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.

    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.

    Principal / President
    Big Step Coaching

    You have a people issue keeping you up at night.

    Managing Partner
    BCAT Partners

    There is a cultural misalignment during a pre or post M&A transaction.

    Founder & General Manager

    You, or your client, seek to sell your business to a trusted and experienced operator committed to directly managing and growing it for the long run

    Hinckley Allen

    You need an experienced and practical business attorney.

    Forctis Advisory Inc.

    Navigating the uncharted waters of business transition - optimizing for your success.

    Founder and Managing Member
    Brody and Associates, LLC

    You have an employee-related issue including court and agency cases, governmental personnel-related audits, or you need counsel on addressing any employee-related issue.

    CFO Consulting Partners

    Seeking strategic or tactical CFO support (part-time, interim or consulting) or M&A and exit planning transaction advisory

    Wiggin and Dana
    Sullivan & Worcester LLP

    You need legal representation in connection with the purchase, sale or financing of a business or for general counsel advisory services for your business.

    Vice President
    Live Oak Bank

    You are seeking financing to buy a business, or to pre-qualify a business for an upcoming sale.


    Call me when....clients are approaching a liquidity event.

    President and Founder
    Cedar Point Financial Services LLC

    You or your clients are interested in creative ways to mitigate income and/or estate taxes.

    Citrin Cooperman, LLC

    If your client needs to build a more scalable, sustainable business that is easier to manage and measure. We develop and execute operations, technology, and people strategies.

    Business Valuation Analyst
    Scout Valuations, LLC

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

    Expense Reduction Analysts

    You want to find the profit that is hidden in your expenses.

    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

    M&A Advisor
    Touchstone Advisors, LLC

    A business owner is contemplating an exit from his/her business or needs a financial analysis and/or valuation for the business.

    Senior Vice President

    You have any kind of banking need or general question.

    Expense Reduction Analysts

    Organizations need to save money and time so they can better pursue their mission and goals

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