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 131 Members
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Julian Friedman
New Member
Insurance Specialist
Hotaling Insurance Services
Call me when... I am happy to help with all matters related to life insurance, estate planning, commercial insurance for biz owners and real estate.
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!
Gail Harris
Member for 7 years
Director
Wealthspire Advisors
Call me when... 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.
David Fasi
Member for 8 years
First Vice President - Wealth Management
UBS
Call me when... you're looking for planning and advice for your personal and business needs.
Christopher Martens
Member for 5 years
Commercial Insurance, Employee Benefits, Captives, & Retirement Services
Cross Insurance
Call me when... There is a need for commercial insurance and employee benefits consulting, with a focus on Captive Insurance.
Jack Hendler
Member for 7 years
CEO
Avalon Net Worth Group
Call me when... A Company Healthy or Stressed wishes to Sell or Mergeneeds new financing Senior and below.
Joshua Shoshan
Member for 3 years
Senior Vice President
Wealthspire
Call me when... I help entrepreneurs and corporate executives achieve quality of life and financial freedom
Danielle Kelly
Member for 2 years
Vice President, Charitable Planning Consultant
Fidelity Charitable
Call me when... your client is looking to make a charitable donation in advance of a business exit.
Ron Reuter, CTP/CVA
Member for 8 years
Managing Director
RJ Reuter Business Consulting
Call me when... There is distressed financial performance threatening the business, debt negotiation and restructuring, refinancing or a sale
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.
Ahmad Alokush
Member for 1 year
Technologist
Ahmadeus Technology
Call me when... You need tech expert, in Cyber, Mobile, due diligence.
Joseph Armenti
Member for 1 year
Partner
Cole Schotz P.C.
Call me when... I am a business lawyer practicing in a variety of transactional areas, with a focus on M&A
Jerome Pasichow
Member for 5 years
Associate
Integrated Financial Concepts
Call me when... 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?
John Dowd
Member for 8 years
Bernstein
Call me when... ....clients are approaching a liquidity event.
Steven Pappas
Member for 11 years
Partner
Touchstone Advisors
Call me when... You need a professional to discuss your business ownership exit planning options.
John Ruckstuhl
New Member
Managing Director
Weaver
Call me when... you want assistance presenting your business in the best light possible. Sell side and buy side due diligence QoE and net working capital. Let me help you with the process so you can focus on your business.
Michelle Orr
Member for 3 years
Vice President
Live Oak Bank
Call me when... You are seeking financing to buy a business, or to pre-qualify a business for an upcoming sale.
Jeffrey Rogoff
Member for 6 years
Financial Advisor
Bernstein Private Wealth Management
Call me when... You are working with a business owner: who can benefit from pre- and post- transaction analysis and financial modeling to evaluate the impact and tradeoffs of various deal structures.
william duguay
Member for 2 years
EOS Implementer, Business Coach
EOS Worldwide
Call me when... You want to improve the value of your business
Ramsey Goodrich
Member for 16 years
Managing Partner
Carter Morse & Goodrich
Call me when... 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.
Aamir Mumtaz
Member for 1 year
Managing Director
IPX Enterprises, Inc
Call me when... If you are interested in restructuring or selling your business
Mark Dailey
Member for 1 year
Partner
Newport LLC
Call me when... Newport is a nationwide consulting group which uses the Capability Maturity Model to help companies prepare for due-diligence prior to being sold.
Anthony Festa
Member for 1 year
Managing Director, National Practice Leader - Machinery & Equipment
Marshall & Stevens
Call me when... You have a question or need with regards to any/all tangible asset (machinery or real estate) issues, including business valuation.
David Kleinhandler
New Member
CEO
Optifino
Call me when... My team has developed a platform for employee retention and business sucession planning. and help entrepreurs
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