Members

Members

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.

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Kevin Donovan of FML is a member of XPX Hartford
Kevin Donovan
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!

Member for 4 Years
Jerome N Pasichow
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?

Member for 5 Years
Richard L Sullivan
Senior Vice President
Merril Lynch

Call Me When... Our team has the resources and experience to assist our clients answer the all important question, do I have enough money for retirement?

Member for 5 Years
Allan Tepper, CPA of CFO Consulting Partners LLC is a member of XPX Tri-State
Allan Tepper, CPA
Sr. Managing Director
CFO Consulting Partners LLC

Call Me When... 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.

Member for 6 Years
Jason Correia of CLA is a member of XPX Tri-State
Jason F Correia
CLA

Call Me When... 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.

Member for 6 Years
Nezihe Anil of Newport LLC is a member of XPX Tri-State
Nezihe Gulriz (Gigi) Anil
Partner
Newport LLC

Call Me When... When a business needs to improve their operations or their leadership needs to develop leadership skills.

Member for 1 Year
Danielle Kelly of Fidelity Charitable is a member of XPX Tri-State
Danielle Kelly
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.

Member for 2 Years
Keith Conway of White Horse Capital is a member of XPX Tri-State
Keith Conway
Co-Founder, Partner
White Horse Capital

Call Me When... Your client's would like to optimize or transition their real estate holdings

New Member
Greg Libertiny of NBT Associates LLC is a member of XPX Tri-State
Greg Libertiny
Managing Partner
NBT Associates LLC

Call Me When... Thinking about a liquidity event in the near term or over the horizon and want to maximize your enterprise value? We should talk.

Member for 5 Years
Daniel Morris
Managing Partner
Mindracer Consulting

Call Me When... The client needs to add a professional sales team to grow revenues and drive exit value

New Member
Kevin Bodnar
Investment Banking
Withum

Call Me When... Full service investment banking for privately held, family and founder owned businesses

New Member
Joseph VonEhr of CFO Consulting Partners is a member of XPX Tri-State
Joseph T VonEhr
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

Member for 4 Years
Peter Ho
Managing Partner
Brio360

Call Me When... you want to maximize the value of your company before exit, or if you need help with financial modeling and financial storytelling

New Member
Brian Kerrigan
Partner
Excelerating Business Growth

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

Member for 4 Years
Gregory Murphy
Private Wealth Advisor
U.S. Bank

Call Me When... Business owner needs help with planning, trusts, investments, personal borrowing

New Member
Peter Colgan of https://www.citrincooperman.com/ is a member of XPX Tri-State
Peter Cobb Colgan
Director - Transaction Advisory Services
https://www.citrincooperman.com/

Call Me When... Anytime

Member for 1 Year
Sharon Bender of Webster Bank is a member of XPX Tri-State
Sharon Bender
Managing Director
Webster Bank

Call Me When... senior secured lender

Member for 2 Years
Lloyd A Huie
Vice President, Senior Relationship Manager
Liberty Bank

Call Me When... I am a middle market commercial lender looking to help businesses grow and thrive by providing bank senior financing to organizations. We provide Revolving Lines of Credit, Equipment Lines of Credit, Term loans and owner occupied mortgages.

New Member
Xavier Lederer of Ambrose Growth is a member of XPX Hartford
Xavier Lederer
CEO
Ambrose Growth

Call Me When... 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.

Member for 3 Years
Anthony R DeChello
Attorney
DeChello Law Firm

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

Member for 7 Years
Edward Becker, CPA of Armanino, LLP is a member of XPX Tri-State
Edward Becker, CPA
Partner
Armanino, LLP

Call Me When... Top 20 CPA Firm -Specializing in: Strategy and Technology Transformation, Due Diligence, Consulting & Tax Strategies

New Member
Susan Powers of Sandler Training by PEAK Sales Performance is a member of XPX Hartford
Susan G Powers
Sales Development
Sandler

Call Me When... Sale MGT Development, Sales and Customer Service Training and Coaching General Mgt Training

Member for 7 Years
Lauren Altschuler of Touchstone Advisors is a member of XPX Hartford
Lauren Altschuler
M&A Advisor
Touchstone Advisors

Call Me When... you have a question about selling your business or need a valuation

New Member
Timothy Throckmorton
Sr. Managing Director, Client Planning and Consulting
Webster Private Bank

Call Me When... Desire to save tax before selling a business

New Member
Matthew Kerzner
Owner and Managing Director
New England Center for Family Business Excellence

Call Me When... I am a family business advisor and offer strategic

New Member

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