XPX Long Island
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.

Member Directory

Showing 32 members
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Maurice Palagonia of Mercer is a member of XPX Long Island
Maurice Palagonia
Client Executive, Business Development
Mercer
Your client needs to harmonize employee benefits due to a merger or acquisition or they need to analyze the people risk of a transaction.
New Member
Peter Manzi
Senior Vice President
City National Bank
A Certified Exit Planning Advisor is needed for a business owner's transition advisory team and requires advance financial planning for post-sale of company including personal cashflow analysis, estate planning, investment advice and trust services.
New Member
Gregg B Schor
CEO
Protegrity Advisors, LLC
Selling a company or acquiring another is a complex undertaking, and we manage the entire process and spend the time required to understand our clients' businesses.
Member for 3 Years
Avi Sinensky of Rivkin Radler LLP is a member of XPX Long Island
Avi Sinensky
Counsel
Rivkin Radler LLP
You need a lawyer to run an M&A transaction
New Member
Daniel Tisser
Wealth Advisor
The Colony Group
Specialized comprehensive wealth management services are needed for business owners who are contemplating a sale, or have just exited a business.
New Member
James Patten of Citibank is a member of XPX Long Island
James Patten
Vice President - Account Manager
Citibank
You need a Corporate Banker to provide transaction financing.
New Member
Jeff Stern of Eagle Business Solutions is a member of XPX Long Island
Jeff Stern
Principal
Eagle Business Solutions
...you have questions as to how to maximize the value of your company (improve the mission of your not-for-profit)
Member for 3 Years
Jennifer Herbst
Senior Account Executive
Paro
You’re in need of finance/accounting expert talent- whether it's bandwidth augmentation, accounting process optimization, financial reconciliation, transaction due diligence, ERP optimization etc! Within 24 hours, we'll have a match from our network!
New Member
Kenneth B Laks
Partner
Citrin Cooperman
Accounting or tax
Member for 1 Year
Adam Brier of CBIZ is a member of XPX Long Island
Adam Brier
VP Employee Benefits
CBIZ
Health Insurance cost evaluation - strategies to drive top line revenue and increase margins
New Member
Shawn Klotsche
Financial Planning Analyst / Associate Financial Advisor
The Wealth Alliance
I am a member of The Wealth Alliance, a boutique financial planning firm assisting that assists others with a variety of financial planning needs.
New Member
Gary Occhipinti of Bank of America is a member of XPX Long Island
Gary J Occhipinti
Sr. Vice President - Sr. Relationship Manager
Bank of America
You're looking for the following financing: commercial, mixed use, SBA or CIRA real estate, acquire a business, equipment or line of credit. If you manage third party funds or want a competitive quote to transition your deposit banking relationship.
Member for 3 Years
Jason Bartow
EVP
Eugene A. Bartow Insurance Agency, Inc.
Someone needs an insurance expert to make sure that the insurance program covers all the potential risks and claim scenarios.
Member for 3 Years
Richard Strautman of Picus Enterprises, LLC is a member of XPX Long Island
Richard Strautman
Owner
Picus Enterprises, LLC
You are looking to grow your business and prepare for selling or transitioning your business to new owners.
New Member
Diana Hopkins of BDO USA LLP is a member of XPX Long Island
Diana Hopkins
Director
BDO USA LLP
You need a valuation of a business or assets, for transaction or management planning, tax compliance, financial reporting or litigation support.
Member for 3 Years
Elaina Kilfoyle
Senior Tax Accountant
BDO
Tax Accountant
New Member
Jeffrey Bass of Executive Strategies Group LLC is a member of XPX Long Island
Jeffrey L Bass
Managing Member
Executive Strategies Group LLC
I can benefit a business person or a professional representing a business person given my expertise and experience in strategic planning, corporate financing and business operations.
Member for 3 Years
Nkrumah Pierre of EisnerAmper is a member of XPX Long Island
Nkrumah Pierre
Director of Business Development and Head of the Friends of the Firm Program
EisnerAmper
You are looking for a new CFO or Controller via Friends of the Firm or looking for new tax professional or auditor
Member for 2 Years
Terence Hannafin of Carter Morse & Goodrich is a member of XPX Long Island
Terence Hannafin
Managing Director
Carter Morse & Goodrich
Shareholders of a family-owned or closely held business are at or approaching a transition point relative to transferring ownership, management and/or control of the business.
Member for 6 Years
David R. Ehrlich
Mr.
Stagg Wabnik Law Group
Legal advice, referrals, events
New Member
Jeffrey Berkman of Falcon Rappaport & Berkman PLLC is a member of XPX Long Island
Jeffrey W. Berkman
Partner
Falcon Rappaport & Berkman PLLC
You need a corporate attorney with extensive experience in M&A, business succession, securities law matters, employment incentive plans, outside general counsel services & other business law matters.
New Member
Jay Demetriou
COO
Lorraine Gregory Communications
Your clients need help in positioning their brand and company in the marketplace. The better the image the better the potential for growth.
New Member
Peter Opitz of Danziger & Markhoff LLP is a member of XPX Long Island
Peter Opitz
Director of New Business Developement
Danziger & Markhoff LLP
You have client looking to establish retirement plan
New Member
Gershon Morgulis of Imperial Advisory - Fractional CFOs and Advisors is a member of XPX Long Island
Gershon Morgulis
Fractional CFO & Consultant
Imperial Advisory - Fractional CFOs and Advisors
Your client needs a CFO or when the finance team needs to expand skills or bandwidth
Member for 3 Years
David Birnbaum
Alternative Investments Director
Morgan Stanley
Business owners want to explore breaking up the sale of owner occupied real estate coupled with their business, ESOP 1042 qualified replacement property and monetization loans, and engaging in family office resources for estate planning
New Member

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