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 37 Members
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Mimi Bishop
Member for 1 year
Co-Founder | Executive Coach, Leadership Consultant & Trainer
MGXW Consulting
Call me when... You need to establish leadership philosophy, implement leadership and team development, co-elevate, navigate change management
Stephan Ramerini
Member for 1 year
Chief Visionary Officer
COMPEL CEOs
Call me when... Your Business Owners clients and/or contacts need help getting to the finish line.
Jennifer Herbst
Member for 2 years
Senior Associate & Director
Xceleran Business Funding Solutions, Inc.
Call me when... You or your clients are in need of funding or are running into cash flow & liquidity problems.
Shawn Klotsche
Member for 2 years
Financial Planning Analyst / Associate Financial Advisor
The Wealth Alliance
Call me when... I am a member of The Wealth Alliance, a boutique financial planning firm assisting that assists others with a variety of financial planning needs.
Daniel Shulman
Member for 4 years
Client Strategist
BNY Wealth
Call me when... Private Wealth | Entrepreneurs and Business Owners | Multigenerational Families | Endowments and Foundations | Estate Planning
Jeffrey Berkman
Member for 2 years
Partner
Falcon Rappaport & Berkman PLLC
Call me when... 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.
Greg Demetriou
Member for 5 years
CEO
Lorraine Gregory Corp
Call me when... A client needs to enhance its brand for expansion or sale.
Samuel Heyman
New Member
Vice President
Bernstein Private Wealth Management
Call me when... Your financial plan has grown complex, and you need sophisticated advice.
Jill Braunstein
Member for 5 years
Partner
Abrams Fensterman, LLP
Call me when... you need a trusted legal business advisor; advise on M&A, business succession planning, capital raising, employment agreements, equity compensation plans and other general counsel matters.
Lauri Christiansen
New Member
Fractional CMO & Consultant
B2B Marketing Strategies, LLC
Call me when... You and your clients need B2B marketing expertise when selling, buying, or growing a business
Gary Occhipinti
Member for 5 years
Sr. Vice President - Sr. Relationship Manager
Bank of America
Call me when... 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.
Anthony Tomaro
Member for 1 year
Partner In-Charge of Consulting Group
Grassi & Co., CPA's P.C..
Call me when... You want to get really to sell your company or looking to buy one
Jenson Wang
New Member
Mr.
Rivkin Radler LLP
Call me when... you would like to chat about M&A, corporate, or other general career topics.
Max Haspel
Member for 2 years
Managing Director, Senior Wealth Advisor, & President of Colony Business Owner Services
The Colony Group
Call me when... It’s time for you and your client to engage with a highly-collaborative and experienced team of subject-matter-experts that helps prepare owner-operators, their businesses, and their families for success before, during, and after their exit.
Edward Rivadeneira
Member for 2 years
Certified Mergers & Acquisitions Advisor
Netrex Capital Markets
Call me when... We offer debt advisory and capital arranging services to middle market companies and private equity firms as well as M&A advisory services to founder owned businesses.
Jackie Ghedine
Member for 1 year
Co-Founder
MGXW Consulting
Call me when... You need to establish leadership philosophy, implement leadership and team development, co-elevate, navigate change management
Gregg Schor
Member for 5 years
CEO
Protegrity Advisors, LLC
Call me when... 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.
James Xu
Member for 1 year
SVP
Citibank
Call me when... Relationship Manager specialize in the middle market space and focused on industrial companies
Cristina Givelechian
Member for 5 years
SVP
City National Bank
Call me when... Business is looking for funding to acquire another business, finance growth, buy real estate, equipment financing, refinance to improve cash flow and looking for advice on succession planning.
Benjamin Cooper
Member for 1 year
Managing Director, Middle Market Banking - BDO
Webster Bank
Call me when... commercial lending, bank deposits, treasury management services needs a bank
David Ehrlich
Member for 2 years
Mr.
Stagg Wabnik Law Group
Call me when... Legal advice, referrals, events
Avi Sinensky
Member for 3 years
Partner
Rivkin Radler LLP
Call me when... You need a lawyer to run an M&A transaction
Jeff Stern
Member for 5 years
Principal
Eagle Business Solutions
Call me when... ...you have questions as to how to maximize the value of your company (improve the mission of your not-for-profit)
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