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

Wealth Management Advisor
Davies Wayland & Associates

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

Vice President
Live Oak Bank

You are seeking financing to buy our sell a business.

Ceo
Safe Harbor Asset Management

Your facing a large capital gains tax and need a strategy

VP - Sr. Business Banking Manager
Capital One Bank

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.

Director
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

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.

Senior Vice President
Wealthspire

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

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)

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.

President
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.

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

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.

Managing Director
Sterling National Bank

Senior secured lender

SVP
City National Bank

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.

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.

CEO
Avalon Net Worth Group

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

Financial advisor
4Thought Financial Group, Inc

A client needs a comprehensive financial plan

President and Founder
Cedar Point Financial Services LLC

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

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.

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.

Principal
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.

Principal
Endeavor Financial Planning

You need solutions for your financial and business problems.

Consultant
Expense Reduction Analysts

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

CEO
Greiner Maltz Co of Long Island

A company needs an industrial/commercial property valuation, for a business transaction, estate planing, refinancing,disposition of asset, for corporate files.

Bernstein

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

Senior Vice President – Wealth Management
UBS Financial Services, Inc.

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

Client Strategist
BNY Mellon Wealth Management

Private Wealth | Entrepreneurs and Business Owners | Multigenerational Families | Endowments and Foundations | Estate Planning

Managing Director
RJ Reuter Business Consulting

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

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.

Partner
Citrin Cooperman

Accounting or tax

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.

Principal
Citrin Cooperman

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

VP Employee Benefits
USI Insurance

Looking to evaluate and benchmark group health insurance.

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

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.

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.

Financial Advisor
Morgan Stanley

Our team, The Founders Group at Morgan Stanley, works with business owners, individuals/families and non-profits to help organize, prioritize and simplify their financial affairs.

Director
CFO Consulting Partners, LLC

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

Founder & General Manager
VISTA HIGHLAND LLC

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

Director
CFO Consulting Partners

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

Principal
Expense Reduction Analysts

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

Partner
Carter, DeLuca & Farrell, LLP, Intellectual Property Law Firm

You are planning to sell your company and want to make sure all your intellectual property (patents, trademarks, copyrights, etc.) are properly owned by your company,

Partner
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

partner
Withum

Exit or Succession Planning, Advisory Board

Principal
Citrin Cooperman

You have a client with an Estate or Trusts with tax compliance needs, or a Fiduciary or Beneficiary with questions about the management of the Estate or Trust.

Counsel
Rivkin Radler LLP

You need a lawyer to run an M&A transaction

Principal / President
Big Step Coaching

You have a people issue keeping you up at night.

Managing Member
McCloskey Law PLLC

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

Mr.
Stony Hill Advisors

Daytime

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.

Fractional CFO & Consultant
Imperial Advisory - Outsourced CFOs and Advisors

Your client needs a CFO or when the finance team needs to expand skills or bandwidth

Financial Services Professional
Integrated Financial Concepts

Companies or executives looking for ways to reduce employee acquisition costs and improve employee retention providing an alternative to “Stay Bonuses” including more flexibility, higher net income, increased benefits and reduced risk. Business owner

Managing Partner
BCAT Partners

There is a cultural misalignment during a pre or post M&A transaction or the organization you are dealing with lacks direction or purpose.

Partner
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.

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

Financial Services Professional
Certified Financial Services, LLC

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

National Valuation Manager
Appraisal Economics

You'd like to connect.

Principal
Forctis Advisory Inc.

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

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.

Senior Managing Director
CFO Consulting Partners LLC

Need financial planning for buy or sell side transactions

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

President
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.

Partner
Moritt Hock & Hamroff LLP

You need a legal business advisor.

Associate
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?

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