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

Senior Partner
Campolo Middleton and McCormick, LLP

As the chair of the Corporate Department, I have vast experience advising on both buy and sell side M&A transactions in a variety of industries, including technology, manufacturing, education, healthcare, and professional services

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.

Vice President
Live Oak Bank

You are seeking financing to buy our sell a business.

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

Principal
Endeavor Financial Planning

You need solutions for your financial and business problems.

Co-Founder & Senior Managing Director
CFO Consulting Partners LLC

Need financial planning for buy or sell side transactions

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

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

Senior Tax Accountant
BDO

Tax Accountant

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.

Founder
Jensen Law Firm LLC

Legal-business services

Financial Services Professional
Certified Financial Services, LLC

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

partner
Withum

Exit or Succession Planning, Advisory Board

VP Employee Benefits
USI Insurance

Looking to evaluate and benchmark group health insurance.

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.

Vice President, Charitable Planning Consultant
Fidelity Charitable

Your client is looking to make a charitable donation in advance of a business exit.

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,

Senior Associate, Health & Benefits
Mercer

Your client needs to design a leading-edge employee benefits program that engages employees, attracts & retains top talent, partners with best-in-class innovative vendors all while effectively controlling costs and limiting budget increases.

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

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.

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

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

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.

Vice President, Business Development Executive
Marsh Private Client Services

There is a need for personal insurance and individual risk management consulting

Wealth Management Advisor
Davies Wayland & Associates

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

Managing Director
RJ Reuter Business Consulting

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

Director
CFO Consulting Partners, LLC

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

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!

Mr.
Stony Hill Advisors

Daytime

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

Clients are looking to build value through better accounting and finance, operations, and technology ahead of an exit

Manager - Transaction Advisory Services
https://www.citrincooperman.com/

Never

Senior Vice President
RBC Wealth Management

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

Principal
Forctis Advisory Inc.

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

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.

Consultant
Expense Reduction Analysts

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

Mr.
Stagg Wabnik Law Group

Legal advice, referrals, events

Managing Director
Sterling National Bank

Senior secured lender

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

Owner
Picus Enterprises, LLC

You are looking to grow your business and prepare for selling or transitioning your business to new owners.

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.

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.

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.

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.

Counsel
Rivkin Radler LLP

You need a lawyer to run an M&A transaction

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

Founder
Business Seller Center

It's time to see what your business is worth and take it to market

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.

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.

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.

President/CEO
Safe Harbor Asset Management

You are in need of a tax mitigation specialist, particularly when you're facing a large capital gains tax and need a solution.

Principal
Expense Reduction Analysts

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

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

Bernstein

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

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

Partner
Center Brook LP

A company, stressed or healthy, needs to sell, merge or access financing

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?

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.

Director of Pension Administration, Long Island Office
Danziger & Markhoff

You have a client looking to establish a retirement plan and receive a deduction

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.

Partner
Citrin Cooperman

Accounting or tax

Managing Director - Senior Advisor
Klingstein Fields Advisors

You are or know an owner/owners of closely held business that needs trustworthy advice regarding: Trust and Estate planning, Succession planning, advice on selling their closely held businesses at any stage from years away to an uninvited offer.

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.

Senior Vice President
Wealthspire

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

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

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.

President and Founder
Cedar Point Financial Services LLC

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

Managing Member
McCloskey Law PLLC

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

Managing Director
Appraisal Economics

You need a valuation.

CEO
Avalon Net Worth Group

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

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)

Partner
Moritt Hock & Hamroff LLP

You need a legal business advisor.

Managing Partner
Energy & Industrial Advisory Partners

You are looking to sell your business

Director of New Business Developement
Danziger & Markhoff LLP

You have client looking to establish retirement plan

Tri-State Silver Sponsors

Tri-State Bronze Sponsors

Long Island Silver

Long Island Bronze