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 40 members
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Nkrumah Pierre
Member for 2 Years
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
Jeffrey L Bass
Member for 3 Years
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.
Terence Hannafin
Member for 6 Years
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.
Edward Rivadeneira
New Member
Vice President
Netrex Capital Markets
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.
Gregg B Schor
Member for 3 Years
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.
Max Haspel
New Member
Managing Director, Senior Wealth Advisor, & President of Colony Business Owner Services
The Colony Group
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.
Peter Manzi
Member for 1 Year
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.
Diana Hopkins
Member for 3 Years
Managing Director
Ernst & Young
You need a valuation of a business or assets, for transaction or management planning, tax compliance, financial reporting or litigation support.
Diane Johnston
Member for 4 Years
Senior Vice President – Wealth Management
UBS Financial Services, Inc.
You need help navigating complexity and want to pre-experience wealth creation decisions.
Daniel DeGeorgia
New Member
Director of Pension Administration, Long Island Office
Danziger & Markhoff
You have a client looking to establish a retirement plan and receive a deduction
Daniel Shulman
Member for 3 Years
Client Strategist
BNY Mellon Wealth Management
Private Wealth | Entrepreneurs and Business Owners | Multigenerational Families | Endowments and Foundations | Estate Planning
Gershon Morgulis
Member for 3 Years
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
Jay Demetriou
New Member
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.
Jeffrey W. Berkman
New Member
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.
Eric Pekkerman
New Member
Transaction Tax Supervisor
Marcum, LLP
A business owner is seeking to sell the company and needs assistance determining the financial and tax implications; or a buyer needs to perform financial and tax due diligence on a potential target.
Cristina Givelechian
Member for 3 Years
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.
Jennifer Herbst
New Member
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!
Michael D Palma
New Member
Managing Director
Traverse Capital Management
Business owners need help investing the proceeds of an exit, particularly to fund retirement or other specific goals.
Christine Malafi
New Member
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
Greg Demetriou
Member for 3 Years
CEO
Lorraine Gregory Corp
A client needs to enhance its brand for expansion or sale.
Shawn Klotsche
New Member
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.
Jill Braunstein
Member for 3 Years
Partner
Abrams Fensterman, LLP
You need a trusted legal business advisor.
Anthony Tomaro
New Member
Partner In-Charge of Consulting Group
Grassi & Co., CPA's P.C..
You want to get really to sell your company or looking to buy one
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