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

    • Profession
    • Functional Expertise
    • Client Industries
    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.

    Partner
    Citrin Cooperman

    Accounting or tax

    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.

    Financial advisor
    4Thought Financial Group, Inc

    A client needs a comprehensive financial plan

    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,

    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

    Client Strategist
    BNY Mellon Wealth Management

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

    President
    Mitlin Financial, Inc.

    You have clients that need to navigate the next phase of their life or career. We can assist them in determining the next steps and bringing the team together to determine an exit strategy.

    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 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.

    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.

    President
    Hunt Corporate Services, Inc.

    Commercial real estate is a major component of your decision-making.

    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

    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.

    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 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.

    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.

    President
    Reorganization Alternatives Group. Ltd.

    You need operational and financial restructuring plans developed and implemented to increase profitability.

    Tri-State Silver Sponsors

    No Sponsors Found

    Tri-State Bronze Sponsors

    Long Island Bronze

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