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 32 Members
Jeff Stern
Member for 6 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)
Peter Manzi
Member for 3 years
Managing Director and Private Client Advisor
Bank of America Private Bank
Call me when... You or your UHNW clients need a multi-discipline advisory team that can provide sophisticated and holistic planning and solutions in advance of a business sale or other liquidity event.
Becky Creavin
Member for 2 years
Senior Managing Director
Peapack Private
Call me when... Business hours
Lindsay Brocki
Member for 1 year
Corporate Associate
Rivkin Radler LLP
Call me when... you would like to speak about the purchase or sale of a business or a general corporate matter.
Scott Berfas
New Member
Senior Managing Director
Newmark
Call me when... Direct: 631-673-0808 Mobile: 516-850-1511
Gershon Morgulis
Member for 6 years
Fractional CFO & Consultant
Imperial Advisory - Fractional CFOs and Advisors
Call me when... Your client needs a CFO or when the finance team needs to expand skills or bandwidth
Max Haspel
Member for 3 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.
Jason Bartow
Member for 6 years
EVP
Eugene A. Bartow Insurance Agency, Inc.
Call me when... someone needs an insurance expert to make sure that the insurance program covers all the potential risks and claim scenarios.
Matthew Lucas
Member for 7 months
Principal / President
Big Step Coaching
Call me when... Business is Business...Until it's Family
Gary Occhipinti
Member for 6 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.
Greg Demetriou
Member for 6 years
CEO
Lorraine Gregory Corp
Call me when... A client needs to enhance its brand for expansion or sale.
Daniel Shulman
Member for 5 years
Private Banker
City Naitonal Bank
Call me when... Private Wealth | Entrepreneurs and Business Owners | Multigenerational Families | Endowments and Foundations | Estate Planning
Jenson Wang
Member for 1 year
Mr.
Rivkin Radler LLP
Call me when... you would like to chat about M&A, corporate, or other general career topics.
Rachel Partain
Member for 2 years
Partner
Forchelli Deegan Terrana LLP
Call me when... Entrepreneurs form startups or business owners prepare for a tax-efficient exit.
William Gartland
New Member
Member
Bond, Schoeneck & King, PLLC
Call me when... you are looking for an experienced business/corporate law attorney who has extensive experience with M&A transactions, buy-sell agreements and contracts.
Dan Oliver
Member for 9 months
Senior Managing Director
NEWMARK
Call me when... you or a client is looking to understand the value of the Commercial real estate they own or are looking to purchase, lease or sell
Mark Gonzalez
Member for 2 years
Managing Director
Morgan Stanley Private Wealth Management
Call me when... Anytime
Lauri Christiansen
Member for 1 year
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
Samuel Heyman
Member for 1 year
Vice President
Bernstein Private Wealth Management
Call me when... Your financial plan has grown complex, and you need sophisticated advice.
David Ehrlich
Member for 3 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
Gregg Schor
Member for 6 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.
Michael Silva
Member for 8 months
Founder and CEO
Emely AI
Call me when... you are stuck with AI, or Cybersecurity
Allan Cohen
Member for 9 months
Partner
Nixon Peabody
Call me when... You need business-minded legal advice
