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 42 Members
Terence Hannafin
Member for 10 years
Managing Director
Carter Morse & Goodrich
Call me when... 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.
Jeff Stern
Member for 7 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)
Dennis O'Rourke
Member for 2 years
Partner
Moritt Hock & Hamroff LLP
Call me when... With over 20 years of corporate law experience, I specialize in all facets of complex mergers, acquisitions, securities offerings, corporate transactions and general counsel matters.
Matthew Lucas
Member for 1 year
Principal / President
Big Step Coaching
Call me when... Business is Business...Until it's Family
Gershon Morgulis
Member for 7 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
Stephen Davis
Member for 6 years
President/CEO
Safe Harbor Asset Management
Call me when... you are in need of a tax mitigation specialist, particularly when you're facing a large capital gains tax and need a solution.
Daniel Shulman
Member for 6 years
Private Banker
City Naitonal Bank
Call me when... Private Wealth | Entrepreneurs and Business Owners | Multigenerational Families | Endowments and Foundations | Estate Planning
Max Haspel
Member for 4 years
President, Business Owner Services & Senior Wealth Advisor
Focus
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.
Av Sinensky
Member for 4 years
Partner
Falcon Rappaport & Berkman LLP
Call me when... You need a lawyer to run an M&A transaction
Richard Strautman
Member for 4 years
Owner and President
Picus Enterprises LLC
Call me when... You are looking to grow your business and prepare for selling or transitioning your business to new owners.
Russell Stern
Member for 3 years
Partner
Ruskin Moscou Faltischek, P.C.
Call me when... Contact me if you have any type of a business legal need.
Jennifer Herbst
Member for 4 years
Director of Business Development
Trusted Associates
Call me when... You need to combine great people and great technology to amplify your business success!
Gary Kane
Member for 2 years
Managing Director
Corporate Fuel
Call me when... A client is interested in exiting a business
Jeffrey Berkman
Member for 4 years
Partner
Falcon Rappaport & Berkman PLLC
Call me when... 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.
Mark Gonzalez
Member for 3 years
Managing Director
Morgan Stanley Private Wealth Management
Call me when... Anytime
Dan Oliver
Member for 1 year
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
Becky Creavin
Member for 3 years
Senior Managing Director
Peapack Private
Call me when... Business hours
Keith Conway
Member for 3 years
Founder
CK Consulting
Call me when... Your client would like to optimize or transition their real estate holdings
Peter Wollmeringer
Member for 3 years
Managing Director
Rockport Investment Partners
Call me when... you have a situation that may require valuation expertise such as business valuation
Andrew Marks
Member for 2 years
Senior Commercial Banking Relationship Manager
Wells Fargo
Call me when... your client is preparing for growth, a transition, acquisition, or capital need and would benefit from commercial banking, credit, and treasury expertise.
Michael Silva
Member for 1 year
Founder and CEO
Emely AI
Call me when... you are stuck with AI, or Cybersecurity
Omid Zareh
Member for 1 year
Managing Partner
Weinberg Zareh Malkin Price LLP
Call me when... Your business is planning a major decision, planning for succession, or is in the middle of. nightmare.
Samuel Heyman
Member for 2 years
Vice President
Bernstein Private Wealth Management
Call me when... Your financial plan has grown complex, and you need sophisticated advice.
Lauri Christiansen
Member for 2 years
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
