Members

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

Showing 37 Members
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Benjamin Cooper of Citizens Bank is a member of XPX Long Island
Benjamin Cooper
VP, BBRM II
Citizens Bank

Call Me When... commercial lending or an M&A Escrow Account needs a banker

New Member
Gregg B Schor
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.

Member for 4 Years
Anthony Tomaro
Partner In-Charge of Consulting Group
Grassi & Co., CPA's P.C..

Call Me When... You want to get really to sell your company or looking to buy one

Member for 1 Year
Jill Braunstein
Partner
Abrams Fensterman, LLP

Call Me When... you need a trusted legal business advisor; advise on M&A, business succession planning, capital raising, employment agreements, equity compensation plans and other general counsel matters.

Member for 4 Years
Jennifer Herbst
Senior Account Executive
Paro

Call Me When... 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!

Member for 1 Year
Patricia Patricia Tupper
Managing Director & Partner
Bison Wealth

Call Me When... You are a business owner looking for advice about selling your business.

New Member
Cristina Givelechian of City National Bank is a member of XPX Long Island
Cristina Givelechian
SVP
City National Bank

Call Me When... 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.

Member for 4 Years
Peter Opitz of Danziger & Markhoff LLP is a member of XPX Long Island
Peter Opitz
Director of New Business Developement
Danziger & Markhoff LLP

Call Me When... you have client looking to establish retirement plan

Member for 1 Year
Becky Creavin of Bison Wealth is a member of XPX Long Island
Becky Creavin
Managing Director and Partner
Bison Wealth

Call Me When... Business hours

New Member
Mark Gonzalez of Morgan Stanley Private Wealth Management is a member of XPX Long Island
Mark Gonzalez
Managing Director
Morgan Stanley Private Wealth Management

Call Me When... Anytime

New Member
Daniel DeGeorgia
Director of Pension Administration, Long Island Office
Danziger & Markhoff LLP

Call Me When... you have a client looking to establish a retirement plan and receive a deduction

Member for 1 Year
Eric Pekkerman of Marcum, LLP is a member of XPX Long Island
Eric Pekkerman
Transaction Tax Supervisor
Marcum, LLP

Call Me When... 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.

Member for 1 Year
Edward Rivadeneira
Certified Mergers & Acquisitions Advisor
Netrex Capital Markets

Call Me When... 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.

Member for 1 Year
Jeffrey Berkman of Falcon Rappaport & Berkman PLLC is a member of XPX Long Island
Jeffrey W. Berkman
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.

Member for 1 Year
David Birnbaum
Alternative Investments Director
Morgan Stanley

Call Me When... Business owners want to explore breaking up the sale of owner occupied real estate coupled with their business, ESOP 1042 qualified replacement property and monetization loans, and engaging in family office resources for estate planning

Member for 1 Year
Howard Abrahams of Morewood Funding, LLC is a member of XPX Long Island
Howard Abrahams
President
Morewood Funding, LLC

Call Me When... A business needs capital but a bank can't or won't lend. Any industry/geography.

Member for 1 Year
Alan Schoenberger of Endeavor Financial Planning is a member of XPX Long Island
Alan Schoenberger
Principal
Endeavor Financial Planning

Call Me When... you need solutions for your financial and business problems.

Member for 2 Years
Shawn Klotsche
Financial Planning Analyst / Associate Financial Advisor
The Wealth Alliance

Call Me When... I am a member of The Wealth Alliance, a boutique financial planning firm assisting that assists others with a variety of financial planning needs.

Member for 1 Year
Nkrumah Pierre of EisnerAmper is a member of XPX Long Island
Nkrumah Pierre
Director of Business Development and Head of the Friends of the Firm Program
EisnerAmper

Call Me When... You are looking for a new CFO or Controller via Friends of the Firm or looking for new tax professional or auditor

Member for 3 Years
Max Haspel of The Colony Group is a member of XPX Long Island
Max Haspel
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.

Member for 1 Year
Terence Hannafin of Carter Morse & Goodrich is a member of XPX Long Island
Terence Hannafin
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.

Member for 7 Years
Daniel Tisser
Wealth Advisor
The Colony Group

Call Me When... Specialized comprehensive wealth management services are needed for business owners who are contemplating a sale, or have just exited a business.

Member for 1 Year
Peter Manzi of City National Bank is a member of XPX Long Island
Peter Manzi
Senior Vice President, Private Banking
City National Bank

Call Me When... 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.

Member for 2 Years
Jason Bartow
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.

Member for 4 Years
Suzanne Lisanti
Regional Sales Manager
PuzzleHR

Call Me When... Fractional HR support/managed HR services- PuzzleHR provides through HR Due Diligence pre and post acquisition

New Member

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