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 35 Members
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Matthew Lucas
New Member
Principal / President
Big Step Coaching
Call me when... Business is Business...Until it's Family
David Ehrlich
Member for 3 years
Mr.
Stagg Wabnik Law Group
Call me when... Legal advice, referrals, events
Jackie Ghedine
Member for 1 year
Co-Founder
MGXW Consulting
Call me when... You need to establish leadership philosophy, implement leadership and team development, co-elevate, navigate change management
Ram Capoor
Member for 1 year
Partner
Axion Alpha Advisors
Call me when... Corporate & Financial Advisory Services
Jeff Stern
Member for 5 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)
Avi Sinensky
Member for 3 years
Partner
Rivkin Radler LLP
Call me when... You need a lawyer to run an M&A transaction
Samuel Heyman
Member for 8 months
Vice President
Bernstein Private Wealth Management
Call me when... Your financial plan has grown complex, and you need sophisticated advice.
Cristina Givelechian
Member for 5 years
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.
Gershon Morgulis
Member for 5 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
Rachel Partain
Member for 1 year
Partner
Forchelli Deegan Terrana LLP
Call me when... Entrepreneurs form startups or business owners prepare for a tax-efficient exit.
Richard Strautman
Member for 3 years
Chief Product Officer and M&A Advisor
Stony Hill Advisors
Call me when... You are looking to grow your business and prepare for selling or transitioning your business to new owners.
Mimi Bishop
Member for 1 year
Co-Founder | Executive Coach, Leadership Consultant & Trainer
MGXW Consulting
Call me when... You need to establish leadership philosophy, implement leadership and team development, co-elevate, navigate change management
Jason Bartow
Member for 5 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.
Benjamin Cooper
Member for 1 year
Managing Director, Middle Market Banking - BDO
Webster Bank
Call me when... commercial lending, bank deposits, treasury management services needs a bank
Michael Silva
New Member
Founder and CEO
Emely AI
Call me when... you are stuck with AI, or Cybersecurity
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.
Jenson Wang
Member for 6 months
Mr.
Rivkin Radler LLP
Call me when... you would like to chat about M&A, corporate, or other general career topics.
Jeffrey Berkman
Member for 2 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.
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.
Mark Gonzalez
Member for 1 year
Managing Director
Morgan Stanley Private Wealth Management
Call me when... Anytime
Gary Kane
Member for 9 months
Managing Director
Corporate Fuel
Call me when... A client is interested in exiting a business
Stephan Ramerini
Member for 1 year
Chief Visionary Officer
COMPEL CEOs
Call me when... Your Business Owners clients and/or contacts need help getting to the finish line.
