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 40 members
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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
You are looking for a new CFO or Controller via Friends of the Firm or looking for new tax professional or auditor
Member for 2 Years
Jeffrey Bass of Executive Strategies Group LLC is a member of XPX Long Island
Jeffrey L Bass
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.
Member for 3 Years
Terence Hannafin of Carter Morse & Goodrich is a member of XPX Long Island
Terence Hannafin
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.
Member for 6 Years
Edward Rivadeneira
Vice President
Netrex Capital Markets
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.
New Member
Gregg B Schor
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.
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
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.
New Member
Peter Manzi
Senior Vice President
City National Bank
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 1 Year
Diana Hopkins of Ernst & Young is a member of XPX Long Island
Diana Hopkins
Managing Director
Ernst & Young
You need a valuation of a business or assets, for transaction or management planning, tax compliance, financial reporting or litigation support.
Member for 3 Years
Diane Johnston of UBS Financial Services, Inc. is a member of XPX Long Island
Diane Johnston
Senior Vice President – Wealth Management
UBS Financial Services, Inc.
You need help navigating complexity and want to pre-experience wealth creation decisions.
Member for 4 Years
Daniel DeGeorgia
Director of Pension Administration, Long Island Office
Danziger & Markhoff
You have a client looking to establish a retirement plan and receive a deduction
New Member
Daniel Shulman
Client Strategist
BNY Mellon Wealth Management
Private Wealth | Entrepreneurs and Business Owners | Multigenerational Families | Endowments and Foundations | Estate Planning
Member for 3 Years
Gershon Morgulis of Imperial Advisory - Fractional CFOs and Advisors is a member of XPX Long Island
Gershon Morgulis
Fractional CFO & Consultant
Imperial Advisory - Fractional CFOs and Advisors
Your client needs a CFO or when the finance team needs to expand skills or bandwidth
Member for 3 Years
Jay Demetriou
Lorraine Gregory Communications
Your clients need help in positioning their brand and company in the marketplace. The better the image the better the potential for growth.
New Member
Jeffrey Berkman of Falcon Rappaport & Berkman PLLC is a member of XPX Long Island
Jeffrey W. Berkman
Falcon Rappaport & Berkman PLLC
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.
New Member
Eric Pekkerman of Marcum, LLP is a member of XPX Long Island
Eric Pekkerman
Transaction Tax Supervisor
Marcum, LLP
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.
New Member
Elaina Kilfoyle
Senior Tax Accountant
Tax Accountant
Member for 1 Year
Cristina Givelechian of City National Bank is a member of XPX Long Island
Cristina Givelechian
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.
Member for 3 Years
Jennifer Herbst
Senior Account Executive
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!
New Member
Michael Palma of Traverse Capital Management is a member of XPX Long Island
Michael D Palma
Managing Director
Traverse Capital Management
Business owners need help investing the proceeds of an exit, particularly to fund retirement or other specific goals.
New Member
Christine Malafi
Senior Partner
Campolo Middleton and McCormick, LLP
As the chair of the Corporate Department, I have vast experience advising on both buy and sell side M&A transactions in a variety of industries, including technology, manufacturing, education, healthcare, and professional services
New Member
Greg Demetriou of Lorraine Gregory Corp is a member of XPX Long Island
Greg Demetriou
Lorraine Gregory Corp
A client needs to enhance its brand for expansion or sale.
Member for 3 Years
Avi Sinensky of Rivkin Radler LLP is a member of XPX Long Island
Avi Sinensky
Rivkin Radler LLP
You need a lawyer to run an M&A transaction
Member for 1 Year
Shawn Klotsche
Financial Planning Analyst / Associate Financial Advisor
The Wealth Alliance
I am a member of The Wealth Alliance, a boutique financial planning firm assisting that assists others with a variety of financial planning needs.
New Member
Jill Braunstein
Abrams Fensterman, LLP
You need a trusted legal business advisor.
Member for 3 Years
Anthony Tomaro
Partner In-Charge of Consulting Group
Grassi & Co., CPA's P.C..
You want to get really to sell your company or looking to buy one
New Member

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