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.

Showing 32 Members
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Ram Capoor
Partner
Axion Alpha Advisors

Call Me When... Corporate & Financial Advisory Services

New Member
John Kozey of Onshore Funding is a member of XPX Long Island
John Kozey
Founding Partner
Onshore Funding

Call Me When... financing is needed.

New Member
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
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
Greg Demetriou of Lorraine Gregory Corp is a member of XPX Long Island
Greg Demetriou
CEO
Lorraine Gregory Corp

Call Me When... A client needs to enhance its brand for expansion or sale.

Member for 4 Years
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
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
Jackie Ghedine
Co-Founder
MGXW Consulting

Call Me When... You need to establish leadership philosophy, implement leadership and team development, co-elevate, navigate change management

New Member
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
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
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
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 5 Years
Stephen Rupolo
CFO
Imperial Advisory

Call Me When... anytime

New Member
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
Mimi Bishop
Co-Founder/Consultant
MGXW Consulting

Call Me When... You need to establish leadership philosophy, implement leadership and team development, co-elevate, navigate change management

New Member
David R. Ehrlich
Mr.
Stagg Wabnik Law Group

Call Me When... Legal advice, referrals, events

Member for 2 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
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
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 2 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 2 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.

Call Me When... You need help navigating complexity and want to pre-experience wealth creation decisions.

Member for 5 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
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
Richard Strautman of Picus Enterprises, LLC is a member of XPX Long Island
Richard Strautman
Owner
Picus Enterprises, LLC

Call Me When... You are looking to grow your business and prepare for selling or transitioning your business to new owners.

Member for 2 Years

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