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 113 Members
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Len Garza
New Member
Principal
Garza Business & Estate Law
you need legal help with succession planning for your business
Russell Stern
Member for 1 year
Partner
Ruskin Moscou Faltischek, P.C.
Contact me if you have any type of a business legal need.
Grant Templin
Member for 7 months
Private Wealth Advisor
Morgan Stanley
business owners need a wealth manager who understands their unique pre and post transaction needs and is experienced collaborating with their team of trusted advisors.
Greg Libertiny
Member for 6 years
Managing Partner
NBT Associates LLC
Thinking about a liquidity event in the near term or over the horizon and want to maximize your enterprise value? We should talk.
Ted Rosen
Member for 3 years
Partner
Akerman LLP
A preeminent corporate lawyer with experience in sell/buy-side mergers and acquisitions, venture capital and securities law; consummate deal maker with ability to lead and close deals of all sizes.
Jeffrey Kates
Member for 4 years
Senior Partner
The Founders Group
You or your client needs/wants to increase profitability, cash flow, understand their company's value and work towards developing a business transition solution that meets their needs and goals.
Donald Gelestino
Member for 4 years
President
Champion Elevator Corp.
Call me when you or someone you know are in need of Elevator related services. Call when you or anyone you know is selling or buying and elevator related buisness.
Andrew Crofton
Member for 2 years
Managing Director - Senior Advisor
Klingstein Fields Advisors
You are or know an owner/owners of closely held business that needs trustworthy advice regarding: Trust and Estate planning, Succession planning, advice on selling their closely held businesses at any stage from years away to an uninvited offer.
David Borsack
Member for 11 months
Attorney
Cole Schotz P.C.
a client or contact of yours is looking to (1) sell or purchase a business, (2) raise capital, or (3) invest in a business
Jack Cox
Member for 3 years
President
NorthBridge Business Advisors
An owner is contemplating the transition of their business and simply wants to know how to proceed.
Lloyd Huie
Member for 1 year
Vice President, Senior Relationship Manager
Liberty Bank
I am a middle market commercial lender looking to help businesses grow and thrive by providing bank senior financing to organizations. We provide Revolving Lines of Credit, Equipment Lines of Credit, Term loans and owner occupied mortgages.
Michael Richmond
Member for 7 years
Managing Director
The DAK Group
You are looking to maximize the value of your business by selling your company, making an acquisition or looking to raise debt or equity.
Nezihe Anil
Member for 1 year
Partner
Newport LLC
When a business needs to improve their operations or their leadership needs to develop leadership skills.
James Bellissimo
Member for 1 year
CPA
BSB Accountants and Advisors
you want to grow your business from the bottom line up.
Stephen Chin
Member for 6 years
President
Financial Structures and Advisory, Inc.
Considering how best to fund organic growth or acquisition, whether debt or equity, and requiring execution expertise and capability.
Joshua Shoshan
Member for 3 years
Senior Vice President
Wealthspire
I help entrepreneurs and corporate executives achieve quality of life and financial freedom
Andrew King
Member for 6 months
Senior Vice President
Morgan Stanley
You are seeking wealth advisor who is an expert in financial planning and investing for business owners and is a Certified Exit Planning Analyst.
Jonathan Hill
Member for 9 months
Vice President
City National Bank
Wealth planning, asset management, debt placement or trust and estate execution or advice is needed.
Paul Visokey
Member for 11 years
President & Founder
Stony Hill Advisors
Call me when you have a referral.
Kevin Bodnar
Member for 9 months
Investment Banking
Withum
Full service investment banking for privately held, family and founder owned businesses
Vipin Singh
Member for 1 year
Managing Director
Murphy Business Sales - Edison Office
a business owner(s) are looking to sell their business or discuss their future exit option
David Gaynor
Member for 1 year
Managing Director
Marshall & Stevens Incorporated
a valuation is needed. I perform valuations for gift and estate tax purposes, financial reporting, fairness/solvency, and healthcare compliance.
Kevin Murray
Member for 2 years
Founder
Business Seller Center
It's time to see what your business is worth and take it to market
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