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 79 members
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Robert G. Brody
Member for 3 Years
Founder and Managing Member
Brody and Associates, LLC
You have an employee-related issue including court and agency cases, governmental personnel-related audits, or you need counsel on addressing any employee-related issue.
Jennifer G Marks
New Member
Executive Director
JP Morgan
you need any kind of wealth management and planning advice.In addition to Investing, banking,lending and trust expertise on everything from executive compensation to philanthropy.
James Child
Member for 4 Years
Registered Rep
Four Springs Capital
You have sold an investment or income producing property and are looking for an alternative to a traditional 1031 Exchange.
FRANK R RUSSO
Member for 3 Years
Principal
Forctis Advisory Inc.
Navigating the uncharted waters of business transition - optimizing for your success.
Silver, Summit
Christopher A. Coates
Member for 1 Year
Vice President
SES ESOP Strategies
You are looking for employee stock ownership plan (ESOP) options for your company.
Gold
Kevin Amerio
Member for 4 Years
Vice President - Wealth Management
UBS
Pre-liquidity planning will help business owners define their personal and professional goals to confirm your business strategy and recommendations
Gene McCarthy
Member for 5 Years
Regional President New Jersey
TriState Capital
Seeking responsive and flexible options for commercial and real estate lending needs.
Richard N Baum
New Member
Managing Partner
Consumer Growth Partners
Consumer Growth Partners (CGP) is a private equity investment and advisory frm with an exclusive focus on retail and non-perishable branded consumer products companies in the lower middle market with $2.5-10mm of EBITDA.
David P DeMuth
Member for 5 Years
Co-Founder & Senior Managing Director
CFO Consulting Partners LLC
Need financial planning for buy or sell side transactions
PHILIP M DANISI
New Member
PRINCIPAL
DANISI LAW
EMPLOYMENT LAW ATTORNEY SPECIALIZING IN ALL MATTERS OF EMPLOYEES IN THE FINANCIAL INDUSTRY
Joshua Shoshan
Member for 1 Year
Senior Vice President
Wealthspire
I help entrepreneurs and corporate executives achieve quality of life and financial freedom
Silver
Patrick Morrow
Member for 4 Years
Senior Vice President
RBC Wealth Management
You simply need a second set of eyes on a solution or are looking to provide a creative holistic strategy to enhance the after tax value of a family enterprise
Ron Reuter, CTP/CVA
Member for 6 Years
Managing Director
RJ Reuter Business Consulting
There is distressed financial performance threatening the business, debt negotiation and restructuring, refinancing or a sale
Kevin F. Murray
New Member
Founder
Business Seller Center
It's time to see what your business is worth and take it to market
Jack L Hendler
Member for 5 Years
CEO
Avalon Net Worth Group
A Company Healthy or Stressed wishes to Sell or Mergeneeds new financing Senior and below.
Nick H. Ciampanelli
New Member
Financial Professional
National Financial Network
Working with successful individuals & business owners concerned with risk management, employee benefits, wealth accumulation, & estate/transition planning
Michael Richmond
Member for 5 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.
Norman R Sanyour
Member for 1 Year
Senior Vice President
Capital Group Private Client Services
Someone needs help making a financial decision
Inaugural
Jim Vigna
Member for 1 Year
Vice President
Live Oak Bank
You are seeking financing to buy our sell a business.
Andrew Crofton
New Member
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.
Table
Jerome N Pasichow
Member for 3 Years
Associate
Integrated Financial Concepts
A business owner is or should be considering considering the next opportunity for their business. Are they expanding? Are they planning to exit or sell? Will they be financially independent?
Harvey M. Katz
Member for 5 Years
Partner
Fox Rothschild
When considering business succession issues, retirement and when a business owner wants to take some chips off the table. When deciding when and how to incentive key employees
Bronze
Michael E Givner
Member for 5 Years
President
IMG Business Advisors
We are an M&A firm that specializes in business sales and exit strategies for small business owners with our "sweet spot" being companies with revenues between $5 million to $25 million.
Chapter Events
Thu, Dec 8th, 2022 5:30pm (EST)
Tri-State Platinum Sponsors
Andrew Koutroumanis - Call me when...
There are state and local tax matters.
Tri-State Silver Sponsors
Steve Ronan - Call me when...
Clients are looking to build value through better accounting and finance, operations, and technology ahead of an exit
Tri-State Bronze Sponsors
Steven Pappas - Call me when...
You need a professional to discuss your business ownership exit planning options.
Harvey M. Katz - Call me when...
When considering business succession issues, retirement and when a business owner wants to take some chips off the table. When deciding when and how to incentive key employees
Allan Tepper, CPA - Call me when...
Buy or sell-side due diligence is needed. You need a part-time or interim CFO.The CFO needs to improve accounting operationsThe company needs a new accounting system.