XPX New Jersey
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.

Member Directory

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.

partner
Withum

Exit or Succession Planning, Advisory Board

Principal
Expense Reduction Analysts

You want to find the profit that is hidden in your expenses.

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.

Business Development Director
Glenmede Trust Company

You are looking for a new wealth manager, will be selling a business in the near future or have recently sold a business, need a wealth planner

Managing Member
McCloskey Law PLLC

Business attorney whose practice includes corporate formation, early-stage securities transactions and M&A.

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.

Wealth Management Advisor
Davies Wayland & Associates

There are family business, wealth planning and investment, or executive compensation problems to be solved.

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

Director
CFO Consulting Partners, LLC

Seeking assistance on financial, strategic, SEC filings and capital structure assistance.

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.

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

Partner
EisnerAmper LLP

Feel free to contact me if you have questions regarding the planning or execution your business succession.

Principal
Forctis Advisory Inc.

Navigating the uncharted waters of business transition - optimizing for your success.

Regional President New Jersey
TriState Capital

Seeking responsive and flexible options for commercial and real estate lending needs.

Director
CFO Consulting Partners LLC

We provide senior level financial management services to Boards of Directors and CEOs.We work with CFOs and Controllers to accomplish complex accounting and financial projects

Founder
Jensen Law Firm LLC

Legal-business services

Consultant
Expense Reduction Analysts

Organizations need to save money and time so they can better pursue their mission and goals

Managing Director
Sterling National Bank

Senior secured lender

Senior Client Strategist
BNY Mellon Wealth Management

Pre-sale planning for Business Owners needing help structuring their wealth to minimize taxes before a transaction occurs and develop a plan to fund their lifestyle.

Partner
Moritt Hock & Hamroff LLP

You need a legal business advisor.

Director
BDO USA LLP

Valuation, succession planning, pre or post transaction needs, need for new accountant, tax support, restructuring, financial risk management

Co-Founder & Senior Managing Director
CFO Consulting Partners LLC

Need financial planning for buy or sell side transactions

Senior Vice President
Wealthspire

I help entrepreneurs and corporate executives achieve quality of life and financial freedom

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?

Executive Director
J.P. Morgan

None

Private Wealth Advisor
William Blair

You are working with a business owner and you need some financial modeling done to demonstrate the impacts or tradeoffs of various decisions or scenarios the owner is contemplating.

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.

Managing Partner
Energy & Industrial Advisory Partners

You are looking to sell your business

Founder
Business Seller Center

It's time to see what your business is worth and take it to market

Director
CFO Consulting Partners

Seeking strategic or tactical CFO support (part-time, interim or consulting) or M&A and exit planning transaction advisory

Registered Rep
Third Seven Capital

You have sold an investment or income producing property and are looking for an alternative to a traditional 1031 Exchange.

Partner
Center Brook LP

A company, stressed or healthy, needs to sell, merge or access financing

Director of Strategic Initiatives
Glenmede Trust Company

You are looking for a new wealth manager, will be selling a business in the near future or have recently sold a business, need a wealth planner

Managing Director
RJ Reuter Business Consulting

There is distressed financial performance threatening the business, debt negotiation and restructuring, refinancing or a sale

Vice President
Live Oak Bank

You are seeking financing to buy our sell a business.

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.

Bernstein

Call me when....clients are approaching a liquidity event.

Partner
Becker LLC

You or your clients have tax or business legal needs, including commercial agreements, executive compensation, tax planning, tax controversy and M & A counsel

Sr. Managing Director
CFO Consulting Partners LLC

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.

Vice President
SES ESOP Strategies

You are looking for employee stock ownership plan (ESOP) options for your company.

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

President/CEO
Safe Harbor Asset Management

You are in need of a tax mitigation specialist, particularly when you're facing a large capital gains tax and need a solution.

VP SBA Business Development
TD Bank

Your client is seeking financing during all stages of their business life cycle around expansion, equipment, real estate, working capital, and purchasing or selling their business

President and Founder
Cedar Point Financial Services LLC

You or your clients are interested in creative ways to mitigate income and/or estate taxes.

Senior Vice President
Capital Group Private Client Services

Someone needs help making a financial decision

Senior Director
BNY Mellon Wealth Management

Pre-post planning for business owners. ($5MM Minimum)

Financial Services Professional
Integrated Financial Concepts

Companies or executives looking for ways to reduce employee acquisition costs and improve employee retention providing an alternative to “Stay Bonuses” including more flexibility, higher net income, increased benefits and reduced risk. Business owner

Financial Services Professional
Certified Financial Services, LLC

Someone needs education on how to protect, grow, and exit their business.

Mr.
Stony Hill Advisors

Daytime

Partner
GEARTY AND MCINTYRE

You are considering buying or selling a business or simply evaluating your options.

Principal
Citrin Cooperman

When you're involved in a transaction that needs assistance with either buy-side or sell-side due diligence/Quality of Earnings

Vice President, Business Development Executive
Marsh Private Client Services

There is a need for personal insurance and individual risk management consulting

Manager - Transaction Advisory Services
https://www.citrincooperman.com/

Never

Partner
Citrin Cooperman

Clients are looking to build value through better accounting and finance, operations, and technology ahead of an exit

Managing Director
Supporting Strategies | Northwest New Jersey

You are frustrated with the volume of non-revenue generating activities you perform or are concerned that you are not receiving the financial information you need to move your business forward.

Managing Director
Appraisal Economics

You need a valuation.

Partner
Fox Rothschild LLP

..

Portfolio Manager
Brown Advisory

You are thinking about how to prepare for an exit event, have excess liquidity earmarked for a future transaction or would find holistic advise on investable assets additive.

CEO
Avalon Net Worth Group

A Company Healthy or Stressed wishes to Sell or Merge
needs new financing Senior and below.

Partner
Rosenberg Rich Baker Berman & Company

When you think you have out grown your accountant or feel like a nobody with your current accountant. Our firm size enables us to provide expert services while providing personal service.

Director
CFO Consulting Partners LLC

A client needs help in successfully implementing financial and operational improvements, completing acquisitions and divestitures, growth and business development, and restructuring and turnarounds.

Vice President, Charitable Planning Consultant
Fidelity Charitable

Your client is looking to make a charitable donation in advance of a business exit.

Principal
Withum

Business owners need to prepare their financial, operational and technical systems for a sale and when buyers have identified an acquisition target for diligence.

Partner
Krietzberg Wealth Management

As a corporate financial planner, my firm helps to prepare business owners with a written financial plan that focuses on different types of selling options in advance of a sale

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.

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.

President
NorthBridge Business Advisors

An owner is considering the sale of the business and is willing to undertake an exit planning engagement prior to going to market.

Tri-State Silver Sponsors

Tri-State Bronze Sponsors