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

Showing 79 members
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Robert Brody of Brody and Associates, LLC is a member of XPX Tri-State
Robert G. Brody
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.
Member for 3 Years
Jennifer G Marks
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.
New Member
James Child of Four Springs Capital is a member of XPX Tri-State
James Child
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.
Member for 4 Years
FRANK RUSSO of Forctis Advisory Inc. is a member of XPX Tri-State
FRANK R RUSSO
Principal
Forctis Advisory Inc.
Navigating the uncharted waters of business transition - optimizing for your success.
Member for 3 Years
Silver, Summit
Christopher Coates of SES ESOP Strategies is a member of XPX New Jersey
Christopher A. Coates
Vice President
SES ESOP Strategies
You are looking for employee stock ownership plan (ESOP) options for your company.
Member for 1 Year
Kevin Amerio
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
Member for 4 Years
Gene McCarthy
Regional President New Jersey
TriState Capital
Seeking responsive and flexible options for commercial and real estate lending needs.
Member for 5 Years
Richard N Baum
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.
New Member
David P DeMuth
Co-Founder & Senior Managing Director
CFO Consulting Partners LLC
Need financial planning for buy or sell side transactions
Member for 5 Years
Adam Grenker
Partner
Fox Rothschild LLP
..
Member for 5 Years
PHILIP M DANISI
PRINCIPAL
DANISI LAW
EMPLOYMENT LAW ATTORNEY SPECIALIZING IN ALL MATTERS OF EMPLOYEES IN THE FINANCIAL INDUSTRY
New Member
Joshua Shoshan
Senior Vice President
Wealthspire
I help entrepreneurs and corporate executives achieve quality of life and financial freedom
Member for 1 Year
Silver
Patrick Morrow of RBC Wealth Management is a member of XPX Tri-State
Patrick Morrow
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
Member for 4 Years
Ron Reuter, CTP/CVA of RJ Reuter Business Consulting is a member of XPX Tri-State
Ron Reuter, CTP/CVA
Managing Director
RJ Reuter Business Consulting
There is distressed financial performance threatening the business, debt negotiation and restructuring, refinancing or a sale
Member for 6 Years
Kevin F. Murray
Founder
Business Seller Center
It's time to see what your business is worth and take it to market
New Member
Jack Hendler of Avalon Net Worth Group is a member of XPX Tri-State
Jack L Hendler
CEO
Avalon Net Worth Group
A Company Healthy or Stressed wishes to Sell or Mergeneeds new financing Senior and below.
Member for 5 Years
Nick Ciampanelli of National Financial Network is a member of XPX Tri-State
Nick H. Ciampanelli
Financial Professional
National Financial Network
Working with successful individuals & business owners concerned with risk management, employee benefits, wealth accumulation, & estate/transition planning
New Member
Michael Richmond of The DAK Group is a member of XPX New Jersey
Michael Richmond
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.
Member for 5 Years
Norman R Sanyour
Senior Vice President
Capital Group Private Client Services
Someone needs help making a financial decision
Member for 1 Year
Inaugural
Bernie Leone
partner
Withum
Exit or Succession Planning, Advisory Board
Member for 1 Year
Jim Vigna
Vice President
Live Oak Bank
You are seeking financing to buy our sell a business.
Member for 1 Year
Andrew Crofton
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.
New Member
Jerome N Pasichow
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?
Member for 3 Years
Harvey M. Katz
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
Member for 5 Years
Bronze
Michael Givner of IMG Business Advisors is a member of XPX New Jersey
Michael E Givner
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.
Member for 5 Years

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