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.
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Andrew Fingerhut
Member for 5 years
Partner
Rosenberg Rich Baker Berman & Company
Call me when... 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.
Scott Larson
Member for 8 months
OutFin group
Call me when... A business wants to maximize its value BEFORE they sell. We are an outsourced CFO firm that helps businesses increase their value leading up to an exit.
David Gaynor
Member for 2 years
Managing Director
Marshall & Stevens Incorporated
Call me when... a valuation is needed. I perform valuations for gift and estate tax purposes, financial reporting, fairness/solvency, and healthcare compliance.
John Carpenter
Member for 3 years
National Practice Partner
era Group
Call me when... you want to find the profit that is hidden in your expenses.
Michael Castro
Member for 1 year
Senior Vice President
BankUnited
Call me when... M & A Finance, ESOP Finance, Working Capital Lines of Credit, Asset Based Lending
David DeMuth
Member for 7 years
Co-Founder & Senior Managing Director
CFO Consulting Partners LLC
Call me when... need financial planning for buy or sell side transactions
Charles Melita
Member for 6 years
Financial Services Professional
Integrated Financial Concepts
Call me when... 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
Bernie Leone
Member for 3 years
Lead Entrepreneur Advisory
Withum
Call me when... Exit or Succession Planning, Advisory Board
James Bellissimo
Member for 2 years
CPA
BSB Accountants and Advisors
Call me when... you want to grow your business from the bottom line up.
Aamir Mumtaz
Member for 1 year
Managing Director
IPX Enterprises, Inc
Call me when... If you are interested in restructuring or selling your business
Fred Petito
New Member
President & Exit Advisor
Exit Factor
Call me when... You're working with the owner of a small to midsize firm who wants to prepare to sell their businesses for maximum value by improving their profitability, efficiency, value, and ability to exit.
Robert Westley
New Member
Regional Wealth Advisor
Northern Trust
Call me when... Tax, trust, estate, and wealth planning/management.
Michael Richmond
Member for 7 years
Managing Director
The DAK Group
Call me when... You are looking to maximize the value of your business by selling your company, making an acquisition or looking to raise debt or equity.
Joshua Shoshan
Member for 3 years
Senior Vice President
Wealthspire
Call me when... I help entrepreneurs and corporate executives achieve quality of life and financial freedom
Greg Libertiny
Member for 6 years
Managing Partner
NBT Associates LLC
Call me when... Thinking about a liquidity event in the near term or over the horizon and want to maximize your enterprise value? We should talk.
Mac Lothrop
Member for 10 months
Vice President, Business Development
Trivest Partners
Call me when... I'm available 24/7
Ron Reuter, CTP/CVA
Member for 8 years
Managing Director
RJ Reuter Business Consulting
Call me when... There is distressed financial performance threatening the business, debt negotiation and restructuring, refinancing or a sale
Catherine Guidera
Member for 9 months
Financial Advisor
Morgan Stanley
Call me when... you want to speak with a financial advisor with over 35 years of experience serving multi-generational families and family-owned business owners
Kevin Bodnar
Member for 1 year
Investment Banking
Withum
Call me when... Full service investment banking for privately held, family and founder owned businesses
Nada Reilly
Member for 4 years
Director
BDO USA LLP
Call me when... Valuation, succession planning, pre or post transaction needs, need for new accountant, tax support, restructuring, financial risk management
Diane Johnston
Member for 5 years
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.
Ahmad Alokush
Member for 1 year
Technologist
Ahmadeus Technology
Call me when... You need tech expert, in Cyber, Mobile, due diligence.
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