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 116 Members
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Avi Mehta
Member for 11 months
Manager
BDO
Call me when... Manager, Transaction Advisory Services BDO
Kevin Bodnar
Member for 1 year
Investment Banking
Withum
Call me when... Full service investment banking for privately held, family and founder owned businesses
Dennis Ladd
Member for 2 years
VP, Charitable Planning Consultant
FIDELITY Charitable
Call me when... I support financial advisors, trust & estate attorneys, cpa's in Tri-State on all areas of philanthropy.
Steven Meyers
New Member
Senior Vice President - Investments
UBS Financial Services
Call me when... You are feeling "advice deficient" as your current advisors are not either willing to listen and ask the right questions or are not experienced enough to understand the unique needs of the entrepreneur for a sophisticated and intelligent direction.
John Dowd
Member for 8 years
Bernstein
Call me when... ....clients are approaching a liquidity event.
David Borsack
Member for 1 year
Attorney
Cole Schotz P.C.
Call me when... a client or contact of yours is looking to (1) sell or purchase a business, (2) raise capital, or (3) invest in a 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.
Arthur Grutt
Member for 7 years
Managing Partner
Cambridge Insurance Advisors
Call me when... Insurance Due Diligence. Human Capital Consulting. Group Purchasing Consortiums. Avoid Margin Erosion from insurance costs before going to market or post closing.
Carol Eversen
New Member
Area Managing Partner & CMO
Chief Outsiders
Call me when... Your company/portfolio company is not achieving revenue goals and is at risk of missing performance vs the investment thesis. We can work with you to build a consistent, predictable growth engine. We also support Due Diligence specifically around th
Ted Rosen
Member for 4 years
Partner
Akerman LLP
Call me when... 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.
Jack Hendler
Member for 7 years
CEO
Avalon Net Worth Group
Call me when... A Company Healthy or Stressed wishes to Sell or Mergeneeds new financing Senior and below.
Andrew Marks
Member for 1 year
Wealth Investment Mentor | Co-Founder
World Creative & World Chic
Call me when... You want to expand and grow your investing strategy to secure an optimal diversified stock portfolio that protects your wealth.
Michael Millard
Member for 10 months
Senior Advisor
Haven Capital Partners
Call me when... You want to monetize your company owned RE
Thomas Heptig
Member for 1 year
Financial Advisor
Merrill Lynch
Call me when... Call when your client needs sophisticated wealth planning or complex lending.
Steven Crowley
Member for 7 years
Director
CFO Consulting Partners, LLC
Call me when... Seeking assistance on financial, strategic, SEC filings and capital structure assistance.
Patrick McCloskey
Member for 3 years
Managing Member
McCloskey Law PLLC
Call me when... Business attorney whose practice includes corporate formation, early-stage securities transactions and M&A.
Kent Schwarz
Member for 7 years
Partner
Becker LLC
Call me when... You or your clients have tax or business legal needs, including commercial agreements, executive compensation, tax planning, tax controversy and M & A counsel
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.
Tatiana Tsoir
Member for 11 months
CEO
Linza Advisors Inc.
Call me when... you have a client who need accounting & tax reduction support when selling a business or preparing to go on market!
Greg Wozniak
Member for 1 year
CPA
Marcum LLP
Call me when... neeed for Tax consulting, Entity Structure, Qaulity of Earnings and transaction advisory
Michael Lear
Member for 2 years
SVP, Private Wealth Advisor
Capital Group
Call me when... You need help with a business sale and help with evaluating options. Need a new financial advisor you won't outgrow
Timothy Throckmorton
Member for 1 year
Sr. Managing Director, Client Planning and Consulting
Webster Private Bank
Call me when... Desire to save tax before selling a business
Keith Conway
Member for 1 year
President
The Fortez Group
Call me when... Your client would like to optimize or transition their real estate holdings
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