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

    • Profession
    • Functional Expertise
    • Client Industries
    Aquarius Partners, LLC

    Customer Lifecycle Management and Operational Benchmarking Advisory Services

    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.

    Director of Business Development
    Cortes & Hay

    I support all industries involved with Commercial Real Estate Transactions through title insurance, 1031 Exchanges, searches, closing services.

    Fox Rothschild LLP


    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

    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.

    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

    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.

    Managing Member
    Maldjian Law Group LLC - Intellectual Property Counsel

    You have questions about intellectual property matters

    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.

    Executive Director
    J.P. Morgan


    EisnerAmper LLP

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

    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
    SES ESOP Strategies

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


    Client needs valuation or transaction advisory assistance.

    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

    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.

    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.

    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

    Vice President - Wealth Management

    Pre-liquidity planning will help business owners define their personal and professional goals to confirm your business strategy and recommendations


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

    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.

    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.

    Senior Director
    BNY Mellon Wealth Management

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

    Einhorn, Barbarito, Frost & Botwinick, PC

    You need expertise in developing and implementing tax efficient strategies for wealth preservation and transfer, business succession, and charitable planning

    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

    Senior Vice President
    Capital Group Private Client Services

    Someone needs help making a financial decision

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