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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Omid Zareh
New Member
Managing Partner
Weinberg Zareh Malkin Price LLP
Call me when... Your business is planning a major decision, planning for succession, or is in the middle of. nightmare.
Candace Benzel
Member for 2 years
CEO
Canadam Capital LLC
Call me when... there is a need for bespoke wealth management services for families that have accumulated significant wealth and are looking for a sincere, caring and optimistic advisor that truly cares about her clients.
Bernie Leone
Member for 4 years
Lead Entrepreneur Advisory
Withum
Call me when... Exit or Succession Planning, Advisory Board
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.
Vipin Singh
Member for 1 year
Managing Director
Murphy Business Sales - Edison Office
Call me when... a business owner(s) are looking to sell their business or discuss their future exit option
Edward Papier
New Member
President
Amadeus Wealth Alternatives
Call me when... You have a client who selling his/her company and is looking for sophisticated portfolio construction, As an independent RIA, we specialize in alternative investments, many of which are income producing.
Peter Ho
Member for 1 year
Managing Partner
Brio360
Call me when... you want to maximize the value of your company before exit, or if you need help with financial modeling and financial storytelling
Jon Horwitz
Member for 8 months
Owner
HR Insights Consulting
Call me when... HR, selection, coaching, team building, OD
Mark Lund
Member for 1 year
Principal
UpLift Profits
Call me when... Trouble with disengaged employees, Turnover, generational issues
Paul Visokey
Member for 12 years
President & Founder
Stony Hill Advisors
Call me when... you have a referral.
Jay Hochheiser
New Member
Founder & CEO
Hochheiser, Deutsch & Company
Call me when... as a dedicated financial advisor, I am here to support you with wealth management, retirement planning and exit planning. I am committed to helping you achieve your financial goals & secure your future.
Dennis O'Rourke
Member for 10 months
Partner
Moritt Hock & Hamroff LLP
Call me when... With over 20 years of corporate law experience, I specialize in all facets of complex mergers, acquisitions, securities offerings, corporate transactions and general counsel matters.
David Kleinhandler
Member for 8 months
CEO
Optifino
Call me when... My team has developed a platform for employee retention and business sucession planning. and help entrepreurs
Todd Robison
Member for 6 years
President and Founder
Cedar Point Financial Services LLC
Call me when... you or your clients are interested in creative ways to mitigate income and/or estate taxes.
Michael Millard
Member for 11 months
Senior Advisor
Haven Capital Partners
Call me when... You want to monetize your company owned RE
Lloyd Huie
Member for 1 year
Vice President, Senior Relationship Manager
Liberty Bank
Call me when... I am a middle market commercial lender looking to help businesses grow and thrive by providing bank senior financing to organizations. We provide Revolving Lines of Credit, Equipment Lines of Credit, Term loans and owner occupied mortgages.
Peter Wollmeringer
Member for 1 year
Managing Director
Rockport Investment Partners
Call me when... you have a situation that may require valuation expertise such as business valuation
John Basile
Member for 6 months
Business Development, Advisory Services
Citrin Cooperman Advisors
Call me when... Buy and Sell-Side Due Diligence, Outsourced Finance/Accounting, Digital Transformation (ERP, CRM, etc.)
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
Mac Lothrop
Member for 1 year
Vice President, Business Development
Trivest Partners
Call me when... I'm available 24/7
Carol Eversen
New Member
Area Managing Partner & CMO
Chief Outsiders
Call me when... Your company/portfolio company is not achieving revenue goals & is at risk of missing performance vs the investment thesis. Or if you need a consistent, predictable revenue growth engine. PE Due Diligence for sustainable revenue growth supported.
Ramsey Goodrich
Member for 16 years
Managing Partner
Carter Morse & Goodrich
Call me when... A business owner is contemplating a transaction (Financing, Sale or Acquisition), even years in advance of a transaction so we can help the owner maximize shareholder value.
Thomas Heptig
Member for 1 year
Financial Advisor
Merrill Lynch
Call me when... Call when your client needs sophisticated wealth planning or complex lending.
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