Members

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.

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Peter Colgan of https://www.citrincooperman.com/ is a member of XPX Tri-State
Peter Cobb Colgan
Director - Transaction Advisory Services
https://www.citrincooperman.com/

Call Me When... Anytime

Member for 1 Year
Michael Richmond of The DAK Group is a member of XPX New Jersey
Michael Richmond
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.

Member for 6 Years
Michael Givner of IMG Business Advisors is a member of XPX New Jersey
Michael E Givner
President
IMG Business Advisors

Call Me When... 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 6 Years
Keith Conway of White Horse Capital is a member of XPX Tri-State
Keith Conway
Co-Founder, Partner
White Horse Capital

Call Me When... Your client's would like to optimize or transition their real estate holdings

New Member
Michael Grundei of Wiggin and Dana LLP is a member of XPX Tri-State
Michael Grundei
Partner
Wiggin and Dana LLP

Call Me When...

Member for 8 Years
Grant Templin
Private Wealth Advisor
Morgan Stanley

Call Me When... business owners need a wealth manager who understands their unique pre and post transaction needs and is experienced collaborating with their team of trusted advisors.

New Member
Christopher Michelsen
Managing Director
B Riley

Call Me When... A business owner is contemplating a transition, from strategic growth to successions, often years in advance of a transaction to best help the owner maximize their business' value and post-sale proceeds.

New Member
Michael Gargone
Vice President - Sr. Business Relationship Manager
JPMorgan Chase & Co.

Call Me When... A client or prospect over 1mm in Revenue is looking to establish a Business Banking Relationship with JPMorgan Chase

New Member
Stephen Davis of Safe Harbor Asset Management is a member of XPX Tri-State
Stephen K Davis
President/CEO
Safe Harbor Asset Management

Call Me When... you are in need of a tax mitigation specialist, particularly when you're facing a large capital gains tax and need a solution.

Member for 4 Years
Christian Jensen of Jensen Law Firm LLC is a member of XPX Tri-State
Christian Jensen
Founder
Jensen Law Firm LLC

Call Me When... legal-business services

Member for 2 Years
Daniel Morris
Managing Partner
Mindracer Consulting

Call Me When... The client needs to add a professional sales team to grow revenues and drive exit value

New Member
Kevin Bodnar
Investment Banking
Withum

Call Me When... Full service investment banking for privately held, family and founder owned businesses

New Member
Michael Lear
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

Member for 1 Year
Patrick McCloskey
Managing Member
McCloskey Law PLLC

Call Me When... Business attorney whose practice includes corporate formation, early-stage securities transactions and M&A.

Member for 2 Years
Andrew Marks of World Creative & World Chic is a member of XPX Tri-State
Andrew Marks
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.

New Member
James Bellissimo
CPA
BSB Accountants and Advisors

Call Me When... you want to grow your business from the bottom line up.

Member for 1 Year
Kevin Murray of Business Seller Center is a member of XPX Tri-State
Kevin F. Murray
Founder
Business Seller Center

Call Me When... It's time to see what your business is worth and take it to market

Member for 1 Year
Russell H. Stern
Partner
Ruskin Moscou Faltischek, P.C.

Call Me When... Contact me if you have any type of a business legal need.

New Member
Gregory Murphy
Private Wealth Advisor
U.S. Bank

Call Me When... Business owner needs help with planning, trusts, investments, personal borrowing

New Member
Dennis Ladd
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.

Member for 1 Year
Christopher Martens of AssuredPartners is a member of XPX Tri-State
Christopher Martens
Commercial Insurance, Employee Benefits, Captives, & Retirement Services
AssuredPartners

Call Me When... There is a need for commercial insurance and employee benefits consulting, with a focus on Captive Insurance.

Member for 5 Years
Sharon Bender of Webster Bank is a member of XPX Tri-State
Sharon Bender
Managing Director
Webster Bank

Call Me When... senior secured lender

Member for 2 Years
Andrew Fingerhut
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.

Member for 4 Years
Vipin Singh
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

New Member
Michael Kislin, CFA, CIMA®, CFP®, CDFA®, CEPA® of Morgan Stanley Wealth Management is a member of XPX Tri-State
Michael B. Kislin, CFA, CIMA®, CFP®, CDFA®, CEPA®
SVP Financial Advisor
Morgan Stanley Wealth Management

Call Me When... Certified Financial Planner ("CFP") & Certified Exit Planning Advisor ("CEPA"). Working with business owners to create clarity and harmony between the life they have and the next chapter in front of them.

New Member

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