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
Showing 92 members
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Peter M A Holmes
Member for 3 Years
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.
Adam Psichos
Member for 2 Years
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
Joseph A Pucci
Member for 14 Years
Private Wealth Advisor
William Blair
You are working with a business owner and you need some financial modeling done to demonstrate the impacts or tradeoffs of various decisions or scenarios the owner is contemplating.
Steve Ronan
Member for 6 Years
Partner
Citrin Cooperman
Clients are looking to build value through better accounting and finance, operations, and technology ahead of an exit
Norman R Sanyour
Member for 1 Year
Senior Vice President
Capital Group Private Client Services
Someone needs help making a financial decision
Michael Richmond
Member for 5 Years
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.
Steven Pappas
Member for 9 Years
Touchstone Advisors
You need a professional to discuss your business ownership exit planning options.
Kent L. Schwarz
Member for 5 Years
Partner
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
David M. Krietzberg
Member for 5 Years
Partner
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
John J Carpenter
Member for 1 Year
Principal
Expense Reduction Analysts
You want to find the profit that is hidden in your expenses.
Jason Mancivalano
New Member
Executive Director
JP Morgan Private Bank
Clients who need customized solutions to complex financial problems. I focus on Technology, Healthcare, Multi-Generational companies as well as Real Estate Families, providing pre- and post-transaction wealth planning with a goals-based approach.
David P DeMuth
Member for 5 Years
Co-Founder & Senior Managing Director
CFO Consulting Partners LLC
Need financial planning for buy or sell side transactions
Anthony Festa
New Member
Director
Marshall & Stevens
You have a question or need with regards to any/all tangible asset (machinery or real estate) issues, including business valuation.
Michael E Givner
Member for 5 Years
President
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.
Gene McCarthy
Member for 5 Years
Regional President New Jersey
TriState Capital
Seeking responsive and flexible options for commercial and real estate lending needs.
Jennifer G Marks
New Member
Executive Director
JP Morgan
you need any kind of wealth management and planning advice.In addition to Investing, banking,lending and trust expertise on everything from executive compensation to philanthropy.
Jim Vigna
Member for 1 Year
Vice President
Live Oak Bank
You are seeking financing to buy our sell a business.
Marilyn Garcia
Member for 3 Years
Principal
Citrin Cooperman
When you're involved in a transaction that needs assistance with either buy-side or sell-side due diligence/Quality of Earnings
PHILIP M DANISI
New Member
PRINCIPAL
DANISI LAW
EMPLOYMENT LAW ATTORNEY SPECIALIZING IN ALL MATTERS OF EMPLOYEES IN THE FINANCIAL INDUSTRY
Joseph T VonEhr
Member for 3 Years
Director
CFO Consulting Partners
Seeking strategic or tactical CFO support (part-time, interim or consulting) or M&A and exit planning transaction advisory
Dennis Ladd
New Member
VP, Charitable Planning Consultant
FIDELITY Charitable
I support financial advisors, trust & estate attorneys, cpa's in Tri-State on all areas of philanthropy.
Christopher A. Coates
Member for 2 Years
Vice President
SES ESOP Strategies
You are looking for employee stock ownership plan (ESOP) options for your company.
Ron Reuter, CTP/CVA
Member for 6 Years
Managing Director
RJ Reuter Business Consulting
There is distressed financial performance threatening the business, debt negotiation and restructuring, refinancing or a sale
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