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 114 Members
Lance Cholet
Member for 2 years
Private Wealth Advisor
UBS Financial Services
Call me when... you or your client needs help planning for a liquidity event such as a sale, IPO, or merger. We are a nationally recognized team that helps owners make important decisions for them and their families.
Patrick McCloskey
Member for 4 years
Managing Member
McCloskey Law PLLC
Call me when... Business attorney whose practice includes corporate formation, early-stage securities transactions and M&A.
Frank Brigante
Member for 3 years
Managing Director
CIBC
Call me when... you are looking for a comprehensive banking solution. CIBC provides commercial lending, acquisition financing, equipment financing, capital markets, and cash management solutions.
Mac Lothrop
Member for 1 year
Vice President, Business Development
Trivest Partners
Call me when... I'm available 24/7
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.
Eric Mendelsohn
Member for 2 years
M&A Transaction Intermediary/Business Broker
Transworld Business Advisors of NY
Call me when... When You Know of A Business Owner That Wants To Retire or Relocate and Wants To Sell Their Business
Michael Kislin, CFA, CIMA®, CFP®, CDFA®, CEPA®
Member for 2 years
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.
Omid Zareh
Member for 11 months
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.
Arthur Grutt
Member for 8 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.
Louis Bernardi
New Member
Founder | Employee Benefit Strategist
BritePath aka Group Planners Inc
Call me when... You have a client or prospect that would like to improve EBITDA by finally controlling the cost and quality of a top three negotiable operating expense. CEOs, CFOs, HR and their people excel when they finally take control of this runaway expense.
Stephen Chin
Member for 7 years
President
Financial Structures and Advisory, Inc.
Call me when... Considering how best to fund organic growth or acquisition, whether debt or equity, and requiring execution expertise and capability.
Danielle Kelly
Member for 3 years
Vice President, Charitable Planning Consultant
Fidelity Charitable
Call me when... your client is looking to make a charitable donation in advance of a business exit.
Martin Cauz
New Member
Founder and Managing Director
Beechwood Consulting Group LLC
Call me when... You’re in a fire drill and need an experienced, hands-on Restructuring and Turnaround Advisor to put out the fire, stabilize liquidity, and restore company performance.
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.
Steven Meyers
Member for 1 year
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.
Greg Wozniak
Member for 1 year
CPA
CBIZ Advisors
Call me when... neeed for Tax consulting, Entity Structure, Qaulity of Earnings and transaction advisory
Joseph Armenti
Member for 2 years
Partner
Cole Schotz P.C.
Call me when... I am a business lawyer practicing in a variety of transactional areas, with a focus on M&A
Diane Johnston
Member for 6 years
Senior Vice President – Wealth Management
UBS Financial Services, Inc.
Call me when... You need help navigating complexity and want to pre-experience wealth creation decisions.
Keith Conway
Member for 2 years
President
The Fortez Group
Call me when... Your client would like to optimize or transition their real estate holdings
Anthony Cook
Member for 2 years
Principal, Private Wealth Management
AB
Call me when... You have a HNW client who needs world class planning and wealth management advice.
Peter Wollmeringer
Member for 2 years
Managing Director
Rockport Investment Partners
Call me when... you have a situation that may require valuation expertise such as business valuation
