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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Andrew Marks
Member for 1 year
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.
Gina D'Ambruoso
Member for 6 years
VP SBA Business Development
TD Bank
Call me when... your client is seeking financing during all stages of their business life cycle around expansion, equipment, real estate, working capital, and purchasing or selling their business
Greg Wozniak
Member for 1 year
CPA
Marcum LLP
Call me when... neeed for Tax consulting, Entity Structure, Qaulity of Earnings and transaction advisory
David DeMuth
Member for 8 years
Co-Founder & Senior Managing Director
CFO Consulting Partners LLC
Call me when... need financial planning for buy or sell side transactions
Bethany Hickey
Member for 2 years
Associate
Ropes & Gray LLP
Call me when... You need an established M&A or private equity legal advisor.
Patrick McCloskey
Member for 3 years
Managing Member
McCloskey Law PLLC
Call me when... Business attorney whose practice includes corporate formation, early-stage securities transactions and M&A.
Pasang Jamling
Member for 6 months
Corporate Associate
Coviello Weber & Dahill LLP
Call me when... Anytime
Nichol Chiarella
Member for 8 months
M&A Tax Practice Leader
Citrin Cooperman
Call me when... Need for an M&A Tax structuring, due diligence, etc.
Daniel Toder
Member for 1 year
Manager
Preservation Capital Partners
Call me when... You are looking for tax efficient solutions when your clients assets are sold.
Nathan Collins
Member for 1 year
Financial Advisor
Raymond James
Call me when... your client needs tax, estate and financial planning from a wealth manager who has actual experience selling a company for mid-eight figures.
Dennis O'Rourke
Member for 11 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.
Kevin Bodnar
Member for 1 year
Investment Banking
Withum
Call me when... Full service investment banking for privately held, family and founder owned businesses
John Grzymala
Member for 7 years
COO
Family Office Advisory Services
Call me when... there is a business for sale or is looking for growth equity. Or, if off market real estate is for sale.
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.
FRANK RUSSO
Member for 5 years
Principal
Forctis Advisory Inc.
Call me when... Navigating the uncharted waters of business transition - optimizing for your success.
Richard Baum
Member for 2 years
Managing Partner
Consumer Growth Partners
Call me when... Consumer Growth Partners (CGP) is a private equity investment and advisory frm with an exclusive focus on retail and non-perishable branded consumer products companies in the lower middle market with $2.5-10mm of EBITDA.
Anthony Festa
Member for 2 years
Managing Director, National Practice Leader - Machinery & Equipment
Marshall & Stevens
Call me when... You have a question or need with regards to any/all tangible asset (machinery or real estate) issues, including business valuation.
Scott Larson
Member for 11 months
OutFin group
Call me when... A business wants to maximize its value BEFORE they sell. We are an outsourced CFO firm that helps businesses increase their value leading up to an exit.
Jason Correia
Member for 7 years
CLA
Call me when... you need financial or tax due diligence services (buy-side or sell-side) in conjunction with an M&A transaction, from a reliable, experienced and responsive CPA.
James Bellissimo
Member for 2 years
CPA
BSB Accountants and Advisors
Call me when... you want to grow your business from the bottom line up.
Kevin O'Brien
Member for 2 years
Vice President
Bernstein Private Wealth Management
Call me when... You want customized planning and investment advice for entrepreneurs, founders and business owners
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
Keith Conway
Member for 1 year
President
The Fortez Group
Call me when... Your client would like to optimize or transition their real estate holdings
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