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 124 Members
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Robert Westley
New Member
Regional Wealth Advisor
Northern Trust
Call me when... Tax, trust, estate, and wealth planning/management.
Michael Castro
Member for 1 year
Senior Vice President
BankUnited
Call me when... M & A Finance, ESOP Finance, Working Capital Lines of Credit, Asset Based Lending
Greg Libertiny
Member for 6 years
Managing Partner
NBT Associates LLC
Call me when... Thinking about a liquidity event in the near term or over the horizon and want to maximize your enterprise value? We should talk.
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.
Joseph Armenti
Member for 1 year
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
Anthony Festa
Member for 1 year
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.
James Osborn
New Member
Founder/Partner
Envest Asset Management
Call me when... you're looking for an independent wealth manager and planner focused on sustainability.
Matthew Kerzner
Member for 1 year
Owner and Managing Director
New England Center for Family Business Excellence
Call me when... I am a family business advisor and offer strategic
Jon Tobin
New Member
Associate
Tobin & Company Investment Banking Group
Call me when... We do sell-side advisory for small founder owned and operated businesses. We also help launch offerings of private placements by offering broker-dealer and compliance services.
Mac Lothrop
Member for 9 months
Vice President, Business Development
Trivest Partners
Call me when... I'm available 24/7
Stephen Davis
Member for 5 years
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.
Kevin Gavey
New Member
Private Wealth Advisor
UBS Financial Services
Call me when... a client needs guidance on estate, tax, investment, and personal goals that help define their exit planning, family dynamics, and legacy, whether they retain or exit their business.
Robert Brody
Member for 5 years
Founder and Managing Member
Brody and Associates, LLC
Call me when... you have an employee-related issue including court and agency cases, governmental personnel-related audits, or you need counsel on addressing any employee-related issue.
Timothy Throckmorton
Member for 1 year
Sr. Managing Director, Client Planning and Consulting
Webster Private Bank
Call me when... Desire to save tax before selling a business
Donald Gelestino
Member for 4 years
President
Champion Elevator Corp.
Call me when... you or someone you know are in need of Elevator related services. Call when you or anyone you know is selling or buying and elevator related buisness.
David Kleinhandler
New Member
CEO
Optifino
Call me when... My team has developed a platform for employee retention and business sucession planning. and help entrepreurs
Jonathan Hill
Member for 1 year
Vice President
City National Bank
Call me when... Wealth planning, asset management, debt placement or trust and estate execution or advice is needed.
Nathan Collins
Member for 10 months
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.
Ron Reuter, CTP/CVA
Member for 8 years
Managing Director
RJ Reuter Business Consulting
Call me when... There is distressed financial performance threatening the business, debt negotiation and restructuring, refinancing or a sale
Danielle Kelly
Member for 2 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.
Kevin Bodnar
Member for 1 year
Investment Banking
Withum
Call me when... Full service investment banking for privately held, family and founder owned businesses
Jordan Toder
Member for 5 years
Member
Preservation Capital Partners, LLC
Call me when... your client seeks options over the tax bite on his income, carried interest or potential sale of the underlying asset.
FRANK RUSSO
Member for 5 years
Principal
Forctis Advisory Inc.
Call me when... Navigating the uncharted waters of business transition - optimizing for your success.
Grant Templin
Member for 11 months
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.
John Dowd
Member for 8 years
Bernstein
Call me when... ....clients are approaching a liquidity event.
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