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 113 Members
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Anthony Festa
Member for 1 year
Managing Director, National Practice Leader - Machinery & Equipment
Marshall & Stevens
You have a question or need with regards to any/all tangible asset (machinery or real estate) issues, including business valuation.
Joseph Armenti
Member for 11 months
Partner
Cole Schotz P.C.
I am a business lawyer practicing in a variety of transactional areas, with a focus on M&A
Richard Baum
Member for 2 years
Managing Partner
Consumer Growth Partners
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.
Mellany Bagtas CFP®, CRPC®, CDFA®, CEPA®
New Member
Financial Advisor/ Certified Exit Planning Advisor
Morgan Stanley
client/ business owner needs help in understanding their wealth gap, help in providing them a clear path for life after selling their business and alignment of their personal and financial goals as they prepare for their exit.
Arthur Grutt
Member for 6 years
Managing Partner
Cambridge Insurance Advisors
Insurance Due Diligence. Human Capital Consulting. Group Purchasing Consortiums. Avoid Margin Erosion from insurance costs before going to market or post closing.
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.
Grant Templin
Member for 7 months
Private Wealth Advisor
Morgan Stanley
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.
Lance Cholet
Member for 11 months
Private Wealth Advisor
UBS Financial Services
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.
Aamir Mumtaz
Member for 8 months
Managing Director
IPX Enterprises, Inc
If you are interested in restructuring or selling your business
Steven Crowley
Member for 7 years
Director
CFO Consulting Partners, LLC
Seeking assistance on financial, strategic, SEC filings and capital structure assistance.
Ted Rosen
Member for 3 years
Partner
Akerman LLP
A preeminent corporate lawyer with experience in sell/buy-side mergers and acquisitions, venture capital and securities law; consummate deal maker with ability to lead and close deals of all sizes.
Gregory Murphy
Member for 8 months
Private Wealth Advisor
U.S. Bank
Business owner needs help with planning, trusts, investments, personal borrowing
Timothy Throckmorton
Member for 8 months
Sr. Managing Director, Client Planning and Consulting
Webster Private Bank
Desire to save tax before selling a business
wa_contact_52081411
Member for 4 years
Executive Managing Director
Newmark
24/7 I am always available. I like to think that I out care my competition.
Nick Ciampanelli
Member for 1 year
Financial Advisor
National Financial Network
Protecting & Growing a Client's Wealth.
Greg Wozniak
Member for 7 months
CPA
Marcum LLP
neeed for Tax consulting, Entity Structure, Qaulity of Earnings and transaction advisory
Kevin O'Brien
Member for 2 years
Vice President
Bernstein Private Wealth Management
You want customized planning and investment advice for entrepreneurs, founders and business owners
Candace Benzel
Member for 1 year
Senior Vice President
Merrill Lynch
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.
Michael Millard
New Member
Senior Advisor
Haven Capital Partners
You want to monetize your company owned RE
David Kleinhandler
New Member
CEO
Optifino
My team has developed a platform for employee retention and business sucession planning. and help entrepreurs
Joshua Shoshan
Member for 3 years
Senior Vice President
Wealthspire
I help entrepreneurs and corporate executives achieve quality of life and financial freedom
Kennedy Chinyamutangira
Member for 2 years
Mr
RSM US LLP
you need audit, tax, consulting and transaction advisory services related to your private equity funds and their portfolio companies
Dan Kaplan
Member for 1 year
owner
SMC Data Systems
ERP Software for mid-market manufacturers, distributors and food companies
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