XPX New York
Members

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

Manager - Transaction Advisory Services
https://www.citrincooperman.com/

Never

Consultant
Expense Reduction Analysts

Organizations need to save money and time so they can better pursue their mission and goals

Associate
Integrated Financial Concepts

A business owner is or should be considering considering the next opportunity for their business. Are they expanding? Are they planning to exit or sell? Will they be financially independent?

Principal Consultant
Expense Reduction Analysts

Any organization is seeking to increase EBITDA by lowering their business costs

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.

President/CEO
Safe Harbor Asset Management

You are in need of a tax mitigation specialist, particularly when you're facing a large capital gains tax and need a solution.

Vice President, Charitable Planning Consultant
Fidelity Charitable

Your client is looking to make a charitable donation in advance of a business exit.

President
Financial Structures and Advisory, Inc.

Considering how best to fund organic growth or acquisition, whether debt or equity, and requiring execution expertise and capability.

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.

Mr.
Stony Hill Advisors

Daytime

Financial Services Professional
Certified Financial Services, LLC

Someone needs education on how to protect, grow, and exit their business.

Founder and Managing Member
Brody and Associates, LLC

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.

Sr. Managing Director
CFO Consulting Partners LLC

Buy or sell-side due diligence is needed. You need a part-time or interim CFO.The CFO needs to improve accounting operationsThe company needs a new accounting system.

Wealth Management Advisor
Davies Wayland & Associates

There are family business, wealth planning and investment, or executive compensation problems to be solved.

Managing Director
Schwartz Heslin Group

NA

Registered Rep
Third Seven Capital

You have sold an investment or income producing property and are looking for an alternative to a traditional 1031 Exchange.

Managing Director
RJ Reuter Business Consulting

There is distressed financial performance threatening the business, debt negotiation and restructuring, refinancing or a sale

Managing Director
Sterling National Bank

Senior secured lender

President and Founder
Cedar Point Financial Services LLC

You or your clients are interested in creative ways to mitigate income and/or estate taxes.

Outreach Manager
ICA Group

10 am to 6 pm best times, Mon or Tues best days

Senior Vice President
Wealthspire

I help entrepreneurs and corporate executives achieve quality of life and financial freedom

Managing Director - Senior Advisor
Klingstein Fields Advisors

You are or know an owner/owners of closely held business that needs trustworthy advice regarding: Trust and Estate planning, Succession planning, advice on selling their closely held businesses at any stage from years away to an uninvited offer.

Partner
Anchin Block & Anchin LLP

You have the need for tax planning and consulting for your business or family.

Financial Services Professional
Integrated Financial Concepts

Companies or executives looking for ways to reduce employee acquisition costs and improve employee retention providing an alternative to “Stay Bonuses” including more flexibility, higher net income, increased benefits and reduced risk. Business owner

Bernstein

Call me when....clients are approaching a liquidity event.

Founder
Jensen Law Firm LLC

Legal-business services

Managing Director
Appraisal Economics

You need a valuation.

Partner
Moritt Hock & Hamroff LLP

You need a legal business advisor.

Managing Partner
NBT Associates LLC

Thinking about a liquidity event in the near term or over the horizon and want to maximize your enterprise value? We should talk.

Fouder
Dynamic Business Growth

A company wants to accelerate growth by scaling the owner, building a motivated culture where everyone works as a team while focusing on sales and marketing.

Partner
Center Brook LP

A company, stressed or healthy, needs to sell, merge or access financing

Director
CFO Consulting Partners LLC

We provide senior level financial management services to Boards of Directors and CEOs.We work with CFOs and Controllers to accomplish complex accounting and financial projects

Director
CFO Consulting Partners, LLC

Seeking assistance on financial, strategic, SEC filings and capital structure assistance.

Member
Preservation Capital Partners, LLC

Your client seeks options over the tax bite on his income, carried interest or potential sale of the underlying asset.

Executive Managing Director
Newmark Knight Frank

24/7 I am always available. I like to think that I out care my competition.

Senior Vice President
RBC Wealth Management

You simply need a second set of eyes on a solution or are looking to provide a creative holistic strategy to enhance the after tax value of a family enterprise

Vice President, Business Development Executive
Marsh Private Client Services

There is a need for personal insurance and individual risk management consulting

CEO
Avalon Net Worth Group

A Company Healthy or Stressed wishes to Sell or Merge
needs new financing Senior and below.

Partner
Fox Rothschild

When considering business succession issues, retirement and when a business owner wants to take some chips off the table. When deciding when and how to incentive key employees

Managing Partner
BCAT Partners

There is a cultural misalignment during a pre or post M&A transaction or the organization you are dealing with lacks direction or purpose.

Vice President
Live Oak Bank

You are seeking financing to buy our sell a business.

Partner
Citrin Cooperman

Clients are looking to build value through better accounting and finance, operations, and technology ahead of an exit

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.

Principal
Forctis Advisory Inc.

Navigating the uncharted waters of business transition - optimizing for your success.

partner
Withum

Exit or Succession Planning, Advisory Board

Principal
Expense Reduction Analysts

You want to find the profit that is hidden in your expenses.

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

COO
Family Office Advisory Services

There is a business for sale or is looking for growth equity. Or, if off market real estate is for sale.

VP SBA Business Development
TD Bank

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

Managing Member
McCloskey Law PLLC

Business attorney whose practice includes corporate formation, early-stage securities transactions and M&A.

Managing Partner
Energy & Industrial Advisory Partners

You are looking to sell your business

Principal
Sirota Law Firm, PC

Legal guidance for M&A / exit planning strategy and general business, manufacturing, distribution, entertainment, media, advertising, software, blockchain, and technology legal matters.

Client Advisor
Brown Advisory

A family or individual is about to enter a period of transition whether that is starting or selling a business or considering any major life/professional changes.

Co-Founder & Senior Managing Director
CFO Consulting Partners LLC

Need financial planning for buy or sell side transactions

Managing Director
Wells Fargo Advisors

Over the past 30 years our team has established a reputation as being the "go to" place for entrepreneurs and business owners looking to maximize the transfer of wealth from the sale of a business

Director
CFO Consulting Partners

Seeking strategic or tactical CFO support (part-time, interim or consulting) or M&A and exit planning transaction advisory

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