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 120 Members
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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
Peter Ho
Member for 1 year
Managing Partner
Brio360
Call me when... you want to maximize the value of your company before exit, or if you need help with financial modeling and financial storytelling
Kennedy Chinyamutangira
Member for 2 years
Mr
RSM US LLP
Call me when... you need audit, tax, consulting and transaction advisory services related to your private equity funds and their portfolio companies
John Basile
Member for 6 months
Business Development, Advisory Services
Citrin Cooperman Advisors
Call me when... Buy and Sell-Side Due Diligence, Outsourced Finance/Accounting, Digital Transformation (ERP, CRM, etc.)
Khalif Nunnally-Rivera
New Member
Engagement Manager
ICA Group
Call me when... Afternoons and Evenings
John Dowd
Member for 8 years
Bernstein
Call me when... ....clients are approaching a liquidity event.
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
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.
Allan Tepper, CPA
Member for 7 years
Sr. Managing Director
CFO Consulting Partners LLC
Call me when... 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.
Bernie Leone
Member for 4 years
Lead Entrepreneur Advisory
Withum
Call me when... Exit or Succession Planning, Advisory Board
Jim Podrazky
Member for 2025 years
President
White Rabbit Financial
Call me when... You need to add capacity or capability to your finance team
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
Julian Friedman
Member for 6 months
Insurance Specialist
Hotaling Insurance Services
Call me when... I am happy to help with all matters related to life insurance, estate planning, commercial insurance for business owners and real estate holders.
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.
Kevin Murray
Member for 2 years
Founder
Business Seller Center
Call me when... It's time to see what your business is worth and take it to market
Arthur Grutt
Member for 7 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.
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.
Jon Tobin
Member for 7 months
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.
David Borsack
Member for 1 year
Attorney
Cole Schotz P.C.
Call me when... a client or contact of yours is looking to (1) sell or purchase a business, (2) raise capital, or (3) invest in a business
Lance Cholet
Member for 1 year
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.
Achal Tandon
Member for 1 year
Founding National Practice Partner
ERA Group
Call me when... A company wants to optimize vendor costs to improve profits akin to a DOGE (Department of Government Efficiency), although done in a nicer and more structured manner! We offer deep expertise in 40 areas.
Jim Vigna
Member for 4 years
Vice President
Live Oak Bank
Call me when... you are seeking financing to buy our sell a business.
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
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