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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Gary O'Brien of Stony Hill Advisors is a member of XPX Philadelphia
Gary S. O'Brien
Partner
Stony Hill Advisors

Call Me When... Small and lower middle market business owners require innovative support in exit planning, business valuations and M&A intermediary services.

New Member
John Mesko of Armanino LLP is a member of XPX Philadelphia
John Mesko
Senior Manager, Tax
Armanino LLP

Call Me When... Tax

Member for 5 Years
Andrew Apfelbaum
Director
Mufson Howe Hunter

Call Me When... You are starting to think about selling your business or looking to raise capital.

New Member
Andrew Finkle of Marcum LLP is a member of XPX Philadelphia
Andrew E Finkle
Partner
Marcum LLP

Call Me When... a business owner is seeking to sell the company and needs assistance determining the financial and tax implications; or a buyer needs to perform financial and tax due diligence on a potential target.

Member for 4 Years
Michael E. Plunkett
Partner
Plunkett Law Group

Call Me When... Buying or selling a business where sophisticated, experienced legal counsel is needed, but where, for whatever reason, representation by a large law firm doesn't fit.

Member for 4 Years
Tom McKee of Edward Jones is a member of XPX Philadelphia
Tom McKee
Financial Advisor
Edward Jones

Call Me When... You have a client with complex financial issues that needs to develop, or improve, their financial plan.

New Member
William R Cornelius
SVP
M&T Bank

Call Me When... Middle Market Lending

Member for 4 Years
Joanne Murray of Antheil Maslow & MacMinn, LLP is a member of XPX Philadelphia
Joanne M. Murray
Esquire
Antheil Maslow & MacMinn, LLP

Call Me When... you need a business lawyer to help with developing and implementing a succession plan (including buy-sell agreements), forming new entities, drafting any kind of business contracts.

Member for 4 Years
Andrew M Rutner
Financial Advisor
Creative Financial Group

Call Me When... Financial Advisor with experience in individual and business planning.

New Member
Stephen Target of Newton One Advisors is a member of XPX Philadelphia
Stephen C Target
Partner
Newton One Advisors

Call Me When... You want to examine the leverage that life insurance may provide, typically for estate planning/tax liquidity, business succession funding or future financial obligations.

Member for 4 Years
Sam Feldbaum
Principal
Rockwood Wealth Management

Call Me When... you need a Wealth Advisor who understands what you are going through as a small business owner

Member for 1 Year
DOUG BLOOM
Coach / Chair
DAB VENTURES, INC.

Call Me When... An organization will benefit from C-level coaching / advisory around culture, leadership, team development, organizational focus and/or profitability

Member for 4 Years
J Mark Penny of Hempstead & Co.,LLC is a member of XPX Philadelphia
J Mark Penny
Managing Director
Hempstead & Co.,LLC

Call Me When... You need high quality valuation and advisory services

Member for 4 Years
Jim Vigna
Sr Vice President
Live Oak Bank

Call Me When... You are seeking financing to buy our sell a business.

Member for 2 Years
Max McCauley of Offit Kurman, P.A. is a member of XPX Philadelphia
Max McCauley
Principal Attorney
Offit Kurman, P.A.

Call Me When... you have any legal questions for your business from start-up through daily operations to wind-down.

Member for 5 Years
Benjamin Andrew Rosengard
Partner
R4 Risk & Wealth Solutions

Call Me When... R4 Risk & Wealth Solutions®, is a multi-generational, family owned boutique specializing in benefits, insurance, and investment advisory services.

Member for 5 Years
Christian Sivel of Withum is a member of XPX Philadelphia
Christian Sivel
Manager
Withum

Call Me When... You have business valuation or advisory needs.

New Member
Jerry Gauthier of Live Oak Bank is a member of XPX Philadelphia
Jerry Gauthier
Sr. Loan Officer
Live Oak Bank

Call Me When... Mergers & Acquisitions, Partner Buyouts, Business Acquisitions, ESOP Financing

Member for 1 Year
Andrew Flogel
Private Banker
JP Morgan Private Bank

Call Me When... Call me when a client/prospect wants to discuss financial/estate planning, how a sale of a business will affect their plan and general wealth management, loans, and banking needs.

Member for 1 Year
Cynthia Bergvall of Bee, Bergvall & Co is a member of XPX Philadelphia
Cynthia Bergvall
Director
Bee, Bergvall & Co

Call Me When... Your client needs due diligence or to prepare for due diligence and you need someone who will care for your clients well and integrate well with you.

Member for 4 Years
Matt Kardish
Manager
Stephano Slack LLC

Call Me When... You need M&A financial due diligence advisory on the buy side or sell side, or general financial advisory/strategic exit planning

New Member
Karl Berger of Fractal Sales Solutions is a member of XPX Philadelphia
Karl A Berger
President
Fractal Sales Solutions

Call Me When... Business owner acknowledges that they need a new approach to grow their business. This could be part of an exit plan, or a company transformation.

Member for 1 Year
Sean-Tamba Matthew of SES ESOP Strategies, a Stevens & Lee/Griffin Company is a member of XPX Philadelphia
Sean-Tamba Matthew
Attorney
SES ESOP Strategies, a Stevens & Lee/Griffin Company

Call Me When... You want to discuss using and Employee Stock Ownership Plan (ESOP) as a succession planning/exit strategy.

Member for 4 Years
Danielle Friedman
Attorney
Offit Kurman, P.A.

Call Me When... you need estate planning, business succession planning, federal estate tax and income tax planning

New Member
Joseph Armstrong of Offit Kurman is a member of XPX Philadelphia
Joseph M Armstrong
Principal
Offit Kurman

Call Me When... you have any questions on what to consider when making long term plans to to transition out of your business.

Member for 4 Years

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