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
Showing 72 members
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Sam Feldbaum
New Member
Principal
Rockwood Wealth Management
You need a Wealth Advisor who understands what you are going through as a small business owner
Diane DeCesare
Member for 5 Years
Partner
Armanino LLP
You need a trusted advisor to work with your team to maximize cash flow through reduction to tax and understanding of financial terms of the deal.
William J Mohnacs
Member for 3 Years
Vice President Commercial Lending
Parke Bank
There is a need for capital in guiding entrepreneurs, small business owners, startup companies and franchises with Small Business Administration (SBA) lending
Karl A Berger
New Member
President
Fractal Sales Solutions
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.
Lauren Schwimmer
Member for 3 Years
Attorney
Flaster Greenberg PC
You need a business lawyer for a corporate transaction, to help with the structuring of a company, including preparing the entity for a potential sale or purchase of the business
Steven Zelac
New Member
Senior Managing Director, Sector Lead - Industrials, Chemicals & Manufacturing
Young America Capital
Capital Raise Services, Financial Advisory Services, M&A services
Lauren O'Leary
Member for 4 Years
Managing Director
Chiron Financial LLC
You want to raise capital in good times or bad and when ready to sell your business.
Max McCauley
Member for 4 Years
Principal Attorney
Offit Kurman, P.A.
You have any legal questions for your business from start-up through daily operations to wind-down.
Rocco P Perate
Member for 4 Years
SVP Director of SBA Lending
Meridian Bank
When any type of financing or equity is needed.
John Vanderslice
Member for 5 Years
President
Sandler Training/Strategic Solutions Group
Strategic Solutions Group is a multi-faceted workforce development company and an authorized Sandler Training center.
Bob A Molony
Member for 2 Years
Principal Consultant
Expense Reduction Analysts
Call me to find additional cash flow by reducing non-personnel, operating expenses. I can help with over 40 cost categories covering: Operational supplies, Medical Services, Logistics, Technology, Banking & Financial Services
Michael Beck
New Member
Senior Manager
Grant Thornton LLP
State and local tax M&A services (Diligence, Structuring, etc.)
Benjamin Andrew Rosengard
Member for 4 Years
Partner
R4 Risk & Wealth Solutions
R4 Risk & Wealth Solutions®, is a multi-generational, family owned boutique specializing in benefits, insurance, and investment advisory services.
Marc Kramer
Member for 3 Years
President
Stress Free Family Business
When the parents want to prepare their children to take over the business and/or when the parents and kids are fighting with each other and a cooler experienced head is needed.
Andrew E Finkle
Member for 3 Years
Partner
Marcum LLP
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.
Chris Wagner
Member for 1 Year
Attorney
Antheil Maslow & MacMinn, LLP
Experienced corporate attorney who represents businesses/owners in a variety of industries. Services include entity formation, contract negotiations, M&A, buy-sell, securities offerings, corporate governance matters and commerical real estate.
Joseph M Armstrong
Member for 3 Years
Principal
Offit Kurman
You have any questions on what to consider when making long term plans to to transition out of your business.
Randall Yardumian
Member for 3 Years
Manager
Bee Bergvall Co
You need tax advice to assist in structuring a transaction
Nella M. Bloom
Member for 3 Years
Managing Member
Bloom & Bloom, LLC
You are starting a business, selling or buying a business, or need outside general counsel work for your small or emerging company.
Scott Stevens
Member for 2 Years
FVP, SBA Lending
44 Business Capital
Nationwide, Preferred SBA 7a Lender, specializing in "main street" to lower middle market M&A transactions.
Stephen C Target
Member for 3 Years
Partner
Newton One Advisors
You want to examine the leverage that life insurance may provide, typically for estate planning/tax liquidity, business succession funding or future financial obligations.
Jerry Gauthier
New Member
Sr. Loan Officer
Live Oak Bank
Mergers & Acquisitions, Partner Buyouts, Business Acquisitions, ESOP Financing
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