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 55 Members
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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
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
Bob Arnold
Partner
SeatonHill Partners

Call Me When... I provide small and medium businesses with elite CFO services and financial leadership on either a fractional, interim or project basus

New Member
William R Cornelius
SVP
M&T Bank

Call Me When... Middle Market Lending

Member for 4 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
Bob Molony of Expense Reduction Analysts is a member of XPX Philadelphia
Bob Molony
Principal Consultant
Expense Reduction Analysts

Call Me When... 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

Member for 2 Years
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
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
Kevin Doyle
Senior Advisor
Kathmere Capital Management

Call Me When... Help guide business owners as they navigate complex financial situations by providing tailored financial planning, investment, business transition, and tax strategies, empowering them to make informed financial decisions that align with their goals.

New Member
Steven S S. Rolfe
Managing Principal
RolfeAdvisory, LLC

Call Me When... You have leadership challenges at the top of your organization that must be addressed.

Member for 9 Years
Orlando Rivera of ASPIRA Business Brokers & Advisors is a member of XPX Philadelphia
Orlando M Rivera
CEO & Founder
ASPIRA Business Brokers & Advisors

Call Me When... you are considering the purchase or sale of a business or want to plan for an exit.

Member for 5 Years
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
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
Andrew M Rutner
Financial Advisor
Creative Financial Group

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

New Member
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
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
Diane DeCesare of Armanino LLP is a member of XPX Philadelphia
Diane DeCesare
Partner
Armanino LLP

Call Me When... 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.

Member for 6 Years
Richard Brian Dickerson
Insurance Advisor
Independent

Call Me When... you need consult for your Business 0r Estate planning life Insurance options

New Member
Ken Toscano of New York Life is a member of XPX Philadelphia
Ken Toscano
Financial Services Professional
New York Life

Call Me When... You need a second opinion on Tax Diversifying Retirement or Insurance concerns including Key Man, Buyout, and Individual Term and Whole Life.

Member for 5 Years
David DeMuth
CFO Consulting Partners

Call Me When...

Member for 4 Years
Joseph Myers of Calton & Associates, Inc. is a member of XPX Philadelphia
Joseph S Myers
Branch Manager and Portfolo Manager
Calton & Associates, Inc.

Call Me When... Personalized Family and Business Planning is a priority

Member for 8 Years
Frank Spezzano
President/owner
irus advisory

Call Me When... someone is needed to help shepherd along a process to achieve a specific result

Member for 11 Years
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 O'Brien
Director of Business Development
Vantage Real estate

Call Me When... na

Member for 1 Year
Fred Kaplan of Stony Hill Advisors is a member of XPX Philadelphia
Fred M Kaplan
Partner
Stony Hill Advisors

Call Me When... Owner wants to sell to exit, seek strategic investors, acquire to expand, or needs exit planning advice

Member for 3 Years