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 67 members
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Michael Beck
New Member
Senior Manager
Grant Thornton LLP
State and local tax M&A services (Diligence, Structuring, etc.)
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
Brian Blatchley
New Member
Professional EOS Implementer
EOS Worldwide
You are trying to maximize the return value of a business being sold or ensure that a new purchase is being run consistently. I usually become engaged 2-3 years prior to sale, or just post purchase.
William OShea
Member for 3 Years
CEO
W & C Associates
An organization needs help to improve Operations, develop strategies for growth or to counter new market threats to prepare companies for change or to help them get ready for sale.
Peter J Seelaus
Member for 1 Year
Partner
Sherpa Financial, Seelaus Financial
You have questions and need advise on Life insurance placement, design, premium financing, buy-sell agreements, split-dollar, key person, executive comp., retention strategies
Matthew Raymon
Member for 1 Year
Partner
Third Arch Investments
Third Arch makes long-term, control investments in high quality small businesses.
Steven Zelac
New Member
Senior Managing Director, Sector Lead - Industrials, Chemicals & Manufacturing
Young America Capital
Capital Raise Services, Financial Advisory Services, M&A services
Ken Toscano
Member for 4 Years
Financial Services Professional
New York Life
You need a second opinion on Tax Diversifying Retirement or Insurance concerns including Key Man, Buyout, and Individual Term and Whole Life.
Andrew Flogel
New Member
Private Banker
JP Morgan Private Bank
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.
Steven S S. Rolfe
Member for 8 Years
Managing Principal
RolfeAdvisory, LLC
You have leadership challenges at the top of your organization that must be addressed.
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.
Herb R. Fineburg
Member for 10 Years
Principal
Offit Kurman, P.A.
If you are a business owner, a CEO, or an individual of high-net worth,I can assist you in your legal needs as a tax attorney, a business attorney and an estate planner.
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.
John Vanderslice
Member for 4 Years
President
Sandler Training/Strategic Solutions Group
Strategic Solutions Group is a multi-faceted workforce development company and an authorized Sandler Training center.
Cynthia Bergvall
Member for 3 Years
Director
Bee, Bergvall & Co
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.
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.
Fred M Kaplan
Member for 2 Years
Partner
Stony Hill Advisors
Owner wants to sell to exit, seek strategic investors, acquire to expand, or needs exit planning advice
Michael Meyer
Member for 3 Years
Partner
Benjamin Ross Group
You are, or know someone who is considering the sale of their business and need a trusted and confidential intermediary to guide them and manage the entire business sale process
Michael J Molder
Member for 4 Years
Owner
AILA Limited
You require assistance At the Intersection of Law and Accounting; I can help with assessing transactions from valuing business interests to investigating financial representations in due diligence.
Tom E Poltersdorf
New Member
Founder & Wealth Manager
Beyond Your Exit Wealth Management
A business owner wants to exit but they have no Personal Financial Plan and no strategy to turn their proceeds into a sustainable income stream.
Liz Vibber
New Member
Director
Bee Bergvall & Co
You need help building consensus and making decisions as part of a group
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