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 97 Members
William Cornelius
Member for 6 years
SVP
M&T Bank
Call me when... you need a smart, disciplined middle-market C&I financing with a relationship-first approach
Paul Avery
Member for 3 years
SVP, Director of SBA Lending
Firstrust Bank
Call me when... SBA Lending
Paul Chase
Member for 6 months
Business Readiness Advisors
Off-Ramp Advisors LLC
Call me when... Your client needs to sell their business and needs to sell now.
Tom McKee
Member for 2 years
Wealth Management
Edward Jones
Call me when... You have a business owner who is exiting and needs help identifying and closing their wealth gap in a tax advantaged way.
Christopher Ouellette
New Member
Attorney at Law
Cohen Seglias Pallas Greenhall & Furman PC
Call me when... an individual or business owner is looking for advisement and assistance with the sale or succession of their company.
Jim Vigna
Member for 5 years
Sr Vice President
Live Oak Bank
Call me when... You are seeking financing to buy our sell a business.
Bryan McGrath
Member for 7 years
Senior Director
BNY Mellon Wealth Management
Call me when...
A family, client,or contact is looking to sell a business and needs the expertise of tax minimization, planning, escrow, or investment wealth strategies.
Andrew Rutner
Member for 2 years
Financial Advisor
Creative Financial Group
Call me when... Financial Advisor with experience in individual and business planning.
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Richard Dickerson
Member for 2 years
Insurance Advisor
Independent
Call me when... you need consult for your Business 0r Estate planning life Insurance options
Rich Carroll
Member for 1 year
Principal, CFO Advisory
Maximus Partners
Call me when... Business is looking to scale, acquire, sell or engage investors.
Anthony Chwastyk
Member for 1 year
Partner
Cohen Seglias Pallas Greenhall & Furman, P.C.
Call me when... you need legal assistance in corporate and M&A matters.
Rob Millman
New Member
SBA Business Development Officer
Firstrust Bank
Call me when... You or someone you know is looking for SBA financing to buy a business, for working capital, to refinance debt, or to purchase real estate for a business.
Kevin Doyle
Member for 2 years
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.
Frank Spezzano
Member for 13 years
President/owner
irus advisory
Call me when... someone is needed to help shepherd along a process to achieve a specific result
Brian Hungarter
Member for 1 year
Wealth Advisor
Girard
Call me when... A business owner, executive, or highly-compensated individual is looking to understand the personal consequences of any potential business transaction. We work with individuals pre- and post-transaction, whether they have liquid assets or not.
Susan Rosner
Member for 9 years
Managing Partner
Calder Associates
Call me when... when you need a trusted intermediary to sell a business,raise funds to grow your business or grow a business through acquisition.
Cristina Barsony
Member for 10 months
Director, ICS
Univest/Girard
Call me when... clients need guidance on navigating the banking and personal consequences of complex business and financial decisions
Cynthia Bergvall
Member for 6 years
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.
Charles Higgins
Member for 1 year
Partner
Centri Business Consulting, LLC
Call me when... you need a third-party valuation of your business.
Fred Kaplan
Member for 5 years
Partner
Stony Hill Advisors
Call me when... Owner wants to sell to exit, seek strategic investors, acquire to expand, or needs exit planning advice
Jon Thielen
Member for 11 months
Partner
Company Counsel LLC
Call me when... you need legal guidance at any time during the M&A process.
David DeVita
Member for 11 months
Wealth Advisor, SVP
Girard, a Univest Wealth Division
Call me when... looking to collaborate with a CEPA Wealth Advisor
William Meagher
Member for 8 years
Senior Vice President, Private Client Advisor
Bank of America Private Bank
Call me when... You need advice on how to manage the risks, taxes and complexities that accompany significant financial and business success
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Matt Kardish
Member for 2 years
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
