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 79 Members
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Karl Berger
Member for 2 years
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.
Mike Creighton
New Member
Advisor
Evolution Financial Group
Call me when... business owner is looking to plan around a future liquidity event/has a current planning need from a financial advisor with 15 years background in Private Equity
David Simon
New Member
SVP/Partner; Wealth Manager, RJFS
1792 Wealth Advisors
Call me when... you have a need for a financial advisor who is a CEPA. I start by developing the personal financial plan.
Martin Abo
Member for 14 years
Certified Public Accountants / Litigation & Forensic Consultants
Abo and Company, LLC / Abo Cipolla Financial Forensics, LLC
Call me when... Credible pro-active and not reactive business/financial/tax/financial forensics/ligation support/other dispute resolution service and/or valuations are required
Rich Carroll
New Member
Principal, CFO Advisory
Maximus Partners
Call me when... Business is looking to scale, acquire, sell or engage investors.
Joseph Mayernick
Member for 6 years
Principal
HQ Exec
Call me when... You hit obstacles in meeting your personal or business objectives. HQ Exec offers Management Advisory Services to owners of privately held companies.
John Schrumpf
Member for 10 months
Accountant
Withum
Call me when... I assist companies with transaction readiness, buy/sell side due financial due diligence support and QofE preparation, Working Capital analysis and closing support, assistance with GAAP compliance, and a variety of other accounting services.
Jake O'Brien
New Member
Vice President
Bernstein
Call me when... There is a need to dimension decisions around complex issues such as planning for the sale of a business, managing concentrated stock positions and exploring tax avoidance, deferral and transfer strategies of capital gains, income and estate taxes.
Gregory Caruso
Member for 9 years
Partner
Art of Business Valuation / Harvest Business
Call me when... Business valuation for ESOP, SBA, Exit Planning, Estate and Gift Tax
Kimberly Arnold
Member for 1 year
Senior Commercial Relationship Manager
ESSA Bank & Trust
Call me when... I can privide a comprehensive banking experience for lending and private banking.
Susan Rosner
Member for 8 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.
Ken Toscano
Member for 6 years
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.
Heather Johnston
New Member
Director, Business Development
Maximus Partners, LLC
Call me when... A business needs financial (CFO) support/advice to grow/scale or take part in a transaction. We also recruit Accounting, Finance and IT talent across the US.
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Matt Kardish
Member for 1 year
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
Bob Arnold
Member for 2 years
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
Diane DeCesare
Member for 7 years
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.
Christian Sivel
Member for 1 year
Manager
Withum
Call me when... You have business valuation or advisory needs.
J Mark Penny
Member for 5 years
Managing Director
Hempstead & Co.,LLC
Call me when... You need high quality valuation and advisory services
Danielle Friedman
Member for 1 year
Attorney
Offit Kurman, P.A.
Call me when... you need estate planning, business succession planning, federal estate tax and income tax planning
Greg Smith
New Member
Managing Director
Attolon Partners
Call me when... you need to hire an executive leader. We specialize in the finance suite (CFO, VP Finance, Controller) and have supported clients when a need exists to identify proven leadership talent across the C-Suite.
Nella Bloom
Member for 5 years
Managing Member
Bloom & Bloom, LLC
Call me when... You are starting a business, selling or buying a business, or need outside general counsel work for your small or emerging company.
Curtis Farrow
New Member
Managing Director
Armanino
Call me when... you need help with valuation, due diligence, and financial accounting advisory/support
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