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 81 Members
Sort by:
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.
John Cooney
New Member
Director
Centri Business Consulting, LLC
Call me when... Monday - Friday, 9AM - 6PM
Rocco Perate
Member for 6 years
SVP Director of SBA Lending
Meridian Bank
Call me when... When any type of financing or equity is needed.
Christian Sivel
Member for 1 year
Manager
Withum
Call me when... You have business valuation or advisory needs.
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.
Joanne Murray
Member for 6 years
Esquire
Antheil Maslow & MacMinn, LLP
Call me when... you need a business lawyer to help with developing and implementing a succession plan (including buy-sell agreements), forming new entities, drafting any kind of business contracts.
Jim Vigna
Member for 4 years
Sr Vice President
Live Oak Bank
Call me when... You are seeking financing to buy our sell a business.
Andrew Flogel
Member for 6 months
Senior Relationship Advisor
Northern Trust
Call me when... Wealth transition, financial planning, business exit planning, wealth management
Sam Feldbaum
Member for 2 years
Principal
Rockwood Wealth Management
Call me when... you need a Wealth Advisor who understands what you are going through as a small business owner
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
Raymond Agran
New Member
Principal
Offit Kurman
Call me when... legal help is required for your privately-held business
Andrew Finkle
Member for 5 years
Partner
CBIZ Advisors, LLC
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.
John Vanderslice
Member for 7 years
President
Sandler Training/Strategic Solutions Group
Call me when... Strategic Solutions Group is a multi-faceted workforce development company and an authorized Sandler Training center.
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.
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.
John Sweeney
New Member
Counsel
Offit Kurman, P.C.
Call me when... you need an attorney for estate planning, estate administration, or estate/trust litigation.
Frank Spezzano
Member for 12 years
President/owner
irus advisory
Call me when... someone is needed to help shepherd along a process to achieve a specific result
Blake Becker
New Member
Producer
Engle Hambright & Davies
Call me when... There are insurance questions
Theodore Passyn
Member for 5 years
Wealth Manager
BNY Mellon
Call me when... Your clients are heading towards a liquidity event. I can help transition towards that liquidity event by providing fiduciary expertise, investment advice and BNY Mellon's resources
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
Kevin Doyle
Member for 1 year
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.
Charles Higgins
New Member
Managing Director
Centri Business Consulting, LLC
Call me when... you need a third-party valuation of your business.
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.
Contact & Connect
Chapter Events
May 21, 2025 ⋅ 12:00pm - 1:30pm (EDT)
May 22, 2025 ⋅ 7:45am - 9:00am (EDT)
Jul 15, 2025 ⋅ 1:00pm - 5:00pm (EDT)
Platinum Sponsors
Silver Sponsors
