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

Partner
Third Arch Investments

Third Arch makes long-term, control investments in high quality small businesses.

Owner
Pinnacle Exit Group

You’ve built a nice business, but you haven’t taken a real vacation in years and maybe you aren’t spending much time with the family. You know you want to pass it on or sell one day, but you can’t seem to get this thing where you want it.

Partner
Stony Hill Advisors

Owner wants to sell to exit, seek strategic investors, acquire to expand, or needs exit planning advice

Senior Wealth Director
BNY Mellon Wealth Management

A family, client,or contact is looking to sell a business and needs the expertise of tax minimization, planning, escrow, or investment wealth strategies.

Tax Manager
Drucker & Scaccetti

There is a tax question.

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.

Attorney
SES ESOP Strategies, a Stevens & Lee/Griffin Company

You want to discuss using and Employee Stock Ownership Plan (ESOP) as a succession planning/exit strategy.

Ms.
Antheil Maslow & MacMinn, LLP

You are looking to add an experienced corporate attorney to the team. I primarily focus on helping business owners with complex mergers & acquisitions, but my experience includes advising clients on all phases of owning a business.

CFO Consulting Partners
Wealth Manager
BNY Mellon

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

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.

Financial Transition Planner
The Zajac Group

You need to be confident that you are mapping out a great personal and financial (after tax) path when navigating a major life transition event.

Member
Pauciulo Law Firm, LLC

You need the services of an experienced business and corporate lawyer.

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.

Managing Member
Bloom & Bloom, LLC

You are starting a business, selling or buying a business, or need outside general counsel work for your small or emerging company.

President
Fractal Sales Solutions

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.

Principal Attorney
Offit Kurman, P.A.

You have any legal questions for your business from start-up through daily operations to wind-down.

Esquire
Antheil Maslow & MacMinn, LLP

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.

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

Attorney
Flaster Greenberg PC

You need a business lawyer for a corporate transaction, to help with the structuring of a company, including preparing the entity for a potential sale or purchase of the business

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.

Managing Partner
Benjamin Ross Group

Benjamin Ross Group represents business owners who want to sell their businesses and leave their employees and customers in capable hands.

Partner
R4 Risk & Wealth Solutions

R4 Risk & Wealth Solutions®, is a multi-generational, family owned boutique specializing in benefits, insurance, and investment advisory services.

Managing Director
Stout LLC

Valuation needs

Certified Public Accountants / Litigation & Forensic Consultants
Abo and Company, LLC / Abo Cipolla Financial Forensics, LLC

Credible pro-active and not reactive business/financial/tax/financial forensics/ligation support/other dispute resolution service and/or valuations are required

Tax Manager
Drucker & Scaccetti, P.C.

Tax

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

Principal
Offit Kurman

You have any questions on what to consider when making long term plans to to transition out of your business.

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.

VP
M&T Bank

A problem needs to be solved

Partner
Plunkett Law Group

Buying or selling a business where sophisticated, experienced legal counsel is needed, but where, for whatever reason, representation by a large law firm doesn't fit.

Principal
HQ Exec

You hit obstacles in meeting your personal or business objectives. HQ Exec offers Management Advisory Services to owners of privately held companies.

FVP, SBA Lending
44 Business Capital

Nationwide, Preferred SBA 7a Lender, specializing in "main street" to lower middle market M&A transactions.

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.

Principal
Rockwood Wealth Management

You need a Wealth Advisor who understands what you are going through as a small business owner

Sr. Loan Officer
Live Oak Bank

Mergers & Acquisitions, Partner Buyouts, Business Acquisitions

Shareholder
Drucker & Scaccetti

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.

SVP Director of SBA Lending
Meridian Bank

When any type of financing or equity is needed.

CEO & Founder
ASPIRA Business Brokers & Advisors

You are considering the purchase or sale of a business or want to plan for an exit.

Managing Principal
RolfeAdvisory, LLC

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

Manager
Bee Bergvall Co

You need tax advice to assist in structuring a transaction

Partner
Newton One Advisors

You want to examine the leverage that life insurance may provide, typically for estate planning/tax liquidity, business succession funding or future financial obligations.

Managing Associate
Drucker & Scaccetti

You need tax advice for a particular situation or are in need of compliance services.

CEO
Nth Round

You're looking to get liquidity for yourself and/or your shareholders.

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.

Partner
Harvest Business Advisors

Business valuation for ESOP, SBA, Exit Planning, Estate and Gift Tax

Principal
Grassi & Co,

Ownership transition, preparing for sale, shareholder buyouts

Principal
Rosard Law LLC

I counsel business owners from startup through sale of their business

Manager
Bee Bergvall & Co

You are looking to transition your business to the next generation and want them to understand the business finances. Or if you want to make sure the financials represent the best of your business.

Attorney
Antheil Maslow & MacMinn, LLP

Experienced corporate attorney who represents businesses/owners in a variety of industries. Services include entity formation, contract negotiations, M&A, buy-sell, securities offerings, corporate governance matters and commerical real estate.

Managing Partner
Calder Associates

When you need a trusted intermediary to Sell your business,raise funds to grow your business or grow your business through acquisition.

Founder & Wealth Manager
Beyond Your Exit Wealth Management

A small business owner with revenue between 1-10m wants to exit their business but they have no Personal Financial Plan and no strategy to invest the proceeds.

Principal Consultant
Expense Reduction Analysts

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

President
Sandler Training/Strategic Solutions Group

Strategic Solutions Group is a multi-faceted workforce development company and an authorized Sandler Training center.

Senior Vice President, Private Client Advisor
Bank of America Private Bank

You need advice on how to manage the risks, taxes and complexities that accompany significant financial and business success

Director
CFO Consulting Partners

You are face complex financial management issues. My firm can provide the expertise of experienced professionals combined with the flexibility and pricing of a boutique firm.

Sr Vice President
Live Oak Bank

You are seeking financing to buy our sell a business.

Managing Associate
Drucker & Scaccetti

Selling a Business

Executive Coach
EEO Balance, Corporation

You or your client are struggling with stress and anxiety related to business decisions, market uncertainties, and the challenges of business growth and exiting..

Wealth Manager
Tannhauser Financial

You're ready to treat your business like an asset, and you don't want to pay taxes on the sale..

President/owner
irus advisory

Someone is needed to help shepherd along a process to achieve a specific result

Silver Sponsors