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
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Sam Feldbaum
New Member
Principal
Rockwood Wealth Management
You need a Wealth Advisor who understands what you are going through as a small business owner


Diane DeCesare
Member for 5 Years
Partner
Armanino LLP
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.


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


Karl A Berger
New Member
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.


Lauren Schwimmer
Member for 3 Years
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


Steven Zelac
New Member
Senior Managing Director, Sector Lead - Industrials, Chemicals & Manufacturing
Young America Capital
Capital Raise Services, Financial Advisory Services, M&A services


Lauren O'Leary
Member for 4 Years
Managing Director
Chiron Financial LLC
You want to raise capital in good times or bad and when ready to sell your business.


Max McCauley
Member for 4 Years
Principal Attorney
Offit Kurman, P.A.
You have any legal questions for your business from start-up through daily operations to wind-down.


Rocco P Perate
Member for 4 Years
SVP Director of SBA Lending
Meridian Bank
When any type of financing or equity is needed.


John Vanderslice
Member for 5 Years
President
Sandler Training/Strategic Solutions Group
Strategic Solutions Group is a multi-faceted workforce development company and an authorized Sandler Training center.


Bob A Molony
Member for 2 Years
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
Michael Beck
New Member
Senior Manager
Grant Thornton LLP
State and local tax M&A services (Diligence, Structuring, etc.)
Benjamin Andrew Rosengard
Member for 4 Years
Partner
R4 Risk & Wealth Solutions
R4 Risk & Wealth Solutions®, is a multi-generational, family owned boutique specializing in benefits, insurance, and investment advisory services.


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.


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.
Chris Wagner
Member for 1 Year
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.


Joseph M Armstrong
Member for 3 Years
Principal
Offit Kurman
You have any questions on what to consider when making long term plans to to transition out of your business.
Randall Yardumian
Member for 3 Years
Manager
Bee Bergvall Co
You need tax advice to assist in structuring a transaction


Nella M. Bloom
Member for 3 Years
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.
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.


Stephen C Target
Member for 3 Years
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.


Jerry Gauthier
New Member
Sr. Loan Officer
Live Oak Bank
Mergers & Acquisitions, Partner Buyouts, Business Acquisitions, ESOP Financing
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