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 62 Members
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Stephen Target
Member for 5 years
Partner
Newton One Advisors
Call me when... You want to examine the leverage that life insurance may provide, typically for estate planning/tax liquidity, business succession funding or future financial obligations.
Mark Standring
Member for 15 years
Managing Principal
Wells Fargo Advisors Financial Network
Call me when... Looking for Financial Planning
Bob Molony
Member for 3 years
Consulting Partner
ERA Group
Call me when... 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
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.
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.
Andrew Flogel
Member for 2 years
Private Banker
JP Morgan Private Bank
Call me when... a client/prospect wants to discuss financial/estate planning, how a sale of a business will affect their plan and general wealth management, loans, and banking needs.
Cynthia Bergvall
Member for 5 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.
Curtis Farrow
New Member
Managing Director
Armanino
Call me when... you need help with valuation, due diligence, and financial accounting advisory/support
Susan Rosner
Member for 7 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.
Michael Karwic
Member for 5 years
Financial Transition Planner
Glenayr Family Advisors
Call me when... 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.
Francis (Frank) Sullivan
New Member
Attorney
Hill Wallack LLP
Call me when... Opportunities arise to meet with interesting, energetic entrepreneurs
Marci Caudle
New Member
Managing Partner
Tagro Solutions
Call me when... Tagro Solutions offers tailored HR solutions, including recruitment, onboarding, workforce planning, and compliance support, designed to optimize company operations and drive successful outcomes
J Mark Penny
Member for 5 years
Managing Director
Hempstead & Co.,LLC
Call me when... You need high quality valuation and advisory services
John Schrumpf
Member for 7 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.
Terry Ellis
Member for 11 months
Consultant
StrateZone, Inc.
Call me when... there are human capital issues such as leadership, team dynamics, and delegation, or improvements are needed with organizational structure, process improvement, and customer satisfaction before a business can be sold at the highest value.
Fred Kaplan
Member for 4 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
Orlando Rivera
Member for 6 years
CEO & Founder
ASPIRA Business Brokers & Advisors
Call me when... you are considering the purchase or sale of a business or want to plan for an exit.
Max McCauley
Member for 6 years
Principal Attorney
Offit Kurman, P.A.
Call me when... you have any legal questions for your business from start-up through daily operations to wind-down.
Jim Vigna
Member for 3 years
Sr Vice President
Live Oak Bank
Call me when... You are seeking financing to buy our sell a business.
Benjamin Rosengard
Member for 6 years
Partner
R4 Risk & Wealth Solutions
Call me when... R4 Risk & Wealth Solutions®, is a multi-generational, family owned boutique specializing in benefits, insurance, and investment advisory services.
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.
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