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 60 Members
Sort by:
Danielle Friedman
Attorney
Offit Kurman, P.A.

Call Me When... you need estate planning, business succession planning, federal estate tax and income tax planning

New Member
John Vanderslice of Sandler Training/Strategic Solutions Group is a member of XPX Philadelphia
John Vanderslice
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.

Member for 6 Years
Gregory Caruso of Harvest Business Advisors is a member of XPX Philadelphia
Gregory Caruso
Partner
Harvest Business Advisors

Call Me When... Business valuation for ESOP, SBA, Exit Planning, Estate and Gift Tax

Member for 8 Years
Benjamin Andrew Rosengard
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.

Member for 5 Years
Sean-Tamba Matthew of SES ESOP Strategies, a Stevens & Lee/Griffin Company is a member of XPX Philadelphia
Sean-Tamba Matthew
Attorney
SES ESOP Strategies, a Stevens & Lee/Griffin Company

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

Member for 5 Years
Andrew Flogel
Private Banker
JP Morgan Private Bank

Call Me When... 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.

Member for 1 Year
Joseph Armstrong of Offit Kurman is a member of XPX Philadelphia
Joseph M Armstrong
Principal
Offit Kurman

Call Me When... you have any questions on what to consider when making long term plans to to transition out of your business.

Member for 4 Years
Steven S S. Rolfe
Managing Principal
RolfeAdvisory, LLC

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

Member for 9 Years
William R Cornelius
SVP
M&T Bank

Call Me When... Middle Market Lending

Member for 4 Years
Michael E. Plunkett
Partner
Plunkett Law Group

Call Me When... 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.

Member for 4 Years
Martin Abo of Abo and Company, LLC / Abo Cipolla Financial Forensics, LLC is a member of XPX Philadelphia
Martin H Abo
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

Member for 13 Years
Jim Vigna
Sr Vice President
Live Oak Bank

Call Me When... You are seeking financing to buy our sell a business.

Member for 3 Years
Paul Avery
RVP, SBA Lending
Meridian Bank

Call Me When... SBA Lending

Member for 1 Year
Peter Seelaus of Sherpa Financial, Seelaus Financial is a member of XPX Philadelphia
Peter J Seelaus
Partner
Sherpa Financial, Seelaus Financial

Call Me When... You have questions and need advise on Life insurance placement, design, premium financing, buy-sell agreements, split-dollar, key person, executive comp., retention strategies

Member for 3 Years
Orlando Rivera of ASPIRA Business Brokers & Advisors is a member of XPX Philadelphia
Orlando M Rivera
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.

Member for 6 Years
Cynthia Bergvall of Bee, Bergvall & Co is a member of XPX Philadelphia
Cynthia Bergvall
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.

Member for 4 Years
Tom McKee of Edward Jones is a member of XPX Philadelphia
Tom McKee
Financial Advisor
Edward Jones

Call Me When... You have a client with complex financial issues that needs to develop, or improve, their financial plan.

New Member
Kimberly Arnold
VP, Commercial Lending
Meridian Bank

Call Me When... I can privide a comprehensive banking experience for lending and private banking.

New Member
Mark Borda
Private Wealth Advisor
Mariner Wealth

Call Me When... you desire guidance with you and your family's entire financial circumstance.

New Member
William Mohnacs of Parke Bank is a member of XPX Philadelphia
William J Mohnacs
Vice President Commercial Lending
Parke Bank

Call Me When... there is a need for capital in guiding entrepreneurs, small business owners, startup companies and franchises with Small Business Administration (SBA) lending

Member for 4 Years
Andrew Apfelbaum
Director
Mufson Howe Hunter

Call Me When... You are starting to think about selling your business or looking to raise capital.

New Member
Max McCauley of Offit Kurman, P.A. is a member of XPX Philadelphia
Max McCauley
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.

Member for 5 Years
Joanne Murray of Antheil Maslow & MacMinn, LLP is a member of XPX Philadelphia
Joanne M. Murray
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.

Member for 5 Years
Andrew Finkle of Marcum LLP is a member of XPX Philadelphia
Andrew E Finkle
Partner
Marcum LLP

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.

Member for 4 Years
Bob Molony of Expense Reduction Analysts is a member of XPX Philadelphia
Bob Molony
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

Member for 3 Years

Silver Sponsors

Bronze Sponsors