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

Showing 72 members
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Sam Feldbaum
Rockwood Wealth Management
You need a Wealth Advisor who understands what you are going through as a small business owner
New Member
Diane DeCesare of Armanino LLP is a member of XPX Philadelphia
Diane DeCesare
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.
Member for 5 Years
William Mohnacs of Parke Bank is a member of XPX Philadelphia
William J Mohnacs
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
Member for 3 Years
Karl Berger of Fractal Sales Solutions is a member of XPX Philadelphia
Karl A Berger
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.
New Member
Lauren Schwimmer of Flaster Greenberg PC is a member of XPX Philadelphia
Lauren Schwimmer
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
Member for 3 Years
Steven Zelac of Young America Capital is a member of XPX Philadelphia
Steven Zelac
Senior Managing Director, Sector Lead - Industrials, Chemicals & Manufacturing
Young America Capital
Capital Raise Services, Financial Advisory Services, M&A services
New Member
William R Cornelius
M&T Bank
Middle Market Lending
Member for 3 Years
Lauren O'Leary of Chiron Financial LLC is a member of XPX Philadelphia
Lauren O'Leary
Managing Director
Chiron Financial LLC
You want to raise capital in good times or bad and when ready to sell your business.
Member for 4 Years
Max McCauley of Offit Kurman, P.A. is a member of XPX Philadelphia
Max McCauley
Principal Attorney
Offit Kurman, P.A.
You have any legal questions for your business from start-up through daily operations to wind-down.
Member for 4 Years
Rocco Perate of Meridian Bank is a member of XPX Philadelphia
Rocco P Perate
SVP Director of SBA Lending
Meridian Bank
When any type of financing or equity is needed.
Member for 4 Years
John Vanderslice of Sandler Training/Strategic Solutions Group is a member of XPX Philadelphia
John Vanderslice
Sandler Training/Strategic Solutions Group
Strategic Solutions Group is a multi-faceted workforce development company and an authorized Sandler Training center.
Member for 5 Years
Ralph J. Colucci
Managing Director
Stout LLC
Valuation needs
Member for 3 Years
Bob Molony of Expense Reduction Analysts is a member of XPX Philadelphia
Bob A Molony
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
Member for 2 Years
Michael Beck
Senior Manager
Grant Thornton LLP
State and local tax M&A services (Diligence, Structuring, etc.)
New Member
Benjamin Andrew Rosengard
R4 Risk & Wealth Solutions
R4 Risk & Wealth Solutions®, is a multi-generational, family owned boutique specializing in benefits, insurance, and investment advisory services.
Member for 4 Years
Marc Kramer of Stress Free Family Business is a member of XPX Philadelphia
Marc Kramer
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.
Member for 3 Years
Andrew Finkle of Marcum LLP is a member of XPX Philadelphia
Andrew E Finkle
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.
Member for 3 Years
Chris Wagner
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.
Member for 1 Year
Joseph Armstrong of Offit Kurman is a member of XPX Philadelphia
Joseph M Armstrong
Offit Kurman
You have any questions on what to consider when making long term plans to to transition out of your business.
Member for 3 Years
Randall Yardumian
Bee Bergvall Co
You need tax advice to assist in structuring a transaction
Member for 3 Years
Nella Bloom of Bloom & Bloom, LLC is a member of XPX Philadelphia
Nella M. Bloom
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.
Member for 3 Years
Scott Stevens
FVP, SBA Lending
44 Business Capital
Nationwide, Preferred SBA 7a Lender, specializing in "main street" to lower middle market M&A transactions.
Member for 2 Years
Stephen Target of Newton One Advisors is a member of XPX Philadelphia
Stephen C Target
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.
Member for 3 Years
Omar Brown
Managing Director
Young America Capital
You need transaction support
New Member
Jerry Gauthier of Live Oak Bank is a member of XPX Philadelphia
Jerry Gauthier
Sr. Loan Officer
Live Oak Bank
Mergers & Acquisitions, Partner Buyouts, Business Acquisitions, ESOP Financing
New Member