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 93 Members
J Mark Penny
Member for 6 years
Managing Director
Hempstead & Co.,LLC
Call me when... You need high quality valuation and advisory services
Stephen Target
Member for 6 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.
Kim Arnold
Member for 2 years
Senior Commercial Relationship Manager
WSFS Bank
Call me when... I can privide a comprehensive banking experience for lending and private banking.
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Richard Dickerson
Member for 2 years
Insurance Advisor
Independent
Call me when... you need consult for your Business 0r Estate planning life Insurance options
Jon Thielen
Member for 9 months
Partner
Company Counsel LLC
Call me when... you need legal guidance at any time during the M&A process.
Francis (Frank) Sullivan
Member for 1 year
Attorney
Hill Wallack LLP
Call me when... Opportunities arise to meet with interesting, energetic entrepreneurs
Joanne Murray
Member for 6 years
Partner
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.
Jake O'Brien
Member for 11 months
Vice President
J.P. Morgan
Call me when... you'd like to strengthen our professional relationship and learn about the work I do for clients at J.P. Morgan.
Lauren Schwimmer
Member for 6 years
Attorney
Flaster Greenberg PC
Call me when... 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
Diane DeCesare
Member for 8 years
Partner
Armanino LLP
Call me when... 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.
Charles Higgins
Member for 11 months
Partner
Centri Business Consulting, LLC
Call me when... you need a third-party valuation of your business.
Marci Caudle
Member for 1 year
Managing Partner
Tagro Solutions
Call me when... Tagro Solutions offers tailored HR solutions, including recruitment process optimization, new-hire and new customer onboarding, workforce planning, and compliance support, designed to optimize company operations and drive successful outcomes
Joseph Myers
Member for 10 years
Branch Manager and Portfolo Manager
Calton & Associates, Inc.
Call me when... Personalized Family and Business Planning is a priority
Kevin Doyle
Member for 2 years
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.
David Wietlisbach
Member for 10 months
Portfolio Manager
Haverford Trust Company
Call me when... Anytime
Danielle Friedman
Member for 1 year
Attorney
Offit Kurman, P.A.
Call me when... you need estate planning, business succession planning, federal estate tax and income tax planning
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Matt Kardish
Member for 2 years
Manager
Stephano Slack LLC
Call me when... You need M&A financial due diligence advisory on the buy side or sell side, or general financial advisory/strategic exit planning
Timothy Filewicz
Member for 1 year
Vice President
Lockton Companies
Call me when... Insurance advice related to a transaction including Reps and Warranties placements
John Uehling
Member for 6 years
Account Vice President-Wealth Advisor
Uehling Wealth Management of UBS Financial Services, Inc.
Call me when... a business owner needs help with succession planning, retirement readiness, retirement plan services, and personal financial planning
Paul Avery
Member for 3 years
SVP, Director of SBA Lending
Firstrust Bank
Call me when... SBA Lending
Steve Economou
Member for 15 years
Principal
Grassi & Co,
Call me when... Ownership transition, preparing for sale, shareholder buyouts
Wade Rice
Member for 9 months
Business Banking Relationship Manager
Citizens Bank
Call me when... Financing, Cash Flow, Working Capital or Business Banking is important
William Cornelius
Member for 6 years
SVP
M&T Bank
Call me when... you need a smart, disciplined middle-market C&I financing with a relationship-first approach
