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 47 Members
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Phillip Knapp of Knapp Solutions is a member of XPX South Florida
Phillip Knapp
Self Employed
Knapp Solutions

Call Me When... Start-ups and small business is my space. Over 20 years running a $25M business, and understands family owned business dynamics. Hands-on, roll up the sleeve player

Member for 3 Years
Jamie Shock
Sales Director
TriNet

Call Me When... You are looking for a consultative conversation around scaling a business, analyzing employee related costs, or preparing a company for exit. We offer a tech and HR solution for SMBs for benefits, risk & compliance. And looking for new eco partners

Member for 2 Years
Jeffrey Brenner of CSuite Impact DealMakers is a member of XPX South Florida
Jeffrey Brenner
Senior Managing Director
CSuite Impact DealMakers

Call Me When... When you're looking to sell your business, make an acquisition or raise growth capital

Member for 3 Years
Andy Robertson
Mr
British American Business Council

Call Me When... Accountant, Analyst

New Member
Rana Gorzeck of Weiss Serota Helfman Cole + Bierman is a member of XPX South Florida
Rana M Gorzeck
Attorney/Partner
Weiss Serota Helfman Cole + Bierman

Call Me When... You need an attorney for your Florida legal transactions, including real and personal property, secured financing, mergers and corporate transactions. Strategy, negotiation, due diligence and execution are my strengths.

Member for 3 Years
Charles Faron of Osage Advisors, LLC is a member of XPX South Florida
Charles E. Faron
Vice-President
Osage Advisors, LLC

Call Me When... Strategic Operating and Business Development leader with a track record of increasing revenue, profits and market share growth for technology and financial services providers.

Member for 4 Years
John Archer of RSM US LLP is a member of XPX South Florida
John F Archer
Tax Partner
RSM US LLP

Call Me When... You have a business need with a tax angle, but you don't want the tax tail to wag the dog.

Member for 3 Years
Michael Schiff of Klingenstein Fields Advisors is a member of XPX South Florida
Michael S Schiff
Managing Director
Klingenstein Fields Advisors

Call Me When... Considering an exit or sale from a business to understand options available and planning techniques to consider for preserving wealth and ongoing growth

Member for 3 Years
Michael DeSiato of Cherry Bekaert LLP is a member of XPX South Florida
Michael DeSiato
CPA, CExP, CEPA and CVGA
Cherry Bekaert LLP

Call Me When... your client wishes to increase both the value and transferability of their business for an eventual exit.

Member for 3 Years
Marc Horowitz of Amerivest Business Brokers Group is a member of XPX South Florida
Marc J Horowitz
Managing Director
Amerivest Business Brokers Group

Call Me When... Looking to work with motivated business sellers to maximize proceeds at closing.

Member for 3 Years
Russell Cohen of South Florida M & A  Advisors is a member of XPX South Florida
Russell J Cohen
President
South Florida M & A Advisors

Call Me When... You are ready to start to prepare your business for sale for a confidential consultation!

Member for 3 Years
Robert Crapsey
Director of Business Development
Trivest Partners

Call Me When... A Founder owned business is looking for an investor or exploring a sale of their business.

Member for 2 Years
Jonathan Kudary
Director
Daszkal Bolton

Call Me When... Your Looking to purchase or sell a company or need a valuation done.

Member for 1 Year
Ryan Cave
President
Sunbelt Business Brokers of South Florida

Call Me When... As part of the exit planning process, call me when a small or mid-sized business owner wants to understand the confidential transaction process, valuation drivers, and pitfalls to avoid while selling their business to a third party.

Member for 2 Years
Christopher Thomas Pumo
President & CEO
Skyline Analytics, LLC

Call Me When... When you want to get profit-driving insights out of your company's data

Member for 3 Years
Henny Lawrence Shomar
Director
Tripp Scott P.A.

Call Me When... You have a client that has questions about their corporate legal structure, their transaction, or a dispute

New Member
Henny Lawrence Shomar
Director
Tripp Scott P.A.

Call Me When... You have a client that has questions about their corporate legal structure, their transaction, or a dispute

New Member
Doron Abrahami of Impact Business Builders is a member of XPX South Florida
Doron Abrahami
CEO
Impact Business Builders

Call Me When... You're frustrated with the speed with which your company is growing, or concerned that you are growing too quickly to maintain control.

Member for 3 Years
Henny Lawrence Shomar
Director
Tripp Scott P.A.

Call Me When... You have a client that has questions about their corporate legal structure, their transaction, or a dispute

New Member
Chris Moreno
VP Wealth Management
Bernstein Private Wealth

Call Me When... Your business is preparing to sell so we can assist with pre-transaction planning.

Member for 1 Year
Hy Vaupen of Vaupen Financial Advisors, LLC is a member of XPX South Florida
Hy Vaupen
Managing Director
Vaupen Financial Advisors, LLC

Call Me When... your company requires structuring and obtaining customized financing and/or capital solutions to meet its objectives, or is interested in securing optimized terms and conditions for its sale through a highly managed process.

Member for 2 Years
Christine Mills of Raymond James is a member of XPX South Florida
Christine Mills
Financial Advisor
Raymond James

Call Me When... Business owners are exploring exit strategies

Member for 1 Year
Jay Feldman
President
jay feldman inc

Call Me When... Coaching consulting raising capital

Member for 2 Years
Fabiola Paz
VP Relationship Manager Commercial Banking
PNC Bank

Call Me When... Commercial Banking Relationship Manager- Equipment financing, working capital, refinancing debt, improving treasury or merchant services

Member for 1 Year
Renny Sie

Call Me When... a small/mid size business needs a partner to grow to the next level

Member for 2 Years

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