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.

About Our Members

Members of the Exit Planning Exchange – XPX Fairfield County Chapter are a select group of expert advisors to privately-held businesses. These diverse experts are chosen by their peers for their expertise and shared values that include: Work collaboratively, Put the client first, Think long term, Consider the human angle and Always be learning. 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.

Members of the Exit Planning Exchange – XPX Fairfield County Chapter are a select group of expert advisors to privately-held businesses. These diverse experts are chosen by their peers for their expertise and shared values that include: Work collaboratively, Put the client first, Think long term, Consider the human angle and Always be learning.

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

    • Profession
    • Functional Expertise
    • Client Industries
    Financial Advisor
    Bernstein Private Wealth Management

    You are working with a business owner: who can benefit from pre- and post- transaction analysis and financial modeling to evaluate the impact and tradeoffs of various deal structures.

    President
    AlanBoothCoach, LLC

    Staff is not meeting your expectationsLiving in chaos with your business or firmNeed confidential guidance to resolve a problem

    Managing Partner
    Hamilton Robinson Capital Partners

    Looking to partner with business owners seeking to recapitalize or transition a business to promote its next stage of growth.

    Associate
    Integrated Financial Concepts

    A business owner is or should be considering considering the next opportunity for their business. Are they expanding? Are they planning to exit or sell? Will they be financially independent?

    Founder/CEO
    Sales Advisor LLC

    Sales management expertise is needed to revamp and revitalize a client's sales revenue operations. A Sales Audit needs to be conducted to spotlight gaps and/or faulty sales processes and practices.

    Owner
    HCRMA, LLC

    Before you sell your business to discuss tax efficiency, succession and estate planning g.

    VP, Relationship Manager
    Key Bank

    SBA lending, conventional lending, FX, Private Bank/Wealth Management

    First Vice President - Family Wealth Advisor
    Morgan Stanley

    You simply need a second set of eyes on a solution or are looking to provide a creative holistic strategy to enhance the after tax value of a family enterprise

    Sr. Finance and Operations Consultant
    Robert Pravder Consulting, LLC

    You need an entrepreneurial, growth-oriented finance executive who has served as CFO for high-potential middle-market companies, and can transform or turnaround your business.

    Director, Operations
    Hamilton Robinson Capital Partners

    Always in the market for LMM deals in the industrial sector and investors who like this space.

    Financial Representative
    Certified Financial Services

    I work with people on their business continuation, capitalization, and exit planning. We offer people a complimentary business valuation which is the critical starting point in prudent business exit planning.

    Sr. Financial Advisor
    Congress Wealth Management

    Someone wants to build, manage, and protect their wealth.

    Practice Director
    Vision Search Partners

    You need to hire finance staff all the way up to CFO.

    CEO
    Sidehill Group

    Your clients need new, more consistent, and sustainable revenue generation in order to increase multiple on EBITDA.

    Partner
    Gesmer Updegrove LLP

    You have any tax-related needs pertaining to closely-held business or other private equity enterprises.

    M&A Advisor
    Touchstone Advisors, LLC

    A business owner is contemplating an exit from his/her business or needs a financial analysis and/or valuation for the business.

    Partner, Business Tax Services
    KPMG LLP

    You need assistance with domestic and international tax planning needs in connection with your business operations or a potential exit transaction.

    Partner
    Martin LLP

    You need legal or business advice regarding mergers and acquisitions, debt or equity finance, joint ventures, securities, and other general corporate and commercial matters or transactions.

    Sr. Managing Director
    CFO Consulting Partners LLC

    Buy or sell-side due diligence is needed. You need a part-time or interim CFO.The CFO needs to improve accounting operationsThe company needs a new accounting system.

    Managing Director
    Albu Consulting

    We help CEOs and their Leadership teams make strategy happen. We accomplish that by collaboratively working with clients to develop achievable strategies and plans.

    VP SBA Business Development
    TD Bank

    Your client is seeking financing during all stages of their business life cycle around expansion, equipment, real estate, working capital, and purchasing or selling their business

    Managing Director
    MPI

    I do valuations of private companies for estate planning, financial reporting and litigation.

    Esq.,
    Law Office of Andrew N. Karlen

    A business owner is or should be thinking about their ultimate departure from their business; Particularly when the client is an owner of or stakeholder in a family owned business;

    Financial Services Professional
    Certified Financial Services, LLC

    Someone needs education on how to protect, grow, and exit their business.

    Director Strategic Development
    AccountingDepartment.com

    You or one of your clients is having issues and challenges in their accounting department. See the sypmtoms on my profile.

    Managing Director
    CSG Partners

    Your client is thinking about: (i) succession planning; (ii) selling a business; or (iii) establishing a new employee retirement benefit plan. An ESOP solution could have significant advantages

    President
    The NYBB Group

    I am a CPA and CEPA and founder of The NYBB Group, M&A Advisors for companies $1M-$5-M in revenue.

    Commercial Insurance Consultant
    ACBI Insurance

    You or your clients have a need for individualized risk management and employee benefits consulting with a white glove approach.

    Managing Partner
    Belden Hill Partners

    Clients want growth capital (debt or equity), or wish to derisk (take some chips off the table) and access shareholder liquidity, in part (minority position sale), or, in whole (merger or acquisition).

    Partner
    Fox Rothschild

    When considering business succession issues, retirement and when a business owner wants to take some chips off the table. When deciding when and how to incentive key employees

    Director
    CFO Consulting Partners, LLC

    Seeking assistance on financial, strategic, SEC filings and capital structure assistance.

    President
    Champion Elevator Corp.

    Call me when you or someone you know are in need of Elevator related services.

    Call when you or anyone you know is selling or buying and elevator related buisness.

    Senior Managing Director
    CFO Consulting Partners LLC

    Need financial planning for buy or sell side transactions

    Financial Advisor
    UBS Financial Services, Inc.

    On my cell day or evening

    Managing Director
    Hamilton Robinson Capital Partners

    Looking to partner with business owners seeking to recapitalize or transition a business.

    Vice President
    Belden Hill Partners

    Succession/liquidity planning options ("Consulting"), access to the debt or equity capital markets ("Corporate Finance"), or navigating the sale process for their business ("M&A Advisory").

    Financial Advisor
    JP Morgan

    You are a private business owner or public company executive going through a transaction or thinking about a transaction. I can help you avoid the pitfalls along the way.

    Vice President/Sr. Relationship Manager
    Key Bank

    You have a financing need whether for business acquisition or for business expansion, equipment purchases, or working capital needs, or you need a new Relationship Managed account with a bank.

    Director
    CFO Consulting Partners LLC

    A need exists for CFO level services on a fractional or temporary basis to assure the firm continues to operate at maximum efficiency.

    Partner
    Coastal Bridge Advisors

    You need to answer the question “What Happens Next”? I work with wealthy clients and their families to achieve their vision of financial fulfillment, particularly in times of transition.

    CEO
    The Success Coach

    Executive and growth strategies coaching to take your business or family business to the next level; reinvent/reignite your business and better position for an exit (DO IT BETTER -->SMARTER-->FASTER)

    Bernstein

    Call me when....clients are approaching a liquidity event.

    Partner and Portfolio Manager
    Brown Advisory

    A family or executive is about to enter a period of transition whether that is starting or selling a business or considering any major life/professional changes

    Managing Director
    Scout Valuations

    A business valuation is needed for business planning, estate planning or litigation.

    Senior Vice President
    Wealthspire

    I help entrepreneurs and corporate executives achieve quality of life and financial freedom

    Principal / President
    Big Step Coaching

    You have a people issue keeping you up at night.

    Vice President
    TD Private Client Group

    A client is thinking about selling or in the final stages of the sale to help with the transition.

    Partner
    PKF O'Connor Davies

    You need an expert in business valuation, purchase price allocations and/or financial forensics.

    Partner
    PKF O'Connor Davies, LLP

    If you have any accounting, audit, tax and/or advisory needs in either the commercial or non profit space please reach out.

    Principal
    Citrin Cooperman, LLC

    If your client needs to build a more scalable, sustainable business that is easier to manage and measure. We develop and execute operations, technology, and people strategies.

    Managing Director
    Andersen

    There are complex tax compliance and consulting planning, primarily involving personal income, fiduciary, charitable and estate and generational wealth transfer tax issues.

    Advisor
    Associated Benefit Consultants

    You encounter a business owner who would benefit from an independent review of an existing retirement plan (401K, profit sharing, cash balance), or looking to start a new plan.

    CEO
    Heide & Company, LLC

    A multi-generational family business needs to improve its value in preparation for an exit

    Assurance Director
    BDO

    Your client needs to better understand their financial results and processes.

    Partner
    Martin DeCruze & Co. LLP

    You have you have a client who has a question related to planning for an exit to bounce it off me.

    Senior Vice President
    UBS

    There is a need for a Wealth Management team that has significant experience helping families work through transition events during their lifetime.

    Managing Partner
    NBT Associates LLC

    Thinking about a liquidity event in the near term or over the horizon and want to maximize your enterprise value? We should talk.

    Managing Partner
    Cornell Global LLC

    A company recognizes the opportunity or the need to drive increased business value through talent management strategies. I know how to build value through people.

    National Valuation Manager
    Appraisal Economics

    You'd like to connect.

    President
    Presbury & Associates

    You need to assess and address the key talent and retention risks in a company.

    Managing Director
    Bank of America Private Bank

    An individual, family, or not for profit organization, is looking for a customized solution to a complex situation involving investments, financing of personal assets, or the sale of a business.

    Registered Representative
    Rainmaker Securities, LLC

    You want to buy or sell shares of private company, pre IPO stock "unicorns".

    President
    Strategy Sales Partners

    When a top executive needs to grow revenue while still maximizing ROI.

    Registered Rep
    Third Seven Capital

    You have sold an investment or income producing property and are looking for an alternative to a traditional 1031 Exchange.

    Director
    CFO Consulting Partners

    Seeking strategic or tactical CFO support (part-time, interim or consulting) or M&A and exit planning transaction advisory

    Senior Vice President
    Wealthspire Advisors

    Trusts and estates expertise is needed.

    partner
    Reynolds & Rowella, LLP

    For assistance with traditional accounting services, including tax and audit, as well as planning for a successful exit for closely - held business owners.

    Personal & Commercial Risk Advisor
    Levitt-Fuirst Associates, Ltd.

    You are seeking insurance solutions to protect business and family assets. Our key liability coverage segments are: Construction, Real Estate, Retail, and Personal Home/Auto/Umbrella.

    Managing Partner
    Pinewood Consulting, LLC

    You have outgrown your bookkeeper, CPA, or accounting software. You need short-term or project finance staff (M&A, Audit, Controller, CFO). You wish to modernize your operations using software

    Vice President
    Live Oak Bank

    You are seeking financing to buy our sell a business.

    Principal
    Citrin Cooperman

    When you're involved in a transaction that needs assistance with either buy-side or sell-side due diligence/Quality of Earnings

    Chairman
    General Network Service Inc.

    Business hour, Business days

    Associate
    Martin LLP

    Whenever you need advice on corporate or governance matters or when you’re considering a transaction.

    Private Wealth Advisor
    Brenton Point Wealth Advisors

    You would like to have a Certified Financial Planner™️ with over 25 years of experience review your investments and financial planning goals.

    Managing Director
    Fiduciary Trust International

    A liquidity event is approaching. It is best to make sure all estate and tax planning is decided ahead of major transactions.

    Managing Director
    Wealthspire Advisors

    Is seeking to build a plan for managing wealth (pre or post-sale).

    Principal
    Footnote Journal LLC

    Business owner(s) interested in developing a risk profile. We take a systematic approach to risk and investment in order to generate liquidity and sustainable income streams.

    President
    Wallace Management Group

    Call me when your sales team is overwhelmed or not keeping up with the growth of your company and markets.

    President and Founder
    Cedar Point Financial Services LLC

    You or your clients are interested in creative ways to mitigate income and/or estate taxes.

    Financial Advisor
    RBC Wealth Management

    You or your client would like advice on how to efficiently grow and diversify existing wealth, or to convert recently generated liquid assets into reliable current and future income streams.

    Wealth Management Advisor
    Davies Wayland & Associates

    There are family business, wealth planning and investment, or executive compensation problems to be solved.

    Private Wealth Advisor
    William Blair

    You are working with a business owner and you need some financial modeling done to demonstrate the impacts or tradeoffs of various decisions or scenarios the owner is contemplating.

    CEO
    Avalon Net Worth Group

    A Company Healthy or Stressed wishes to Sell or Merge
    needs new financing Senior and below.

    Vice President
    Brown Brothers Harriman

    A private business owner is contemplating the sale or acquisition of a business; seeking secured lending or capital investment; or defining legacy and/or transferring wealth and values.

    Ceo
    Safe Harbor Asset Management

    Your facing a large capital gains tax and need a strategy

    Charitable Planning Consultant
    Fidelity Charitable

    You have a client with questions about incorporating charitable planning into their exit strategy or overall financial plan

    Counsel
    Moritt Hock & Hamroff LLP

    .

    Managing Director
    UBS

    When planning for liquidity and/or transition events. What will a sale or a transition mean for you, your family and your employees? Have you really planned this out?

    Managing Director
    RJ Reuter Business Consulting

    There is distressed financial performance threatening the business, debt negotiation and restructuring, refinancing or a sale

    Senior Vice President
    Stout

    Valuation expert providing advisory services for financial and tax reporting, transaction advisory and opinions, and litigation support services.

    Partner
    Citrin Cooperman

    Clients entrust me with a great responsibility: to guide them and help grow and preserve their assets. I work tirelessly each day to preserve their assets for their lifetime and for future generations

    CEO & President
    DBD Partners

    You need advice on selling your business, expanding or restructuring the business.

    Senior Vice President-Wealth Advisor
    UBS

    My team provides detailed financial plans and investments for business owners/sellers and others.
    Our goal is to help our clients make the best, informed, and thoughtful financial decisions.

    PARTNER
    B2B CFO

    A privately held company needs help with traditional CFO financial planning and analysis, controls, strategic planning and transition planning.

    Founder and Managing Member
    Brody and Associates, LLC

    You have an employee-related issue including court and agency cases, governmental personnel-related audits, or you need counsel on addressing any employee-related issue.

    Founder & General Manager
    VISTA HIGHLAND LLC

    You, or your client, seek to sell your business to a trusted and experienced operator committed to directly managing and growing it for the long run

    Managing Director
    CFO Consulting Partners

    Fractional/interim CFO Services; you're in the hiring process, or you don't have a CFO and need someone to assist you in planning, cash flow, finance/accounting.

    partner
    Withum

    Exit or Succession Planning, Advisory Board

    Partner
    Sullivan & Worcester LLP

    You need legal representation in connection with the purchase, sale or financing of a business or for general counsel advisory services for your business.

    Business Development Advisor
    Long Point Capital

    For partnering with successful entrepreneurs of middle market businesses to help them achieve their financial goals. We specialize in recapitalizations.

    Director
    CFO Consulting Partners LLC

    We provide senior level financial management services to Boards of Directors and CEOs.We work with CFOs and Controllers to accomplish complex accounting and financial projects

    Partner
    Akerman LLP

    A preeminent corporate lawyer with experience in sell/buy-side mergers and acquisitions, venture capital and securities law; consummate deal maker with ability to lead and close deals of all sizes.

    Owner
    The Lovins Group

    Your family business is going through a generational transition or family issues are getting in the way of making business decisions.

    VP
    Bernstein

    You want to pre-experience wealth creation/transfer decisions and need help navigating complexity

    Director
    Sidehill Group

    Your client or acquisition needs to increase value through more consistent top-line performance and/or accelerated strategy execution.

    Senior Client Strategist
    BNY Mellon Wealth Management

    Your client would benefit from an overall review of their balance sheet,investment and retirement accounts.You want a proven partner successful in serving highly-satisfied clients and their advisors

    A company is interested in improving performance through strategy management - strategic planning and execution.

    Senior Partner
    Sandler Training PEAK Sales Performance

    We coach Executives, as well as Business Owners, in the definition of their expected top line growth curve, especially where the top line has flattened and sales competency needs to be raised.

    Principal
    Forctis Advisory Inc.

    Navigating the uncharted waters of business transition - optimizing for your success.

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