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.

Member Directory

    • Profession
    • Functional Expertise
    • Client Industries
    Associate
    Martin LLP

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

    President
    AlanBoothCoach, LLC

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

    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.

    Owner
    HCRMA, LLC

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

    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.

    Attorney
    Murtha Cullina

    Please contact me if you or your client is buying or selling a business or need assistance with business succession planning, family business planning or a buy sell agreement.

    CEO
    Heide & Company, LLC

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

    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.

    President
    Strategy Sales Partners

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

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

    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 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.

    Attorney
    Day Pitney

    I advises clients on a wide variety of legal issues including corporate law, commercial finance/banking, private equity, mergers and acquisitions, estate planning and employment related matters

    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.

    Managing Director
    Scout Valuations

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

    Chairman
    General Network Service Inc.

    Business hour, Business days

    Partner
    The Lovins Group

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

    President
    Wallace Management Group

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

    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.

    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.

    President
    Presbury & Associates

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

    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
    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.

    Registered Representative
    Rainmaker Securities, LLC

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

    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
    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?

    Founder, Chief of Brand Strategy and Creative
    Greenwich Communications

    Your client's website, industry visibility or digital program is NOT bringing in new business. Marketing is a vital part of their business' value.

    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.

    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
    PKF O'Connor Davies

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

    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.

    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
    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.

    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)

    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.

    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.

    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.

    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.

    Managing Director
    CSG Partners

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

    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.

    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.

    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

    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 Director
    MPI

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

    Associate
    Martin LLP

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

    President
    AlanBoothCoach, LLC

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

    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.

    Owner
    HCRMA, LLC

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

    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.

    Attorney
    Murtha Cullina

    Please contact me if you or your client is buying or selling a business or need assistance with business succession planning, family business planning or a buy sell agreement.

    CEO
    Heide & Company, LLC

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

    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.

    President
    Strategy Sales Partners

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

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

    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 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.

    Attorney
    Day Pitney

    I advises clients on a wide variety of legal issues including corporate law, commercial finance/banking, private equity, mergers and acquisitions, estate planning and employment related matters

    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.

    Managing Director
    Scout Valuations

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

    Chairman
    General Network Service Inc.

    Business hour, Business days

    Partner
    The Lovins Group

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

    President
    Wallace Management Group

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

    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.

    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.

    President
    Presbury & Associates

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

    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
    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.

    Registered Representative
    Rainmaker Securities, LLC

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

    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
    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?

    Founder, Chief of Brand Strategy and Creative
    Greenwich Communications

    Your client's website, industry visibility or digital program is NOT bringing in new business. Marketing is a vital part of their business' value.

    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.

    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
    PKF O'Connor Davies

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

    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.

    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
    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.

    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)

    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.

    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.

    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.

    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.

    Managing Director
    CSG Partners

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

    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.

    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.

    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

    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 Director
    MPI

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

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