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 Hartford 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 Hartford 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
    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.

    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.

    partner
    Withum

    Exit or Succession Planning, Advisory Board

    Financial Advisor
    New York Life

    Your clients need a resource who can craft efficient and effective financial solutions regarding succession planning, executive benefits, employee benefits, and retirement planning.

    Senior Vice President Wealth Manangement
    Merrill Lynch

    Client would like to exit and wants to meet their financial/life goals; we can stress test various scenarios to illustrate what the future might look like.

    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

    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.

    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.

    Counsel
    Day Pitney LLP

    You or your clients need legal representation or advice on mergers and acquisitions, debt or equity financing, joint ventures, securities and corporate governance.

    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

    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.

    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.

    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.

    Partner
    YardeZone Inc.

    ...you and your leadership team are working too hard, not getting the results you expect, and want someone to work at your side to help you execute new ideas that really succeed!

    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.

    Partner
    Robinson & Cole LLP

    You or your client are considering selling your business or need general legal advice.

    Mr.
    Drew & Cohen, P.C.

    Call me when you need estate planning, estate and trust administration, help with probate matters, or business succession planning.

    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.

    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

    Principal
    Forctis Advisory Inc.

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

    Attorney
    DeChello Law Firm

    You have a client in need of legal services or a question involving a legal or business issue.

    CEO & President
    DBD Partners

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

    Partner
    Connecticut Wealth Management

    You are interested in taking a holistic look at your Financial picture including where your personal life and business life intersect

    Business Valuation Analyst
    Scout Valuations, LLC

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

    When there is a need for an owner to understand, enhance and transition value.

    Counsel
    Moritt Hock & Hamroff LLP

    .

    Senior Vice President - Wealth Management
    UBS

    You would like a trusted, experienced advisor to offer guidance on clients looking to plan for an eventual transition from their business.

    Principal / President
    Big Step Coaching

    You have a people issue keeping you up at night.

    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

    Attorney
    Updike, Kelly & Spellacy, P.C.

    Whenever you or a client need legal services; you or your client are buying or selling a business; family business planning; business and corporate services; estate planning and succession planning

    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.

    Partner
    FML

    When you or your clients have a problem or issue to solve, I will work diligently to help you solve it!

    Vice President
    U.S. Bank

    Transactional service provider: Collateral Agent, Custodian, Escrow Agent and Trustee.

    Managing Partner
    Great Hill Advisors

    A company needs an accomplished financial exec to advise owners and investors on exit planning, financial presentations and operating/financial projects. Also serve on Board of Directors

    Senior Vice President
    Wealthspire

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

    Vice President
    Key Bank

    Middle Market Commercial Banking Relationship Manager covering publicly and privately held companies +25 million in revenue.

    Managing Director
    Marcum LLP

    You need to understand the value of your business and options to create liquidity

    Senior Vice President
    Stout

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

    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
    RJ Reuter Business Consulting

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

    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.

    Senior Vice President
    US Trust

    Call me when you or your client are contemplating banking, lending, capital expenditures, investing, planning, and any other aspect of wealth management as it relates to your closely held business.

    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.

    CEO
    Ambrose Growth

    Call me when your client is frustrated because their business is not growing as fast as they want. As a business coach I help companies identify and remove growth roadblocks so they can grow faster and with less pain.

    Account Manager
    OEM America

    There is an opportunity to participant in events, meetings etc. Open to any and all communication

    Merger and Acquisitions Advisor
    Touchstone Advisors, LLC

    You are thinking about, thinking about selling your company. There are steps that you can be taking to prepare your business to sell that can maximize the amount it's valued at.

    Financial Services Professional
    Certified Financial Services, LLC

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

    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 - Wealth Management
    UBS

    You or someone you care about would like to review investment strategies, financial and estate plans, ideas on how to increase the value of a privately held business, and exit strategy techniques

    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

    Bernstein

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

    Director
    Sidehill Group

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

    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.

    Vice President
    Live Oak Bank

    You are seeking financing to buy our sell a business.

    Senior Managing Director
    CFO Consulting Partners LLC

    Need financial planning for buy or sell side transactions

    KPMG

    There are state and local tax matters.

    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

    Partner
    Whittlesey

    You have a client that is three to five years out from a sale and looking to maximize the value of their business.

    Senior Vice President
    Merril Lynch

    Our team has the resources and experience to assist our clients answer the all important question, do I have enough money for retirement?

    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?

    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.

    Managing Director, Business Tax Services
    KPMG, LLP

    You need assistance with business tax matters including buy/sell transactions, international expansion, tax incentives, import/export duties.

    President and Founder
    Cedar Point Financial Services LLC

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

    Vice President - Wealth Management
    UBS

    To discuss how we can work together to provide better outcomes and experiences for our clients, helping them manage complexity and align their personal, business and financial objectives.

    National Valuation Manager
    Appraisal Economics

    You'd like to connect.

    CEO
    Avalon Net Worth Group

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

    President
    Osage Advisors, LLC

    You are looking to sell your company. We work with closely-held and family owned businesses with $3.0 to $100 million in revenue.

    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

    Ceo
    Safe Harbor Asset Management

    Your facing a large capital gains tax and need a strategy

    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.

    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.

    Partner
    Hinckley Allen

    You need an experienced and practical business attorney.

    CEO
    Sidehill Group

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

    Director of New England Region
    Intrepid Advisors LLC

    Please feel free to call me anytime between 7:00AM and 6:00PM on weekdays.

    Wealth Management Advisor
    Davies Wayland & Associates

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

    Mr.
    Bradley, Foster & Sargent, Inc.

    A family needs customized investment management solutions and help integrating management of their portfolios with income tax and estate planning professionals.

    Director
    CFO Consulting Partners, LLC

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

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