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 Long Island 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 Long Island 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
    Wealth Management Advisor
    Davies Wayland & Associates

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

    Senior Vice President
    Stout

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

    Managing Director
    RJ Reuter Business Consulting

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

    President
    Hunt Corporate Services, Inc.

    Commercial real estate is a major component of your decision-making.

    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.

    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.

    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.

    Principal
    Forctis Advisory Inc.

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

    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

    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.

    VP - Sr. Business Banking Manager
    Capital One Bank

    You're looking for the following financing: commercial, mixed use, SBA or CIRA real estate, acquire a business, equipment or line of credit. If you manage third party funds or want a competitive quote to transition your deposit banking relationship.

    CEO
    Sidehill Group

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

    President
    Reorganization Alternatives Group. Ltd.

    You need operational and financial restructuring plans developed and implemented to increase profitability.

    Principal / President
    Big Step Coaching

    You have a people issue keeping you up at night.

    EVP
    Eugene A. Bartow Insurance Agency, Inc.

    Someone needs an insurance expert to make sure that the insurance program covers all the potential risks and claim scenarios.

    National Valuation Manager
    Appraisal Economics

    You'd like to connect.

    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

    Senior Managing Director
    CFO Consulting Partners LLC

    Need financial planning for buy or sell side transactions

    Managing Member
    Executive Strategies Group LLC

    I can benefit a business person or a professional representing a business person given my expertise and experience in strategic planning, corporate financing and business operations.

    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.

    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.

    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.

    Counsel
    Moritt Hock & Hamroff LLP

    .

    Director of Business Development and Head of the Friends of the Firm Program
    EisnerAmper

    You are looking for a new CFO or Controller via Friends of the Firm or looking for new tax professional or auditor

    Director
    CFO Consulting Partners

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

    Principal
    Eagle Business Solutions

    ...you have questions as to how to maximize the value of your company (improve the mission of your not-for-profit)

    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.

    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.

    Principal
    Citrin Cooperman

    You have a client with an Estate or Trusts with tax compliance needs, or a Fiduciary or Beneficiary with questions about the management of the Estate or Trust.

    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

    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

    President and Founder
    Cedar Point Financial Services LLC

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

    Partner
    Carter, DeLuca & Farrell, LLP, Intellectual Property Law Firm

    You are planning to sell your company and want to make sure all your intellectual property (patents, trademarks, copyrights, etc.) are properly owned by your company,

    Ceo
    Safe Harbor Asset Management

    Your facing a large capital gains tax and need a strategy

    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.

    President
    Mitlin Financial, Inc.

    You have clients that need to navigate the next phase of their life or career. We can assist them in determining the next steps and bringing the team together to determine an exit strategy.

    Financial Services Professional
    Certified Financial Services, LLC

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

    Financial Advisor
    Morgan Stanley

    Our team, The Founders Group at Morgan Stanley, works with business owners, individuals/families and non-profits to help organize, prioritize and simplify their financial affairs.

    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.

    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.

    Client Strategist
    BNY Mellon Wealth Management

    Private Wealth | Entrepreneurs and Business Owners | Multigenerational Families | Endowments and Foundations | Estate Planning

    Bernstein

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

    CEO
    Protegrity Advisors, LLC

    Selling a company or acquiring another is a complex undertaking, and we manage the entire process and spend the time required to understand our clients' businesses.

    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

    CEO & President
    DBD Partners

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

    Managing Director
    Carter Morse & Goodrich

    Shareholders of a family-owned or closely held business are at or approaching a transition point relative to transferring ownership, management and/or control of the business.

    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?

    Senior Vice President
    Wealthspire

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

    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.

    Director
    BDO USA LLP

    You need a valuation of a business or assets, for transaction or management planning, tax compliance, financial reporting or litigation support.

    Vice President
    Live Oak Bank

    You are seeking financing to buy our sell a business.

    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.

    Financial advisor
    4Thought Financial Group, Inc

    A client needs a comprehensive financial plan

    CEO
    Greiner Maltz Co of Long Island

    A company needs an industrial/commercial property valuation, for a business transaction, estate planing, refinancing,disposition of asset, for corporate files.

    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.

    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.

    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

    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.

    Director
    Sidehill Group

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

    SVP
    City National Bank

    Business is looking for funding to acquire another business, finance growth, buy real estate, equipment financing, refinance to improve cash flow and looking for advice on succession planning.

    CEO
    Avalon Net Worth Group

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

    Principal
    Imperial Advisory - Outsourced CFOs and Advisors

    Your client needs a CFO or when the finance team needs to expand skills or bandwidth

    Director
    CFO Consulting Partners, LLC

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

    partner
    Withum

    Exit or Succession Planning, Advisory Board

    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

    Tri-State Silver Sponsors

    Tri-State Bronze Sponsors

    Long Island Bronze

    Connect with us.

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