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 New Jersey 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 New Jersey 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
    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
    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.

    CEO
    Sidehill Group

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

    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.

    Partner
    EisnerAmper LLP

    Feel free to contact me if you have questions regarding the planning or execution your business succession.

    Principal / President
    Big Step Coaching

    You have a people issue keeping you up at night.

    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

    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

    Partner
    Fox Rothschild LLP

    ..

    Partner
    Krietzberg Wealth Management

    As a corporate financial planner, my firm helps to prepare business owners with a written financial plan that focuses on different types of selling options in advance of a sale

    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

    Pre-sale planning for Business Owners needing help structuring their wealth to minimize taxes before a transaction occurs and develop a plan to fund their lifestyle.

    Director
    Sidehill Group

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

    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.

    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

    Managing Director
    TrueNorth Capital Partners

    You or your client are considering an acquisition or sale, or if you are evaluating a debt or equity capital raise.

    CEO
    Avalon Net Worth Group

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

    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?

    Business Development Director
    Glenmede Trust Company

    You are looking for a new wealth manager, will be selling a business in the near future or have recently sold a business, need a wealth planner

    Senior Vice President
    Stout

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

    Principal
    Forctis Advisory Inc.

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

    Counsel
    Moritt Hock & Hamroff LLP

    .

    Senior Managing Director
    CFO Consulting Partners LLC

    Need financial planning for buy or sell side transactions

    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

    Partner
    MPI

    Client needs valuation or transaction advisory assistance.

    Director
    CFO Consulting Partners

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

    Managing Director
    Supporting Strategies | Northwest New Jersey

    You are frustrated with the volume of non-revenue generating activities you perform or are concerned that you are not receiving the financial information you need to move your business forward.

    Vice President
    Live Oak Bank

    You are seeking financing to buy our sell a business.

    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.

    partner
    Withum

    Exit or Succession Planning, Advisory Board

    Director
    CFO Consulting Partners, LLC

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

    National Valuation Manager
    Appraisal Economics

    You'd like to connect.

    Managing Member
    Maldjian Law Group LLC - Intellectual Property Counsel

    You have questions about intellectual property matters

    Director of Strategic Initiatives
    Glenmede Trust Company

    You are looking for a new wealth manager, will be selling a business in the near future or have recently sold a business, need a wealth planner

    Director
    CFO Consulting Partners LLC

    A client needs help in successfully implementing financial and operational improvements, completing acquisitions and divestitures, growth and business development, and restructuring and turnarounds.

    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.

    Senior Partner
    The Founders Group

    You or your client needs/wants to increase profitability, cash flow, understand their company's value and work towards developing a business transition solution that meets their needs and goals.

    President
    NorthBridge Business Advisors

    An owner is considering the sale of the business and is willing to undertake an exit planning engagement prior to going to market.

    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
    Rosenberg Rich Baker Berman & Company

    When you think you have out grown your accountant or feel like a nobody with your current accountant. Our firm size enables us to provide expert services while providing personal service.

    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.

    Vice President
    SES ESOP Strategies

    You are looking for employee stock ownership plan (ESOP) options for your company.

    Wealth Management Advisor
    Davies Wayland & Associates

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

    President
    IMG Business Advisors

    We are an M&A firm that specializes in business sales and exit strategies for small business owners with our "sweet spot" being companies with revenues between $5 million to $25 million.

    Bernstein

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

    Managing Director
    The DAK Group

    You are looking to maximize the value of your business by selling your company, making an acquisition or looking to raise debt or equity.

    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.

    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

    Financial Services Professional
    Integrated Financial Concepts

    Companies or executives looking for ways to reduce employee acquisition costs and improve employee retention providing an alternative to “Stay Bonuses” including more flexibility, higher net income, increased benefits and reduced risk. Business owner

    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.

    Executive Director
    J.P. Morgan

    None

    Ceo
    Safe Harbor Asset Management

    Your facing a large capital gains tax and need a strategy

    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.

    Senior Director
    BNY Mellon Wealth Management

    Pre-post planning for business owners. ($5MM Minimum)

    Vice President - Wealth Management
    UBS

    Pre-liquidity planning will help business owners define their personal and professional goals to confirm your business strategy and recommendations

    President and Founder
    Cedar Point Financial Services LLC

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

    Senior Vice President
    Wealthspire

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

    Senior Vice President
    Capital Group Private Client Services

    Someone needs help making a financial decision

    CEO & President
    DBD Partners

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

    President
    Aquarius Partners, LLC

    Customer Lifecycle Management and Operational Benchmarking Advisory Services

    Financial Services Professional
    Certified Financial Services, LLC

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

    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
    Becker LLC

    You or your clients have tax or business legal needs, including commercial agreements, executive compensation, tax planning, tax controversy and M & A counsel

    Director of Business Development
    Cortes & Hay

    I support all industries involved with Commercial Real Estate Transactions through title insurance, 1031 Exchanges, searches, closing services.

    Portfolio Manager
    Brown Advisory

    You are thinking about how to prepare for an exit event, have excess liquidity earmarked for a future transaction or would find holistic advise on investable assets additive.

    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
    RJ Reuter Business Consulting

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

    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.

    Attorney
    Einhorn, Barbarito, Frost & Botwinick, PC

    You need expertise in developing and implementing tax efficient strategies for wealth preservation and transfer, business succession, and charitable planning

    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

    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.

    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.

    Director
    BDO USA LLP

    Valuation, succession planning, pre or post transaction needs, need for new accountant, tax support, restructuring, financial risk management

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