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.

Member Directory

    • Profession
    • Functional Expertise
    • Client Industries
    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.

    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.

    Director of Business Development
    Cortes & Hay

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

    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

    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.

    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.

    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.


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

    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

    Executive Director
    J.P. Morgan


    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.

    Senior Director
    BNY Mellon Wealth Management

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

    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

    Vice President - Wealth Management

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


    Client needs valuation or transaction advisory assistance.

    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

    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

    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.

    Fox Rothschild LLP


    EisnerAmper LLP

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

    Tri-State Silver Sponsors

    Tri-State Bronze Sponsors