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 York 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 York 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
    COO
    Family Office Advisory Services

    There is a business for sale or is looking for growth equity. Or, if off market real estate is for sale.

    Principal / President
    Big Step Coaching

    You have a people issue keeping you up at night.

    Principal
    Sirota Law Firm, PC

    Legal guidance for M&A / exit planning strategy and general business, manufacturing, distribution, entertainment, media, advertising, software, blockchain, and technology legal matters.

    Wealth Management Advisor
    Davies Wayland & Associates

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

    Counsel
    Moritt Hock & Hamroff LLP

    .

    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.

    CEO
    Sidehill Group

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

    Managing Director
    RJ Reuter Business Consulting

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

    CEO
    Avalon Net Worth Group

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

    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
    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.

    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.

    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, 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.

    Managing Director
    Schwartz Heslin Group

    NA

    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.

    CEO & President
    DBD Partners

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

    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

    Managing Director
    Wells Fargo Advisors

    Over the past 30 years our team has established a reputation as being the "go to" place for entrepreneurs and business owners looking to maximize the transfer of wealth from the sale of a business

    Senior Managing Director
    CFO Consulting Partners LLC

    Need financial planning for buy or sell side transactions

    Member
    Preservation Capital Partners, LLC

    Your client seeks options over the tax bite on his income, carried interest or potential sale of the underlying asset.

    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.

    Bernstein

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

    Executive Managing Director
    Newmark knight frank

    24/7I am always available. I like to think that I out care my competition.

    Principal
    Forctis Advisory Inc.

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

    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.

    Outreach Manager
    ICA Group

    10 am to 6 pm best times, Mon or Tues best days

    Client Advisor
    Brown Advisory

    A family or individual is about to enter a period of transition whether that is starting or selling a business or considering any major life/professional changes.

    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?

    partner
    Withum

    Exit or Succession Planning, Advisory Board

    National Valuation Manager
    Appraisal Economics

    You'd like to connect.

    Director
    CFO Consulting Partners

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

    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
    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

    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.

    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.

    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.

    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.

    Senior Vice President
    Stout

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

    President and Founder
    Cedar Point Financial Services LLC

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

    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
    Wealthspire

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

    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.

    Ceo
    Safe Harbor Asset Management

    Your facing a large capital gains tax and need a strategy

    Tax Attorney
    Chiesa Shahinian & Giantomasi PC

    You have a client who needs tax advice, particularly in the areas of business structuring and formation, and due diligence when selling or acquiring a business.

    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.

    President
    Financial Structures and Advisory, Inc.

    Considering how best to fund organic growth or acquisition, whether debt or equity, and requiring execution expertise and capability.

    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

    Director
    CFO Consulting Partners, LLC

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

    Financial Services Professional
    Certified Financial Services, LLC

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

    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

    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.

    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

    Partner
    Anchin Block & Anchin LLP

    You have the need for tax planning and consulting for your business or family.

    Fouder
    Dynamic Business Growth

    A company wants to accelerate growth by scaling the owner, building a motivated culture where everyone works as a team while focusing on sales and marketing.

    Managing Director / Wealth Director
    FTCI

    There's a $5MM+ liquidity event (past or imminent in the next 1-3 years) for an entrepreneur, family or non-profit org. Also for adult children in a wealthy family who will be inheriting money.

    Vice President
    Live Oak Bank

    You are seeking financing to buy our sell a business.

    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.

    Director
    Sidehill Group

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

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    Tri-State Bronze Sponsors

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