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.

Member Directory

    • Profession
    • Functional Expertise
    • Client Industries
    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.

    Senior Vice President
    UBS Financial Services Inc

    you are looking for a wealth management team focusing on business owners getting to, through, and beyond transition.

    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.

    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
    Berkery Noyes

    Clients are contemplating a capital raise, recapitalization, sale or acquisition

    Partner
    Anchin Block & Anchin LLP

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

    Managing Director- Complex Manager
    Raymond James & Associates

    You're seeking a nimble firm for either M&A advisory on the transaction side, or wealth planning for owners on the pre-planning or divestiture side.

    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.

    Managing Director
    Schwartz Heslin Group

    NA

    Outreach Manager
    ICA Group

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

    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.

    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.

    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.

    Executive Managing Director
    Newmark knight frank

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

    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

    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.

    Senior Vice President
    UBS Financial Services Inc

    you are looking for a wealth management team focusing on business owners getting to, through, and beyond transition.

    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.

    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
    Berkery Noyes

    Clients are contemplating a capital raise, recapitalization, sale or acquisition

    Partner
    Anchin Block & Anchin LLP

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

    Managing Director- Complex Manager
    Raymond James & Associates

    You're seeking a nimble firm for either M&A advisory on the transaction side, or wealth planning for owners on the pre-planning or divestiture side.

    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.

    Managing Director
    Schwartz Heslin Group

    NA

    Outreach Manager
    ICA Group

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

    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.

    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.

    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.

    Executive Managing Director
    Newmark knight frank

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

    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

    Tri-State Silver Sponsors

    Tri-State Bronze Sponsors

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