About Our Members

Members of the Exit Planning Exchange – XPX Philadelphia 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
    Branch Manager and Portfolo Manager
    Calton & Associates, Inc.

    Personalized Family and Business Planning is a priority

    President
    Stress Free Family Business

    When the parents want to prepare their children to take over the business and/or when the parents and kids are fighting with each other and a cooler experienced head is needed.

    First Vice President
    44 Business Capital, a division of Berkshire Bank

    Creative financing is needed. We specialize in providing SBA and USDA programs for owner-users nationwide. Loan amounts range from $500K to $5MM

    President
    Sandler Training/Strategic Solutions Group

    Strategic Solutions Group is a multi-faceted workforce development company and an authorized Sandler Training center.

    Wealth Manager
    BNY Mellon

    Your clients are heading towards a liquidity event. I can help transition towards that liquidity event by providing fiduciary expertise, investment advice and BNY Mellon's resources

    Partner
    Harvest Business Advisors

    You want a business valuation, you are planning your business exit, or you are ready to go to market and sell your firm.

    Principal
    HQ Exec

    You hit obstacles in meeting your personal or business objectives. HQ Exec offers Management Advisory Services to owners of privately held companies.

    Principal Attorney
    Offit Kurman, P.A.

    you have any legal questions for your business from start-up through daily operations to wind-down.

    CEO
    W & C Associates

    An organization needs help to improve Operations, develop strategies for growth or to counter new market threats to prepare companies for change or to help them get ready for sale.

    Corporate Architecture- Zoning Planner- Project Manager
    ANCHOR POINT -Architecture, Planning & Project Management

    When Building assets are sold through a buy/sell deal, there are always multiple ADA, Egress Code, Architectural, planning/zoning approvals, and Covid transition issues, please call us to help.

    CEO
    Nth Round

    You're looking to get liquidity for yourself and/or your shareholders.

    VP, Senior Relationship Strategist
    PNC Wealth Management

    to assist you and your family in pursuing the peace of mind that comes from knowing that the important aspects of your financial life are thoughtfully orchestrated.

    Principal
    Offit Kurman

    you have any questions on what to consider when making long term plans to to transition out of your business.

    Certified Public Accountants / Litigation & Forensic Consultants
    Abo and Company, LLC / Abo Cipolla Financial Forensics, LLC

    Credible pro-active and not reactive business/financial/tax/financial forensics/ligation support/other dispute resolution service and/or valuations are required

    CEO & Founder
    ASPIRA Business Brokers & Advisors

    you are considering the purchase or sale of a business or want to plan for an exit.

    Coach / Chair
    DAB VENTURES, INC.

    An organization will benefit from C-level coaching / advisory around culture, leadership, team development, organizational focus and/or profitability

    Partner
    Plunkett Law Group

    Buying or selling a business where sophisticated, experienced legal counsel is needed, but where, for whatever reason, representation by a large law firm doesn't fit.

    Esquire
    Antheil Maslow & MacMinn, LLP

    you need a business lawyer to help with developing and implementing a succession plan (including buy-sell agreements), forming new entities, drafting any kind of business contracts.

    Manager
    Bee Bergvall & Co

    You are looking to transition your business to the next generation and want them to understand the business finances. Or if you want to make sure the financials represent the best of your business.

    Managing Associate
    Drucker & Scaccetti

    You need tax advice for a particular situation or are in need of compliance services.

    VP
    M&T Bank

    a problem needs to be solved

    Senior Vice President
    Griffin Stevens & Lee Tax Consulting Network

    Griffin/Stevens & Lee Tax and Consulting Network is a group of 25 tax, accounting, consulting and technology professional services firms, primarily operated by former Big Four professionals.

    Managing Member
    Bloom & Bloom, LLC

    You are starting a business, selling or buying a business, or need outside general counsel work for your small or emerging company.

    Attorney
    Flaster Greenberg PC

    you need a business lawyer for a corporate transaction, to help with the structuring of a company, including preparing the entity for a potential sale or purchase of the business

    Director
    Bee, Bergvall & Co

    Your client needs due diligence or to prepare for due diligence and you need someone who will care for your clients well and integrate well with you.

    Managing Partner
    Calder Associates

    when you need a trusted intermediary to Sell your business,raise funds to grow your business or grow your business through acquisition.

    Vice President Commercial Lending
    Parke Bank

    there is a need for capital in guiding entrepreneurs, small business owners, startup companies and franchises with Small Business Administration (SBA) lending

    Senior Manager
    Marcum LLP

    you have any valuation related needs. I have significant experience in business valuation, intangible asset valuation, complex securities valuation, etc.

    Account Vice President-Wealth Advisor
    Uehling Wealth Management of UBS Financial Services, Inc.

    a business owner needs help with succession planning, retirement readiness, retirement plan services, and personal financial planning

    Managing Principal
    RolfeAdvisory, LLC

    You have leadership challenges at the top of your organization that must be addressed.

    Tax Manager
    Drucker & Scaccetti

    There is a tax question.

    SVP, Senior Relationship Strategist
    PNC Wealth Management

    you need financial advice with a full service wealth management team of specialists to assist with investment portfolio management, private banking, wealth planning, trust and fiduciary services.

    SVP Director of SBA Lending
    Meridian Bank

    When any type of financing or equity is needed.

    Manager
    Bee Bergvall Co

    You need tax advice to assist in structuring a transaction

    Partner
    Stony Hill Advisors

    Owner wants to sell to exit, seek strategic investors, acquire to expand, or needs exit planning advice

    Financial Services Professional
    New York Life

    You need a second opinion on Tax Diversifying Retirement or Insurance concerns including Key Man, Buyout, and Individual Term and Whole Life.

    Vice President, Wealth Management
    Bernstein

    You have complexity in your financial situation coupled with the benefit of unique wealth. I seek to assist every client with advice that is aligned with their best interest, goals and value.

    Owner
    AILA Limited

    you require assistance At the Intersection of Law and Accounting; I can help with assessing transactions from valuing business interests to investigating financial representations in due diligence.

    Senior Vice President, Private Client Advisor
    Bank of America Private Bank

    You need advice on how to manage the risks, taxes and complexities that accompany significant financial and business success

    Director
    CFO Consulting Partners

    you require C suite, executive level end to end financial support services to professionalize your organization, build a strategy, improve cash flow and create value for your company.

    Partner
    Newton One Advisors

    You want to examine the leverage that life insurance may provide, typically for estate planning/tax liquidity, business succession funding or future financial obligations.

    Senior Vice President, Wealth Strategist Sr.
    PNC Wealth Management

    I build upon my experience as an attorney and wealth planning strategist to help business owners transition to the next phase of their life

    Partner
    Marcum LLP

    a business owner is seeking to sell the company and needs assistance determining the financial and tax implications; or a buyer needs to perform financial and tax due diligence on a potential target.

    Partner
    Benjamin Ross Group

    you are, or know someone who is considering the sale of their business and need a trusted and confidential intermediary to guide them and manage the entire business sale process

    President/owner
    irus advisory

    someone is needed to help shepherd along a process to achieve a specific result

    Senior Wealth Director
    BNY Mellon Wealth Management

    A family, client,or contact is looking to sell a business and needs the expertise of tax minimization, planning, escrow, or investment wealth strategies.

    Senior Vice President-Wealth Advisor
    UBS Financial Services

    you want help understanding the value of your business, your transition options, and what resources/proceeds you will need to accomplish your post business life financial and lifestyle goals.

    Financial Transition Planner
    Simone Zajac Wealth Mgmt Group

    You need to be confident that you are mapping out a great personal and financial (after tax) path that works best for YOU when navigating a major life transition event.

    Owner
    Schwartz Financial

    You are in need of a Business Valuation, Exit Planning and/or Wealth Management. With can put together a Non-qual Deferred Comp plan, Key Man Insurance, set up your Disability Insurance and more

    Managing Partner
    Benjamin Ross Group

    Benjamin Ross Group represents business owners who want to sell their businesses and leave their employees and customers in capable hands.

    Branch Manager and Portfolo Manager
    Calton & Associates, Inc.

    Personalized Family and Business Planning is a priority

    President
    Stress Free Family Business

    When the parents want to prepare their children to take over the business and/or when the parents and kids are fighting with each other and a cooler experienced head is needed.

    First Vice President
    44 Business Capital, a division of Berkshire Bank

    Creative financing is needed. We specialize in providing SBA and USDA programs for owner-users nationwide. Loan amounts range from $500K to $5MM

    President
    Sandler Training/Strategic Solutions Group

    Strategic Solutions Group is a multi-faceted workforce development company and an authorized Sandler Training center.

    Wealth Manager
    BNY Mellon

    Your clients are heading towards a liquidity event. I can help transition towards that liquidity event by providing fiduciary expertise, investment advice and BNY Mellon's resources

    Partner
    Harvest Business Advisors

    You want a business valuation, you are planning your business exit, or you are ready to go to market and sell your firm.

    Principal
    HQ Exec

    You hit obstacles in meeting your personal or business objectives. HQ Exec offers Management Advisory Services to owners of privately held companies.

    Principal Attorney
    Offit Kurman, P.A.

    you have any legal questions for your business from start-up through daily operations to wind-down.

    CEO
    W & C Associates

    An organization needs help to improve Operations, develop strategies for growth or to counter new market threats to prepare companies for change or to help them get ready for sale.

    Corporate Architecture- Zoning Planner- Project Manager
    ANCHOR POINT -Architecture, Planning & Project Management

    When Building assets are sold through a buy/sell deal, there are always multiple ADA, Egress Code, Architectural, planning/zoning approvals, and Covid transition issues, please call us to help.

    CEO
    Nth Round

    You're looking to get liquidity for yourself and/or your shareholders.

    VP, Senior Relationship Strategist
    PNC Wealth Management

    to assist you and your family in pursuing the peace of mind that comes from knowing that the important aspects of your financial life are thoughtfully orchestrated.

    Principal
    Offit Kurman

    you have any questions on what to consider when making long term plans to to transition out of your business.

    Certified Public Accountants / Litigation & Forensic Consultants
    Abo and Company, LLC / Abo Cipolla Financial Forensics, LLC

    Credible pro-active and not reactive business/financial/tax/financial forensics/ligation support/other dispute resolution service and/or valuations are required

    CEO & Founder
    ASPIRA Business Brokers & Advisors

    you are considering the purchase or sale of a business or want to plan for an exit.

    Coach / Chair
    DAB VENTURES, INC.

    An organization will benefit from C-level coaching / advisory around culture, leadership, team development, organizational focus and/or profitability

    Partner
    Plunkett Law Group

    Buying or selling a business where sophisticated, experienced legal counsel is needed, but where, for whatever reason, representation by a large law firm doesn't fit.

    Esquire
    Antheil Maslow & MacMinn, LLP

    you need a business lawyer to help with developing and implementing a succession plan (including buy-sell agreements), forming new entities, drafting any kind of business contracts.

    Manager
    Bee Bergvall & Co

    You are looking to transition your business to the next generation and want them to understand the business finances. Or if you want to make sure the financials represent the best of your business.

    Managing Associate
    Drucker & Scaccetti

    You need tax advice for a particular situation or are in need of compliance services.

    VP
    M&T Bank

    a problem needs to be solved

    Senior Vice President
    Griffin Stevens & Lee Tax Consulting Network

    Griffin/Stevens & Lee Tax and Consulting Network is a group of 25 tax, accounting, consulting and technology professional services firms, primarily operated by former Big Four professionals.

    Managing Member
    Bloom & Bloom, LLC

    You are starting a business, selling or buying a business, or need outside general counsel work for your small or emerging company.

    Attorney
    Flaster Greenberg PC

    you need a business lawyer for a corporate transaction, to help with the structuring of a company, including preparing the entity for a potential sale or purchase of the business

    Director
    Bee, Bergvall & Co

    Your client needs due diligence or to prepare for due diligence and you need someone who will care for your clients well and integrate well with you.

    Managing Partner
    Calder Associates

    when you need a trusted intermediary to Sell your business,raise funds to grow your business or grow your business through acquisition.

    Vice President Commercial Lending
    Parke Bank

    there is a need for capital in guiding entrepreneurs, small business owners, startup companies and franchises with Small Business Administration (SBA) lending

    Senior Manager
    Marcum LLP

    you have any valuation related needs. I have significant experience in business valuation, intangible asset valuation, complex securities valuation, etc.

    Account Vice President-Wealth Advisor
    Uehling Wealth Management of UBS Financial Services, Inc.

    a business owner needs help with succession planning, retirement readiness, retirement plan services, and personal financial planning

    Managing Principal
    RolfeAdvisory, LLC

    You have leadership challenges at the top of your organization that must be addressed.

    Tax Manager
    Drucker & Scaccetti

    There is a tax question.

    SVP, Senior Relationship Strategist
    PNC Wealth Management

    you need financial advice with a full service wealth management team of specialists to assist with investment portfolio management, private banking, wealth planning, trust and fiduciary services.

    SVP Director of SBA Lending
    Meridian Bank

    When any type of financing or equity is needed.

    Manager
    Bee Bergvall Co

    You need tax advice to assist in structuring a transaction

    Partner
    Stony Hill Advisors

    Owner wants to sell to exit, seek strategic investors, acquire to expand, or needs exit planning advice

    Financial Services Professional
    New York Life

    You need a second opinion on Tax Diversifying Retirement or Insurance concerns including Key Man, Buyout, and Individual Term and Whole Life.

    Vice President, Wealth Management
    Bernstein

    You have complexity in your financial situation coupled with the benefit of unique wealth. I seek to assist every client with advice that is aligned with their best interest, goals and value.

    Owner
    AILA Limited

    you require assistance At the Intersection of Law and Accounting; I can help with assessing transactions from valuing business interests to investigating financial representations in due diligence.

    Senior Vice President, Private Client Advisor
    Bank of America Private Bank

    You need advice on how to manage the risks, taxes and complexities that accompany significant financial and business success

    Director
    CFO Consulting Partners

    you require C suite, executive level end to end financial support services to professionalize your organization, build a strategy, improve cash flow and create value for your company.

    Partner
    Newton One Advisors

    You want to examine the leverage that life insurance may provide, typically for estate planning/tax liquidity, business succession funding or future financial obligations.

    Senior Vice President, Wealth Strategist Sr.
    PNC Wealth Management

    I build upon my experience as an attorney and wealth planning strategist to help business owners transition to the next phase of their life

    Partner
    Marcum LLP

    a business owner is seeking to sell the company and needs assistance determining the financial and tax implications; or a buyer needs to perform financial and tax due diligence on a potential target.

    Partner
    Benjamin Ross Group

    you are, or know someone who is considering the sale of their business and need a trusted and confidential intermediary to guide them and manage the entire business sale process

    President/owner
    irus advisory

    someone is needed to help shepherd along a process to achieve a specific result

    Senior Wealth Director
    BNY Mellon Wealth Management

    A family, client,or contact is looking to sell a business and needs the expertise of tax minimization, planning, escrow, or investment wealth strategies.

    Senior Vice President-Wealth Advisor
    UBS Financial Services

    you want help understanding the value of your business, your transition options, and what resources/proceeds you will need to accomplish your post business life financial and lifestyle goals.

    Financial Transition Planner
    Simone Zajac Wealth Mgmt Group

    You need to be confident that you are mapping out a great personal and financial (after tax) path that works best for YOU when navigating a major life transition event.

    Owner
    Schwartz Financial

    You are in need of a Business Valuation, Exit Planning and/or Wealth Management. With can put together a Non-qual Deferred Comp plan, Key Man Insurance, set up your Disability Insurance and more

    Managing Partner
    Benjamin Ross Group

    Benjamin Ross Group represents business owners who want to sell their businesses and leave their employees and customers in capable hands.

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