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.

Showing 44 Members
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Russell Cohen of South Florida M & A  Advisors is a member of XPX South Florida
Russell J Cohen
President
South Florida M & A Advisors

Call Me When... You are ready to start to prepare your business for sale for a confidential consultation!

Member for 3 Years
Henny Lawrence Shomar
Director
Tripp Scott P.A.

Call Me When... You have a client that has questions about their corporate legal structure, their transaction, or a dispute

New Member
Vince DeLuca of HSBC Bank is a member of XPX South Florida
Vince DeLuca
Relationship Management
HSBC Bank

Call Me When... A business client desires financing or cash management, or other banking products and services, to help it grow, mitigate risk, operate more efficiently, or transition the business.

Member for 3 Years
Andy Robertson
Mr
British American Business Council

Call Me When... Accountant, Analyst

New Member
Jeffrey Brenner of CSuite Impact DealMakers is a member of XPX South Florida
Jeffrey Brenner
Senior Managing Director
CSuite Impact DealMakers

Call Me When... When you're looking to sell your business, make an acquisition or raise growth capital

Member for 4 Years
John Owens of Greenberg Traurig, P.A. is a member of XPX South Florida
John D. Owens
Shareholder (Attorney)
Greenberg Traurig, P.A.

Call Me When... you need counsel regarding financing (venture capital, private equity, etc.), or exit/combination events for your company.

Member for 3 Years
Christopher Thomas Pumo
President & CEO
Skyline Analytics, LLC

Call Me When... When you want to get profit-driving insights out of your company's data

Member for 3 Years
Ian Goldberger of Kaufman Rossin & Co. is a member of XPX South Florida
Ian Goldberger
Principal, Transaction Advisory Services
Kaufman Rossin & Co.

Call Me When... You need an accounting firm involved in the sales process (i.e. quality of earnings and/or tax structuring)

Member for 1 Year
Michael Schiff of Klingenstein Fields Advisors is a member of XPX South Florida
Michael S Schiff
Managing Director
Klingenstein Fields Advisors

Call Me When... Considering an exit or sale from a business to understand options available and planning techniques to consider for preserving wealth and ongoing growth

Member for 3 Years
Mazal Yehezkely
First Vice President
IDB Bank

Call Me When... You need a trusted advisor who can help with your financial goals and transactions

Member for 3 Years
Michael DeSiato of Cherry Bekaert LLP is a member of XPX South Florida
Michael DeSiato
CPA, CExP, CEPA and CVGA
Cherry Bekaert LLP

Call Me When... your client wishes to increase both the value and transferability of their business for an eventual exit.

Member for 3 Years
Brian Auerbach
Regional Sales Director- South Florida
Paycor

Call Me When... Already spoke to Erik & Rana.

Member for 2 Years
Jonathan Kudary
Director
Daszkal Bolton

Call Me When... Your Looking to purchase or sell a company or need a valuation done.

Member for 1 Year
John Gullman of Growth Capital Advisors is a member of XPX South Florida
John D Gullman
Principal
Growth Capital Advisors

Call Me When... A business is in need of financing, doing an acquisition or considering the sale of part or the entire company.

Member for 3 Years
Joe L. Fernandez
Wealth Management Specialist
Fendz Asset Management, Inc.

Call Me When... A client needs a fiduciary adviser to oversee the sale of his business and wealth management during and after exit.

New Member
Dug McGuirk of Revolutionary Growth is a member of XPX South Florida
Dug McGuirk McGuirk
CEO
Revolutionary Growth

Call Me When... You want to improve culture or communication. You want to uplevel your sales or marketing. You want to improve your presentation skills

Member for 1 Year
Chris Moreno
VP Wealth Management
Bernstein Private Wealth

Call Me When... Your business is preparing to sell so we can assist with pre-transaction planning.

Member for 1 Year
Christine Mills of Raymond James is a member of XPX South Florida
Christine Mills
Financial Advisor
Raymond James

Call Me When... Business owners are exploring exit strategies

Member for 1 Year
Marc Horowitz of Amerivest Business Brokers Group is a member of XPX South Florida
Marc J Horowitz
Managing Director
Amerivest Business Brokers Group

Call Me When... Looking to work with motivated business sellers to maximize proceeds at closing.

Member for 3 Years
Lawrence Lambert of Law Office of Lawrence B. Lambert is a member of XPX South Florida
Lawrence B. Lambert
Owner
Law Office of Lawrence B. Lambert

Call Me When... A business owner or entrepreneur is ready to create a new business or wants to buy or sell and existing business.

New Member
Rana Gorzeck of Weiss Serota Helfman Cole + Bierman is a member of XPX South Florida
Rana M Gorzeck
Attorney/Partner
Weiss Serota Helfman Cole + Bierman

Call Me When... You need an attorney for your Florida legal transactions, including real and personal property, secured financing, mergers and corporate transactions. Strategy, negotiation, due diligence and execution are my strengths.

Member for 4 Years
A.J. Krause of Private Capital Transaction Advisors is a member of XPX South Florida
A.J. Krause
Managing Director
Private Capital Transaction Advisors

Call Me When... Shareholders of a closely-held business are considering a sale.

Member for 1 Year
Jamie Shock
Sales Director
TriNet

Call Me When... You are looking for a consultative conversation around scaling a business, analyzing employee related costs, or preparing a company for exit. We offer a tech and HR solution for SMBs for benefits, risk & compliance. And looking for new eco partners

Member for 3 Years
Doron Abrahami of Impact Business Builders is a member of XPX South Florida
Doron Abrahami
CEO
Impact Business Builders

Call Me When... You're frustrated with the speed with which your company is growing, or concerned that you are growing too quickly to maintain control.

Member for 3 Years
Fabiola Paz
VP Relationship Manager Commercial Banking
PNC Bank

Call Me When... Commercial Banking Relationship Manager- Equipment financing, working capital, refinancing debt, improving treasury or merchant services

Member for 1 Year

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