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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 – Exit Planning Exchange member directory is where you can find a diverse group of experts – and they can find you.

Showing 1373 Members

Rich Weiner

Partner

AAFCPAs

Call me when... The tax structure of a transaction requires evaluation and understanding

Member for 13 years

Greater Boston

Bronze

Paul Cronin

M&A Advisor

Touchstone Advisors

Call me when... Your client is trying to decide whether to sell, transfer or wind down their business. I will help them decide, then create a plan to sell to the right buyers

Member for 15 years

Greater Boston

William Jarry

Managing Director

Hingham Street Advisors of Wells Fargo Advisors

Call me when... financial planning and wealth management needs arise.

Member for 16 years

Greater Boston

Scott Loring

Mediator and Coach

Cooperative Coaching & Mediation

Call me when... conflict between business owners and their internal or external partners impedes company profitability or cultural cohesion.

Member for 13 years

Greater Boston

Chris Mellen

Senior Managing Director

VRC / Valuation Research Corporation

Call me when... a valuation is needed.

Member for 20 years

Greater Boston

David Poulin

Senior Vice President – Financial Advisor - CIMA® CPWA®

RBC Wealth Management

Call me when... You are a business owner in need of personal financial clarity, some unique lending strategies, looking for sophisticated business and personal retirement planning.

Member for 11 years

Greater Boston

William Rodgers

Partner

Shipman & Goodwin LLP

Member for 11 years

Greater Boston

Gold

Gregory Rush

Senior Managing Director

Dunn Rush & Co. LLC

Call me when... when a business owner is interested in considering the sale of their business, wants to how the M&A process works, and how to increase the value of the company between now and a liquidity event.

Member for 14 years

Greater Boston

Silver

Warren Rutherford

Owner

The Executive Suite

Call me when... Your client needs an executive search to get a successor in place.

Member for 14 years

Greater Boston

Matthew Slaney

President

FinArc Investments, Inc.

Call me when... an entrepreneur needs help managing their investment portfolio and integrating it with other parts of their financial life (e.g. philanthropy, estate, tax, etc.)

Member for 13 years

Greater Boston

Shannon Zollo

Partner

Morgan Lewis & Bockius LLP

Call me when... you have a client who is in need of sophisticated corporate legal advice and representation for a VC financing, Private Equity recap, and/or M&A event.

Member for 20 years

Greater Boston

Summit Event

Steven Pappas

Partner

Touchstone Advisors

Call me when... You need a professional to discuss your business ownership exit planning options.

Member for 12 years

Connecticut

Mark Campbell

Managing Director

Scout Valuations

Call me when... A business valuation is needed for business planning, estate planning or litigation.

Member for 13 years

Connecticut

Michael Clear

Attorney

Wiggin and Dana

Member for 13 years

Gold

Keith Dee

President

Osage Advisors, LLC

Call me when... you are looking to sell your company. We work with closely-held and family owned businesses with $3.0 to $100 million in revenue.

Member for 11 years

Connecticut

Ramsey Goodrich

Managing Partner

Carter Morse & Goodrich

Call me when... A business owner is contemplating a transaction (Financing, Sale or Acquisition), even years in advance of a transaction so we can help the owner maximize shareholder value.

Member for 17 years

Michael Grundei

Partner

Wiggin and Dana LLP

Member for 11 years

Mark Kaduboski

Attorney

Wiggin and Dana

Call me when... statement

Member for 13 years

Connecticut

Andrew Karlen

Esq.,

Law Office of Andrew N. Karlen

Call me when... A business owner is or should be thinking about their ultimate departure from their business; Particularly when the client is an owner of or stakeholder in a family owned business;

Member for 12 years

Connecticut

Nathan Klatt

Managing Director

Rockport Investment Partners

Call me when... A client needs a valuation and/or support for a potential transaction and would like to work with a collaborative advisor.

Member for 12 years

Connecticut

Bronze

Jeremy Bendler

Partner

Bendler & Company, PC

Call me when... you are considering the tax ramifications of a transaction. Managing the tax burden associated with a deal is often critical in taking the deal to closing.

Member for 15 years

DC Metro

Robert Cohen

Managing Member

Cohen CPA Strategies, LLC

Call me when... A client a starting a business, starting to think about selling or growing their business, or any tax related or financial decisions need to be considered.

Member for 13 years

DC Metro

Todd Feldman

CFP®, CExP™

Merit Financial Advisors

Call me when... you come into contact with a business owner that needs assistance planning for the single most critically important emotional and financial event of their lives; the transition out of their business.

Member for 13 years

DC Metro

Stephanie Katz

President

CETA Benefit Consulting Group, LLC

Call me when... there's a question or concern involving human resources or benefits, especially when considering a merger, acquisition, or sale of a business

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