Find an Advisor

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 1310 Members

Colleen Migl

Shareholder

Quadros Migl & Crosby PLLC

Call me when... You need an attorney!

Member for 2 years

Houston

Annual

Summit Goody Bag

Dawn DiMartino

Regional Manager

PuzzleHR

Call me when... A Company needs HR Due Diligence or Support

Member for 11 months

Cleveland

James Junker

Managing Director

Pilot Hill Advisors

Call me when... An owner needs to consider selling and could benefit from a look at an ESOP or sale to existing management to ensure continuity, liquidity and a flexible transition.

Member for 7 years

Chicago

Frank Brigante

Managing Director

CIBC

Call me when... you are looking for a comprehensive banking solution. CIBC provides commercial lending, acquisition financing, equipment financing, capital markets, and cash management solutions.

Member for 3 years

New York

Corby Megorden

Principal

Ennis Legacy Partners

Call me when... You find a business owner who desires to exit their business, lacks a plan and is unsure of where to begin.

Member for 9 years

DC Metro

Jackie Ghedine

Co-Founder

MGXW Consulting

Call me when... You need to establish leadership philosophy, implement leadership and team development, co-elevate, navigate change management

Member for 2 years

Long Island

Adam Marshall

Managing Member

Lorium (Law) PLLC

Call me when... Business owners or C-suite want to ensure their legal foundation is solid and prepared for an exit.

New Member

Atlanta

John Colucci

Director, Corporate Department and Managing Director, Woburn Office

McLane Middleton

Call me when... A business is planning a significant transition.

Member for 8 years

Greater Boston

Silver

Tom Camp

Managing Member

Camp Corporate Law, LLC

Call me when... you have a client in need of an experienced M&A or Private Equity attorney focusing on the lower middle market.

Member for 9 years

Greater Boston

John Lionberger

Executive Director

DGP Capital

Call me when... When someone has a client preparing for an exit within the next year or so and would like to start putting their plan together. Also, call if someone needs an investment banker for an upcoming deal regardless of time frame.

Member for 1 year

Houston

Ryan Seifert

CEO

Teric Technology LLC

Call me when... you want to enhance your company's performance, it's vital to enhance your technology approach, simplify procedures, and integrate cutting-edge reporting, automation, and AI solutions.

Member for 2 years

Houston

Leighton Liles

Director - Family Wealth Advisor

Baird

Call me when... You need to plan for wealth across multiple generations

Member for 1 year

Nashville

Michael Camarro

Sr. Advisor

Exit Boston, Mergers & Acquisitions

Call me when... You need to sell your business.

Member for 7 months

Greater Boston

Lynette Buitt

Co-Founder / People M&A Consultant

PeopleFirst M&A Partners

Call me when... you want to chat about the people side of M&A!

New Member

Nashville

Gershon Morgulis

Fractional CFO & Consultant

Imperial Advisory - Fractional CFOs and Advisors

Call me when... Your client needs a CFO or when the finance team needs to expand skills or bandwidth

Member for 6 years

Long Island

Diane DeCesare

Partner

Armanino LLP

Call me when... You need a trusted advisor to work with your team to maximize cash flow through reduction to tax and understanding of financial terms of the deal.

Member for 7 years

Philadelphia

Kimberly Prescott

President

Prescott HR

Call me when... you have a client or prospect that has employees.

Member for 6 years

Maryland

Germaine Harris

Director, Private Wealth Advisor

BMO

Call me when... You need the help of a team of experts to address complex planning issues around: Business transition, Wealth transfer, Sophisticated income and tax planning. My team consists of a Private Banker, Wealth Planner, and a Trust professional.

Member for 5 years

Chicago

Randall Harris

Senior Manager

Tucker & Meltzer Valuation Advisors

Call me when... you need an experienced valuation professional, especially for estate planning purposes and ESOP valuations.

Member for 1 year

Maryland

Richard Mahan

Partner

CohnReznick LLP

Call me when... I am a partner in a CPA firm. I represent private equity and venture firms and their portfolio companies. Call me when you are in need of audit, tax or advisory services.

Member for 2 years

Maryland

Tiiu Ashcraft

Sales and Marketing Director

One 8 Solutions

Call me when... When a company needs a Client Accounting Services Firm to help to solve financial management challenges, need ongoing accounting and bookkeeping support, and any QuickBooks order fulfillment.

Member for 1 year

Greater Boston

Greg Romero

Founder & Principal

Romero Solutions Group

Call me when... your family business clients need help with strategic planning, profitability, organizational sustainability, professionalism, operating rhythm effectiveness and unexpected problem solving.

Member for 4 years

Greater Boston

Bronze

Nancy Stabell

Managing Member

Wood Stabell Law Group, PLLC

Call me when... Lower Middle Market Exit Opportunties

Member for 2 years

Nashville

Eric Lousararian

Partner

Ignition Consulting

Call me when... your business needs back-office overhaul, streamlined focus, or prep for profitable growth and M&A

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