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 1265 Members

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Faryn Davidson

Legal and Insurance Advisor

Dire Wolf

I am a commercially astute, highly motivated, results-oriented senior executive with a track record in business management, strategy development, leadership in product innovation, delivery in digital education, information technology and financial se

New Member

South Africa

Emmy Lou Burchette

President & CEO

Burchette & Associates, Inc.

I advise firms and develop market strategy, brand, marketing and communications initiatives to create value and accelerate growth.

New Member

Charlotte

Kwesi Robotham

Managing Director

Kingstowne Advisors, LLC

We help small businesses grow their bottom line by 50% within 12 - 18 months while helping owners and executives create tax advantaged income and exit strategies.

Member for 5 years

DC Metro

Alexander Brokhin

Founder

Imperial

Accounting consulting, audit readiness, outsourced controllership

Member for 1 year

Houston

Kevin Goldsmith

Managing partner

Fawn Lake Partners

Small business acquisition opportunities, particularly in the insurance industry

Member for 1 year

Greater Boston

Mac Winchester

Senior Regional Director

Principal

Outside of market hours

Member for 1 year

DC Metro

John McGourty

Financial Advisor

CFG / MassMutual

you want to know how best to start the process of being prepared to transition your company to create a lifetime of income and an estate for your family.

Member for 1 year

Greater Boston

Kurt Dyck

Founder

Avance Accounting, LLC

You need more accurate, timely or relevant financial records or reporting

New Member

Charlotte

Billy Amberg

President

Bloomwood

Call me when capital gains tax on sale is an issue. My firm specializes in deferring and eliminating gains on the sale of businesses.

New Member

Atlanta

Corwin Davidson

Certified Exit Planner

Hill Country Business Strategies

You Need To

Member for 1 year

Austin

Howard Abrahams

President

Morewood Funding, LLC

A business needs capital but a bank can't or won't lend. Any industry/geography.

Member for 1 year

Long Island

Steve Edwards

Founder

Edwards Performance Solutions

When operational performance needs to be improved for the organization. To include business processes and procedures, as well as cybersecurity programs, need to be assessed and improved.

Member for 1 year

Maryland

Michelle Campbell

CEO

Time Value Accounting & Business Services LLC

a small to mid-size business needs CFO, Accounting, Tax planning, Tax resolution services.

Member for 3 years

Triangle

Marc Mingolelli

Director

HUB International, LLC.

I focus on assisting the private equity and family office community through my insurance expertise. I support transactions, fundraising, and help the ecosystem source deals.

Member for 5 years

Greater Boston

Jeff Avery

Insurance Specialist

Hotaling Insurance Services

I provide unbiasted risk management stratagies to protect business owners unique and specific exposures so that they stay on the path of finacial security.

New Member

Houston

Edward Bortnick

CPA,CVA,MAFF, CFF

skmb,p.a.(Cpa's & Business Valuators)

You need a business valuation, litigation support, tax planning or preparation, an audit review or compilation, management consulting

Member for 8 years

DC Metro

Bob Zelinger

Partner

Hinckley Allen

you need an experienced and practical business attorney.

Member for 9 years

Hartford

Stan Eigenbrodt

Member

Frederic Dorwart, Lawyers PLLC

you know someone who needs a seasoned buy-side or sell-side M&A laywer

Member for 6 months

Dallas

Patti Anderson

Vice President-SBA Commercial Banker

First National Bank Small Business Finance

You have questions about SBA lending. Happy to talk to colleagues and clients that are either buying a business OR existing businesses looking for expansion capital at any stage of the business cycle.

Member for 3 years

Chicago

Silver

Chris Albert

Director of Business Development

Clarity Family Office

an individual or business owner with an entrepreneurial mind set is needing ideas and consultation to significantly reduce their taxes, protect their assets, transfer wealth and grow generational wealth.

New Member

Nashville

Todd Dauphinais

Managing Partner

Clavis Capital Partners

Operationally oriented private investment firm

Member for 2 years

Dallas

Gary Altman

Mr.

Altman Associates

I help individuals and business develop successful plans to dispose of assets and business interests in a tax efficient manner that will, eventually, protect the inheritance for children and heirs.

Member for 7 years

DC Metro

Brent Eugenides

Managing Member

BE Financial LLC

You need to do the due diligence work ahead of a transition of your ownership interest in a business enterprise in the next 1-3 years.

Member for 11 months

Fairfield County

Tiiu Ashcraft

Sales and Marketing Director

One 8 Solutions

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.

New Member

Greater Boston

Trevor Crow

Attorney

Doida Crow Legal LLC

I'm an M&A attorney that helps buyers and sellers navigate the M&A process for a successful deal.

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