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.

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Showing 988 members

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Kimberly Kramer

Of Counsel

McLane Middleton, Professional Association

Your closely held or family owned business client is ready to strategize or implement an internal or external transition.

Member for 3 Years

Greater Boston

Timothy D. Ward

Director

KatzAbosch

You need accounting/tax/valuation exit planning assistance or if your client is looking for a CPA/Consulting firm to assist them.

Member for 8 Years

Maryland

Silver

Matt Melago

Managing Director

Greenwich Capital Group

You a have a company in which ownership is interested in exploring a transition through either a third-party sale, ESOP, or internal partner or management buyout , as well as when you have a company interested in exploring strategic acquisitions

New Member

Charlotte

Matthew T Allison

Senior Consultant

ROCG Consulting

You are looking to develop a strategic plan to build the value of your business.

Member for 3 Years

Greater Boston

Bonnie Mauldin

CEO

The Mauldin Group

You need web design and digital marketing for lead generation and branding!

Member for 1 Year

Atlanta

William Mohnacs of Parke Bank is a member of XPX Philadelphia

William J Mohnacs

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

Member for 2 Years

Philadelphia

Silver

Vivian Lara

Director

www.cohnreznick.com

Advisory. Audit. Tax.

New Member

South Florida

Sylvia Lagerquist

President

Haines & Lagerquist CPAs, LLC

A business owner wants to work on the business as well as in the business.

Member for 2 Years

DC Metro

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

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 2 Years

South Florida

Harvey J Smith

CEO, Master Certified Coach

Institute Success

You want an engaged leadership Team. Leadership development. Confidential Executive Coaching. Leader needs greater clarity on what is his/her vision of success. Help in hiring the right person for the roles. Identifying your next life adventure.

Member for 1 Year

Charlotte

Silver

Chris Angel

Principal Consultant

Expense Reduction Analysts

Expense Reduction Analysts (ERA) is a global firm that delivers additional cash flow to middle market clients through savings found in their supplier base. We help firms inprove cash flow & EBITDA to help fund capital projects or prepare for exit.

New Member

Triangle

Jamie Shock

Sales Director

TriNet

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 1 Year

South Florida

Silver

Cindy Atkinson

Vice President, Sales, Baltimore Region

Hartman Executive Advisors

Hartman works with executive management to align innovative IT solutions with overall business strategy. We are an independent technology advisory firm providing unbiased guidance and leadership.

Member for 3 Years

Maryland

Robert M Rosner

Mr.

Robert M. Rosner & Associates, Inc.

You want an independent insurance broker who brings years of experience in solving problems for entrepreneurs and professionals with their other trusted advisers.

Member for 2 Years

Atlanta

Silver

Ethan Grossman

Vice President

Merrill Lynch

You are or know a successful person looking for guidance on how to make smarter financial decisions.

Member for 1 Year

South Florida

Patrick Trask of CSG Partners is a member of XPX Fairfield County

Patrick M Trask

Managing Director

CSG Partners

Your client is thinking about: (i) succession planning; (ii) selling a business; or (iii) establishing a new employee retirement benefit plan. An ESOP solution could have significant advantages

Member for 2 Years

Fairfield County

Silver

Jeff Hart

Tarlow Breed Hart & Rodgers, PC

Member for 7 Years

Greater Boston

Michael Meyer

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

Member for 3 Years

Philadelphia

Christopher Smith of Bristol Group Atlanta is a member of XPX Atlanta

Christopher David Smith

M&A Advisor

Bristol Group Atlanta

M&A Broker/Advisor

New Member

Atlanta

Lynn Schade

SVP and Regional Manager

Middlesex Savings Bank

You need bank financing for a company based in New England with under $200MM in revenues. We provide financing for M&A, equity recaps, leverage cash flow deals and traditional business needs.

Member for 3 Years

Greater Boston

Silver, Summit Full Table

Bob Molony of Expense Reduction Analysts is a member of XPX Philadelphia

Bob A Molony

Principal Consultant

Expense Reduction Analysts

Call me to find additional cash flow by reducing non-personnel, operating expenses. I can help with over 40 cost categories covering: Operational supplies, Medical Services, Logistics, Technology, Banking & Financial Services

Member for 1 Year

Philadelphia

Timothy Geppert

Advisor

Vaco LLC

You have a Construction company with an XPX need

Member for 4 Years

San Antonio

Samantha Fisher

Accountant

BDO USA, LLP

You are looking for assistance with business valuation, forensic consulting, or expert witness services.

Member for 3 Years

Maryland

John Seybold of Employer Flexible is a member of XPX San Antonio

John C Seybold

Market Manager

Employer Flexible

You have HR, Employee Benefit, Payroll, Risk Management needs. We have decrease the amount of time it takes to close a sale of a small business by up to 45 days.

Member for 2 Years

San Antonio

Michael A Sapperstein

Manager

RS&F, LLC

Call me before you are considering selling your company, merging with another company or acquiring a company to discuss options and if you are ready.

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