New Members
XPX Community Exchange
New People. New Ideas. XPX is Always Growing to Help You – and Your Clients
Welcome to our Community Exchange! It’s designed to give you to get a quick snapshot of all the great new members, content and events at XPX- Exit Planning Exchange across our network. Please explore and click through to learn more about our members and benefit from the knowledge they share with the community. If you don’t want to miss this valuable update, subscribe to our monthly email digest.
New Members
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Jeff Stinson
New Member
Principal
Revelate Advisory
Call me when... you are looking for a structured, measurable, and adaptable approach to long-term strategic planning and business growth
Jim Frangenberg
New Member
Wealth Advisor
Wells Fargo
Call me when... When you need a collaborative partner in wealth management
Michael Camarro
New Member
Sr. Advisor
Exit Boston, Mergers & Acquisitions
Call me when... You need to sell your business.
Andrew Sipe
New Member
Employee Benefits Consultant
EHD Insurance
Call me when... Your client is interested in make a change to their employee benefits (medical, dental, vision, life, etc) or interested in executive benefits for C-suite employees.
James Brooks
New Member
Principal
Robust Flow Operations, LLC
Call me when... ...your operations are plagued with data headaches that seem insurmountable and are holding back growth.
William Stewart
New Member
Managing Director
First Street Acquisitions
Call me when... you have questions regarding valuations and selling your company
David Dickenson
New Member
Managing Partner
Dickenson & Associates
Call me when... David Dickenson III
Michael Carpino
New Member
Vice President
FCCB
Call me when... Assisting business owners across multiple industries with all aspects of C & I lending
Rose Amadi-Emina
New Member
Private Banker - Financial Advisor
J.P. Morgan Private Bank
Call me when... you have a client looking to transition from their business and needs helps with uncovering the intent for their wealth.
Daniel Russell
New Member
Director of Business Development
HeimLantz CPAs & Advisors, LLC
Call me when... A business and its owners need a trusted financial advisor to maximize business value by thinking and engaging like a strategic partner.
Edward Papier
New Member
President
Amadeus Wealth Alternatives
Call me when... You have a client who selling his/her company and is looking for sophisticated portfolio construction, As an independent RIA, we specialize in alternative investments, many of which are income producing.
Edward Grenville
New Member
Managing Partner
Inspire Business Law Group, LLP
Call me when... You require advice or representation in an M&A transaction
Dennis Schwartz
New Member
Managing Director
The WealthCare Group of Raymond James
Call me when... You are looking to grow your business or transition your business while aligning your business, financial, personal and legacy goals.
Charles Goldberg
New Member
Attorney
Baker, Donelson, Bearman, Caldwell & Berkowitz
Call me when... you have legal needs for tax, business and/or estate planning
Michael Silva
New Member
Founder and CEO
Emely AI
Call me when... you are stuck with AI, or Cybersecurity
Heather Johnston
New Member
Director, Business Development
Maximus Partners, LLC
Call me when... A business needs financial (CFO) support/advice to grow/scale or take part in a transaction. We also recruit Accounting, Finance and IT talent across the US.
Rich Carroll
New Member
Principal, CFO Advisory
Maximus Partners
Call me when... Business is looking to scale, acquire, sell or engage investors.
Carlos Torres
New Member
VP - Senior BDO (SBA)
First Internet Bank
Call me when... SBA financing is required. First Internet is a top 7 SBA shop and I do deals nationwide. I also pay referral fees. I have 10 years of SBA experience including 7 years in credit underwriting.
Dave Key
New Member
Managing Director
Murphy Business and Financial
Call me when... You want to Sell your company at the highest value leveraging the best resources in private buyers, private equity, tax professional wealth management,, banks and estate tax planners.
Greg Smith
New Member
Managing Director
Attolon Partners
Call me when... you need to hire an executive leader. We specialize in the finance suite (CFO, VP Finance, Controller) and have supported clients when a need exists to identify proven leadership talent across the C-Suite.
Patrick Johnston
New Member
Business Intermediary/M&A Advisor
Murphy Business Sales - Texas Region
Call me when... you want to get the maximum value for your business, you need help navigating the complexities of the M&A process, you want to find the right buyer, save time and reduce stress, and achieve a successful and profitable exit.
ANNE BISAGNO
New Member
CEO
Xantrion Inc.
Call me when... You want to increase company value by decreasing cyber risk and increasing operational efficiency, reliability and scalability or want tech due diligence and integration support
Rebekah Gucciardo
New Member
Head of Business Development
NOW CFO
Call me when... Offering Full-Service, Permanent, Hourly, Part-time & Project based Customized Fractional CFO, Controller, Operational Accounting, & Consulting
Elaine Eisner
New Member
Principal
Eisner Gohn Group
Call me when... You need to understand an existing Insurance solution or look at new insurance strategies.
Hank Beresin
New Member
Managing Director
First Street Business Brokers
Call me when... you have a client, friend or family member considering selling their business.
Erik Schlesinger
New Member
CEO
Buiild Scale Prosper
Call me when... you have a client looking to buy or sell a business. I help them maximize value, avoid common pitfalls, and ensure a deal that aligns with their financial and legacy goals.
McLean Hudson
New Member
Principal
Radnor Lake Capital
Call me when... A small business owner wants a read on how a a LMM-focused investors thinks about their valuation / exit opportunities or how to maximize value at exit.
Richard McDerby
New Member
Partner
Manatt, Phelps & Phillips LLP
Call me when... You are considering a strategic transaction, like buying or selling a business involving a strategic, financial or a management team, or raising capital or making strategic investments in other companies.
Joe Belz
New Member
Associate
Carleton McKenna & Co.
Call me when... you or your client may benefit from advice regarding an M&A transaction or capital raise.
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Colby Taylor
New Member
Head of Marketing
Taylor Proactive Team
Call me when... You are making $1+M and need a specialized tax plan and a team that will wipe out 5-6 figures of your taxes using a plan that matches your own goals.
Eric Maertin
New Member
Founder & Managing Partner
Enduring Value Investments LLC
Call me when... interested in connecting about anything business-related
Scott Carlson
New Member
Insurance and Risk Advisor
CRS Insurance Brokerage
Call me when... Companies need assistance on analyzing their current insurance programs to control their total cost of risk regarding short term M&A activities or long-term planning for M&A activities
Rachel McCallie
New Member
Associate
Husch Blackwell LLP
Call me when... you or your client have estate planning needs, desire to protect personal and business assets, and want to minimize or mitigate possible estate tax exposure
ERIKA MARQUEZ
New Member
SENIOR MANAGER TAX CONSULTING
ACCUITY, LLP
Call me when... you need tax advisory services—whether for one-time transactions or optimizing operational efficiencies. I’m here to help you navigate tax complexities with ease!
Carol Eversen
New Member
Area Managing Partner & CMO
Chief Outsiders
Call me when... Your company/portfolio company is not achieving revenue goals and is at risk of missing performance vs the investment thesis. We can work with you to build a consistent, predictable growth engine. We also support Due Diligence specifically around th
Anthony Chwastyk
New Member
Partner
Cohen Seglias Pallas Greenhall & Furman, P.C.
Call me when... you need legal assistance in corporate and M&A matters.
Blake Becker
New Member
Producer
Engle Hambright & Davies
Call me when... There are insurance questions
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XPX is a multi-disciplinary community of professional advisors who work collaboratively to help owners build valuable businesses and assist them in preparing and executing a successful transition. Our members have specific areas of expertise as well as a holistic understanding of the breadth of challenges an owner faces throughout the stages of the private company life cycle.
We are unique in that we are the only open advisor network in the private company/business value transfer market. This means that we do not advocate a single approach or vendor. Instead, we endeavor to be a place where all advisors, owners and vendors can interact and collaborate. Each XPX Chapter is a locally-controlled non-profit organized by national and regional leaders in the private company market.
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New & Upcoming
XPX Community Exchange
New People. New Ideas. XPX is Always Growing to Help You – and Your Clients
Welcome to our Community Exchange! It’s designed to give you to get a quick snapshot of all the great new members, content and events at XPX- Exit Planning Exchange across our network. Please explore and click through to learn more about our members and benefit from the knowledge they share with the community. If you don’t want to miss this valuable update, subscribe to our monthly email digest.