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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GREG BOUCHER of SWBC is a member of XPX Maryland
GREG BOUCHER
BANKER
SWBC

Call Me When... Home or investment property income is a consideration for growth equity or when as an HR advisor or benefits manager, you would like to provide discounts on mortgages for employees.

Member for 11 Years
Michael C Laur
Founder
Taxster

Call Me When... Research & Development Tax Credits, Cost Segregation Studies, and Accounting Method projects. Taxster is a value add firm that provides services that compliment existing CPA relationships

Member for 1 Year
Alex Goss
Vice President - Small Business Lending
Live Oak Bank

Call Me When... You are seeking financing to either buy or sell a business

Member for 1 Year
John Owens of Greenberg Traurig, P.A. is a member of XPX South Florida
John D. Owens
Shareholder (Attorney)
Greenberg Traurig, P.A.

Call Me When... you need counsel regarding financing (venture capital, private equity, etc.), or exit/combination events for your company.

Member for 3 Years
David Walsh of Oberon Securities is a member of XPX Greater Boston
David Walsh
Managing Director
Oberon Securities

Call Me When... You or your client wants to sell your business, buy a business, understand value, and or raise capital.

Member for 3 Years
Mark England of Franchise Directions is a member of XPX Triangle
Mark England
Owner
Franchise Directions

Call Me When... You are considering franchise investment or growing your business.

New Member
Daniel Lam
Partner
Goodsill Anderson Quinn & Stifel LLP

Call Me When... M&A and Exit Planning Attorney

New Member
Jeff Hawkins
Partner
Carr, Riggs & Ingram, LLC

Call Me When... you need accounting and tax assistance with your next transaction. Our team of dedicated transaction advisory specialists focus on middle market and lower middle market space. We perform services on both the sell and buy side.

New Member
Ed Pierce of Coos Bay Partners is a member of XPX Greater Boston
Ed Pierce
CFO
Coos Bay Partners

Call Me When... You need help to understand your cash flow, establish and measure key indicators of performance or stage your operation for the rigor of a due diligence review or to perform a due diligence review.

Member for 5 Years
Kevin Woltjen of Bradley is a member of XPX Dallas
Kevin Woltjen
Equity Partner
Bradley

Call Me When... Someone needs a solution focused business lawyer, particularly regarding M&A, capital raising, employment dispute, business dispute.

Member for 2 Years
Tracy Falagrady of USI is a member of XPX Atlanta
Tracy S Falagrady
Private Risk Advisor
USI

Call Me When... You want direction and advice with respect to insurance needs, coverages and education specific to your unique set of circumstances.

Member for 4 Years
Elliot Hershik of Supporting Strategies|Chicago Far West Suburbs is a member of XPX Chicago
Elliot L Hershik
General Manager
Supporting Strategies|Chicago Far West Suburbs

Call Me When... a Financial Accounting (Bookkeeping thru Controller) needs to be improved.

Member for 3 Years
Mark Rohs
SVP - Commercial Relationship Manager
Regions Bank

Call Me When... A business needs Credit, Treasury, Merchant Services, Trust, RE, SBA

New Member
Cameron H. Burns
Mr.
Bradley, Foster & Sargent, Inc.

Call Me When... A family needs customized investment management solutions and help integrating management of their portfolios with income tax and estate planning professionals.

Member for 6 Years
Robert Jablonski of Recharge Consulting is a member of XPX Austin
Robert Jablonski
President
Recharge Consulting

Call Me When... The business needs to deliver an immediate top line growth, present documented processes and gain new profitable clients.

Member for 1 Year
Mark Kaduboski of Wiggin and Dana is a member of XPX Fairfield County
Mark Kaduboski
Attorney
Wiggin and Dana

Call Me When... statement

Member for 11 Years
Michael Shaw of The Shaw Law Group, LLC is a member of XPX Maryland
Michael P Shaw
Managing Partner
The Shaw Law Group, LLC

Call Me When... you learn of a financial advisory firm/professional in need of legal advice on an acquistion/sale, SEC/FINRA/CFP Board investigation, complyiing wtih a new regulation, or an employment issue.

Member for 5 Years
Jeffrey Gonzales
CEO
Sakline Bookkeeping

Call Me When... Call me when you can

New Member
Rick Allen
Managing Partner
Great Hill Advisors

Call Me When... a company needs an accomplished financial exec to advise owners and investors on exit planning, financial presentations and operating/financial projects. Also serve on Board of Directors

Member for 5 Years
Brent Eugenides of BE Financial LLC is a member of XPX Fairfield County
Brent Eugenides
Managing Member
BE Financial LLC

Call Me When... You are anticipating the transition of your ownership interest in a business enterprise in the next 1-3 years.

New Member
Gail Harris of Wealthspire Advisors is a member of XPX Connecticut,Fairfield County,Hartford
Gail M Harris
Director
Wealthspire Advisors

Call Me When... An owner is contemplating or has completed a sale or transfer of their company. My team and I provide advice and planning around the impact of the sale to their personal financial management.

Member for 6 Years
Ray Croff of Mobius Financial Advisors is a member of XPX Dallas
Ray Croff
CEO
Mobius Financial Advisors

Call Me When... You want high level expertise using life insurance in business and estate planning situations

Member for 2 Years
Greg Wozniak
CPA
Marcum LLP

Call Me When... neeed for Tax consulting, Entity Structure, Qaulity of Earnings and transaction advisory

New Member
Brett Donahoo of Marsh is a member of XPX Austin
Brett A. Donahoo
Vice President
Marsh

Call Me When... You want to know how your current insurance programs (P&C, Benefits, & Retirement) will affect the sale of your business or when buying a company and need insurance due diligence or Rep & Warranty Insurance.

Member for 1 Year
Gregory Caswell of Caswell Advisory Group is a member of XPX Greater Boston
Gregory T Caswell
Managing Member
Caswell Advisory Group

Call Me When... Someone is exploring the potential sale of a business or would like counsel as to how to begin the process, including positioning the business for future sale. Typically managing the marketing and sale of Northeast businesses - $3-15M.

Member for 5 Years