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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John Schrumpf

Accountant

Withum

Call me when... I assist companies with transaction readiness, buy/sell side due financial due diligence support and QofE preparation, Working Capital analysis and closing support, assistance with GAAP compliance, and a variety of other accounting services.

Member for 10 months

Philadelphia

Robert Snowden

Founder and Managing Director

South Park Advisors, LLC

Member for 4 years

Charlotte

Matt Whitaker

Managing Director, M&A

Quantive Financial Advisors

Call me when... I provide M&A advisory services to lower middle market companies. Call me when you have a client who is thinking about selling.

Member for 1 year

DC Metro

Clay Bruin

Surety Bond Consultant

Scott Insurance

Call me when... You have any questions or seeking guidance when it comes to any and all things bonding

New Member

Charlotte

Marc Mingolelli

Director

HUB International, LLC.

Call me when... 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 6 years

Greater Boston

Derek Church

President & COO

Pendleton Square Trust Company, LLC

Call me when... you are considering using a trust pre or post liquidity for tax, asset protection, or other reasons.

Member for 1 year

Nashville

Stephan Ramerini

Chief Visionary Officer

COMPEL CEOs

Call me when... Your Business Owners clients and/or contacts need help getting to the finish line.

Member for 1 year

Long Island

Stephanie Gumm

Certified Exit Planning Advisor & Financial Planner

Horizon Advisory Group

Call me when... A business owner is open to a conversation about saving on taxes, holistic financial planning, retirement planning, issues with turnover of key executives, estate planning needs

Member for 3 years

DC Metro

John Charleston

Business Broker Intermediary

Murphy Business Sales

Call me when... a business owner is interested in selling their business, needs a business valuation, or growing through strategic acquisition; or when a prospective buyer is searching for a business to acquire.

Member for 1 year

Atlanta

Michael Pass

Member

Riggs Davie PLC

Call me when... Corporate legal questions

New Member

Nashville

Steven Migala

Shareholder

Lavelle Law, Ltd.

Call me when... You have a legal need regarding general corporate, commercial lending, M&A and estate/succession planning matters.

Member for 5 years

Chicago

Lisa McGuire

CEO

Lisa McGuire, Business Growth Advisor

Call me when... You want to help owners boost their business value by increasing employee engagement, retention and recruitment

Member for 11 months

Atlanta

Jeff Stemple

Managing Director

StempleCrites

Call me when... Equipment values are relevant. StempleCrites can address the pitfalls and provide solutions through the nuanced calculation of values through the life-cycle of the asset under any usage scenario.

New Member

Atlanta

Kevin Manning

Advisor

Associated Benefit Consultants

Call me when... You encounter a business owner who would benefit from an independent review of an existing retirement plan (401K, profit sharing, cash balance), or looking to start a new plan.

Member for 7 years

Fairfield County