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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Heather Johnston

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.

New Member

Philadelphia

Christina Sayles

Supervisor

LGA, LLP

Call me when... you need a business valuation of a privately held company

Member for 1 year

Greater Boston

Aaron OConnor

Partner

Bridge CPA

Call me when... A business needs their accounting / tax records in order or is getting ready to execute buy / sell activity.

Member for 11 months

Chicago

Lawrence (Larry) Schumann

Managing Director

Corporate Investment

Call me when... the owner of a privately held business begins the process of planning and preparing for their eventual exit from their business, whether it be an inside sale or a sale to a third party.

Member for 7 years

San Antonio

Danielle Friedman

Attorney

Offit Kurman, P.A.

Call me when... you need estate planning, business succession planning, federal estate tax and income tax planning

Member for 1 year

Philadelphia

Robert Brody

Founder and Managing Member

Brody and Associates, LLC

Call me when... you have an employee-related issue including court and agency cases, governmental personnel-related audits, or you need counsel on addressing any employee-related issue.

Member for 5 years

Hans Ploeg

Private Client Advisor

Marsh, Private Client Services

Call me when... I provide exclusive, tailored insurance solutions for high-net-worth individuals and families, addressing unique needs with comprehensive coverage for peace of mind.

Member for 1 year

DC Metro

Ryan Reiffert

Principal

Law Offices of Ryan Reiffert, PLLC

Call me when... You need a skilled transactional attorney

Member for 3 years

San Antonio

Chris Mellen

Senior Managing Director

VRC / Valuation Research Corporation

Call me when... a valuation is needed.

Member for 19 years

Greater Boston

Chuck Riker

Vice President and SBA Business Development Officer

First National Bank Small Business Finance

Call me when... you want to discuss financing options to buy or sell a business or a partner buy out.

Member for 1 year

Triangle

Christopher Carreira

Managing Director

Andersen

Call me when... there are complex tax compliance and consulting planning, primarily involving personal income, fiduciary, charitable and estate and generational wealth transfer tax issues.

Member for 6 years

Fairfield County

Ryan Vaughan

Partner

Forvis Mazars LLP

Call me when... Tax Planning

Member for 1 year

Nashville

Coach Joe Noonan

Executive Coach

Inside EDGE Consulting/Coaching, Inc.

Call me when... a business owner needs a 3-time Entrepreneur to guide them through the business's complexities. I offer strategic insights, personalized coaching, and a deep understanding of challenges to ensure optimized business outcomes.

Member for 6 months

Atlanta

Larry Felts

Managing Member

4focusLLC

Call me when... you are looking for someone to build a collaborative team to assist an owner in strategic activities to build and more attractive and valuable business, or to assist in the sell side diligence support for a transaction.

Member for 1 year

Nashville

Annual

Liam Mulcahy

Financial Advisor

Raymond James

Call me when... you or a client needs investment management, tax management, lending, corporate trustee, or estate planning services.

Member for 2 years

DC Metro

Srbo Radisavljevic

Partner

Aprio Wealth Management

Call me when... Helping my clients achieve financial peace of mind.

Member for 1 year

Chicago

Darlene Campagna

President & Owner

Direct Opinions

Call me when... Direct Opinions specializes in the development of customer experience, employee engagement and market intel initiatives that help clients identify their competitive advantage and accelerate profitable business growth.

New Member

Cleveland

Bronze

Annual

James Wolff

Counsel

Warshaw Burstein LLP

Call me when... Anytime

Member for 8 months

New York

Ted Richardson

President

Alrich & Assoc

Call me when... Reviewing or setting up Benefits, Work Comp, HR Policies & Procedures and Compliance. Specialist in PEO Platforms.

New Member

Atlanta

Tim Templeton

Director, Business Development

Trivest Partners - Private Equity

Call me when... A business owner is seeking an exit or liquidity (full or partial). Or when an owner is looking for a strategic equity partner to accelerate their business’s growth, while increasing its valuation.

Member for 4 years

Atlanta

David Cohn

Managing Director

Steward Partners

Call me when... You are working with a business owner who needs comprehensive wealth planning related to the sale of their business.

Member for 1 year

San Antonio

Ann Kim

Financial Advisor

The ESOP Group at Morgan Stanley

Call me when... you are looking for liquidity from a private business, want to reward your employees and retain a legacy. I specialize in employee stock ownership plans (ESOPs), which is a flexible structure to buy your company.

New Member

Chicago

Dustin Williamson

Managing Director

vcfo

Call me when... you need finance or human resource support including fractional/interim or outsourcing consulting assistance, QofE, a v360 view of your business for strategic planning.

Member for 1 year

Houston

Summit Silver

Omid Zareh

Managing Partner

Weinberg Zareh Malkin Price LLP

Call me when... Your business is planning a major decision, planning for succession, or is in the middle of. nightmare.

New Member