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.

Showing 1277 Members

Key, Dave

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.

Member for 9 months

Houston

Tim Padgett

Founder

The Pepper Group, Inc.

Call me when... You feel a professional marketing system would help to build value in a company. We are a full-service marketing communications firm helping B2B businesses leverage their brand, educate their audiences and engage prospects and clients.

Member for 3 years

Chicago

Silver

Jake Stavros

Manager - Business Advisory

LGA, LLP

Call me when... you or a client is seeking a strategic exit or liquidity event, looking to attain profitable growth, to gain a better understanding of the company's cash position, or need a business valuation.

Member for 2 years

Greater Boston

Tim Biddle

Business Broker

Custom Business Sales

Call me when... You or someone you know needs to talk to someone about selling their business

Member for 1 year

DC Metro

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

Connecticut

Stefan Prins

Sr. Manager

PKF O'Connor Davies

Call me when... I'm an auditor at PKF O'Connor Davies.

Member for 4 years

Connecticut

Erik Schlesinger

CEO

Build 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.

New Member

Phoenix

Bob Arnold

Partner

SeatonHill Partners

Call me when... I provide small and medium businesses with elite CFO services and financial leadership on either a fractional, interim or project basus

Member for 2 years

Philadelphia

Aksana Vasilyeva

Commercial Banker, VP

JP Morgan Chase Bank, N.A.

Call me when... anytime

Member for 8 months

Northern California

John Carpenter

National Practice Partner

era Group

Call me when... you want to find the profit that is hidden in your expenses.

Member for 4 years

New Jersey

J Mark Penny

Managing Director

Hempstead & Co.,LLC

Call me when... You need high quality valuation and advisory services

Member for 6 years

Philadelphia

Elizabeth Cahill

Managing Director

Bank of America Private Bank

Call me when... An individual, family, or not for profit organization, is looking for a customized solution to a complex situation involving investments, financing of personal assets, or the sale of a business.

Member for 9 years

Connecticut

Chase Pearson

Assurance Senior Manager

Cherry Bekaert

Call me when... Our CPA firm offers Nashville, TN clients professional assistance and provides them with accounting, audit, tax and consulting services across a variety of industries.

Member for 1 year

Nashville

Kimberly Kramer

Of Counsel

McLane Middleton, Professional Association

Call me when... your closely held or family owned business client is ready to strategize or implement an internal or external transition.

Member for 6 years

Greater Boston

Sharai Lavoie

CEO/Managing Member

Lavoie CPA PLLC

Call me when... Lavoie CPA PLLC is a non-traditional accounting firm supporting business in the areas of strategic accounting outsourcing, technology and consulting. Our clients experience the power, expertise and technology of a large accounting and finance team.

Member for 4 years

Charlotte

Rod Nafrada

Business Development Manager

NOW CFO

Call me when... Your company or business needs part-time accounting support

Member for 1 year

Northern California

Stacy Deru

Strategic Consultant

Opus Strategy Group

Call me when... You are looking for alternative tax-advantaged strategies for your clients.

Member for 1 year

Nashville

Karin Gregory

Managing Partner

Blue Highway Capital

Call me when... You have a company that needs equity capital for a transition, liquidity for founders, management buying out the founders

Member for 4 years

Greater Boston

Katie Noonan

Vice President

JP Morgan Private Bank

Call me when... you need strategic financial insights or collaboration on wealth optimization

New Member

New Jersey

Bill King CM&AA

Regional Sales Manager

Velocity SBA

Call me when... Borrowers need debt financing, particularly SBA lending

Member for 2 years

Dallas

John Weeks

Managing Director, Family Wealth & Business Transition Planning

Focus Partners Wealth

Call me when... You (or someone you know) are in need of assistance in planning for, and executing on your/their own personal & family exit from the ownership of a closely-held-business

Member for 8 years

Greater Boston

Grant Templin

Private Wealth Advisor

Morgan Stanley

Call me when... business owners need a wealth manager who understands their unique pre and post transaction needs and is experienced collaborating with their team of trusted advisors.

Member for 1 year

John Baier

SVP SBA Lending

EagleBank

Call me when... To find out information on use of SBA loans or conventional small business loans for in expansion projects, and business acquisitions.

Member for 6 years

Maryland

Josh Carter

Vice President

Merrill Lynch

Call me when... Anytime

Member for 2 years

Connecticut

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