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.

Directory

Showing 1112 members

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Sarah Jansen

Director of Partnerships

Cultivate Advisors

A business needs to know where they are and how to get where they want to be. We provide a free 2-hour business assessment to validate their current valuation, identify gaps/opportunities to grow/scale/exit, and forecast revenue growth 5 years. Not o

New Member

Triangle

Nathan Klatt

Managing Director

Rockport Investment Partners

A client needs a valuation and/or support for a potential transaction and would like to work with a collaborative advisor.

Member for 9 Years

Bronze

Senior Vice President

Wealthspire Advisors

Trusts and estates expertise is needed.

Member for 2 Years

Gold

Esquire

Antheil Maslow & MacMinn, LLP

You need a business lawyer to help with developing and implementing a succession plan (including buy-sell agreements), forming new entities, drafting any kind of business contracts.

Member for 4 Years

Philadelphia

Ronald Wilson of Entrepid, Inc. is a member of XPX Maryland

Ronald L Wilson

Pres.

Entrepid, Inc.

Your CPA says you made a profit last year, but you never have enough in the checking account.

Member for 3 Years

Maryland

Chase Gosselin

Founder

EC Endeavors LLC

Seeking capital to invest in privately-owned businesses

New Member

Dallas

James Ferrara

Partner

Anchin Block & Anchin LLP

You have the need for tax planning and consulting for your business or family.

Member for 6 Years

New York

David DeMuth

CFO Consulting Partners

Member for 3 Years

Philadelphia

Silver

Spencer Collins

Private Wealth Advisor

Goldman Sachs

You anticipate realizing a liquidity in the next 24 months.

New Member

Houston

Dave Toeben

President

Insight Insurance Services

To Learn how a business owner can plan for a death, disability or loss of a stakeholder or key person

New Member

Nashville

Annual

John Bobbin

First Vice President - Senior Asset-Based Lending Officer

Cambridge Savings Bank

A financing solution is needed to support business initiatives around growth, investment, M&A, operational turnaround, ownership transition, capital structure, liquidity, and enterprise value.

Member for 3 Years

Greater Boston

Tyson Bickley

Mr.

Holland & Knight LLP

You are buying or selling a business

New Member

Nashville

Yvonne Levine of YGL Enterprises, Inc is a member of XPX Charlotte

Yvonne G Levine

President & Principal Consultant

YGL Enterprises, Inc

You need a veteran B2B marketing strategist and customized marketing solutions.

Member for 1 Year

Charlotte

John Morgan of Verdence Capital Advisors is a member of XPX Maryland

John D Morgan

Managing Director, Partner

Verdence Capital Advisors

Verdence Capital Advisors is a planning based RIA uniquely focused the allocation and transfer of first and second generation wealth.

Member for 7 Years

Maryland

Michael Karwic of Glenayr Family Advisors is a member of XPX Philadelphia

Michael B Karwic

Financial Transition Planner

Glenayr Family Advisors

You need to be confident that you are mapping out a great personal and financial (after tax) path when navigating a major life transition event.

Member for 3 Years

Philadelphia

Christopher Thomas Pumo

President & CEO

Skyline Analytics, LLC

When you want to get profit-driving insights out of your company's data

Member for 2 Years

South Florida

Steven Plumlee

CEO

Certified CIO

You have a client who is looking to have their computer infrastructure and applications better aligned with their business which results in more productivity and less downtime.

Member for 4 Years

Maryland

Rick Clemon

Partner

Solaris

Buyers/sellers need accounting and analysis transaction support services.

New Member

Greater Boston

Geoff A Long

Consulting Counsel

Holland & Knight

Corporate Attorney with extensive M&A and start-up experience. I have also worked as an unofficial outside GC to many clients.

New Member

Houston

Edward Rothstein

Partner

Newport LLC

Fractional C-Suite opportunities, Strategic development and leadership opportunities, board positions, GovCon business development

Member for 1 Year

Maryland

Joe Ruzicka

Director Business Development

Adams Keegan

Boutique HR outsourcing for middle market companies including payroll, HR, benefits, COVID policy

Member for 1 Year

Dallas

Jac Counts

Owner

Southern Oak Advisory

A client may need to have their life insurance reviewed to make sure they are in the best possible situation as business needs continually evolve.

Member for 2 Years

Atlanta

Jeffrey Schulz

Principal

J. Krug

We work with business owners and leadership teams of privately held companies, in addition to placing and servicing our clients insurance programs we develop strategies to manage and fund the risks facing their business.

Member for 1 Year

Chicago

Seth Webber

Principal

BerryDunn

A client needs to know the value of what they have and the logic that drives the number.

Member for 2 Years

Greater Boston

Mark Iorio

Managing Partner

BCAT Partners

There is a cultural misalignment during a pre or post M&A transaction or the organization you are dealing with lacks direction or purpose.

Find an Advisor

Connect with the Industry’s Most Powerful Group of Professional Advisors

Directory

Filtered by:

Chapter

Profession

Functional Expertise

Client Industries

Make XPX Part of Your Business Plans

Explore

Learn

Account

Connect

Help & Support

Find an Advisor

Connect with the Industry’s Most Powerful Group of Professional Advisors

Directory

Filtered by:

Chapter

Profession

Functional Expertise

Client Industries

Order by

Order

Make XPX Part of Your Business Plans

Explore

Learn

Account

Connect

Help & Support