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.

SVP City National Bank

Business is looking for funding to acquire another business, finance growth, buy real estate, equipment financing, refinance to improve cash flow and looking for advice on succession planning.

Managing Director Scout Valuations

A business valuation is needed for business planning, estate planning or litigation.

Financial Advisor Griffin Wealth Management of Raymond James

We help privately held business owners looking to grow or transfer their busines, access the Capital Markets and meet their Financial Planning and Insurance needs.

President Matlin Financial Services

You need a financial projection of your retirement income to help make your money last as long as you do; or, you want a better 401(k) or retirement plan for your company.

CEO / Managing Principal Coker James CPAs & Business Advisors

You, as a business owner, executive, or professional, are interested in improving business performance or securing your financial future.

President Yale Law Firm P.C.

You have any question regarding buy-sell agreements, family estate planning, or nonprofit organization issues.

Senior Vice President, Senior Wealth Strategist PNC Wealth Management

A client needs help determining how to transition their business, how an exit will impact their ability to maintain their lifestyle, manage their estate tax liability, utilize charitable strategies.

Business Lawyer Velocity Law, LLC

You are thinking of selling a business, buying a business, starting a business, or raising capital from investors for a business.

President IMG Business Advisors

We are an M&A firm that specializes in business sales and exit strategies for small business owners with our "sweet spot" being companies with revenues between $5 million to $25 million.

Founder The Pepper Group, Inc.

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.

Market Executive - Charlotte Carter Bank & Trust

When I can be of service with: Commercial loans, including real estate loans and working capital lines of credit. I can also help with depository/treasury/merchant services.

Vice President Bernstein Private Wealth Management

You want to quantify advice you are giving to business owners - to give them confidence to move forward

CEO Crown Capital Investments

You want to optimize your business.

The Client Whisperer Eastwood Strategy Advisors

Your client needs a consistent flow of their Best Clients to scale or exit. Not merely more clients, more Best Clients. The Client Whisperer fundamentally changes the trajectory of how business is generated--and who generates it.

Vice President Live Oak Bank

You are seeking financing to buy a business, or to pre-qualify a business for an upcoming sale.

Managing Director Wells Fargo Advisors

Over the past 30 years our team has established a reputation as being the "go to" place for entrepreneurs and business owners looking to maximize the transfer of wealth from the sale of a business

Partner Rosenberg Rich Baker Berman & Company

When you think you have out grown your accountant or feel like a nobody with your current accountant. Our firm size enables us to provide expert services while providing personal service.

Sr Fin Adv Arthur Stein Financial

You want to improve your decision-making, communication, and conflict-resolution with your business partner (or successor or prospective partner)

SVP Customers Bank

Early when a company is beginning to talk about selling or buying (ESOPs/M&A/Internal Buyouts) and potential financing

M&A Advisor Touchstone Advisors, LLC

A business owner is contemplating an exit from his/her business or needs a financial analysis and/or valuation for the business.

Senior Vice President – Financial Advisor Yun Wealth Management Group at RBC

You are expecting a major liquidity event related to your company at any future time and need exit planning organization across multiple advisors or if retirement from an employer is within five years

Vice President Merrill Lynch

You are or know a successful person looking for guidance on how to make smarter financial decisions.

COO Family Office Advisory Services

There is a business for sale or is looking for growth equity. Or, if off market real estate is for sale.

Counsel Coats Rose

I am an M&A and securities attorney. Please call me if you are undertaking a securities offering and need securities counsel. Please call me if you want to position your company in advance of an exit and need a professional to coordinate

President Mart Partners

You have a business owner who is within a few years of selling their business or is ready to sell now.

Principal Attorney Offit Kurman, P.A.

You have any legal questions for your business from start-up through daily operations to wind-down.

Director www.cohnreznick.com

Advisory. Audit. Tax.

Managing Director M&A Baltimore Washington Financial Advisors

You or your client is interested in buying or selling a business.

Partner US Wealth Management

We serve our clients as their Financial Head Coach which means we coordinate the services of all professionals. This helps them consolidate fractured advice before, during, and after a M&A transaction.

Principal Tandem Partners

A family owned company wants to begin talking about succession planning and the future of the family enterprise and doesn't know how to begin the conversation

Mr. Robert M. Rosner & Associates, Inc.

You want an independent insurance broker who brings years of experience in solving problems for entrepreneurs and professionals with their other trusted advisers.

Vice President Commercial Banking First Citizens Bank

Every business owner needs a professional Commercial Banker who is insanely focused on their client's business as if it were their own.

President Precision Bookkeeping

Businesses require customized financial record keeping and controller services. We spend time upfront to understand our clients requirements and customize a plan to meet their business goals.

President & CEO CEO Resources, Inc.

You are the CEO/President/Primary Stockholder/Family Ownership Leader rethinking your exit strategy ahead of all of the others. I am the trusted advisor CEOs talk to before they talk to anyone else.

Managing Director Tucker & Meltzer

A business valuation or financial opinion is needed

Principal Luchansky Law

We guide companies through the labyrinth of overlapping and often contradictory labor and employment laws in Maryland. Call me when an issue arises, or better yet, before an issue arises.

Brand Consultant, Builder, Storyteller Whole Brain Brands

You need a new story that gets your customer and the world to know just how awesome, different and valuable your business or organization really is.

Partner Davis, Agnor, Rapaport & Skalny

Any time you have a tax, legal, M & A or estate planning need.

Founder New Life CFO Services, LLC.

Companies are in need of radically improving this EBITDA and Performance in preparation for a great exit.

Managing Director Kingstowne Advisors, LLC

We help small businesses grow their bottom line by 50% within 12 - 18 months while helping owners and executives create tax advantaged income and exit strategies.

National Valuation Manager Appraisal Economics

You'd like to connect.

Member Gordon Feinblatt LLC

Before you raise capital or sign any contract.

Founder and Principal Legacy Real Estate Advisors

We provide consultative services that help HNW individuals, business owners and their trusted advisors with the real estate component of their investment portfolios and/or their business.

Attorney Saul Ewing Arnstein & Lehr LLP

Clients need help structuring a transition

CEO Kaplan Financial Group, LLC

You or your client wants to create or maintain a legacy.

Senior Client Strategist BNY Mellon Wealth Management

Pre-sale planning for Business Owners needing help structuring their wealth to minimize taxes before a transaction occurs and develop a plan to fund their lifestyle.

Partner Adams Capital

There is an issue related to business valuation, or an opinion of business value is needed to support tax reporting, financial reporting, a transaction, or a dispute.

Vice President, Charitable Planning Consultant Fidelity Charitable

Your client is looking to make a charitable donation in advance of a business exit.

Managing Director Caber Hill Advisors

Caber Hill Advisors is committed to working with business owners and CEO’s so they cansuccessfully fulfill their personal and professional legacies.

Manager Bee Bergvall Co

You need tax advice to assist in structuring a transaction

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