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 1366 Members

Rob Breunig

Attorney

Adams and Reese LLP

Call me when... you need a corporate or M&A attorney

Member for 2 years

Nashville

Larry Gard

Psychologist (Retired) and Pre-Retirement Coach

Done With Work Retirement Coaching and Consulting

Call me when... I provide brief pre-retirement coaching to help your clients transition to a satisfying next chapter. Please visit www.donewithwork.org

Member for 9 years

Chicago

Justin Sandridge

M&A Advisor

Murphy Business Sales - Charlotte

Call me when... I help business owners sell their companies

Member for 1 year

Charlotte

Nate Oltmans

Partner, Director of Advisors

Cornerstone Wealth Management

Call me when... We know how easily money can distract you from the things in life that are truly important. For more than 30 years we have helped our clients gain clarity in their money life enabling them to focus on what really matters. Let’s talk.

Member for 1 year

Triangle

Steve Alverson

Partner/ Private Wealth Advisor

McCall Wealth Advisors

Call me when... Your partner for successful business exits: Guiding owners through value growth, sale preparation, and life after transition. Maximize your business worth and personal legacy with McCall Wealth. We are a Team Focused and CEPA, CFP®, & CAP® Led.

New Member

Nashville

Timothy Ward

Director

KatzAbosch

Call me when... You need accounting/tax/valuation exit planning assistance or if your client is looking for a CPA/Consulting firm to assist them.

Member for 12 years

Maryland

Silver

Patrick Riley

Senior Manager

KLR

Call me when... you need an accounting nerd focusing on attest services, QofE reporting and all things US GAAP..

New Member

Greater Boston

Joe Mraz

Financial Advisor

Raymond James

Call me when... A client is unsure they of how much they will need from the sale to keep them retired.

Member for 3 years

Atlanta

Alok Gupta

CEO, Founding Managing Partner

Loki Group, Inc.

Call me when... Lower middle and middle market companies need help figuring out and executing on both, organic and inorganic growth opportunities.

Member for 2 years

Atlanta

Roy Pelkey

Professional EOS Implementer

EOS Worldwide

Call me when... You want to get more from your business and create more value. We provide a simple yet powerful set of tools called EOS to help owners gain Vision, Traction and grow a healthy leadership team aligned with the company's Vision.

Member for 4 years

Charlotte

Daniel Trudo

Senior Managing Director

Peapack Private Bank

Call me when... Your Single Point of Contact for Business Acquisition Financing , Real Estate, Equipment, Working Capital and Private Equity fund Financing.

Member for 3 years

Connecticut

Landon Ross

Managing Director

RSM US

Call me when... you have questions regarding all things tax.

Member for 10 months

Austin

Shawn Ely

Managing Director

Lazear - ESOP Advisory

Call me when... You or your client are exploring Succession Planning / Transition options for your business.

Member for 1 year

Cleveland

Cheryl Heusser

CPA

Snyder Cohn PC

Call me when... you have accounting/audit/tax or business planning needs.

Member for 5 years

DC Metro

Diane Johnston

Senior Vice President – Wealth Management

UBS Financial Services, Inc.

Call me when...

You need help navigating complexity and want to pre-experience wealth creation decisions.

Member for 7 years

Bronze

Wendy Baird

President & Brand Strategist

insight180

Call me when... you or your client needs brand clarity, strategy, and alignment whether relaunching or preparing for a transition or exit.

New Member

Maryland

Geoff Miller

Founder

Stony Hill Advisors

Call me when... exit planning buy or sell side, B2B sales leadership

Member for 1 year

Triangle

Berk Nowak

Partner and Portfolio Manager

Brown Advisory

Call me when... a family or executive is about to enter a period of transition whether that is starting or selling a business or considering any major life/professional changes

Member for 6 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 2 years

Nashville

Margaret Griffin

Executive Vice President, Chief Lending Officer

Somercor 504

Call me when... Financing is needed for small business owners - SBA 7(a) and SBA 504 programs

Member for 5 years

Chicago

Michael Peden

Business Development Officer

Calvetti Ferguson

Call me when... Opportunities to advise business owners on preparing for the transition

Member for 1 year

Nashville

Annual

Brad Mayer

Senior Private Client Advisor

Texas Capital Bank

Call me when... an opportunity arises to engage a wealth management team that can guide you on maximizing the value of your business, advise you through the transition, and design a wealth management strategy to preserve your legacy.

Member for 4 years

Austin

Annual

Jim Vigna

Sr Vice President

Live Oak Bank

Call me when... You are seeking financing to buy our sell a business.

Member for 5 years

Dave Altman

Principal

Bernstein Global Wealth Management

Call me when... Raising capital, Thinking about an exit, transitioning to the next generation.

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