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 1380 Members

Janice O'Reilly

Partner

AAFCPAs

Call me when... When in need of financial, accounting or tax advisory services relating to either ongoing operations or succession planning.

Member for 7 years

Greater Boston

Kurt Dyck

Founder

Condor CFO & Accounting

Call me when... You need more accurate, timely or relevant financial records or reporting

Member for 2 years

Charlotte

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 7 years

Greater Boston

Jim Shaub

Owner

SHAUB M&A Business Advisors and TN Business Brokers Group

Call me when... M&A Business Brokerage and Business Consulting

Member for 1 year

Nashville

Abba Poliakoff

Mr.

Gordon Feinblatt LLC

Call me when... Call me to strategize, bounce around ideas, negotiate, if you need legal help, if you want to do a deal.

Member for 1 year

Maryland

Cameron Burns

Mr.

Bradley, Foster & Sargent, Inc.

Call me when... A family needs customized investment management solutions and help integrating management of their portfolios with income tax and estate planning professionals.

Member for 8 years

Connecticut

Sarmad Naqvi

Vice President

Gallagher

Call me when... You need Reps & Warranties and Tail Insurance

Member for 1 year

Northern California

Joseph Armenti

Partner

Cole Schotz P.C.

Call me when... I am a business lawyer practicing in a variety of transactional areas, with a focus on M&A

Member for 2 years

Mark Bratton

Sr VP

Colliers

Call me when... daytime

Member for 1 year

Hawaii

Casey Cavanah

Commercial Lender

First Citizens National Bank

Call me when... commercial financing needs or questions

New Member

Nashville

Gary Altman

Mr.

Altman Associates

Call me when... I help individuals and business develop successful plans to dispose of assets and business interests in a tax efficient manner that will, eventually, protect the inheritance for children and heirs.

Member for 9 years

DC Metro

Boris Nusinov

Market Manager / Tearm Leader - Corporate Banking & Leveraged Finance

Rockland Trust

Call me when... You are seeking a commercial banking partnership. I run a the corporate banking & leveraged finance team for an ~$20Bn Bank focused on the middle market space in New England. Primary areas of expertise are debt, deposits and treasury management.

Member for 2 years

Greater Boston

Pete Cooper

Director, Professional Services

B10 Capital and B10 Energy

Call me when... You, your clients or contacts are in need of a solution to lower income, corporate, payroll or capital gain taxes.

Member for 3 years

Chicago

Scott Breza

Managing Partner

Breza & Associates, LLC

Call me when... a small business owner is contemplating a transaction

Member for 2 years

Maryland

Todd Davock

SVP

Carandsea3, LLC

Call me when... Acquisition and growth financing for middle market companies

Member for 2 years

Greater Boston

Patrick Johnston

Managing Director

IBG Business

Call me when... You want to get the maximum value for your business, you need help navigating the complexities of the M&A process, you want to find the right buyer, save time and reduce stress, and achieve a successful and profitable exit.

Member for 1 year

Houston

Michael Clear

Attorney

Wiggin and Dana

Member for 13 years

Gold

Anthony Mulé

EVP of Valuation Services

Standard Valuation Services

Call me when... there is a need for a credible commercial real property appraisal or valuation service. We provide an array of commercial property valuation services.

Member for 5 years

Chicago

Silver

Derek Thompson

Senior Vice President

UBS

Call me when... There is a need for a Wealth Management team that has significant experience helping families work through transition events during their lifetime.

Member for 9 years

Connecticut

Douglas Dickey

President

DRDA, LLC

Call me when... You need proactive business and tax planning. We exist to empower businesses and ourselves to achieve a sustainable future.

Member for 1 year

Houston

Paul Edelman, PhD, PCC

Coach | Facilitator | Family Wealth Advisor

Edelman & Associates

Call me when... you have a transitioning owner who has mixed feelings or concerns about selling their business and whatever comes next. Transition coaching can ensure a smoother path to exit and reduce the chances of last-minute surprises at closing.

Member for 5 years

Greater Boston

Collin Raysor

SVP, Commercial Banking

Bank OZK

Call me when... A commercial or middle-market business owner or executive team is seeking strategic advice, industry research and commercial banking solutions.

New Member

Charlotte

Reed Kelly

Senior Advisor

Viking Mergers and Acquisitions

Call me when... We are a privately held M&A firm headquartered in Charlotte NC with offices in 13 cities across the SE, including Nashville TN where I am located. Our firm specializes in providing comprehensive business acquisition services.

Member for 2 years

Nashville

Darren Kanthal

President | Executive Coach

The Kanthal Group

Call me when... The negative voice in your head is dominating the conversation.

Member for 1 year

Denver

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