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

Sort by:

Jeff Rolke

Partner

GoldCoast Mortgage Services

Call me when... There is any question regarding real estate or financing.

Member for 6 years

Greater Boston

Derek Church

President & COO

Pendleton Square Trust Company, LLC

Call me when... you are considering using a trust pre or post liquidity for tax, asset protection, or other reasons.

Member for 1 year

Nashville

Andy Schuman

Business Performance Advisor

Insperity

Call me when... your business is growing and in hiring mode, you want to develop a strong HR infrastructure, and provide your employees with top-tier resources and benefits to make yourself as attractive an employer as possible

Member for 3 years

DC Metro

Silver

Gregory Rush

Senior Managing Director

Dunn Rush & Co. LLC

Call me when... when a business owner is interested in considering the sale of their business, wants to how the M&A process works, and how to increase the value of the company between now and a liquidity event.

Member for 12 years

Greater Boston

Silver

Anthony Tomaro

Partner In-Charge of Consulting Group

Grassi & Co., CPA's P.C..

Call me when... You want to get really to sell your company or looking to buy one

Member for 1 year

Long Island

Steve Conwell

CEO

Final Ascent LLC

Call me when... A middle-market business owner would like to sell their company in 12 to 24 months, and they're not prepared to go to market.

Member for 5 years

Dallas

Founder

Robert Lorenson

TD Bank, N.A.

Call me when... you have a need for financing above $1MM. I work as a General Industries Relationship Manager for TD Bank.

Member for 6 years

Greater Boston

Kevin Cogle

Senior Vice President, Enterprise Integrations

UnitedHealth Group

Call me when... Expert in leadership & accountability development, strategic alignment, operational excellence and improvement, technology capabilities, modernization and decommission of IT environments, business integration and acquisitions.

New Member

Miami

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 11 months

Greater Boston

Josh Huseman

Sr. Director, Business Owner Advisor

FNBO

Call me when... Business owners (generally family-owned) are ready to begin discussing a proactive process to transition their business.

Member for 3 years

Chicago

Gene McCarthy

Regional President New Jersey

TriState Capital

Call me when... Seeking responsive and flexible options for commercial and real estate lending needs.

Member for 7 years

New Jersey

Tyler Champagne

Tax Manager

AAFCPAs

Call me when... Closely held businesses and their owners are in search of tax expertise delivered with top tier client service.

New Member

Fairfield County

Ted Rosen

Partner

Akerman LLP

Call me when... A preeminent corporate lawyer with experience in sell/buy-side mergers and acquisitions, venture capital and securities law; consummate deal maker with ability to lead and close deals of all sizes.

Member for 3 years

Michael Clear

Attorney

Wiggin and Dana

Member for 11 years

Gold

Philippe Lerner

President

PL Consulting Bookkeeping Plus

Call me when... PL Consulting is a team of Full Time and Part Time highly trained bookkeepers who serve as the bookkeeping and live accounting arm for small businesses and CPA firms across the MD/DC/No. VA region.

Member for 10 years

Maryland

Leonard Miller

President and CEO

Leonard J. Miller & Associates, Chartered

Call me when... you are looking for creativity and the ability to provide proactive advice. Our goal is to identify our clients' needs before they do.

Member for 7 years

Maryland

Christopher Andracsek

Partner in charge- Columbia Office

Dembo Jones, PC

Call me when... Audit, accounting, tax or business planning issue arises.

Member for 1 year

Maryland

Leland Penno

Financial Advisor

Morgan Stanley

Call me when... you or clients need planning based,family wealth management.

Member for 6 years

DC Metro

Christen Plotkin

Financial Advisor

UBS Financial Services Inc.

Call me when... you need more than an advisor. Call me when you need leader who will help bridge the gap between what you think is possible and what is actually possible.

Member for 4 years

Chicago

Lane Rhodes

Senior Loan Officer

Live Oak Bank

Call me when... have question on SBA funding to purchase a business, buyout a partner or expand.

Member for 1 year

Nashville

Annual

Abby Holmes

Managing Director, Wealth Advisor

Cresset Capital

Call me when... you need a CFP, CEPA to support business owners 1 - 2 years pre-liquidity and who is interested in a fiduciary family office advisor.

New Member

Maryland

William Passer

Principal

P3 Partners, Inc.

Call me when... you or your client requires the expertise of a strategic executive at the CFO/COO level to advise on growth alternatives.

Member for 2 years

DC Metro

Andre Rogers

President

E3Insights

Call me when... your company is in need of executive level support in the area of accounting, IT, or operations. As your company goes through a period of rapid growth or change, we can provide the part-time support needed without the full-time commitment.

Member for 3 years

Maryland

Michael Azzaro

Assistant Vice President - Commercial Banking

American Community Bank & Trust

Call me when... a business owner you know is feeling anxious or frustrated that they do not have access to the capital needed to run and grow their business.

Member for 4 years

Chicago

Robert Cohen

Managing Member

Cohen CPA Strategies, LLC

Call me when... A client a starting a business, starting to think about selling or growing their business, or any tax related or financial decisions need to be considered.

Find an Advisor

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

Filtered by:

Make XPX Part of Your Business Plans

Explore

Learn

Account

Connect

Help & Support