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 1112 members
Sort by:
Sarah Jansen of Cultivate Advisors is a member of XPX Triangle
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
Nathan Klatt of Rockport Investment Partners is a member of XPX Connecticut,Fairfield County,Hartford
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
Nicole Hart of Wealthspire Advisors is a member of XPX Connecticut,Fairfield County,Hartford
Nicole Hart
Senior Vice President
Wealthspire Advisors
Trusts and estates expertise is needed.
Member for 2 Years
Joanne Murray of Antheil Maslow & MacMinn, LLP is a member of XPX Philadelphia
Joanne M. Murray
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
Ronald Wilson of Entrepid, Inc. is a member of XPX Maryland
Ronald L Wilson
Entrepid, Inc.
Your CPA says you made a profit last year, but you never have enough in the checking account.
Member for 3 Years
Chase Gosselin
EC Endeavors LLC
Seeking capital to invest in privately-owned businesses
New Member
James Ferrara of Anchin Block & Anchin LLP is a member of XPX New York
James Ferrara
Anchin Block & Anchin LLP
You have the need for tax planning and consulting for your business or family.
Member for 6 Years
David DeMuth
CFO Consulting Partners
Member for 3 Years
Spencer Collins
Private Wealth Advisor
Goldman Sachs
You anticipate realizing a liquidity in the next 24 months.
New Member
Dave Toeben of Insight Insurance Services is a member of XPX Nashville
Dave Toeben
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
John Bobbin of Cambridge Savings Bank is a member of XPX Greater Boston
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
Tyson Bickley
Holland & Knight LLP
You are buying or selling a business
New Member
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
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
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
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
Steven Plumlee of Certified CIO is a member of XPX Maryland
Steven Plumlee
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
Rick Clemon
Buyers/sellers need accounting and analysis transaction support services.
New Member
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
Edward Rothstein
Newport LLC
Fractional C-Suite opportunities, Strategic development and leadership opportunities, board positions, GovCon business development
Member for 1 Year
Joe Ruzicka
Director Business Development
Adams Keegan
Boutique HR outsourcing for middle market companies including payroll, HR, benefits, COVID policy
Member for 1 Year
Jac Counts
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
Jeffrey Schulz
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
Seth Webber of BerryDunn is a member of XPX Greater Boston
Seth Webber
A client needs to know the value of what they have and the logic that drives the number.
Member for 2 Years
Mark Iorio of BCAT Partners is a member of XPX Tri-State
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.
Member for 1 Year