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 1239 Members
Sort by:
Marc Horowitz of Amerivest Business Brokers Group is a member of XPX South Florida
Marc J Horowitz
Managing Director
Amerivest Business Brokers Group

Call Me When... Looking to work with motivated business sellers to maximize proceeds at closing.

Member for 3 Years
Jana Minifie
Partner
Texas State

Call Me When... I provide certified business valuations/consulting for private companies with founders exiting (divorce, death, buyout, or sale). Expert in IP startups. 100+ cases assure accurate valuations. Let me help.

New Member
Martin Imm of Capital Access Strategies, a division of Martin H. Imm & Associates is a member of XPX Greater Boston
Martin H. Imm
Managing Partner
Capital Access Strategies, a division of Martin H. Imm & Associates

Call Me When... When you have a business client which could grow, or execute plans you have helped it develop if it only had additional capital.

Member for 5 Years
Mark Sauder of Merrill Lynch is a member of XPX Maryland
Mark Sauder
Wealth Management Advisor
Merrill Lynch

Call Me When... Merrill Lynch or Bank of America may be of value or service.

Member for 7 Years
Cindy Atkinson of Hartman Executive Advisors is a member of XPX Maryland
Cindy Atkinson
Vice President, Sales, Baltimore Region
Hartman Executive Advisors

Call Me When... Hartman works with executive management to align innovative IT solutions with overall business strategy. We are an independent technology advisory firm providing unbiased guidance and leadership.

Member for 5 Years
Steven Lustig of Lustig Global Consulting is a member of XPX Atlanta
Steven Lustig
CEO and Founder
Lustig Global Consulting

Call Me When... Lustig Global Consulting that helps companies create risk management programs, establish robust manufacturing and supply chain strategies, and enable sustainability initiatives.

New Member
Andrew Kirby
Private Wealth Advisor
BOK Financial Private Wealth

Call Me When... you're preparing to sell your business for a financial plan for life after.

New Member
Allen Maupin of Edward Jones is a member of XPX Charlotte
Allen Maupin
Financial Advisor
Edward Jones

Call Me When... you have a family and/or business financial planning need.

New Member
Bob Molony of Expense Reduction Analysts is a member of XPX Philadelphia
Bob Molony
Principal Consultant
Expense Reduction Analysts

Call Me When... Call me to find additional cash flow by reducing non-personnel, operating expenses. I can help with over 40 cost categories covering: Operational supplies, Medical Services, Logistics, Technology, Banking & Financial Services

Member for 2 Years
Andrew M Rutner
Financial Advisor
Creative Financial Group

Call Me When... Financial Advisor with experience in individual and business planning.

New Member
Adrian Bray of Stellar Business Consulting Inc. is a member of XPX
Adrian K Bray
CEO
Stellar Business Consulting Inc.

Call Me When... 3 or more years ahead of a transition to prepare the business, leadership and owners for their desired outcome.

New Member
Randall Richard of Richard Brothers Financial Advisors is a member of XPX Greater Boston
Randall Jon Richard
President
Richard Brothers Financial Advisors

Call Me When... Business owner needs a detailed financial plan from a team of financial advisors before, during or after exit

New Member
Joseph Confessore of Washington Trust is a member of XPX Greater Boston
Joseph M Confessore
SVP | Wealth Management | Commercial Banking
Washington Trust

Call Me When... Exit Planning and Wealth Management, Debt Capital and Commercial Banking

Member for 5 Years
Justin Merola of Mohamed-Merola Wealth Management is a member of XPX Greater Boston
JPMorgan, c/o Justin Merola
Managing Director, Wealth Manager
Mohamed-Merola Wealth Management

Call Me When... A mature business owner needs help quantifying what the value of their business means to them and their family and developing a transition strategy around that need.

Member for 5 Years
Maria Forbes of FIREPOWER Business Catalyst, LLC. is a member of XPX Atlanta
Maria C Forbes
President, Chief Engagement Officer
FIREPOWER Business Catalyst, LLC.

Call Me When... You need to assist owners and key decision makers in defining roles and engaging talent as part of business growth and transition planning. Convert people strengths into business performance.

Member for 5 Years
John Surrette, Jr.
Shareholder
KLR

Call Me When... NA

Member for 3 Years
Erik Perlman of Merrill Lynch is a member of XPX South Florida
Erik J Perlman
Financial Advisor
Merrill Lynch

Call Me When... Financial planning, goals-based wealth management (retirement, reducing taxable income, children's education, charitable giving, estate planning, etc.) Lending needs (home, business, other)

Member for 3 Years
Ryan G Reiffert
Principal
Law Offices of Ryan Reiffert, PLLC

Call Me When... You need a skilled transactional attorney

Member for 2 Years
Mark Gonzalez of Morgan Stanley Private Wealth Management is a member of XPX Long Island
Mark Gonzalez
Managing Director
Morgan Stanley Private Wealth Management

Call Me When... Anytime

New Member
Robert Kalinoski of Kalinoski & Riordan, P.A. is a member of XPX Maryland
Robert D. Kalinoski
Attorney
Kalinoski & Riordan, P.A.

Call Me When... you have an issue involving business or corporate law, tax,estate planning or estate administration, business growth or business succession planning.

Member for 9 Years
Wayne A Gordon
Partner
Glaucon Capital Partners

Call Me When... Glaucon Capital Partners is a registered broker dealer & FINRA member firm focused on sell-side M&A advisory services and capital issuances.

New Member
Edward Kidner of Davis, Agnor, Rapaport & Skalny is a member of XPX Maryland
Edward F Kidner
Partner
Davis, Agnor, Rapaport & Skalny

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

Member for 6 Years
Christen Plotkin of UBS Financial Services Inc. is a member of XPX Chicago
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 3 Years
Augusto Martinez of Freedom Strategy is a member of XPX Maryland
Augusto J. Martinez
Principal
Freedom Strategy

Call Me When... You need fractional CFO/COO services, implementation of metrics-based compensation, preparing a business to sell, or M&A advisory.

Member for 3 Years
David L. Bogetz
Managing Partner
Burnham Capital Partners

Call Me When... Your clients need help making more money and increasing the equity value of their business.

New Member