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.

Directory

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Corby Megorden of Ennis Legacy Partners is a member of XPX DC Metro
Corby J Megorden
Principal
Ennis Legacy Partners

Call Me When... You find a business owner who desires to exit their business, lacks a plan and is unsure of where to begin.

Member for 7 Years
Evan Bangert of First Horizon Bank is a member of XPX Nashville
Evan Bangert
Vice President - Middle Market Banking
First Horizon Bank

Call Me When... Your business clients/prospects need to finance anything (Real Estate, Buyouts, Acquisitions, Working Capital, Equipment, etc.).

Member for 1 Year
Jerry Gauthier of Live Oak Bank is a member of XPX Philadelphia
Jerry Gauthier
Sr. Loan Officer
Live Oak Bank

Call Me When... Mergers & Acquisitions, Partner Buyouts, Business Acquisitions, ESOP Financing

Member for 1 Year
Matt Matthews of Regions Bank is a member of XPX Nashville
Matt Matthews
SBA Lender
Regions Bank

Call Me When... you need to buy a business/buy out a partner or finance owner occupied commercial real estate above the SBA 7a loan limits (at more attractive terms).

New Member
Susan Rosner of Calder Associates is a member of XPX Philadelphia
Susan Rosner
Managing Partner
Calder Associates

Call Me When... when you need a trusted intermediary to sell a business,raise funds to grow your business or grow a business through acquisition.

Member for 6 Years
Beth Chea of Transworld Business Advisors of Boston is a member of XPX Greater Boston
Beth A Chea
Business Broker / M&A Advisor
Transworld Business Advisors of Boston

Call Me When... A business owner is looking to exit their business.

Member for 1 Year
Alexander R Roesner
Private Wealth Advisor
Black Diamond Financial

Call Me When... You have a business owner that is trying to prepare to exit their company / Individual or family in need of complex financial planning / individual with a desire to learn more about private investments

Member for 1 Year
Susan Powers of Sandler Training by PEAK Sales Performance is a member of XPX Hartford
Susan G Powers
Sales Development
Sandler

Call Me When... Sale MGT Development, Sales and Customer Service Training and Coaching General Mgt Training

Member for 6 Years
Patrick Morrow of RBC Wealth Management is a member of XPX Tri-State
Patrick Morrow
Senior Vice President
RBC Wealth Management

Call Me When... you simply need a second set of eyes on a solution or are looking to provide a creative holistic strategy to enhance the after tax value of a family enterprise

Member for 5 Years
Gina D'Ambruoso of TD Bank is a member of XPX Tri-State
Gina M D'Ambruoso
VP SBA Business Development
TD Bank

Call Me When... your client is seeking financing during all stages of their business life cycle around expansion, equipment, real estate, working capital, and purchasing or selling their business

Member for 5 Years
Kent Schwarz of Becker LLC is a member of XPX New Jersey
Kent L. Schwarz
Partner
Becker LLC

Call Me When... You or your clients have tax or business legal needs, including commercial agreements, executive compensation, tax planning, tax controversy and M & A counsel

Member for 6 Years
Robert Brody of Brody and Associates, LLC is a member of XPX Tri-State
Robert G. Brody
Founder and Managing Member
Brody and Associates, LLC

Call Me When... you have an employee-related issue including court and agency cases, governmental personnel-related audits, or you need counsel on addressing any employee-related issue.

Member for 4 Years
Vince DeLuca of HSBC Bank is a member of XPX South Florida
Vince DeLuca
Relationship Management
HSBC Bank

Call Me When... A business client desires financing or cash management, or other banking products and services, to help it grow, mitigate risk, operate more efficiently, or transition the business.

Member for 3 Years
Michelle Orr of Live Oak Bank is a member of XPX Connecticut,Fairfield County,Hartford
Michelle Orr
Vice President
Live Oak Bank

Call Me When... You are seeking financing to buy a business, or to pre-qualify a business for an upcoming sale.

Member for 2 Years
Frank R. deVay
Managing Director
Chaffe & Associates, Investment Bankers

Call Me When... Needed

New Member
Michael Edwards of Precision Financial Insights is a member of XPX Austin
Michael Edwards
President
Precision Financial Insights

Call Me When... businesses require customized financial record keeping and controller services. We spend time upfront to understand our clients requirements and customize a plan to meet their business goals.

Member for 2 Years
John Lepto
Managing Director of Commercial Growth
E78 Partners

Call Me When... You have a CFO that is in need of consulting/advisory services within Operational/Strategic Finance, Executive Serivces Placement. Also for Private Equity and their port co's.

New Member
Liz Vibber
Director
Bee Bergvall & Co

Call Me When... you need help building consensus and making decisions as part of a group

New Member
Dipti Dahal Pandey
Partner
Bauer & Company, LLC

Call Me When... you need any audit or consulting services

Member for 2 Years
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 1 Year
Lauren O'Leary of Chiron Financial LLC is a member of XPX Philadelphia
Lauren O'Leary
Managing Director
Chiron Financial LLC

Call Me When... You want to raise capital in good times or bad and when ready to sell your business.

Member for 4 Years
Lawrence Lambert of Law Office of Lawrence B. Lambert is a member of XPX South Florida
Lawrence B. Lambert
Owner
Law Office of Lawrence B. Lambert

Call Me When... A business owner or entrepreneur is ready to create a new business or wants to buy or sell and existing business.

New Member
Amy Holmes
Attorney
[in transition]

Call Me When... you need quality, affordable legal advice for a business that is considering a transaction, entering into a transaction, or wants to better position itself for a future transaction.

New Member
Robert Rough of Telos Capital Advisors, LLC is a member of XPX Dallas
Robert M Rough
Managing Director
Telos Capital Advisors, LLC

Call Me When... companies want to sell or raise capital

Member for 1 Year
Christopher Coates of SES ESOP Strategies is a member of XPX New Jersey
Christopher A. Coates
Vice President
SES ESOP Strategies

Call Me When... you are looking for employee stock ownership plan (ESOP) options for your company.

Member for 2 Years