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 1393 Members

Kevin Halpin

Partner

Newport

Call me when... your clients need help strengthening profitability and operational execution to increase company value and reduce risk ahead of an eventual exit.

New Member

Chicago

Brandy Milazzo

Founding Partner, Owner

Summit Law

Call me when... To prevent legal issues from becoming an obstacle to your professional and business success.

Member for 5 years

Charlotte

Silver

Matt Hawkins

Mortgage Lender

SmartBank

Call me when... You're working with a business owner who needs strategic mortgage guidance - especially outside traditional lending boxes - or when a liquidity event, succession plan, or complex income requires a creative solution.

New Member

Nashville

Matt Levenson

Partner

Kian Capital

Call me when... A business owner is looking for a flexible and founder-friendly partner with the resources to help accelerate growth and create long-term value for all stakeholders.

Member for 2 years

Charlotte

Tyler Wilson

Owner

Wasatch Business Development Group

Call me when... Your clients are ready to start planning their exit and want to talk about tax mitigation options.

New Member

Utah

Roger Royse

partner

Haynes and Boone,LLP

Call me when... corporate formation, financing or M&A, esp international or tax sensitive

New Member

Northern California

David Sheehy

Founder & Managing Partner

Long Point Strategies

Call me when... A professional/business services founder needs cleaner operations, tighter financials or stronger management before a sale or the next stage of growth.

New Member

Maryland

Michael Crowley

Value Advisor

Planned Value Group

Call me when... A business owner needs to build and implement systems. Our professionals focus on the four intangible capitals that make up 75% of a companies worth. We systematically improve and measure the Human, Customer, Structural, and Social capitals.

Member for 3 years

Greater Boston

ERIKA MARQUEZ

SENIOR MANAGER TAX CONSULTING

ACCUITY, LLP

Call me when... you need tax advisory services—whether for one-time transactions or optimizing operational efficiencies. I’m here to help you navigate tax complexities with ease!

Member for 1 year

Hawaii

Elaine Eisner

Principal

Eisner Gohn Group

Call me when...

You need to understand an existing Insurance solution or look at new insurance strategies.

Member for 1 year

Cleveland

Annual

Chris Jakyma

Managing Director and Senior Trust Officer

Cleveland Private Trust Co

Call me when... estate plan needs to be reviewed or revised

Member for 8 months

Cleveland

Eric Ashburn

Partner, Private Wealth Advisor

Argent Bridge Advisors

Call me when... Balancing personal and business goals—especially during a transition, exit, or divorce. I help with retirement plan reviews, investment proceeds, and risk protection like key person insurance

Member for 11 months

DC Metro

David Lister

Tax Partner | Private Client Services

Aprio

Call me when... you need to make more money or pay lesstax.

Member for 1 year

Nashville

Annual

John Dwyer

First Vice President - Corporate Banking

Cambridge Savings Bank

Call me when... You need an experience senior lender for lower middle market (under 100MM Rev) exit transactions.

Member for 2 years

Greater Boston

Max Haspel

Managing Director, Senior Wealth Advisor, & President of Colony Business Owner Services

The Colony Group

Call me when... It’s time for you and your client to engage with a highly-collaborative and experienced team of subject-matter-experts that helps prepare owner-operators, their businesses, and their families for success before, during, and after their exit.

Member for 3 years

Long Island

Rhonda Rosen

Contract CFO

SeatonHill

Call me when... Opportunity/need for a Contract CFO. We offer fractional, interim and project based services.

Member for 3 years

New Jersey

Paul Carleton

Managing Partner

Carleton McKenna & Co LLC

Call me when... I can be of assistance

Member for 1 year

Cleveland

Annual

Michael Lipschutz

Director

Kreischer Miller

Call me when... you are evaluating an acquisition or thinking of selling your business.

Member for 1 year

Philadelphia

Paul Plesser

Investment Advisor

Innovative Family Office

Call me when... I work with high-net-worth individuals, families, and business owners to address complex financial challenges- structuring for estate and tax efficiency, creating multi-generational wealth strategies, or providing access to select private investments

Member for 8 months

Long Island

William Jarry

Managing Director

Hingham Street Advisors of Wells Fargo Advisors

Call me when... financial planning and wealth management needs arise.

Member for 16 years

Greater Boston

Irene Jozefowicz-Norton

President

Norton Advisory Group,Inc.

Call me when... You are looking for ways to eliminate capital gains taxes on an anticipated liquidity event, as well as, moving large tranches of assets out of one's estate at deep discounts.

Member for 1 year

Shay Prosser

Founder

North 12 Partners

Call me when... Your client needs a fractional executive for growth

Member for 1 year

Charlotte

Steven S Rolfe

Managing Principal

RolfeAdvisory, LLC

Call me when... You have leadership challenges at the top of your organization that must be addressed.

Member for 11 years

Philadelphia

Kevin McAuliffe

Wealth Advisor

Fiduciary Trust Company

Call me when... Your clients are interested in the sale of their business and would like guidance prior, during and after the sale to ensure their goals are met in the most efficient way possible.

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