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 1310 Members

Joe Kozubowski

EOS Implementer

EOS Worldwide

Call me when... You want to get more from your business and create more value. We provide a simple yet powerful set of tools called EOS to help owners gain Vision, Traction and grow a healthy leadership team aligned with the company's Vision.

Member for 2 years

Triangle

Chris Cocca

President

Strategic Sales Solutions, LLC

Call me when... A business owner needs help to scale their revenue by building a sales process, sales infrastructure and sales strategy with the right sales leadership.

Member for 6 years

Maryland

Rita Sherwood

Managing Director

Inglewood Associates LLC

Call me when... Business Performance Advisory (Value Maximization, Operational Improvement, Financial Advisory), Transition/Exit Planning, Buy/Sell Transaction Advisory & Valuation, Interim Management, Expert Witness and Litigation Support

Member for 1 year

Cleveland

Annual

Juan Ros

Partner

Forum Financial Management, LP

Call me when... you’re thinking about transitioning your business, creating a lasting legacy through philanthropy, or want a strategic plan to align your wealth with your values.

Member for 6 months

Phoenix

Jack Steele

Partner

Hinckley, Allen & Snyder LLP

Call me when... I'm a trusted advisor to business owners looking to build or transition their business, and a seasoned corporate attorney with 35 years advising companies, entrepreneurs, and investors on M&A, financings, and operational matters.

Member for 2 years

Greater Boston

Nigel Elkan

CEO

ActionCoach of the Triangle

Call me when... You are ready to set ambitious personal and business goals and ready to get the professional coaching to achieve them.

Member for 4 years

Triangle

Jonathan Rubens

Partner

Moscone Emblidge & Rubens LLP

Call me when... A business needs to work with an attorney to prepare to be acquired

Member for 1 year

Northern California

Dina Wasmer

President & CMO

Incite Creative

Call me when... you or your clients are in need of CMO or senior marketing leadership help increasing brand value via brand messaging, identity, and/or communicating brand value via qualitative and quantitative analytics and other KPIs.

Member for 10 years

Maryland

Stacy Deru

Founder/Chief Strategist

Opus Strategy Group

Call me when... You need you are looking for unique resources to grow, protect or transfer your clients wealth.

Member for 1 year

Utah

Sara Craven

Chief Wealth Manager

Sand Hill Global Advisors

Call me when... There are investments to manage and planning to do. Your business owner needs to identify if there is a wealth gap and/or personal retirement goals to identify.

New Member

Northern California

Rose Amadi-Emina

Private Banker - Financial Advisor

J.P. Morgan Private Bank

Call me when... you have a client looking to transition from their business and needs helps with uncovering the intent for their wealth.

Member for 7 months

Atlanta

Dave Altman

Principal

Bernstein Global Wealth Management

Call me when... Raising capital, Thinking about an exit, transitioning to the next generation.

Member for 1 year

Connecticut

Rich Volin

Attorney

Volin Employment Law, PLLC

Call me when... you want to grow as a business, you are transitioning in your career, or you have litigation (and litigation avoidance) needs.

Member for 8 years

DC Metro

Daniel Russell

Partner

RSM US, LLP

Call me when... Private Companies - Passthrough - Closely Held - Middle Market

Member for 2 years

Houston

Andrew Rutner

Financial Advisor

Creative Financial Group

Call me when... Financial Advisor with experience in individual and business planning.

Member for 2 years

Philadelphia

Johnny Black

Managing Partner

Chesapeake Search Partners

Call me when... an organization is looking for recruiting or HR consulting.

New Member

Maryland

Leland Mindnich

Vice President- Private Wealth Advisor

J.P. Morgan Private Wealth

Call me when...

You have clients with complicated financial situations who need pre-transaction planning for them and their family.

Member for 7 years

Greater Boston

Stacy Deru

Strategic Consultant

Opus Strategy Group

Call me when... You are looking for alternative tax-advantaged strategies for your clients.

Member for 1 year

Nashville

Michael DiMuccio

Private Client Advisor, managing Director

Bank of America Private Bank

Call me when... Necessary

Member for 2 years

Greater Boston

John Yun

Senior Vice President – Financial Advisor

Yun Wealth Management Group at RBC

Call me when... you are expecting a major liquidity event related to your company at any future time and need exit planning organization across multiple advisors or if retirement from an employer is within five years

Member for 6 years

DC Metro

David Kostmayer

Owner

GBK Advisors PLLC

Call me when... You have a growth minded entrepreneur that needs more insight on how to grow and build value in your business.

Member for 1 year

Charlotte

Trace Brooks

Attorney

Brightside

Call me when... your clients need a trusted partner to navigate estate planning and business succession with tax-efficient precision.

Member for 10 months

Atlanta

Hank Beresin

Managing Director

First Street Business Brokers

Call me when... you have a client, friend or family member considering selling their business.

Member for 7 months

Greater Boston

Christopher Carreira

Managing Director

Andersen

Call me when... there are complex tax compliance and consulting planning, primarily involving personal income, fiduciary, charitable and estate and generational wealth transfer tax issues.

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