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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 1326 Members

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Casey Riggs

Member

Riggs Davie PLC

Call me when... you need a lawyer for an M&A transaction

Member for 1 year

Nashville

Laura Sandstrom

Founder & CEO

V3 Advisory, LLC

Call me when... you want to know how much a business is worth and need someone to run all of the numbers! My diligence is next level, even if you are thinking of selling!

New Member

Cleveland

Gretchen Figge

CEO

COREnology

Call me when... any time

Member for 1 year

Utah

John Hannula

Fractional Chief Revenue Officer

Chief Outsiders

Call me when... Marketing, sales and revenue is stuck and the exec team needs help accelerating growth.

New Member

DC Metro

Nick Peck

VP of Sales

COREnology

Call me when... People are interested in understanding their core values

Member for 1 year

Utah

Josh Carter

Vice President

Merrill Lynch

Call me when... Anytime

Member for 2 years

Michael Comstock

Founder/CEO

Premier Private Wealth

Call me when... You need an integrated family office approach to managing the dynamics of wealth

New Member

Nashville

Erika Baez-Grimes, CM&AP

Business Broker | M&A Advisor

Transworld Business Advisors

Call me when... Your clients want to EXIT!

New Member

DC Metro

James Muraff

IP Attorney / Member

McDonald Hopkins LLC

Call me when... intellectual property issues arise - inventions, brand names, and technology matters - obtaining IP rights / litigating IP rights / deals and other transactions involving IP

New Member

Chicago

Arlene Guerrero

Business Broker, Intermediary, M&A Advisor

Xcllusive Business Sales Ltd.

Call me when... when you need representation in selling your business, in M&A negotiations, taking your business in the marketplace, in need of help working with sophisticated buyers.

Member for 10 months

Hawaii

Ray Fernandez

CPA / PFS, CFP

Certified Public Accountant / Certified Financial Planner professional

Call me when... Wealth Management / Private Equity / Alternative Investments / Family Office

Member for 2 years

Houston

John Dwyer

VP, Senior Relationship Manager

TD Bank

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

Member for 1 year

Greater Boston

Andrew Sipe

Employee Benefits Consultant

EHD Insurance

Call me when... Your client is interested in make a change to their employee benefits (medical, dental, vision, life, etc) or interested in executive benefits for C-suite employees.

New Member

Philadelphia

Andrew King

Senior Vice President

Morgan Stanley

Call me when... You are seeking wealth advisor who is an expert in financial planning and investing for business owners and is a Certified Exit Planning Analyst.

Member for 1 year

New Jersey

Darren Kanthal

President | Executive Coach

The Kanthal Group

Call me when... The negative voice in your head is dominating the conversation.

New Member

Denver

Foundation

Craig Cook

CEO

Equitas Strategic Partners

Call me when... Accounting best practices need to be established, month end procedures are needed, and strategic financial information (forecasting, budgeting, job costing, etc.) is needed

Member for 1 year

Nashville

Jon McGowan

Attorney

Liff, Walsh & Simmons

Call me when... you need assistance identifying creative solutions to protect your clients’ investments and business ventures, and to preserve their legacy for their families and employees

New Member

Maryland

Peter Stewart

Director- Wealth Manager

BNY Mellon

Call me when... A business owner is looking to integrate asset and debt management in one place.

Member for 1 year

Atlanta

Erin Takamine

Partner

Accuity LLP

Call me when... for inquiries on financial analysis or tax planning strategies

Member for 8 months

Hawaii

Rick Weed

Senior Vice President - Client Development

SES ESOP Strategies

Call me when... You or a client would like to discuss the benefits of an ESOP as a business transition or exit strategy

Member for 2 years

Greater Boston

Alexander Fowler

Financial Advisor

Morgan Stanley

Call me when... you need guidance on corporate benefits, business sales (pre and post sale), financial planning, and legacy protection for business owners and high net worth families.

Member for 1 year

Hawaii

Stephen Chin

President

Financial Structures and Advisory, Inc.

Call me when... Considering how best to fund organic growth or acquisition, whether debt or equity, and requiring execution expertise and capability.

Member for 7 years

Winston Bragg

Personal & Commercial Risk Advisor

Levitt-Fuirst Insurance

Call me when... You are seeking insurance solutions to protect business and family assets. Our key liability coverage segments are: Construction, Real Estate, Retail, and Personal Home/Auto/Umbrella.

Member for 7 years

Stuart Welsh

President

EGT Advisors

Call me when... You have a client that has been approached by a buyer or who wants a deeper dive into the exit options. My CFO background also serves clients interested in growing and building business value.

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