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.

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Alexander Powell of Northern Trust is a member of XPX Greater Boston
Alexander Powell
Wealth Strategist
Northern Trust

Call Me When... A business owner is thinking about a transition and needs help quantifying what the value of the business means to them, as well as the implications and best strategy from a personal, family, and financial perspective.

New Member
Carl Nicpon of Marsh Creek is a member of XPX Atlanta
Carl Nicpon
Managing Director
Marsh Creek Advisors

Call Me When... a business owner wants to exit their business on their terms and without regret

New Member
Don D. Ford
Managing Partner
Ford + Bergner LLP

Call Me When... at the office during the day.

Member for 1 Year
Stacy Deru of 414 Capital is a member of XPX Nashville
Stacy Deru
Client Development Director
414 Capital

Call Me When... an accurate value is needed for a transaction, including tax, estate, exits/sales, and compliance

New Member
Kent Gregoire of Symphony Advantage Inc is a member of XPX
Kent Gregoire
CEO
Symphony Advantage Inc

Call Me When... CEOs who has (or wants to have) the courage to grow an organization from whatever it is today to one that is rock solid, with a strong culture and a strong leadership team in place to maximize profit, value and impact.

New Member
Chuck Budd
SVP - Commercial Relationship Officer/Team Lead
Avidia Bank

Call Me When... Commercial banking or cash flow consulting. Niches in Cannabis, Healthcare (HSA), manufacturing, and nonprofit sectors.

New Member
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 1 Year
Kimberly Prescott of Prescott HR is a member of XPX Maryland
Kimberly Prescott
President
Prescott HR

Call Me When... you have a client or prospect that has employees.

Member for 5 Years
Albert Carrion of Richards, Rodriguez & Skeith, LLP is a member of XPX Austin
Albert A Carrion
Partner
Richards, Rodriguez & Skeith, LLP

Call Me When... I counsel emerging and mid-sized companies re: ownership & protection of IP assets, licensing & selling/acquiring IP assets, and general business matters (outside general counsel)..

Member for 2 Years
Gabrielle Piasio of Grasshopper Bank is a member of XPX Greater Boston
Gabrielle Piasio
SVP, Sponsor Banking
Grasshopper Bank

Call Me When... You know a private equity firm or independent sponsor investing in the lower middle market looking for cashflow based senior debt financing, nationally.

Member for 5 Years
Liam Mulcahy of BNY Mellon Wealth Management is a member of XPX DC Metro
Liam Mulcahy
Branch Associate
Raymond James

Call Me When... you or a client needs investment management, tax management, lending, corporate trustee, or estate planning services.

Member for 1 Year
Joe Grabar of Fortress Financial Partners is a member of XPX Triangle
Joe Grabar
Managing Principal
Fortress Financial Partners

Call Me When... you're looking for tax deferral strategies, investment management and comprehensive financial planning

New Member
Trammel Martin of UBS Financial Services is a member of XPX Greater Boston
Trammel Martin
UBS Financial Services

Call Me When... We advise business owners and senior executives through all phases of their financial lives from growing a business to exiting.

Member for 8 Years
Christopher Carreira of Andersen is a member of XPX Fairfield County
Christopher M 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.

Member for 5 Years
Anthony Festa of Marshall & Stevens is a member of XPX Tri-State
Anthony Festa
Director
Marshall & Stevens

Call Me When... You have a question or need with regards to any/all tangible asset (machinery or real estate) issues, including business valuation.

Member for 1 Year
Paul Solitario
Managing Partner
Bray Ventures, LLC

Call Me When... I am a senior banker, finance executive, and entrepreneur with extensive experience in business development, investment banking, sales, finance, and advising organizations of all sizes, ranging from start-ups to multibillion-dollar corporations.

New Member
Doron Abrahami of Impact Business Builders is a member of XPX South Florida
Doron Abrahami
CEO
Impact Business Builders

Call Me When... You're frustrated with the speed with which your company is growing, or concerned that you are growing too quickly to maintain control.

Member for 3 Years
John Baier
SVP SBA Lending
EagleBank

Call Me When... To find out information on use of SBA loans or conventional small business loans for in expansion projects, and business acquisitions.

Member for 4 Years
Andre Achtermeier of eightM Corp is a member of XPX Austin
Andre Achtermeier
CEO
eightM Corp

Call Me When... You plan to sell your company

Member for 1 Year
Gary Altman of Altman Associates is a member of XPX DC Metro
Gary Altman
Mr.
Altman Associates

Call Me When... I help individuals and business develop successful plans to dispose of assets and business interests in a tax efficient manner that will, eventually, protect the inheritance for children and heirs.

Member for 7 Years
Tigh J Eisenberg-Rayburn
Consultant
E&R Business Consulting

Call Me When... growth is your priority, and turning chaos into a well-oiled machine is your mission.

New Member
Cameron Scott of BerryDunn is a member of XPX Greater Boston
Cameron A. Scott
Principal, Valuation Services Group
BerryDunn

Call Me When... Valuation Advisory; Gifting Valuation; Estate Valuation; Transition, Exit, Succession Planning; and Value Enhancement needs arise.

Member for 3 Years
Bruce Blasnik of PKF O'Connor Davies LLP is a member of XPX Fairfield County
Bruce Blasnik
Partner
PKF O'Connor Davies LLP

Call Me When... You or a business you know needs assistance with due diligence, tax or succession planning, an M&A transaction, or audit and accounting services.

Member for 7 Years
Jacquelyn Galligan of CBIZ Human Capital Management is a member of XPX Hartford
Jacquelyn Galligan
HCM Consultant
CBIZ Human Capital Management

Call Me When... There is an opportunity to participant in events, meetings etc. Open to any and all communication

Member for 3 Years
Mike McCracken of Wintrust Financial is a member of XPX Chicago
Mike McCracken
SVP - Business Banking Team Lead
Wintrust Financial

Call Me When... you have a client with loan and/or treasury management needs.

Member for 2 Years