Members

Members

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 member directory is where you can find a diverse group of experts – and they can find you.

It’s easy to find an expert by using the search box or these handy directories to choose from 12 professions, 75+ areas of functional expertise and 20 client industry categories. Feel free to reach out to the advisors with the expertise you seek. Contact us for further assistance.

Members of the Exit Planning Exchange – XPX Charlotte Chapter are a select group of expert advisors to privately-held businesses. These diverse experts are chosen by their peers for their expertise and shared values that include: Work collaboratively, Put the client first, Think long term, Consider the human angle and Always be learning.
Showing 52 Members
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Mark Pompeo
Senior Vice President
Live Oak Bank

Call Me When... Looking for Acquisition Funding of $20 Million or less

New Member
David G 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.

New Member
Doug Havas of Pinnacle Sales Advisors is a member of XPX Charlotte
Doug Havas
President/Founder
Pinnacle Sales Advisors

Call Me When... A business is looking to maximize its value through increased revenues, and looking to establish better Sales processes and infrastructure, including a CRM, forecasting, comp plans, hiring and onboarding sales personnel.

Member for 3 Years
Matthew D Bradbury
Managing Director
Business Acquisition & Merger Associates

Call Me When... You have a client looking to sell, execute a management buy-out, recapitalize their business or buy other companies

Member for 3 Years
Chuck Cooper of WhiteWater Consulting LLC is a member of XPX Charlotte
Chuck Cooper
Managing Member
WhiteWater Consulting LLC

Call Me When... The greatest asset a company has is its people. We stand ready to serve when you have questions or needs regarding a comprehensive HR strategy, employee engagement and company culture.

Member for 2 Years
Joe Milam of Blue Sky Business Resources is a member of XPX Charlotte
Joe Milam
Market Center Director
Blue Sky Business Resources

Call Me When... a client needs help raising capital, exiting their business or looking to acquire other businesses.

New Member
Jeff Brinkman of New Republic Partners is a member of XPX Charlotte
Jeff R. Brinkman
EVP, Regional Private & Commercial Bank Executive
New Republic Partners

Call Me When... You are looking for guidance on transitioning your business and need help figuring out how to make that happen and what’s next. NRP is a can provide wealth strategies and private bank services for individuals and closely held businesses.

Member for 3 Years
Robert Snowden of South Park Advisors, LLC is a member of XPX Charlotte
Robert M. Snowden
Founder and Managing Director
South Park Advisors, LLC

Call Me When... Business Valuation Specialist | Buy-Side & Sell-Side ESOP Advisory | Exit Planning | Transaction Advisory | Estate & Gift Tax | Financial Reporting | Litigation | Family Law

Member for 3 Years
Gary Smith of Venn Law Group is a member of XPX Charlotte
Gary W. Smith
Manager, Attorney
Venn Law Group

Call Me When... you want legal and tax advice that creatively meets owners' objectives in the growth or transition of the business.

Member for 2 Years
Emmy Lou Burchette of Burchette & Associates, Inc. is a member of XPX Charlotte
Emmy Lou Burchette
President & CEO
Burchette & Associates, Inc.

Call Me When... I advise firms and develop market strategy, brand, marketing and communications initiatives to create value and accelerate growth.

New Member
Taja Graham of TMG Solutions Advisors is a member of XPX Charlotte
Taja M Graham
President
TMG Solutions Advisors

Call Me When... Business leaders facing complex financial decisions, mergers, acquisitions, or succession planning can rely on TMG Solutions Advisors. Specializing in tailored solutions, they ensure businesses achieve financial stability and growth.

New Member
Kurt Kurt Dyck Dyck
Founder
Avance Accounting, LLC

Call Me When... You need more accurate, timely or relevant financial records or reporting

New Member
Jeff Cline of BGW CPA is a member of XPX Charlotte
Jeff C Cline
Partner
BGW CPA

Call Me When... planning for the future is important

Member for 2 Years
Ronald Benedict of PNC Wealth Management is a member of XPX Charlotte
Ronald J Benedict
Senior Vice President, Senior Wealth Strategist
PNC Private Bank Hawthorn

Call Me When... A client needs help determining how to transition their business, how an exit will impact their ability to maintain their lifestyle, manage their estate tax liability, utilize charitable strategies.

Member for 3 Years
Brian Steen
President
Steen Valuation Group, LLC

Call Me When... I am a business appraiser focused on exit planning, ownership transitions and transactions. I specialize in valuing equity interests, intangible assets and complex securities.

Member for 1 Year
Michelle Fritsch of Retirement Wellness Strategies is a member of XPX Charlotte
Michelle Fritsch
Founder, CEO
Retirement Wellness Strategies

Call Me When... exiting leaders need solid guidance for personal health during the transition, after the transition, and new purpose in the next phase.

Member for 3 Years
Shane Brotherton
Sr. Vice President
Pinnacle Financial Partners

Call Me When... A local company needs to speak with a value-add banking advisor. I partner with other advisors in a business’ orbit and collaborate with company decision makers to strategically advise the company to be an optimal position from a financial health per

New Member
Michael Stier of FocusCFO is a member of XPX Charlotte
Michael Stier
Area President - Carolinas
FocusCFO

Call Me When... FocusCFO is a leader in embedded fractional CFO services. Guiding entrepreneurial leaders on their climb to sustainable, transferrable business value.

Member for 3 Years
Carrie L Dyckman
Owner
BGW CPA, PLLC

Call Me When... You are looking for tax planning and consulting, financial statements for lenders, bonding companies, private equity investors; you're 5 - 10 years away from retiring and you'd like to create the best enterprise value possible for the company.

Member for 3 Years
Ann Marie Williams
Executive Director
JP Morgan Private Bank

Call Me When... Investments, estate planning, liquidity events, managing cash

Member for 2 Years
Scott Butler of B2B CFO is a member of XPX Charlotte
Scott L Butler
Partner
B2B CFO

Call Me When... If you need help to reach your business and personal goals. For 30+ yrs, I’ve worked tirelessly to generate profitable commercial expansion. I pride myself on developing trusted relationships to enhance and drive business outcomes and success.

Member for 3 Years
Tom Bixby of EvaluSys LLC is a member of XPX Charlotte
Tom Bixby
CEO
EvaluSys LLC

Call Me When... A business advisor/consultant or investor needs a disciplined value growth strategy and action plan maximizing the enterprise value of client/portfolio businesses.

Member for 4 Years
Elizabeth Teagarden
founder & principal consultant
CTK@work

Call Me When... People Operations Risk Assessment, Employment Regulatory Compliance, Strategic People Operations Policy & Process, Workforce Design, Leadership & Management Team Development

Member for 1 Year
Ellen Linares
Principal
Selwyn Financial LLC

Call Me When... Business owners are ready to begin to strategize for a tax efficient, comprehensive review of their planned or unplanned business departure!

Member for 2 Years
Andrew Tucker of AETucker Consulting is a member of XPX Charlotte
Andrew Tucker
Owner/Fractional CFO
AETucker Consulting

Call Me When... Client wants to grow business by focusing on financial and operational needs are unmet by current staff &/or accounting firm. This includes clients who want to exit their business & need to improve their numbers.

Member for 1 Year

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