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 63 Members
Sort by:
Michael Stier
Member for 4 years
Area President - FocusCFO
FocusCFO
Call me when... FocusCFO is a leader in embedded fractional CFO services. Guiding entrepreneurial leaders on their climb to sustainable, transferrable business value.
Erica Yount
New Member
Principal & Wealth Manager
Modera Wealth Management, LLC
Call me when... you need financial planning and investment management for individuals, business owners, or endowments
Roy Pelkey
Member for 3 years
Professional 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.
Emmy Lou Burchette
Member for 1 year
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.
James Gorzynski
New Member
Managing Partner
Certified Exit Planners
Call me when... A connection is ready to discuss exit planning, value growth, or brokerage. Maximize enterprise value & options. Mitigate tax & risk through exit planning.
Erika Erlenbach
Member for 1 year
Partner
Summit Law
Call me when... You have corporate/business legal needs. We are a business transaction law firm with a focus on mergers and acquisitions, supply chain contracts, commercial real estate and business succession planning.
Kurt Dyck
Member for 1 year
Founder
Avance Accounting, LLC
Call me when... You need more accurate, timely or relevant financial records or reporting
Sharai Lavoie
Member for 4 years
CEO/Managing Member
Lavoie CPA PLLC
Call me when... Lavoie CPA PLLC is a non-traditional accounting firm supporting business in the areas of strategic accounting outsourcing, technology and consulting. Our clients experience the power, expertise and technology of a large accounting and finance team.
Seth Wheeler
Member for 1 year
CFP®, CEPA®, Planner & Wealth Management Advisor
Principal - Halcyon Wealth Strategies
Call me when... My team and I advise business owners in succession planning, group and executive benefits for employee / key person retention, and exit planning
Shawn Garrett
Member for 1 year
Founding Attorney
Garrett, PLLC
Call me when... Someone is starting, buying, scaling, or selling their business and wants legal protection.
Karl Graf
New Member
Principal
Modera Wealth Management, LLC
Call me when... You first begin to consider the sale or transition of your business.
Scott Jones
Member for 3 years
Managing Partner
Scott Jones Financial
Call me when... Financial Planning
Ronald Benedict
Member for 4 years
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.
Joel Gardner
Member for 1 year
Financial Planner
Consolidated Planning
Call me when... You aren't sure which exit path is right for you and you want an unbiased third party to model scenarios.
Brandy Milazzo
Member for 4 years
Founding Partner, Owner
Summit Law
Call me when... To prevent legal issues from becoming an obstacle to your professional and business success.
Justin Sandridge
New Member
M&A Advisor
Murphy Business Sales - Charlotte
Call me when... I help business owners sell their companies
Justin Spears
Member for 8 months
Director
Trivest Partners
Call me when... You have a founder that is interested in an equity partnership (both control and non-control) for a business between $2-50m in EBITDA.
Steve Melton
Member for 3 years
Risk Advisor
Relation Insurnace
Call me when... Need asset protection; buy-sell funding strategies; transitional planning for sale
Michelle Fritsch
Member for 4 years
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.
Matthew Bradbury
Member for 4 years
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
Craig Danforth
Member for 1 year
Financial Advisor
Bernstein Private Wealth Management
Call me when... I specialize in working across generations to help families address the emotional aspects of financial decision-making.
Matt Levenson
Member for 1 year
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.
Mary Griesser
Member for 6 months
Strategic-Partner
Schooley Mitchell
Call me when... you want to improve your profitability and don't have the time, expertise or cash flow to execute a cost reduction initiative
Contact & Connect
Chapter Events
May 22, 2025 ⋅ 3:30pm - 5:00pm (EDT)
Jun 21, 2025 ⋅ 11:00am - 8:00pm (EDT)
Gold Sponsors
Silver Sponsors
Bronze Sponsors
