XPX Charlotte

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.

Member Directory

President & Principal Consultant
YGL Enterprises, Inc

You need a veteran B2B marketing strategist and customized marketing solutions.

Managing Director
South Park Advisors, LLC

Business Valuation Specialist | Buy-Side & Sell-Side ESOP Advisory | Exit Planning | Transaction Advisory | Estate & Gift Tax | Financial Reporting | Corporate Litigation

Pinnacle Sales Advisors

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.

Senior Legal Wealth Advisor
Truist - Legal Specialty Group

A law firm or attorney needs specialized private banking services. Also, corporate escrow services for transactions.

Chase Media

You, your colleagues, your board, your leadership, your teams, your clients need & want to elevate their communication skills for greater positive impact. I provide expert insights, consulting, and training, including crisis, issues, & reputation.

Outsourced Sales VP/Founder
Calypso Sales Strategies

At Calypso Sales Strategies - powered by Sales Xceleration - I help small to mid-size businesses put their sales teams and processes back on track.

CREO, Inc.

You recognize that you need change to drive growth and value.

LEVEL Management Partners, Inc.

A business owner or investor needs a disciplined value growth strategy and action plan maximizing the enterprise value of a business, together with growth plan execution management.

EVP, Regional Private & Commercial Bank Executive
New Republic Partners

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.

Filmore Capital

Business owner or real estate investor needs financing


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.

Senior VP - Wealth Management

You have a client in transition that needs help making smart decisions with their money. My planning advice primarily addresses clients' cash flow, wealth protection and transfer needs as well as and philanthropy.

Bishop, Dulaney, Joyner & Abner, P.A.

You need a corporate and transactional attorney to assist anyone starting, running, buying, selling or transitioning a closely-held business.

Law Offices of Beth A. Wood PLLC

Advice in the development and implementation of sophisticated and comprehensive planning strategies to minimize the impact of federal gift, estate and generation skipping transfer taxation.

Managing Member
WhiteWater Consulting LLC

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.

CEO, Master Certified Coach
Institute Success

You want an engaged leadership Team. Leadership development. Confidential Executive Coaching. Leader needs greater clarity on what is his/her vision of success. Help in hiring the right person for the roles. Identifying your next life adventure.

Market Executive - Charlotte
Carter Bank & Trust

When I can be of service with: Commercial loans, including real estate loans and working capital lines of credit. I can also help with depository/treasury/merchant services.


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.

Founder, CEO
Retirement Wellness Strategies

Business leadership is nearing the sale of company and needs to plan for long-term health and new purpose in the next phase of life.

LifeWorth Financial

An owner is evaluating personal financial impact of buyout, management of proceeds, buyout structure best suited to compliment personal financial plan.

Managing Partner
Pineapple Consulting Firm

You need analytical support; whether that be gathering data, building forecasts, or creating dashboards to show it all.

Manager, Forensic, Litigation & Valuation Services
GreerWalker CPAs & Advisors

There's an event or just want to connect!

Managing Partner
VR Mergers & Acquisitions

A business owner is considering selling their privately held business and seeking professional representation

Managing Director
Business Acquisition & Merger Associates

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

MassMutual Carolinas

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


When you are looking you or a business owner needs accountability and advice on strategic and operating issues and problems form those who had the same or similar experiences.

Managing Partner
Scott Jones Financial

Financial Planning

Growth Strategist
The A.M. Insight, LLC

If you want to create or uplevel your strategic planning process and create capacity to do more of the work that will transform your business.

Professional EOS Implementer
Pelkey Consulting Group

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.

CEO/Managing Member

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.

Managing Director
Greenwich Capital Group

You a have a company in which ownership is interested in exploring a transition through either a third-party sale, ESOP, or internal partner or management buyout , as well as when you have a company interested in exploring strategic acquisitions

NaviPath Financial

A business owner needs tax mitigation strategies and financial planning help

Senior Vice President, Senior Wealth Strategist
PNC Wealth Management

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.

Wealth Management
Goldman Sachs

You are growing or selling a business and want to partner with a wealth professional to achieve financial goals or need access to resources (lending/banking/private equity/co-investments/etc.).

Ascension Law

To prevent legal issues from becoming an obstacle to your professional and business success.

Managing Principal
Hughes Realty Advisors

Real estate is part of an exit event, either sale, purchase, or leaseback

Manager, Attorney
Venn Law Group

You want legal and tax advice that creatively meets owners' objectives in the growth or transition of the business.


Planning for the future is important

Risk Advisor
CCIA, Inc- R3 Risk Management Division

Need asset protection; buy-sell funding strategies; transitional planning for sale

Executive Director
JP Morgan Private Bank

Investments, estate planning, liquidity events, managing cash

Senior Vice President, Relationship Manager, Middle Market
HomeTrust Bank

You need ideas and financing for an intergenerational transition or financial or strategic exit

Managing Partner
DecisionPoint Advisors

You have a technology company interested in an M&A exit

Area President - Charlotte Metro
FocusCFO - Carolinas

I work with owners who lack the right information to run their business, concerned about cash flow, and/or don’t have a trusted partner to help think through growth, value building and strategic/ exit planning

Principal Consultant
Expense Reduction Analysts

You need additional profits for your bottom line in your indirect spend by optimizing your supply base.

Senior Vice President
UBS Financial Services

You are trying to grow your business and planning for the eventual exit.

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