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 59 Members
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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.
Member for 10 months
Joanna Beck
Principal Operations Consultant
Beck Insights
Call me when... you want to talk
New Member
Gary Smith of Venn Law Group is a member of XPX Charlotte
Gary 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 3 years
Matt Levenson
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.
Member for 1 year
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 4 years
Scott Butler of B2B CFO is a member of XPX Charlotte
Scott 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
Matt Doherty of Carnegie Private Wealth is a member of XPX Charlotte
Matt Doherty
Director of Financial Planning
Carnegie Private Wealth
Call me when... A friend, colleague or client needs help with financial planning
New Member
Paul Wehrly of Sales Xceleration is a member of XPX Charlotte
Paul Wehrly
Outsourced Vice President of Sales
Sales Xceleration
Call me when... As a Fractional Outsourced VP of Sales, I help SMB’s rapidly grow revenue to maximize their value by building their Sales Infrastructure focusing on sales process, CRM, forecasting, aligning comp plans, hiring and managing their sales teams if needed
Member for 1 year
Erica Yount of Modera Wealth Management, LLC is a member of XPX Charlotte
Erica Yount
Principal & Wealth Manager
Modera Wealth Management, LLC
Call me when... you need financial planning and investment management for individuals, business owners, or endowments
New Member
Gordon Semeniuk
Wealth Advisor
UBS
Call me when... Planning before and after an exit
New Member
Jeff Cline of BGW CPA is a member of XPX Charlotte
Jeff Cline
Partner
BGW CPA
Call me when... planning for the future is important
Member for 3 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 2 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 2 years
Seth Wheeler of Founder / Owner is a member of XPX Charlotte
Seth Wheeler
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
Member for 1 year
Karl Graf
Principal
Modera Wealth Management, LLC
Call me when... You first begin to consider the sale or transition of your business.
New Member
Shawn Garrett of Garrett, PLLC is a member of XPX Charlotte
Shawn Garrett
Founding Attorney
Garrett, PLLC
Call me when... Someone is starting, buying, scaling, or selling their business and wants legal protection.
Member for 11 months
Justin Spears
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.
New Member
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 3 years
Robert Moore
CPA
Collins, Boike & Moore PA
Call me when... Tax planning and compliance, reviewed and compiled financials, monthly accounting assistance, CFO viewpoint and advisory consultation
Member for 7 months
Justin Sandridge of Murphy Business Sales - Charlotte is a member of XPX Charlotte
Justin Sandridge
M&A Advisor
Murphy Business Sales - Charlotte
Call me when... I help business owners sell their companies
New Member
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
Robert Snowden of South Park Advisors, LLC is a member of XPX Charlotte
Robert 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 4 years
Manny Clark
Shareholder
Winstead PC
Call me when... your founder/operator clients need M&A counsel with focused experience in mid-market professional services sales transactions.
New Member
Mary Lytch
Carolinas President of Trust & Wealth
Park National Bank
Call me when... You are interested in corporate Trustee or Executor services
New Member

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