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
Member for 1 year
Senior Vice President
Live Oak Bank
Looking for Acquisition Funding of $20 Million or less
Seth Wheeler
Member for 11 months
Planner & Wealth Management Advisor
Principal - Halcyon Wealth Strategies
My team and I advise business owners in succession planning, group and executive benefits for employee / key person retention, and exit planning
Tom Bixby
Member for 4 years
CEO
EvaluSys LLC
A business advisor/consultant or investor needs a disciplined value growth strategy and action plan maximizing the enterprise value of client/portfolio businesses.
Matt Levenson
Member for 8 months
Partner
Kian Capital
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.
Roy Pelkey
Member for 2 years
Professional EOS Implementer
EOS Worldwide
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.
Ronald Benedict
Member for 4 years
Senior Vice President, Senior Wealth Strategist
PNC Private Bank Hawthorn
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.
Brandy Milazzo
Member for 4 years
Founding Partner, Owner
Summit Law
To prevent legal issues from becoming an obstacle to your professional and business success.
Doug Havas
Member for 3 years
President/Founder
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.
Chuck Cooper
Member for 3 years
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.
Taja Graham
Member for 8 months
President
TMG Solutions Advisors
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.
David Kostmayer
Member for 10 months
Owner
GBK Advisors PLLC
You have a growth minded entrepreneur that needs more insight on how to grow and build value in your business.
Ann Williams
Member for 3 years
Executive Director
JP Morgan Private Bank
Investments, estate planning, liquidity events, managing cash
Paul Wehrly
Member for 1 year
Outsourced Vice President of Sales
Sales Xceleration
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
Sharai Lavoie
Member for 3 years
CEO/Managing Member
Lavoie CPA PLLC
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.
Scott Butler
Member for 3 years
Partner
B2B CFO
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.
Robert Snowden
Member for 4 years
Founder and Managing Director
South Park Advisors, LLC
Business Valuation Specialist | Buy-Side & Sell-Side ESOP Advisory | Exit Planning | Transaction Advisory | Estate & Gift Tax | Financial Reporting | Litigation | Family Law
Shane Brotherton
Member for 10 months
Sr. Vice President
Pinnacle Financial Partners
interested in developing a relationship with an active value-add banking partner to talk through ideas, strategy, and have questions answered. As a closely trusted advisor, I work to put clients in the best position to achieve their objectives.
Michael Stier
Member for 4 years
Area President - FocusCFO
FocusCFO
FocusCFO is a leader in embedded fractional CFO services. Guiding entrepreneurial leaders on their climb to sustainable, transferrable business value.
Ashley Love
New Member
Founder
FullFraction
you're seeking professional finance, accounting, or M&A support at a fraction of the cost of a full time team.
Jeff Wolfberg
Member for 3 years
Principal
CEO Focus
When you are a business owner looking for accountability and advice on strategic and operating issues and problems. We offer advice and assistance from those who had the same or similar experiences including preparing for and planning an exit.
Craig Danforth
Member for 11 months
Financial Advisor
Bernstein Private Wealth Management
I specialize in working across generations to help families address the emotional aspects of financial decision-making.
Joe Culik
Member for 1 year
Attorney
Dye Culik PC
you need an attorney for business matters like fractional general counsel services, M&A, other contracts, disputes, employment law, franchise issues, and litigation.
Emmy Lou Burchette
Member for 6 months
President & CEO
Burchette & Associates, Inc.
I advise firms and develop market strategy, brand, marketing and communications initiatives to create value and accelerate growth.
Matt Melago
Member for 2 years
Managing Director
Opportunity Capital
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
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