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.

Member Directory

Showing 50 Members
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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
Ann Marie Williams
Executive Director
JP Morgan Private Bank

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

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
Craig Danforth of Bernstein Private Wealth Management is a member of XPX Charlotte
Craig Selimotic Danforth
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.

New Member
Scott Jones of Scott Jones Financial is a member of XPX Charlotte
Scott M Jones
Managing Partner
Scott Jones Financial

Call Me When... Financial Planning

Member for 2 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
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
Andrew Kittelson of UBS Financial Services is a member of XPX Charlotte
Andrew Kittelson
Senior Vice President
UBS Financial Services

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

Member for 3 Years
Steven Marin of SparkPPC is a member of XPX Charlotte
Steven Marin
Ecommerce Growth Strategist
Opus Strategic Partners

Call Me When... Find $100,000+ of “revenue left on the table” in 1 hour without upfront cost, more marketing spend, or complicated setups.

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
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
Allen Maupin of Edward Jones is a member of XPX Charlotte
Allen Maupin
Financial Advisor
Edward Jones

Call Me When... you have a family and/or business financial planning need.

New Member
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
Joel Gardner of Consolidated Planning is a member of XPX Charlotte
Joel Gardner
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.

New Member
Jeff Wolfberg of CEO Focus is a member of XPX Charlotte
Jeff Wolfberg
Principal
CEO Focus

Call Me When... 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.

Member for 2 Years
Joe Dye Culik
Attorney
Dye Culik PC

Call Me When... you need an attorney for business matters like M&A, other contracts, disputes, and litigation.

Member for 1 Year
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 2 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
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
Brandon E. Blell
Professional EOS Implementer
EOS Worldwide | Brandon E. Blell, LLC

Call Me When... I help entrepreneurs and their leadership teams solve root problems, lead more effectively, and gain Traction® in their businesses through a simple, proven operating system.

Member for 1 Year
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
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
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 2 Years
William L McKee
Managing Partner
Knowmad Digital Marketing

Call Me When... Daytime

New Member

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