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 46 members
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Jennifer Wagner
Senior Manager
Grant Thornton LLP
Necessary information is to be shared
New Member
William L McKee
Managing Partner
Knowmad Digital Marketing
New Member
Beth A Wood
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.
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
A client needs help raising capital, exiting their business or looking to acquire other businesses.
New Member
Brian Brian Steen Steen
Steen Valuation Group, LLC
I am a business appraiser focused on exit planning, ownership transitions and transactions. I specialize in valuing equity interests, intangible assets and complex securities.
New Member
Adriana l Mclane
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.
Member for 2 Years
Chuck Cooper of WhiteWater Consulting LLC is a member of XPX Charlotte
Chuck Cooper
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.
Member for 1 Year
Michelle Fritsch of Retirement Wellness Strategies is a member of XPX Charlotte
Michelle Fritsch
Founder, CEO
Retirement Wellness Strategies
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
Erika Erlenbach
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.
New Member
Brandon E. Blell
Professional EOS Implementer
EOS Worldwide | Brandon E. Blell, LLC
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.
New Member
Jack Tompkins of Pineapple Consulting Firm is a member of XPX Charlotte
Jack Tompkins
Managing Partner
Pineapple Consulting Firm
You need analytical support; whether that be gathering data, building forecasts, or creating dashboards to show it all.
Member for 1 Year
Andrew Kittelson of UBS Financial Services is a member of XPX Charlotte
Andrew Kittelson
Senior Vice President
UBS Financial Services
You are trying to grow your business and planning for the eventual exit.
Member for 2 Years
Michael Stier of FocusCFO is a member of XPX Charlotte
Michael Stier
Area President - Carolinas
FocusCFO is a leader in embedded fractional CFO services. Guiding entrepreneurial leaders on their climb to sustainable, transferrable business value.
Member for 2 Years
Yvonne Levine of YGL Enterprises, Inc is a member of XPX Charlotte
Yvonne G Levine
President & Principal Consultant
YGL Enterprises, Inc
You need a veteran B2B marketing strategist and customized marketing solutions.
Member for 1 Year
Ann Marie Williams
Executive Director
JP Morgan Private Bank
Investments, estate planning, liquidity events, managing cash
Member for 2 Years
Adam Petricoff of VR Mergers & Acquisitions is a member of XPX Charlotte
Adam Petricoff
Managing Partner
VR Mergers & Acquisitions
A business owner is considering selling their privately held business and seeking professional representation
Member for 2 Years
Gary Smith of Venn Law Group is a member of XPX Charlotte
Gary W. Smith
Manager, Attorney
Venn Law Group
You want legal and tax advice that creatively meets owners' objectives in the growth or transition of the business.
Member for 2 Years
Brandy Milazzo of Ascension Law is a member of XPX Charlotte
Brandy B Milazzo
Founding Partner, Owner
Ascension Law
To prevent legal issues from becoming an obstacle to your professional and business success.
Member for 2 Years
Candace Cline of UBS is a member of XPX Charlotte
Candace Cline
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.
Member for 1 Year
Sharai Lavoie
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.
Member for 2 Years
Tom Bixby of EvaluSys LLC is a member of XPX Charlotte
Tom Bixby
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.
Member for 3 Years
Scott Jones of Scott Jones Financial is a member of XPX Charlotte
Scott M Jones
Managing Partner
Scott Jones Financial
Financial Planning
Member for 1 Year
Matthew D Bradbury
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
Member for 2 Years
Joe Donlevy of Filmore Capital is a member of XPX Charlotte
Joe Donlevy
Filmore Capital
Business owner or real estate investor needs financing
Member for 2 Years
Joe Dye Culik
Dye Culik PC
You need an attorney for business matters like M&A, other contracts, disputes, and litigation.
New Member

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