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

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

Managing Partner
DecisionPoint Advisors

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

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.

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.

Managing Partner
Scott Jones Financial

Financial Planning

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.

Founding Partner, Owner
Ascension Law

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

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.

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.


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.

Manager, Attorney
Venn Law Group

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

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

Senior Vice President, Relationship Manager, Middle Market
HomeTrust Bank

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

Selwyn Financial LLC

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

President & Principal Consultant
YGL Enterprises, Inc

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


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.

AETucker Consulting

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.

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.

Managing Partner
Pineapple Consulting Firm

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

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.

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

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.).

Managing Partner
VR Mergers & Acquisitions

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

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.

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.

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.

Risk Advisor
Relation Insurnace

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

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.

Senior Vice President
UBS Financial Services

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

Executive Director
JP Morgan Private Bank

Investments, estate planning, liquidity events, managing cash

Filmore Capital

Business owner or real estate investor needs financing

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

There's an event or just want to connect!

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.

Chase Media

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


Planning for the future is important

Gold Sponsors

Silver Sponsors

Bronze Members