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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Beth A Wood
Member for 2 Years
Owner
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.
Joe Milam
New Member
Market Center Director
Blue Sky Business Resources
A client needs help raising capital, exiting their business or looking to acquire other businesses.
Brian Brian Steen Steen
New Member
President
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.
Adriana l Mclane
Member for 2 Years
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.
Chuck Cooper
Member for 1 Year
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.
Michelle Fritsch
Member for 2 Years
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.
Erika Erlenbach
New Member
Partner
ASCENSION LAW
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.
Brandon E. Blell
New Member
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.
Jack Tompkins
Member for 1 Year
Managing Partner
Pineapple Consulting Firm
You need analytical support; whether that be gathering data, building forecasts, or creating dashboards to show it all.
Andrew Kittelson
Member for 2 Years
Senior Vice President
UBS Financial Services
You are trying to grow your business and planning for the eventual exit.
Michael Stier
Member for 2 Years
Area President - Carolinas
FocusCFO
FocusCFO is a leader in embedded fractional CFO services. Guiding entrepreneurial leaders on their climb to sustainable, transferrable business value.
Yvonne G Levine
Member for 1 Year
President & Principal Consultant
YGL Enterprises, Inc
You need a veteran B2B marketing strategist and customized marketing solutions.
Ann Marie Williams
Member for 2 Years
Executive Director
JP Morgan Private Bank
Investments, estate planning, liquidity events, managing cash
Adam Petricoff
Member for 2 Years
Managing Partner
VR Mergers & Acquisitions
A business owner is considering selling their privately held business and seeking professional representation
Gary W. Smith
Member for 2 Years
Manager, Attorney
Venn Law Group
You want legal and tax advice that creatively meets owners' objectives in the growth or transition of the business.
Brandy B Milazzo
Member for 2 Years
Founding Partner, Owner
Ascension Law
To prevent legal issues from becoming an obstacle to your professional and business success.
Candace Cline
Member for 1 Year
Senior VP - Wealth Management
UBS
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.
Sharai Lavoie
Member for 2 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.
Tom Bixby
Member for 3 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.
Matthew D Bradbury
Member for 2 Years
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
Joe Donlevy
Member for 2 Years
Principal
Filmore Capital
Business owner or real estate investor needs financing
Joe Dye Culik
New Member
Attorney
Dye Culik PC
You need an attorney for business matters like M&A, other contracts, disputes, and litigation.
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