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 42 members
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Natalie Khoury
New Member
Manager, Forensic, Litigation & Valuation Services
GreerWalker CPAs & Advisors
There's an event or just want to connect!
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.
Jeff Wolfberg
Member for 1 Year
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.
Ellen Linares
Member for 1 Year
Principal
Selwyn Financial LLC
Business owners are ready to begin to strategize for a tax efficient, comprehensive review of their planned or unplanned business departure!
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
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.
Doug Havas
Member for 2 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.
Michael Stier
Member for 2 Years
Area President - Carolinas
FocusCFO
FocusCFO is a leader in embedded fractional CFO services. Guiding business owners with growing revenue, profit and business value; cashflow management, strategic planning, operational performance
Andrew Tucker
New Member
Owner/Fractional CFO
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.
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.
Dianne Chase
New Member
Founder/CEO
Chase Media & Communications
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.
Steve A Melton
Member for 1 Year
Risk Advisor
Relation Insurnace
Need asset protection; buy-sell funding strategies; transitional planning for sale
Tom Wilson
Member for 1 Year
Managing Partner
DecisionPoint Advisors
You have a technology company interested in an M&A exit
Ronald J Benedict
Member for 2 Years
Senior Vice President, Senior Wealth Strategist
PNC Wealth Management
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.
Jackie Austell
New Member
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.).
Robert M. Snowden
Member for 2 Years
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
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.
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
Roy Pelkey
New Member
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.
Scott L Butler
Member for 1 Year
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.
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.
Beth A Wood
Member for 1 Year
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.
Elizabeth Teagarden
New Member
founder & principal consultant
CTK@work, a division of Conrad Trosch & Kemmy, P.A.
People Operations Risk Assessment, Employment Regulatory Compliance, Strategic People Operations Policy & Process, Workforce Design, Leadership & Management Team Development
Chapter Events
Wed, Feb 15th, 2023 ⋅ 3:30pm - 5:00pm (EST)
Wed, Mar 15th, 2023 ⋅ 3:30pm - 5:00pm (EST)
Gold Sponsors
Ann Marie Williams - Call me when...
Investments, estate planning, liquidity events, managing cash
Silver Sponsors
Robert M. Snowden - Call me when...
Business Valuation Specialist | Buy-Side & Sell-Side ESOP Advisory | Exit Planning | Transaction Advisory | Estate & Gift Tax | Financial Reporting | Corporate Litigation
Adam Petricoff - Call me when...
A business owner is considering selling their privately held business and seeking professional representation
Brandy B Milazzo - Call me when...
To prevent legal issues from becoming an obstacle to your professional and business success.
Andrew Kittelson - Call me when...
You are trying to grow your business and planning for the eventual exit.
Bronze Members
Matthew D Bradbury - Call me when...
You have a client looking to sell, execute a management buy-out, recapitalize their business or buy other companies
Michael Stier - Call me when...
FocusCFO is a leader in embedded fractional CFO services. Guiding business owners with growing revenue, profit and business value; cashflow management, strategic planning, operational performance
Carrie L Dyckman - 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.