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 44 members
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Steve Melton of Relation Insurnace is a member of XPX Charlotte
Steve A Melton
Risk Advisor
Relation Insurnace

Call Me When... Need asset protection; buy-sell funding strategies; transitional planning for sale

Member for 2 Years
Dianne Chase of Chase Media & Communication is a member of XPX Charlotte
Dianne Chase
Chase Media & Communication

Call Me When... You, your clients, colleagues, leadership, board, and/or teams, need & want to elevate their communication for greater positive impact & results. I provide expert insights, consulting, & training, including issues, risk, & reputation management.

Member for 1 Year
Steve Stein of VR Business Sales is a member of XPX Charlotte
Steve Stein
Senior Advisor
VR Business Sales

Call Me When... Helping small and medium size business owners confidentially sell their businesses for maximum value when they are ready to exit. We can also provide business valuation services and help entrepreneurs find and buy businesses to control their future.

New Member
Thomas Myers
Financial Advisor
CG Financial Services

Call Me When... I coordinate your professional team, your CPA, attorney, and insurance professionals to ensure all parties are making recommendations that go directly toward you and your businesses goals.

New Member
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 2 Years
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 1 Year
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.

Member for 2 Years
Sulayman Nyang
Financial Advisor
Edward Jones

Call Me When... Certified Exit Planning Advisor helping individuals and Business Owners with financial analysis and wealth management

New Member
Jennifer Wagner
Senior Manager
Grant Thornton LLP

Call Me When... Necessary information is to be shared

New Member
Brian Swilling of NaviPath Financial is a member of XPX Charlotte
Brian Swilling
NaviPath Financial

Call Me When... A business owner needs tax mitigation strategies and financial planning help

Member for 1 Year
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.

New Member
Mark Pompeo
Senior Vice President
Live Oak Bank

Call Me When... Looking for Acquisition Funding of $20 Million or less

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
Doug Havas
Pinnacle Sales Advisors

Call Me When... 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.

Member for 2 Years
Adam Petricoff of VR Mergers & Acquisitions is a member of XPX Charlotte
Adam Petricoff
Managing Partner
VR Mergers & Acquisitions

Call Me When... A business owner is considering selling their privately held business and seeking professional representation

Member for 3 Years
Andrew Tucker of AETucker Consulting is a member of XPX Charlotte
Andrew Tucker
Owner/Fractional CFO
AETucker Consulting

Call Me When... 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.

Member for 1 Year
Allen Maupin
Financial Advisor
Edward Jones

Call Me When... You need a family and business financial planning need.

New Member
Sharai Lavoie
CEO/Managing Member

Call Me When... 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
Michael Stier of FocusCFO is a member of XPX Charlotte
Michael Stier
Area President - Carolinas

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
Ronald Benedict of PNC Wealth Management is a member of XPX Charlotte
Ronald J Benedict
Senior Vice President, Senior Wealth Strategist
PNC Wealth Management

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
Scott Butler of B2B CFO is a member of XPX Charlotte
Scott L Butler

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
Chuck Cooper of WhiteWater Consulting LLC is a member of XPX Charlotte
Chuck Cooper
Managing Member
WhiteWater Consulting LLC

Call Me When... 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 2 Years
Brian Steen
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
Elizabeth Teagarden
founder & principal consultant

Call Me When... People Operations Risk Assessment, Employment Regulatory Compliance, Strategic People Operations Policy & Process, Workforce Design, Leadership & Management Team Development

New Member
Candace Cline of UBS is a member of XPX Charlotte
Candace Cline
Senior VP - Wealth Management

Call Me When... 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

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