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.
Showing 67 Members
Michelle Fritsch
Member for 5 years
Founder, CEO
Propel Comprehensive Wellness
Call me when...
Exiting leaders need solid guidance for personal health during the transition, after the transition, and new purpose in the next phase.
Bishop Beall
Member for 1 year
CEO / Advisor
Five Stones Advisors LLC (Sales Xceleration)
Call me when... a business owner wants to unlock growth and maximize their company's valuation by building a sustainable revenue model (strategy, infrastructure, processes, KPIs, comp plans, etc.) in preparation for a robust exit event.
Craig Field
New Member
Partner
Ryan Geer Field & Rhodes PLLC
Call me when... you want to start your business, to help you manage your business or personal finances and when you are thinking of retireing. We have seen many businesses in all these phases and our relationship first approach has proven to be successful.
Jeff Christensen
New Member
Associate Attorney
Summit Law
Call me when... You need legal advice relating to general corporate matters, or M&A.
Scott Jones
Member for 4 years
Managing Partner
Scott Jones Financial
Call me when... Financial Planning
Michael Stier
Member for 5 years
Area President - FocusCFO
FocusCFO
Call me when... Business needs the guidance of an experienced CFO, but not full time. Increasing Cash Flow. Reducing Risk, Creating Scalable Growth & Transferrable Value. FocusCFO is the national leader.
Gary Smith
Member for 4 years
Manager, Attorney
Venn Law Group
Call me when... you want legal and tax advice that creatively meets owners' objectives in the growth or transition of the business.
Ken Reiter
New Member
Founder
The Strategy Playbook / Exit Advantage
Call me when... your client isn’t exit-ready and you need a structured way to assess gaps, increase value, and deliver a clear plan to prepare for sale.
Andrew Tucker
Member for 3 years
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.
Clay Bruin
Member for 1 year
Surety Bond Consultant
Scott Insurance
Call me when... You have any questions or seeking guidance when it comes to any and all things bonding
Dianne Chase
Member for 4 years
Founder/CEO
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.
Matt Doherty
Member for 1 year
Director of Financial Planning
Carnegie Private Wealth
Call me when... A friend, colleague or client needs help with financial planning
Joe Culik
Member for 3 years
Attorney
Dye Culik PC
Call me when... you need an attorney for business matters like fractional general counsel services, M&A, other contracts, disputes, employment law, franchise issues, and litigation.
Paul Wehrly
Member for 2 years
Outsourced Vice President of Sales
Sales Xceleration
Call me when... As a Fractional Outsourced VP of Sales, I help SMB’s rapidly grow revenue to maximize their value by building their Sales Infrastructure focusing on sales process, CRM, forecasting, aligning comp plans, hiring and managing their sales teams if needed
Paul Solitario
Member for 2 years
Managing Partner
Bray Ventures, LLC
Call me when... I am a senior banker, finance executive, and entrepreneur with extensive experience in business development, investment banking, sales, finance, and advising organizations of all sizes, ranging from start-ups to multibillion-dollar corporations.
Kurt Dyck
Member for 2 years
Founder
Condor CFO & Accounting
Call me when... You need more accurate, timely or relevant financial records or reporting
Robert Snowden
Member for 5 years
Managing Partner
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
Emily Johnson
Member for 1 year
Vice President, Business Development
Carousel Capital
Call me when... you are a business owner, or have a client who is a business owner, who wants to continue to run their business, but is in need of a capital partner. We are a private equity firm that invests in companies in the Southeast.
Drew Partridge
Member for 10 months
Market President
Now Exit, LLC.
Call me when... you're considering selling, scaling, or transitioning your business and want a non-exclusive advisory team with exceptional transaction and operational experience to deliver maximum value!
Chuck Cooper
Member for 4 years
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.
Joel Gardner
Member for 2 years
Financial Planner
Consolidated Planning
Call me when... You aren't sure which exit path is right for you and you want an unbiased third party to model scenarios.
Russell Hughes
Member for 5 years
Managing Principal
Hughes Realty Advisors
Call me when... Real estate is part of an exit event, either sale, purchase, or leaseback
Jerome Myers
Member for 7 months
Founder
Exit to Excellence
Call me when... When a founder risks regret post exit and needs guidance to align money, meaning, and legacy for their next chapter.
Erica Yount
Member for 1 year
Principal & Wealth Manager
Modera Wealth Management, LLC
Call me when... you need financial planning and investment management for individuals, business owners, or endowments
