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Welcome to our Community Exchange! It’s designed to give you to get a quick snapshot of all the great new members, content and events at XPX- Exit Planning Exchange across our network. Please explore and click through to learn more about our members and benefit from the knowledge they share with the community. If you don’t want to miss this valuable update, subscribe to our monthly email digest.

New Members

Welcome Our New Members

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    James Hintz of HST Tax Advisory Group, LLLP is a member of XPX Houston
    James Hintz
    Managing Partner
    HST Tax Advisory Group, LLLP
    7156904039
    New Member
    Kevin Foyteck
    Vice President
    Stout
    A client needs a business valuation for gift/estate tax purposes, divorce, contemplated sale, or financial reporting. In addition, we can assist with investment banking, transaction advisory, and commercial real estate appraisal services.
    New Member
    Beth Chea of First National Bank Small Business Finnance is a member of XPX Greater Boston
    Beth A Chea
    SVP, Business Development Officer of SBA Lending
    First National Bank Small Business Finnance
    A buyer needs financing with a longer loan term or a lower down payment. We can finance goodwill, inventory, working capital and closing costs.
    New Member
    Heidi Phillips
    VP Relationship Banker
    Fourth Capital Bank
    Clients would like an advisor and partner in their banking. I am able to help with their lending needs; everything from office space, equipment, partner buy in/buy outs, and everything in between. I also specialize in cash mngmt. Value add so impt
    New Member
    Tom Barrett
    Pinnacle Business Guide
    Navigate the Journey
    At Navigate the Journey we help entrepreneurs (i) Scale their business, (ii) Grow their team, and (iii) Plan their life.
    New Member
    KRISTIN E ROBERTSON
    President
    Brio Leadership, an EOS Implementer Company
    Business owners are frustrated with their people, profits, growth or control
    New Member
    Erin Tuggle
    Partner
    Jackson Walker
    A client needs legal assistance with business succession, pre-exit planning, representation on an exit, or post-exit estate or investment strategies.
    New Member
    Andrew L Walker
    Vice President/Private Wealth Advisor
    Bernstein Private Wealth
    You or clients need customized wealth management advise and financial planning that protects and grows your wealth
    New Member
    Nate Woods
    President
    Peachtree Coaching Group
    A business owner is looking to build a "Commercial, profitable enterprise that works without them!" to sell for the highest multiple.
    New Member
    Chris Tully of Sales Growth Advisors is a member of XPX DC Metro
    Chris Tully
    President, Sales Growth Advisors
    Sales Growth Advisors
    A business owner needs help to scale their revenue ahead of an exit by building a reliable sales process, sales infrastructure and sales strategy with the right sales leadership.
    New Member
    Gregory A Seabolt
    Partner
    B2B CFO Partners, LLC
    You want improve cash flow, obtain bank loans, grow profitably, increase company value, plan strategically and prepare their business for sale
    New Member
    Josiah Day
    Director of Development
    Community Foundation for Northern Virginia
    You would like to discuss tax-beneficial, targeted, and meaningful philanthropic support in the Northern Virginia region and beyond.
    New Member
    Daniel Tisser
    Wealth Advisor
    The Colony Group
    Specialized comprehensive wealth management services are needed for business owners who are contemplating a sale, or have just exited a business.
    New Member
    Richard N Baum
    Managing Partner
    Consumer Growth Partners
    Consumer Growth Partners (CGP) is a private equity investment and advisory frm with an exclusive focus on retail and non-perishable branded consumer products companies in the lower middle market with $2.5-10mm of EBITDA.
    New Member
    Andrew Kilpatrick
    Managing Partner
    Markham Capital Partners
    You want to know a PE perspective in the LMM.
    New Member
    David Zickler of Brown Brothers Harriman is a member of XPX Nashville
    David Zickler
    VP - Corporate Advisory
    Brown Brothers Harriman
    A private business is seeking capital or corporate finance advice
    New Member
    Bethany Hickey
    Associate
    Ropes & Gray LLP
    You need an established M&A or private equity legal advisor.
    New Member
    David Birnbaum
    Alternative Investments Director
    Morgan Stanley
    Business owners want to explore breaking up the sale of owner occupied real estate coupled with their business, ESOP 1042 qualified replacement property and monetization loans, and engaging in family office resources for estate planning
    New Member
    Kennedy Chinyamutangira
    Mr
    RSM US LLP
    You need audit, tax, consulting and transaction advisory services related to your private equity funds and their portfolio companies
    New Member
    Tyson Bickley
    Mr.
    Waller
    You are buying or selling a business
    New Member
    Dax A. Seale
    Managing Director
    Seale Wealth Management of Raymond James
    A business owner wants to optimize and tax mitigate their transaction while implementing a financial plan for their next act in life. Also for introductions to Raymond James Investment Bank and lower middle market partner banks
    New Member
    John Bunge
    Partner, Tax Group
    Waller Lansden Dortch & Davis, LLP
    A client is involved in a liquidity event to evaluate personal tax planning, estate planning, and charitable planning vehicles that may be advantageous.
    New Member
    Eric M Rosenberg
    Truist
    New Member
    Silver
    Brandon E. Blell
    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.
    New Member
    Michael Lear
    SVP, Private Wealth Advisor
    Capital Group
    You need help with a business sale and help with evaluating options. Need a new financial advisor you won't outgrow
    New Member
    Founding
    Bob Gibbons
    Founder/Broker
    REATA Commercial Realty, Inc.
    A company has a lease expiring, needs to expand or contract, or wants to evaluate buying versus leasing
    New Member
    Karl Berger of Fractal Sales Solutions is a member of XPX Philadelphia
    Karl A Berger
    President
    Fractal Sales Solutions
    Business owner acknowledges that they need a new approach to grow their business. This could be part of an exit plan, or a company transformation.
    New Member
    Megan E Daily
    Associate
    ArentFox Schiff LLP
    You need customized assistance with mergers and acquisitions, private equity financings, joint ventures, entity formation and structuring, commercial contract drafting for national and international transactions, and general corporate law.
    New Member
    Ali King
    Managing Director
    Carter Morse Goodrich
    Business
    New Member
    Stephen Jahelka
    Chief Operating Officer
    DSJ Advisory Group LLC
    Either you or your client can benefit from trusted advise in the tax, accounting, or advisory space!
    New Member
    Ryan Goral
    Owner
    G-Spire Group
    A company is exploring the possibility of growing through mergers and acquisitions.
    New Member
    Marian Howlye
    CEO
    M Howley Consulting
    A business owner needs a strategic business partner to grow revenue build out a team maimize results
    New Member
    Felipe S. Suarez
    Partner
    B2B CFO, LLC
    “A well-prepared business gets more offers, and usually better offers, than does a less-prepared one. A well-prepared business also advances the sale more quickly. Chances are your business can be improved in ways that enhance a buyer’s confidence.
    New Member
    Guinevere Seaward
    Senior Manager
    Grant Thornton LLP
    You are looking to sell your business (or invest in a new one) and need state & local tax diligence or advice
    New Member
    Kevin O'Brien
    Vice President
    Bernstein Private Wealth Management
    You want customized planning and investment advice for entrepreneurs, founders and business owners
    New Member
    Andrew Tucker of AETucker Consulting is a member of XPX Charlotte
    Andrew Tucker
    Owner
    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.
    New Member
    Haley Zapolski
    Managing Director
    Jumpstart Foundry
    You're an early stage healthcare company looking to raise $ or you are looking to invest in VC into early stage companies as an LP
    New Member
    Gregory Kostiuk of StratEX Sales LLC is a member of XPX Houston
    Gregory J Kostiuk
    Founder / President
    StratEX Sales LLC
    You want to increase the value of your company by growing revenue in an efficient and scalable way.
    New Member
    Greg Stone
    Partner
    Whiteford, Taylor & Preston, LLP
    Your clients have created new products, services, or branding that should be protected against copying by third parties, and when they need to maximize valuation of intellectual property assets for an upcoming exit
    New Member
    Jeffrey W. Berkman
    Partner
    Falcon Rappaport & Berkman PLLC
    You need a corporate attorney with extensive experience in M&A, business succession, securities law matters, employment incentive plans, outside general counsel services & other business law matters.
    New Member
    Emanuel Mkrtchyan
    Senior Manager Mergers & Acquisitions Tax
    Grant Thornton LLP
    Mergers and/or acquisition transaction that requires tax diligence or tax structuring assistance
    New Member
    Alpha Diallo
    Managing Director
    CapVal-American Business Appraisers
    You need me
    New Member
    Brett Donahoo of Marsh is a member of XPX Austin
    Brett A. Donahoo
    Vice President
    Marsh
    You want to know how your current insurance programs (P&C, Benefits, & Retirement) will affect the sale of your business or when buying a company and need insurance due diligence or Rep & Warranty Insurance.
    New Member

    New Posts in The XPX

    Knowledge Exchange

    Owner's Academy & Advisor Exchange

    Marc Kramer of Stress Free Family Business is a member of XPX Philadelphia

    Are you bored with your career and have an entrepreneurial dream you want to chase? Meet Dr. Gary Crotaz author of “The Idea Mindset” on Friday’s live Zoomcast The Best Business Minds. Click here:https://www.eventbrite.com/e/meet-dr-gary-crotaz-author-of-the-idea-mindset-tickets-429481690297

    Sara Burden of Walden Businesses, Inc. is a member of XPX Atlanta

    PRESS RELEASE – SOLD – Sara Burden and Walden Businesses, Inc. is pleased to announce its client, AF&S Products & Services, Inc., completed a successful sale to McMaverick, Inc., dba Apex Solutions. Walden initiated this transaction and acted as advisor to the seller. AF&S Products & Services, Inc. is a Service-Disabled Veteran-Owned Small Business (SDVOSB)…

    Bill McDermott of The Profitability Coach is a member of XPX Atlanta

    Donna Beatty, Tax Partner with Frazier & Deeter, and Robert Stephens, Managing Partner of CFO Navigator, were Bill McDermott’s guests on this episode of Profit Sense with Bill McDermott. Donna provided timely advice about taxes, new laws, and advice for business owners. Robert Stephens talked about how he helps businesses as a financial guide, how he speaks…

    Join The Community

    Want to Know More?

    XPX is a multi-disciplinary community of professional advisors who work collaboratively to help owners build valuable businesses and assist them in preparing and executing a successful transition. Our members have specific areas of expertise as well as a holistic understanding of the breadth of challenges an owner faces throughout the stages of the private company life cycle.

    We are unique in that we are the only open advisor network in the private company/business value transfer market. This means that we do not advocate a single approach or vendor. Instead, we endeavor to be a place where all advisors, owners and vendors can interact and collaborate.  Each XPX Chapter is a locally-controlled non-profit organized by national and regional leaders in the private company market. 

    XPX Community Exchange

    Learn More About Our Community

    Welcome to our Community Exchange! It’s designed to give you to get a quick snapshot of all the great new members, content and events at XPX across our network. Please explore and click through to learn more about our members and benefit from the knowledge they share with the community. If you don’t want to miss this valuable update, subscribe to our monthly email digest.