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XPX Community Exchange

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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

Directory

Showing 22 members
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Emily Schreiber of PNC Bank is a member of XPX Houston
Emily Schreiber
VP, Senior Philanthropy Advisor
PNC Bank
Advisor and partner to business owners and families in the articulation of their values and implementation of desired impact by layering tax efficiency with purpose-driven capital deployment.
New Member
Rob Robert Smithson Smithson
Senior Associate
Corporate Investment
It's time to exit your business via sale, or to recapitalize it to take advantage of new opportunities
New Member
Jason Luksis
Tax Manager
Kutchins, Robbins & Diamond, Ltd.
Call me when you have questions about the tax possibilities concerning a new venture or transaction.
New Member
Hi Roberts
Associate Portfolio Manager
Brown Advisory
A business owner or investor in a business is having a liquidity event and needs help thinking through how to achieve long-term financial goals after an exit.
New Member
Eric Mendelsohn of Transworld Business Advisors of NY is a member of XPX New York
Eric Mendelsohn
M&A Transaction Intermediary/Business Broker
Transworld Business Advisors of NY
When You Know of A Business Owner That Wants To Retire or Relocate and Wants To Sell Their Business
New Member
Greg Silberman of Ritterband tax & Accounting Solutions LLC is a member of XPX Atlanta
Greg Silberman
Managing Director
Ritterband tax & Accounting Solutions LLC
You are in need of a CPA
New Member
Chris Moreno
VP Wealth Management
Bernstein Private Wealth
Your business is preparing to sell so we can assist with pre-transaction planning.
New Member
Max Heller of Centri Business Consulting, LLC is a member of XPX Philadelphia
Max Heller
Managing Director, M&A Advisory Practice Leader
Centri Business Consulting, LLC
Clients have any M&A financial needs. Sell-Side or Buy-Side. Financial Due Diligence and general advisory.
New Member
Brandon Miller of Three Twenty-One Capital Partners is a member of XPX Maryland
Brandon Miller
Director, Digital Marketing & Technology
Three Twenty-One Capital Partners
Call me when you have a Lower-to-Middle Market company that would like Buyside or Sell-side services in Tech, Blockchain, Digital Marketing, GovCon, Digital Transformation, etc
New Member
Armen Krmzian
Senior Relationship Manager
Bank of America
There are various types of loan facilities that can be used for acquisition. The most common facility used is a simple term loan though other facilities can be used including equipment finance, debtor finance and most structured solutions comprising
New Member
Raffi Yardemian
President
Boston Sales Solutions
Sales need to grow. Fractional Chief Revenue officer helping SMB clients develop and grow their sales team and sales revenues.
New Member
Joshua Loud of LOUD Wealth Mangement of Raymond James is a member of XPX Atlanta
Joshua Loud
Wealth Advisor
LOUD Wealth Mangement of Raymond James
A business owner is trying to determine their "magic number" for retirement.
New Member
Denise Sarkor of BNY Mellon Wealth Management is a member of XPX Atlanta
Denise Sarkor
Wealth Advisor, CEPA
BNY Mellon Wealth Management
UHNW clients are re-thinking their financial and wealth goals due to the pandemic, market volatility or a liquidity event and need wealth management services.
New Member
Daniel Magill of ClearPath Results is a member of XPX Houston
Daniel Magill
CEO / Founder
ClearPath Results
Call me when you know a business leader who is frustrated and/or wants to: grow__stay ahead of the curve__level-up their leadership__ systemize how they run the company.
New Member
Dallas Herold, CEPA® of Edward Jones is a member of XPX New Jersey
Dallas J Herold, CEPA®
Financial Advisor
Edward Jones
A business is considering growth, risk management, or transition
New Member
Tom Bronson of Mastery Partners is a member of XPX Dallas
Tom Bronson
President
Mastery Partners
You need help increasing business value and preparing a business for exit.
New Member
Danny Baer of Floyd Advisory LLC is a member of XPX Greater Boston
Danny Baer
Senior Manager
Floyd Advisory LLC
1) You need an accounting/valuation expert witness, 2) You need a business valuation, 3) You need a forensic investigation, or 4) You have business strategy or transaction advisory needs.
New Member
Jack Chang
Managing Director
DGP Capital
You're a business owner, or know of a business owner, that needs an investment bank or M&A firm to manage the entire process of selling/buying a business or raising debt/equity financing.
New Member
Andre Achtermeier of eightM Corp is a member of XPX Austin
Andre Achtermeier
CEO
eightM Corp
You plan to sell your company
New Member
Elizabeth Teagarden
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
New Member
Liz Vibber
Director
Bee Bergvall & Co
You need help building consensus and making decisions as part of a group
New Member
Nolan Duck
CEO
DBG Advisors
You have a client who wants to sell their company.
New Member

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Knowledge Exchange

Owner's Academy & Advisor Exchange

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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.