Find an Advisor

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 – Exit Planning Exchange member directory is where you can find a diverse group of experts – and they can find you.

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Melanie Shaffer of Talent Suite LLC is a member of XPX Dallas
Melanie Shaffer
President
Talent Suite LLC

Call Me When... you have a client with people problems (hiring, performance issues, leadership development)

Member for 2 Years
Tony Boschetto
Partner
KLR Outsourcing

Call Me When... You need an interim CFO, strategic planning advisory services, due diligence and M&A advisory services.

Member for 4 Years
Eric M Rosenberg
Truist

Call Me When...

Member for 1 Year
Mason Brady
President
Brady CFO

Call Me When... Your clients need assistance in preparing for due diligence, stronger financial strategy and reporting, and raising capital.

New Member
Steve Economou of Grassi & Co, is a member of XPX Philadelphia
Steve N Economou
Principal
Grassi & Co,

Call Me When... Ownership transition, preparing for sale, shareholder buyouts

Member for 13 Years
Nancy M.C. Mills
Business Transition Advisor
Lowenberg Consulting Group LLC

Call Me When... A business owner or stakeholder wants to learn how to learn how to transition their business when they want, to whom they choose, for the money they need. We can engage companies in any country with at least 25 employees and $1 mil. profit.

New Member
Kevin Woltjen of Bradley is a member of XPX Dallas
Kevin Woltjen
Equity Partner
Bradley

Call Me When... Someone needs a solution focused business lawyer, particularly regarding M&A, capital raising, employment dispute, business dispute.

Member for 2 Years
Aashish Makkar
President
Occams Capital Partners

Call Me When... you need to raise debt capital or engage in m&a

New Member
Jeffrey Gonzales
CEO
Sakline Bookkeeping

Call Me When... Call me when you can

New Member
Ejaz Syed of Huntington National Bank is a member of XPX Chicago
Ejaz Syed
SBA Lending Specialist
Huntington National Bank

Call Me When... i can provide SBA financing to complete an acquisition or partner buyout.

Member for 2 Years
Dan Wilson of Viking Mergers & Acquisitions is a member of XPX Triangle
Dan Wilson
Managing Partners
Viking Mergers & Acquisitions

Call Me When... you have a business owner looking at selling a business with an enterprise value between $1m and $50m.

New Member
Shaun Eddy of Oxford Planning Group, LLC is a member of XPX Maryland
Shaun Eddy
Owner & CEO
Oxford Planning Group, LLC

Call Me When... Oxford Planning Group, LLC provides solutions to help simplify our clients financial lives. We provide financial planning and investment planning advice to individuals, families and businesses.

Member for 7 Years
Rick Tkaczyk of Century Sales Solutions, LLC is a member of XPX Chicago
Rick Tkaczyk
President
Century Sales Solutions, LLC

Call Me When... I help small to mid-size businesses put get their revenue generation back on track by building a solid sales infrastructure that addresses strategy, processes and execution creating a path to sustainable sales growth.

Member for 2 Years
Lindsay Kline of Sakline Bookkeeping is a member of XPX Dallas
Lindsay Nichole Kline
President
Sakline Bookkeeping

Call Me When... You or your clients need bookkeeping services

New Member
Christina Sayles of LGA, LLP is a member of XPX Greater Boston
Christina Sayles
Supervisor
LGA, LLP

Call Me When... you need a business valuation of a privately held company

New Member
Andrew Ritter
Partner
Wiggin and Dana LLP

Call Me When... you need assistance with M&A

New Member
Walter Belt of Vaco LLC is a member of XPX San Antonio
Walter E Belt
CFO Advisor
Vaco LLC

Call Me When... You or your client would rather accounting and timely financial reporting to be an expected managed recurring process. .

Member for 6 Years
Brayden Minahan
Director of Client Development
Welch & Forbes Private Wealth Management

Call Me When... Your financial picture has become complex and you need guidance with investment management, trust, tax, and estate planning

New Member
Shelley Lombardo of Evergreen Advisors is a member of XPX Maryland
Shelley J. Lombardo
President
Evergreen Advisors

Call Me When... Client has a challenge on the Corporate Finance portion of their business.

Member for 10 Years
Julienna Viegas of B10 Capital is a member of XPX Dallas
Julienna Viegas
Regional Director
B10 Capital

Call Me When... You need a consultation and free analysis on implementing tax strategies to offset tax burden on high ordinary income and unusual capital gain. Employee Retention Tax credit, Research & Development Tax Credit, Cost Segregation and 45L Tax Credit

Member for 1 Year
Paula Maria Feinberg
Wealth Manager/Senior Vice President
GranVida Wealth

Call Me When... someone is asking about me; there is a special opportunity; to be invited to present

New Member
Winston Bragg of Levitt-Fuirst Insurance is a member of XPX Fairfield County
Winston S Bragg
Personal & Commercial Risk Advisor
Levitt-Fuirst Insurance

Call Me When... You are seeking insurance solutions to protect business and family assets. Our key liability coverage segments are: Construction, Real Estate, Retail, and Personal Home/Auto/Umbrella.

Member for 5 Years
Jason Schneider of Schneider Law Group PLLC is a member of XPX Triangle
Jason R Schneider
Corporate Attorney
Schneider Law Group PLLC

Call Me When... Call me when you want to reach me or want my thoughts on an initiative or potential client issue.

Member for 1 Year
Germaine Harris of BMO is a member of XPX Chicago
Germaine Harris
Director, Private Wealth Advisor
BMO

Call Me When... You need the help of a team of experts to address complex planning issues around: Business transition, Wealth transfer, Sophisticated income and tax planning. My team consists of a Private Banker, Wealth Planner, and a Trust professional.

Member for 3 Years
Tigh J Eisenberg-Rayburn
Consultant
E&R Business Consulting

Call Me When... growth is your priority, and turning chaos into a well-oiled machine is your mission.

New Member