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.
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![Sean Queener of Puryear & Noonan, CPAs is a member of XPX Nashville](https://www.exitplanningexchange.com/wp-content/uploads/2023/12/1673016513972-300x300.jpg)
Call Me When... you have questions on tax costs or savings when considering buying or selling a business.
![Joseph Campbell of Highland Services Group is a member of XPX Nashville,](https://www.exitplanningexchange.com/wp-content/uploads/2024/01/HSG-logo-300x300.jpg)
Call Me When... you are either interested in transformational growth through organic sales, operational or process improvement, or by growing through acquisition. I work with business owners and their teams to achieve results; or divest of their business.
![Lisa Kaufman of Dinan Capital Advisors is a member of XPX Nashville](https://www.exitplanningexchange.com/wp-content/uploads/2023/10/LBK.Head-Shot.png)
Call Me When... you have a question regarding the way to maximize the outcome of a founder's exit, including how to value the company, family/exit considerations, how to prepare a company for sale and the best process to meet clients' objectives.
Call Me When... you need a lawyer for an M&A transaction
![Michael Anthony of Bayfield Partners is a member of XPX Nashville](https://www.exitplanningexchange.com/wp-content/uploads/2024/05/MPA-Headshot.jpg)
![Michael Anthony of Bayfield Partners is a member of XPX Nashville](https://www.exitplanningexchange.com/wp-content/uploads/2024/05/MPA-Headshot.jpg)
Call Me When... you're selling a company.
![Brian Adams of Polsinelli PC is a member of XPX Nashville](https://www.exitplanningexchange.com/wp-content/uploads/2022/09/Firm-Headshot-Profile.jpg)
![Brian Adams of Polsinelli PC is a member of XPX Nashville](https://www.exitplanningexchange.com/wp-content/uploads/2022/09/Firm-Headshot-Profile.jpg)
Call Me When... In need of corporate and transactional advisory services
![Matt Randall of Transworld of Nashville is a member of XPX Nashville](https://www.exitplanningexchange.com/wp-content/uploads/2024/04/IMG_0115.jpg)
![Matt Randall of Transworld of Nashville is a member of XPX Nashville](https://www.exitplanningexchange.com/wp-content/uploads/2024/04/IMG_0115.jpg)
Call Me When... you know a business owner who is interested in selling their company. Our office also assists with capital raises and any securities based deals.
![Patrick Neuman of Inside Brand Development is a member of XPX Nashville](https://www.exitplanningexchange.com/wp-content/uploads/2023/10/Patrick-Profile-Picture-copy-Large.jpeg)
![Patrick Neuman of Inside Brand Development is a member of XPX Nashville](https://www.exitplanningexchange.com/wp-content/uploads/2023/10/Patrick-Profile-Picture-copy-Large.jpeg)
Call Me When... I am a self funded investor out of Brentwood, TN. Interested in service and product based businesses with $350K-$2M in SDE/EBITDA. I have owned multiple businesses in the past (product manufacturing & multiple startups).
![Mark Wyzgowski of CLA is a member of XPX Nashville](https://www.exitplanningexchange.com/wp-content/uploads/2022/11/WyzgowskiM_02.jpg)
![Mark Wyzgowski of CLA is a member of XPX Nashville](https://www.exitplanningexchange.com/wp-content/uploads/2022/11/WyzgowskiM_02.jpg)
Call Me When... owner transition advisory, tax planning and compliance
![Craig Stanley of Nextward Advisors, LLC. is a member of XPX Nashville](https://www.exitplanningexchange.com/wp-content/uploads/2023/08/Craig-Profile-Pic.jpg)
![Craig Stanley of Nextward Advisors, LLC. is a member of XPX Nashville](https://www.exitplanningexchange.com/wp-content/uploads/2023/08/Craig-Profile-Pic.jpg)
Call Me When... At NeXtward Advisors, we help business owners that are looking for an exit find suitable buyers.
Call Me When... you are buying or selling a business
![Stacy Deru of 414 Capital is a member of XPX Nashville](https://www.exitplanningexchange.com/wp-content/uploads/2024/01/SizedHeadshot.jpg)
![Stacy Deru of 414 Capital is a member of XPX Nashville](https://www.exitplanningexchange.com/wp-content/uploads/2024/01/SizedHeadshot.jpg)
Call Me When... We provide valuation, financial advisory, and litigation support services to a diverse range of clients across various industries.
![Blake Patterson of AB is a member of XPX Nashville](https://www.exitplanningexchange.com/wp-content/uploads/2022/08/Headshot-dark-background-no-smile.jpg)
![Blake Patterson of AB is a member of XPX Nashville](https://www.exitplanningexchange.com/wp-content/uploads/2022/08/Headshot-dark-background-no-smile.jpg)
Call Me When... You are working with business owners/entrepreneurs that need help with pre-transaction planning.
![Kelly Finnell of Executive Financial Services, Inc. is a member of XPX Nashville](https://www.exitplanningexchange.com/wp-content/uploads/2023/11/KOF-Headshot.jpg)
![Kelly Finnell of Executive Financial Services, Inc. is a member of XPX Nashville](https://www.exitplanningexchange.com/wp-content/uploads/2023/11/KOF-Headshot.jpg)
Call Me When... You have questions about ESOPs or clients who may be interested in learning whether an ESOP may be an appropriate strategy to address their planning needs.
![Brian Marynowitz of LBMC is a member of XPX Nashville](https://www.exitplanningexchange.com/wp-content/uploads/2022/08/Bio-Picture-Brian-Marynowitz-LBMC-300x300.jpg)
![Brian Marynowitz of LBMC is a member of XPX Nashville](https://www.exitplanningexchange.com/wp-content/uploads/2022/08/Bio-Picture-Brian-Marynowitz-LBMC-300x300.jpg)
Call Me When... In need of buy-side or sell-side financial due diligence
Call Me When... Private Equity / Elegant Exits for Owners
![Zack Moscow of Bacheler Technologies is a member of XPX Nashville](https://www.exitplanningexchange.com/wp-content/uploads/2024/04/ZM-BT-headshot.jpg)
![Zack Moscow of Bacheler Technologies is a member of XPX Nashville](https://www.exitplanningexchange.com/wp-content/uploads/2024/04/ZM-BT-headshot.jpg)
Call Me When... you have questions about Cybersecurity + InfoSec best practices and compliance.
![Andrew Holmes of Executive Financial Services, Inc. is a member of XPX Nashville](https://www.exitplanningexchange.com/wp-content/uploads/2023/09/Linkedin_Andrew_1080x1080-300x300.jpg)
![Andrew Holmes of Executive Financial Services, Inc. is a member of XPX Nashville](https://www.exitplanningexchange.com/wp-content/uploads/2023/09/Linkedin_Andrew_1080x1080-300x300.jpg)
Call Me When... a business owner is looking for a liquidity event, but a strategic or PE sale isn't an option.
![Jack Eakin of Pinnacle Capital Markets is a member of XPX Nashville](https://www.exitplanningexchange.com/wp-content/uploads/2024/04/Jack.jpg)
![Jack Eakin of Pinnacle Capital Markets is a member of XPX Nashville](https://www.exitplanningexchange.com/wp-content/uploads/2024/04/Jack.jpg)
Call Me When... Investment Banking, predominately sell-side M&A advisory -- we work with owner operators on exit
Call Me When... you are Fund and setting up the structure of your business, trying to plan with excess cash flow, or creating a strategy for post-business sale
![Daniel Askew of Empowered Business Brokers is a member of XPX Nashville](https://www.exitplanningexchange.com/wp-content/uploads/2024/04/17620303_10158504309045441_8053830631445412356_o-1-300x300.jpg)
![Daniel Askew of Empowered Business Brokers is a member of XPX Nashville](https://www.exitplanningexchange.com/wp-content/uploads/2024/04/17620303_10158504309045441_8053830631445412356_o-1-300x300.jpg)
Call Me When... You need to buy or sell low mid market businesses, franchise development opportunities or executive coaching.
Call Me When... We are a privately held M&A firm headquartered in Charlotte NC with offices in 13 cities across the SE, including Nashville TN where I am located. Our firm specializes in providing comprehensive business acquisition services.
![Todd Colburn of Northwestern Mutual is a member of XPX Nashville](https://www.exitplanningexchange.com/wp-content/uploads/2024/02/Todd-Head-Shot-CROPPED.jpg)
![Todd Colburn of Northwestern Mutual is a member of XPX Nashville](https://www.exitplanningexchange.com/wp-content/uploads/2024/02/Todd-Head-Shot-CROPPED.jpg)
Call Me When... Closely-held business owners are looking for tax-efficient diversification strategies, business & estate planning.
Call Me When... you're working with an organization that needs investment banking help and feels frustrated by not getting the service they want
![Jason Rappoport of Carr, Riggs & Ingram CPAs & Advisors is a member of XPX Nashville](https://www.exitplanningexchange.com/wp-content/uploads/2024/06/Rappoport-Headshot.jpg)
![Jason Rappoport of Carr, Riggs & Ingram CPAs & Advisors is a member of XPX Nashville](https://www.exitplanningexchange.com/wp-content/uploads/2024/06/Rappoport-Headshot.jpg)
Call Me When... you need Q of E, transaction advisory services, business valuation, or tax planning.
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![Dickinson Wright PLLC](https://www.exitplanningexchange.com/wp-content/uploads/2023/05/Dickinson-Wright-Logo.jpg)
![Dickinson Wright PLLC](https://www.exitplanningexchange.com/wp-content/uploads/2023/05/Dickinson-Wright-Logo.jpg)
![Dickinson Wright PLLC](https://www.exitplanningexchange.com/wp-content/uploads/2023/05/Dickinson-Wright-Logo.jpg)
I am a corporate, securities, private equity and M&A attorney at Dickinson Wright, PLLC
a business owner is looking for a liquidity event, but a strategic or PE sale isn't an option.
![4focusLLC](https://www.exitplanningexchange.com/wp-content/uploads/2023/10/4-Foucs-Logo.jpg)
![4focusLLC](https://www.exitplanningexchange.com/wp-content/uploads/2023/10/4-Foucs-Logo.jpg)
![4focusLLC](https://www.exitplanningexchange.com/wp-content/uploads/2023/10/4-Foucs-Logo.jpg)
you are looking for someone to build a collaborative team to assist an owner in strategic activities to build and more attractive and valuable business, or to assist in the sell side diligence support for a transaction.
![Live Oak Bank](https://www.exitplanningexchange.com/wp-content/uploads/2023/05/liveoak-secondarylogo-indigo-green-1024x493.jpg)
![Live Oak Bank](https://www.exitplanningexchange.com/wp-content/uploads/2023/05/liveoak-secondarylogo-indigo-green-1024x493.jpg)
![Live Oak Bank](https://www.exitplanningexchange.com/wp-content/uploads/2023/05/liveoak-secondarylogo-indigo-green-1024x493.jpg)
have question on SBA funding to purchase a business, buyout a partner or expand.
![Insight Insurance Services](https://www.exitplanningexchange.com/wp-content/uploads/2023/05/Insight-Business-Continuation-Vector-Logo_newtag-1024x547.png)
![Insight Insurance Services](https://www.exitplanningexchange.com/wp-content/uploads/2023/05/Insight-Business-Continuation-Vector-Logo_newtag-1024x547.png)
![Insight Insurance Services](https://www.exitplanningexchange.com/wp-content/uploads/2023/05/Insight-Business-Continuation-Vector-Logo_newtag-1024x547.png)
You need an expert Specializing in Buy-Sell Agreements, Key Person Insurance, Deferred Compensation, and Estate Tax Planning to Safeguard Business Continuity.
Silver Sponsors
Boutique HR outsourcing for middle market companies including payroll, HR, benefits, COVID policy
an exit is being considered for a business with an enterprise value of $10-80M.
Executive or Professional Search / Recruiting ; Consulting on Talent Acquisition/ Team and Board Build; Executive Coach
Experienced corporate attorney who represents businesses/owners in a variety of industries. Services include entity formation, contract negotiations, M&A, buy-sell, securities offerings, corporate governance matters and commerical real estate.
you're looking for sophisticated, institutional-style investment products & advice, paired with boutique-style service and support.