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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![Ronald Jones of Ameriprise Financial LLC is a member of XPX Atlanta](https://www.exitplanningexchange.com/wp-content/uploads/2023/09/Legacy-Story-picture-4.jpg)
Call Me When... a business owner looking to consider ownership change who wants to sell for the highest multiple.
![Tiffany Wright of The Resourceful CEO is a member of XPX Atlanta](https://www.exitplanningexchange.com/wp-content/uploads/2022/02/Tiffany-Wright-Body-shot-for-book_resized-1-200x200.jpg)
Call Me When... Experiencing cash flow or profitability issues, low morale retention, or burnout or when an owner needs more flexibility or an organization revamp (i.e., more company structure)
![Tracy Falagrady of USI is a member of XPX Atlanta](https://www.exitplanningexchange.com/wp-content/uploads/2021/05/tracy-falagrady-52137237.png)
Call Me When... You want direction and advice with respect to insurance needs, coverages and education specific to your unique set of circumstances.
![Alan Kemper of LEAD Advisors is a member of XPX Atlanta](https://www.exitplanningexchange.com/wp-content/uploads/2023/11/Alan-Kemper-head-crop.png)
Call Me When... We are a team of executive coaches that help companies build culture train managers and help business owners win at life
![Jeff Brandon of Smith + Howard Wealth Management is a member of XPX](https://www.exitplanningexchange.com/wp-content/uploads/2023/07/JB-website-orange-300x300.png)
Call Me When... financial planning or wealth management is needed or a connection is needed to CPA's that provide a wide variety of serivces.
![Alok Gupta of Loki Group, Inc. is a member of XPX Atlanta](https://www.exitplanningexchange.com/wp-content/uploads/2023/07/Alok-Gupta-2019_small.jpg)
Call Me When... Lower middle and middle market companies need help figuring out and executing on both, organic and inorganic growth opportunities.
Call Me When... you want to talk exit planning, key man programs, buy/sell funding or managing $ post-exit
![Lamar Gresham of USI is a member of XPX Atlanta](https://www.exitplanningexchange.com/wp-content/uploads/2021/12/IMG_03883578.jpg)
![Lamar Gresham of USI is a member of XPX Atlanta](https://www.exitplanningexchange.com/wp-content/uploads/2021/12/IMG_03883578.jpg)
Call Me When... you have a need for understanding of the exposures facing the non-financial assets of the financially successful individuals and families.
Call Me When... As an advisor to business owners, I have a passion for providing high-end wealth planning and investment advice as it pertains to the sale of a privately held business, transferring ownership and wealth to the Nextgen, and navigating retirement
Call Me When... Company owners need experienced assistance in formulating and executing their growth and exit strategies
Call Me When... You want to move on to the next phase of life and live your true purpose. We help transform our clients from being financially successful to living the life of significance!
![Kevin Sledge of Synovus is a member of XPX Atlanta](https://www.exitplanningexchange.com/wp-content/uploads/2022/05/KS_Headshot.jpg)
![Kevin Sledge of Synovus is a member of XPX Atlanta](https://www.exitplanningexchange.com/wp-content/uploads/2022/05/KS_Headshot.jpg)
Call Me When... You have commercial financing needs for Business Acquisitions, Real Estate purchases and Working Capital.
![Nate Woods of ActionCOACH Peachtree is a member of XPX Atlanta](https://www.exitplanningexchange.com/wp-content/uploads/2023/10/nate-headshot.jpg)
![Nate Woods of ActionCOACH Peachtree is a member of XPX Atlanta](https://www.exitplanningexchange.com/wp-content/uploads/2023/10/nate-headshot.jpg)
Call Me When... a business owner is looking to prepare their business to sell at a higher multiple by removing themselves from the day to day operations of their business.
![Karen Powell of ASC is a member of XPX Atlanta](https://www.exitplanningexchange.com/wp-content/uploads/2022/11/Karens-Biz-Photo-Dk-Blue-Adj.-small-scaled.jpg)
![Karen Powell of ASC is a member of XPX Atlanta](https://www.exitplanningexchange.com/wp-content/uploads/2022/11/Karens-Biz-Photo-Dk-Blue-Adj.-small-scaled.jpg)
Call Me When... a business owner client of yours is wanting to exit but wants also to increase the business value prior to sale. Also if the Business Owner needs to determine what sale amount will produce a sustainable future income, I can help determine that.
![Sabine Williams of Legacy CPA Services is a member of XPX Atlanta](https://www.exitplanningexchange.com/wp-content/uploads/2021/05/sabine-williams-55132573.png)
![Sabine Williams of Legacy CPA Services is a member of XPX Atlanta](https://www.exitplanningexchange.com/wp-content/uploads/2021/05/sabine-williams-55132573.png)
Call Me When... Bookkeeping, technical accounting, outsourced controller, compilation, reviews and advisory services to accounting firms.
![Tom Fulton of Neri Capital Partners is a member of XPX Atlanta](https://www.exitplanningexchange.com/wp-content/uploads/2021/09/Tom-head-shot-Aug-2019-scaled.jpg)
![Tom Fulton of Neri Capital Partners is a member of XPX Atlanta](https://www.exitplanningexchange.com/wp-content/uploads/2021/09/Tom-head-shot-Aug-2019-scaled.jpg)
Call Me When... you have questions about the value of your company or are interested in discussing the future.
Call Me When... an owner needs legal representation in preparing for exit.
![John Ray of Business RadioX® is a member of XPX Atlanta](https://www.exitplanningexchange.com/wp-content/uploads/2021/09/John-Ray-BRX-headshot-300x300.jpg)
![John Ray of Business RadioX® is a member of XPX Atlanta](https://www.exitplanningexchange.com/wp-content/uploads/2021/09/John-Ray-BRX-headshot-300x300.jpg)
Call Me When... you find a B2B professional who needs help with business development, their value proposition, and pricing their services
![Jane Gentry of JaneGentry & Company is a member of XPX Atlanta](https://www.exitplanningexchange.com/wp-content/uploads/2023/10/jg-pic.jpg)
![Jane Gentry of JaneGentry & Company is a member of XPX Atlanta](https://www.exitplanningexchange.com/wp-content/uploads/2023/10/jg-pic.jpg)
Call Me When... Your client is not growing and doesn't know why, is growing quickly and needs help scaling the organization, is hoping to sell in 3-5 years and wants to ensure the business is poised for maximum valuation.
![Samuel Richmond of Nvestfit, LLC/ LPL Financial is a member of XPX Atlanta](https://www.exitplanningexchange.com/wp-content/uploads/2021/05/samuel-richmond-54801398.png)
![Samuel Richmond of Nvestfit, LLC/ LPL Financial is a member of XPX Atlanta](https://www.exitplanningexchange.com/wp-content/uploads/2021/05/samuel-richmond-54801398.png)
Call Me When... You desire a partner that truly understands what’s most important to you and employs an established process to build personalized strategies to assist you in reaching your goals with greater confidence and peace of mind.
Call Me When... There is a need for an experienced Wealth Advisor. I have 25 years in experience the financial planning, exit strategy and investment management. I am familiar with both pre-sale and post sale strategies and have access to a robust planning group
Call Me When... A business needs Credit, Treasury, Merchant Services, Trust, RE, SBA
![Rob Margeton of Ryco Advisors, LLC is a member of XPX Atlanta](https://www.exitplanningexchange.com/wp-content/uploads/2024/01/DSC_2886_smaller.jpg)
![Rob Margeton of Ryco Advisors, LLC is a member of XPX Atlanta](https://www.exitplanningexchange.com/wp-content/uploads/2024/01/DSC_2886_smaller.jpg)
Call Me When... a business owner is starting to think about exiting and needs someone to run a structured process to value, market, and successfully exit his business
![Brian O'Neill of Cahaba Wealth Management is a member of XPX Atlanta](https://www.exitplanningexchange.com/wp-content/uploads/2022/04/IMG_2846.jpg)
![Brian O'Neill of Cahaba Wealth Management is a member of XPX Atlanta](https://www.exitplanningexchange.com/wp-content/uploads/2022/04/IMG_2846.jpg)
Call Me When... Needing to marry investment management with true, holistic financial planning.
Call Me When... Helping families align business interests with personal goals and/or succession planning. We prioritize service and provide a solutions based approach.
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Gold Sponsors
![Blue Marble Video](https://www.exitplanningexchange.com/wp-content/uploads/2024/05/BMV_logo_vert-1024x438.jpg)
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you or your client needs a video solution hyper-focused on the right results.
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You need a new story that gets your customer and the world to know just how awesome, different and valuable your business or organization really is.
![Carr, Riggs & Ingram, LLC](https://www.exitplanningexchange.com/wp-content/uploads/2023/11/CRI-Logo-2023.png)
![Carr, Riggs & Ingram, LLC](https://www.exitplanningexchange.com/wp-content/uploads/2023/11/CRI-Logo-2023.png)
![Carr, Riggs & Ingram, LLC](https://www.exitplanningexchange.com/wp-content/uploads/2023/11/CRI-Logo-2023.png)
you need accounting and tax assistance with your next transaction. Our team of dedicated transaction advisory specialists focus on middle market and lower middle market space. We perform services on both the sell and buy side.
![Business RadioX®](https://www.exitplanningexchange.com/wp-content/uploads/2021/06/Business-RadioX®_LOGOMain.png)
![Business RadioX®](https://www.exitplanningexchange.com/wp-content/uploads/2021/06/Business-RadioX®_LOGOMain.png)
![Business RadioX®](https://www.exitplanningexchange.com/wp-content/uploads/2021/06/Business-RadioX®_LOGOMain.png)
you find a B2B professional who needs help with business development, their value proposition, and pricing their services
Silver Sponsors
![consilium](https://www.exitplanningexchange.com/wp-content/uploads/2021/06/consilium-logo.jpg)
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![consilium](https://www.exitplanningexchange.com/wp-content/uploads/2021/06/consilium-logo.jpg)
Wise and experienced counsel is needed, particularly in respect to ongoing business operations, or future acquisitions or sales.
![Beyond Business Solutions](https://www.exitplanningexchange.com/wp-content/uploads/2024/03/BBS-New-Logo-2-1024x984.png)
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![BIP Wealth](https://www.exitplanningexchange.com/wp-content/uploads/2023/12/BIP-Wealth-Stacked-Full-Color-1024x322.png)
![BIP Wealth](https://www.exitplanningexchange.com/wp-content/uploads/2023/12/BIP-Wealth-Stacked-Full-Color-1024x322.png)
You need more than a traditional wealth manager. BIP Wealth is constantly working and consistently innovating to make your money go further.
![FIREPOWER Business Catalyst, LLC.](https://www.exitplanningexchange.com/wp-content/uploads/2023/06/Logo-greyandblue-r7-small-XPX.jpg)
![FIREPOWER Business Catalyst, LLC.](https://www.exitplanningexchange.com/wp-content/uploads/2023/06/Logo-greyandblue-r7-small-XPX.jpg)
![FIREPOWER Business Catalyst, LLC.](https://www.exitplanningexchange.com/wp-content/uploads/2023/06/Logo-greyandblue-r7-small-XPX.jpg)
You need to assist owners and key decision makers in defining roles and engaging talent as part of business growth and transition planning. Convert people strengths into business performance.
![Community Foundation for Greater Atlanta](https://www.exitplanningexchange.com/wp-content/uploads/2024/01/CFGA_logo_RGB_Transparent-background-1-1024x439.png)
![Community Foundation for Greater Atlanta](https://www.exitplanningexchange.com/wp-content/uploads/2024/01/CFGA_logo_RGB_Transparent-background-1-1024x439.png)
![Community Foundation for Greater Atlanta](https://www.exitplanningexchange.com/wp-content/uploads/2024/01/CFGA_logo_RGB_Transparent-background-1-1024x439.png)
your client wants to reduce taxes and give back as part of the exit process.
![Neri Capital Partners](https://www.exitplanningexchange.com/wp-content/uploads/2021/06/ncp-logo-01-1024x371.png)
![Neri Capital Partners](https://www.exitplanningexchange.com/wp-content/uploads/2021/06/ncp-logo-01-1024x371.png)
![Neri Capital Partners](https://www.exitplanningexchange.com/wp-content/uploads/2021/06/ncp-logo-01-1024x371.png)
Neri Capital Partners are experts in assisting lower-middle market Business Owners to Determine, Build and Realize the value of their companies.
![The Value Track](https://www.exitplanningexchange.com/wp-content/uploads/2024/01/The-Value-Track-Advisory-Partners.png)
![The Value Track](https://www.exitplanningexchange.com/wp-content/uploads/2024/01/The-Value-Track-Advisory-Partners.png)
![The Value Track](https://www.exitplanningexchange.com/wp-content/uploads/2024/01/The-Value-Track-Advisory-Partners.png)
you want to sell your company, understand the sale process and understand value.
![Legacy CPA Services](https://www.exitplanningexchange.com/wp-content/uploads/2021/05/legacy-cpa-services-55132573.png)
![Legacy CPA Services](https://www.exitplanningexchange.com/wp-content/uploads/2021/05/legacy-cpa-services-55132573.png)
![Legacy CPA Services](https://www.exitplanningexchange.com/wp-content/uploads/2021/05/legacy-cpa-services-55132573.png)
Bookkeeping, technical accounting, outsourced controller, compilation, reviews and advisory services to accounting firms.
![Taylor English Duma](https://www.exitplanningexchange.com/wp-content/uploads/2021/06/TE-logo-tag-fullcolor-hi-res-1024x325.jpg)
![Taylor English Duma](https://www.exitplanningexchange.com/wp-content/uploads/2021/06/TE-logo-tag-fullcolor-hi-res-1024x325.jpg)
![Taylor English Duma](https://www.exitplanningexchange.com/wp-content/uploads/2021/06/TE-logo-tag-fullcolor-hi-res-1024x325.jpg)
You want a seasoned attorney to assist with any franchise related business, be it a franchisor or franchisee. I love helping start-ups!