XPX Triangle
Members

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.

Members of the Exit Planning Exchange – XPX Triangle Chapter are a select group of expert advisors to privately-held businesses. These diverse experts are chosen by their peers for their expertise and shared values that include: Work collaboratively, Put the client first, Think long term, Consider the human angle and Always be learning.

Member Directory

First Vice President / Wealth Management
Fried Mouro Wealth Management of Janney Montgomery Scott, LLC.

You meet someone who is experiencing a life event like selling a business, moving to the Raleigh area, received a promotion, just retired or about to retire, experienced a family death or wanting help developing a comprehensive financial plan

Principal, President
Carolina OZ Group, LLC

I offer full service Opportunity Zone (Tax) Strategies and Investments which includes Business Advisory; Real Estate Development; as well as Fund Organization, Advisory, and Administration.

Principal
Business Value Strategies

A business owner would like to develop a plan that would maximize their business value, minimize their taxes and transfer their business to who they would like to transfer it to within their time frame

Managing Director - Investments
Thomas, Szwed & Christy Wealth Management Group of Wells Fargo Advisors

We can help with Planning and Investing. We believe in a holistic approach toward driving your investment plans. We work well with other professionals to help clients with their goals.

Managing Broker & Exit Planner
Murphy Business Sales

A Business Owner is considering an Exit or Succession Strategy

Managing Partner
High Rock Partners, Inc.

You're trying to make the decision of what to do with your company: buy, sell, recapitalize?

Fractional CSO
Sales Xceleration

Your business is experiencing stagnant or declining sales, and you need help with sales strategy, process, and execution.

CEO
Time Value Accounting & Business Services LLC

A small to mid-size business needs CFO, Accounting, Tax planning, Tax resolution services.

Principal
Fahlberg Consulting & Coaching

I am an executive leadership coach working with CEO's of growth companies. I also facilitate strategic planning processes & help companies prepare for exits.

Vice President
Sandler Training Sales Matters, Inc

A leader has concerns with their sales org, or frustrations with having a predictable pipeline, or are challenged with process and rely too much on leadership/owners to get things done.

Wealth Advisor
Trust Company of the South

You are seeking objective, comprehensive financial planning advice from a fiduciary.

Managing Partner
Business-owner Strategies Group, LLC

You need help with with buy/sell, retirement plans, key person, personal financial planning, philanthropy, or asset protection.

CEO
Visionary Business Brokerage, LLC

You would like to talk about buying or selling a business.

President
Bachman & Associates

Seasoned Experts helping small to mid-sized businesses grow and become more profitable Interim & Part-time CFO/Controller, Profitability Improvement, Strategic Planning & Budgeting, Cost Reduction & Control, Best Practices, Key Performance Indicator

Attorney
NC Planning

You need a solutions oriented merger & acquisition lawyer or general business/corporate counsel for your company or business.

Owner
The Sledge Organization, LLC dba Supporting Strategies - Raleigh

You encounter a growing company that needs bookkeeping services. 540.421.7824

Consultant
Consultant

A CEO or executive management leadership is required for venture capital acquisitions/divestitures or advancing scientific and techinical innovations into new companies

Principal
Performentor LLC

Growing / evolving business can use entrepreneur-friendly fractional HR and people science support

Executive Leadership & Performance Coach/ Owner
The Innate Coach

There are leadership, communication and culture needs. My strength is in using patterns in language to establish right seat and what's blocking progress and success.

Managing Attorney
Mod Law Firm

When you need a mission-oriented business and nonprofit attorney to help with IP, Formation, Contracts, Employment, and M&A matters.

Fractional VP of Sales
Sales Xceleration

You want to scale your business and exit. *Right People; Right Seats is a question * In growth mode and need to build or expand your sales team *Your revenue stalled* To elevate your sales team good to great* Sales team is underperforming

President
Transitions Financial Strategies

You need an experienced professional who is a highly effective communicator both in the board room and the stock room. Where creative ideas on business exit and business continuation planning that maximize owner/partners family opportunity are key!

Founder and Principal
Zarkin Leadership, LLC

You need someone to help coach, facilitate with groups, evaluate business readiness for shift in ownership

CEO
ActionCoach of the Triangle

You are ready to set ambitious personal and business goals and ready to get the professional coaching to achieve them.

Director of Audit Services
Stancil

You have any accounting needs including audit, tax and business resources such as accounting assistance including but not limited to daily entries, reconciling bank accounts, payroll processing.

President
Van Daughtry Consulting, LLC

Considering buying or selling a business, franchise, or commercial property.

Broker/Partner
VR Business Brokers

A business owner desires to sell their privately held business, or when you want advice about planning for a situation.

Patent Attorney
Jenkins, Wilson, Taylor, & Hunt, PA

You want to grow or assess your intellectual property portfolio

President
Octain

You need to build business value & growth through more effective customer and market expansion strategies.

SVP-Commercial Banking Officer
TowneBank

You need assistance with banking and finance issues.

Financial Advisor
Vesta Wealth Advisors

Business planning, financial services & retirement planning for small business owners;

Mr
SME Business

You need to reach your full Potential in your Business or Exit Strategy. I can help maximise your Profits, Cashflow and overall Business Efficiency

President
Impact Accounting & Staffing Solutions

You have CPA questions. Small business accounting, tax planning and tax preparation.

Owner
Steven Fultonberg CPA/CVA, PLLC

Tax consulting, tax planning or tax return preparation for individuals or businesses is needed or when business valuation services related to purchase or sale transactions, gift or estate matters, or equitable distribution is required.

Chief Solutions Officer
Exclamation Communications! Inc

Clients call or should call me when they need realize their visual and verbal brand messages are no longer relevant or in accord with their mission or culture.

Founder/Owner
EdgeBrook Lane Consulting

Fractional Human Resources Consulting for small/mid sized businesses and non-profits

Commercial Realtor
KW Commercial / ThisPropertyAvailable.com

Expert guidance is needed in the buying, selling, leasing, investing and/or development of commercial real estate.

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