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.
Showing 39 Members
Sort by:
Craig Poms
Member for 4 years
SVP-Commercial Banking Officer
TowneBank
Call me when... You need assistance with banking and finance issues.
Jason Schneider
Member for 3 years
Corporate Attorney
Schneider Law Group PLLC
Call me when... Call me if you or your client need an attorney to assist with M&A, securities or tax strategy for growth-oriented businesses.
Michelle Campbell
Member for 3 years
CEO
Time Value Accounting & Business Services LLC
Call me when... a small to mid-size business needs CFO, Accounting, Tax planning, Tax resolution services.
Anastasia Council
Member for 9 months
Financial Advisor
Edward Jones Investments
Call me when... You'd like to transition ownership of your business and plan for retirement. Oftentimes Business Owner's don't have a process, or know where to begin when its time to sell. Our team will guide you through that process.
Ethan Stambler
New Member
Senior Vice President
SES ESOP Strategies
Call me when... You have clients for whom transitioning ownership to their employees through an ESOP might make sense
Dan Wilson
Member for 1 year
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.
Michael Goddard
Member for 1 year
SBA Business Development Officer
Fidelity Bank
Call me when... you want to discuss financing options to buy (or sell) a business, or to buy out an existing partner.
Alejandro Morales
New Member
Director of Operations
STOA Digital Solutions
Call me when... You want to know how to optimize your business processes with digital tools.
Ben Frear
Member for 9 months
Founding Principal
Mainmast Capital
Call me when... Sell-side M&A advisory in the lower mid-market (1-25M EBITDA). Services include transaction advisory, valuations, preparation consulting.
Jane Sommers-Kelly
Member for 1 year
Founder
JSK Leadership
Call me when... your Owner or Team Leader needs help improving his Team's Collaboration
Van Daughtry
Member for 4 years
President
Van Daughtry Consulting, LLC
Call me when... Considering buying or selling a business, franchise, or commercial property.
Dominic Totman
Member for 1 year
Attorney
Cranfill Sumner LLP
Call me when... there is a business to be bought or sold, partnership to be structured, contract to be drafted, entity to be formed, will or trust to be created, or any legal planning objective to be accomplished.
Joe Kozubowski
Member for 2 years
EOS Implementer
EOS Worldwide
Call me when... You want to get more from your business and create more value. We provide a simple yet powerful set of tools called EOS to help owners gain Vision, Traction and grow a healthy leadership team aligned with the company's Vision.
Nigel Elkan
Member for 4 years
CEO
ActionCoach of the Triangle
Call me when... You are ready to set ambitious personal and business goals and ready to get the professional coaching to achieve them.
Neal Isaacs
Member for 4 years
Broker/Partner
VR Business Brokers
Call me when... a business owner desires to sell their privately held business, or when you want advice about planning for a situation.
Steve Doyscher
Member for 1 year
Founder
B2B Growth & Coach
Call me when... We help clients increase revenue, margin, and market share through Marketing and Sales Enablement
Michael Leary
Member for 8 months
Owner
Learco Business Services, LLC
Call me when... There is a need for alternative capital, or you are facing a tax liability and looking to reduce it.
Chuck Riker
Member for 1 year
Vice President and SBA Business Development Officer
First National Bank Small Business Finance
Call me when... you want to discuss financing options to buy or sell a business or a partner buy out.
Alicia Parr
Member for 4 years
Principal
Performentor LLC
Call me when... growing / evolving business can use entrepreneur-friendly fractional HR and people science support
Arles Taylor
Member for 4 years
Patent Attorney
Jenkins, Taylor, & Hunt, PA
Call me when... you want to grow or assess your intellectual property portfolio
Jed Hysong
Member for 2 years
CFO
CFO
Call me when... I serve owners of companies who want help with strategic financial decisions including preparing their business for sale.
Blake Cranor
Member for 1 year
VP - Small Business Lending
Live Oak Bank
Call me when... You have questions about or need assistance with bank financing.
