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.

Showing 45 Members
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Don Emmett of Murphy Business Sales is a member of XPX Triangle
Don Emmett
Managing Broker & Exit Planner
Murphy Business Sales
Call me when... A Business Owner is considering an Exit or Succession Strategy
Member for 3 years
Dominic Totman of Cranfill Sumner LLP is a member of XPX Triangle
Dominic Totman
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.
Member for 1 year
Nate Oltmans
Partner, Director of Advisors
Cornerstone Wealth Management
Call me when... We know how easily money can distract you from the things in life that are truly important. For more than 30 years we have helped our clients gain clarity in their money life enabling them to focus on what really matters. Let’s talk.
Member for 6 months
Geoff Miller
Founder
Stony Hill Advisors
Call me when... exit planning buy or sell side, B2B sales leadership
Member for 9 months
Michelle Campbell of Time Value Accounting & Business Services LLC is a member of XPX Triangle
Michelle Campbell
CEO
Time Value Accounting & Business Services LLC
Call me when... a small to mid-size business needs CFO, Accounting, Tax planning, Tax resolution services.
Member for 3 years
Neal Isaacs of VR Business Brokers is a member of XPX Triangle
Neal Isaacs
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.
Member for 4 years
Amy Hoke of The Fidelity Bank is a member of XPX Triangle
Amy Hoke
Commerical Banker
The Fidelity Bank
Call me when... business client is going through a significant change- sale, purchase, new location, substantial growth, etc -- and looking for a partnership with a banker not just a bank.
New Member
Joe Kozubowski of EOS Worldwide is a member of XPX Triangle
Joe Kozubowski
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.
Member for 1 year
Michael Goddard of Fidelity Bank is a member of XPX Triangle
Michael Goddard
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.
Member for 1 year
Todd Bailey of EOS Worldwide is a member of XPX Triangle
Todd Bailey
Professional EOS Implementer
EOS Worldwide
Call me when... A small business owner needs internal business structure in an effort to increase the profitability in the sale of their business.
Member for 10 months
Helen Zhang
Partner
Futurise Growth Partners
Call me when... you are interested in learning how I help my clients grow their businesses, maximize their business value, and transition smoothly
New Member
Alex Avila
Fractional CFO
Self Employed
Call me when... Fractional CFO, CPA, 30 years' experience. Provide CFO level corporate financial advice and hands-on accounting support to middle market companies. Believer in accurate cash flow forecasting and GAAP accounting.
Member for 7 months
Nigel Elkan
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.
Member for 4 years
Mike Leannah of Business Value Strategies is a member of XPX Triangle
Mike Leannah
Principal
Business Value Strategies
Call me when... 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
Member for 4 years
Arles Taylor
Patent Attorney
Jenkins, Taylor, & Hunt, PA
Call me when... you want to grow or assess your intellectual property portfolio
Member for 4 years
Daniel Steyn of Sales Xceleration is a member of XPX Triangle
Daniel Steyn
Fractional VP of Sales
Sales Xceleration
Call me when... 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
Member for 2 years
Scott J Medeiros of Rosewood Family of Companies is a member of XPX Triangle
Scott J Medeiros
Chief Execution Officer
Rosewood Family of Companies
Call me when... your business operations is hampering your growth or needs reinforcement in advance of an exit.
Member for 1 year
Will Spokes of Work Wonder is a member of XPX Triangle
Will Spokes
Founder
Work Wonder
Call me when... You want help to add value to your business by building a people-first culture that produces a healthy, high-performing organization.
Member for 10 months
Van Daughtry of Van Daughtry Consulting, LLC is a member of XPX Triangle
Van Daughtry
President
Van Daughtry Consulting, LLC
Call me when... Considering buying or selling a business, franchise, or commercial property.
Member for 4 years
Blake Cranor of Live Oak Bank is a member of XPX Triangle
Blake Cranor
VP - Small Business Lending
Live Oak Bank
Call me when... You have questions about or need assistance with bank financing.
Member for 1 year
Jed Hysong of B2B CFO is a member of XPX Triangle
Jed Hysong
CFO
CFO
Call me when... I serve owners of companies who want help with strategic financial decisions including preparing their business for sale.
Member for 1 year
Anastasia Council
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.
New Member
Diego Muñoz of KW Commercial / ThisPropertyAvailable.com is a member of XPX Triangle
Diego Muñoz
Commercial Realtor
KW Commercial / ThisPropertyAvailable.com
Call me when... Expert guidance is needed in the buying, selling, leasing, investing and/or development of commercial real estate.
Member for 3 years
Ben Frear of Mainmast Capital is a member of XPX Triangle
Ben Frear
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.
New Member

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