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 42 Members
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Nate Oltmans
Member for 8 months
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.
Amy Hoke
Member for 8 months
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.
Ben Frear
Member for 7 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.
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.
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.
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.
Anastasia Council
Member for 7 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.
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.
Jason Schneider
Member for 2 years
Corporate Attorney
Schneider Law Group PLLC
Call me when... you want to reach me or want my thoughts on an initiative or potential client issue.
Jason Deshayes
Member for 10 months
COO
Cook Wealth LLC
Call me when... you need comprehensive tax and financial planning advice as you explore an exit
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
Dustin Cotcamp
Member for 10 months
Investor
Vulcan Harbor Ventures
Call me when... Acquisition Entrepreneur
Scott J Medeiros
Member for 1 year
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.
Joe Grabar
Member for 2 years
Managing Principal
Fortress Financial Partners
Call me when... you're looking for tax deferral strategies, investment management and comprehensive financial planning
Helen Zhang
Member for 6 months
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
Daniel Steyn
Member for 2 years
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
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.
Robert Lake
Member for 6 months
Value and Transition Advisor
Trebor Strategic Advisors Inc.
Call me when... You need a business coach to guide an owner through the exit process. OR when Trust is becoming an issue delaying or preventing a successful exit.
Daniel Conklin
Member for 1 year
Investment Advisor
Hunter Street Investment Advisors
Call me when... I am a collaborative Advisor to business owners, I am driven to reach them where they are by building personal relationships, understanding their goals and coaching them to better personal and financial outcomes.
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.
Craig Poms
Member for 4 years
SVP-Commercial Banking Officer
TowneBank
Call me when... You need assistance with banking and finance issues.
Alex Avila
Member for 9 months
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.
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.
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