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

Showing 34 members
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Neal Isaacs of VR Business Brokers is a member of XPX Triangle
Neal J. Isaacs
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 2 Years
Maribeth Christensen of Impact Accounting & Staffing Solutions is a member of XPX Triangle
Maribeth E Christensen
Impact Accounting & Staffing Solutions

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

Member for 3 Years
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.

New Member
Arles A Taylor
Patent Attorney
Jenkins, Wilson, Taylor, & Hunt, PA

Call Me When... you want to grow or assess your intellectual property portfolio

Member for 3 Years
Alicia Parr of Performentor LLC is a member of XPX Triangle
Alicia Parr
Performentor LLC

Call Me When... growing / evolving business can use entrepreneur-friendly fractional HR and people science support

Member for 2 Years
Dan Wilson of Viking Mergers & Acquisitions is a member of XPX Triangle
Dan Wilson
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.

New Member
Dominic Totman of Cranfill Sumner LLP is a member of XPX Triangle
Dominic Totman
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.

New Member
Jim Sandy of Carolina OZ Group, LLC is a member of XPX Triangle
Jim Sandy
Principal, President
Carolina OZ Group, LLC

Call Me When... A friend or client needs full service Opportunity Zone (Tax) Strategies or Investments. Also, contact me when a client is planning to create a substantial capital gain and would like to discuss deferral options and future CG liability forgiveness.

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.

New Member
Kenneth Marks of High Rock Partners, Inc. is a member of XPX Triangle
Kenneth H Marks
Managing Partner
High Rock Partners, Inc.

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

Member for 2 Years
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 1 Year
Diego Muñoz of KW Commercial / is a member of XPX Triangle
Diego Muñoz
Commercial Realtor
KW Commercial /

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

Member for 2 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.

New Member
Jed Hysong of B2B CFO is a member of XPX Triangle
Jed Hysong

Call Me When... I serve owners of companies who want to increase cash, obtain financing, grow profitably, increase company value, plan strategically, and/or prepare a business to sell.

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.

New Member
Ted A Bachman
Bachman & Associates

Call Me When... 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

Member for 2 Years
Justin Clayton
Financial Advisor
Edward Jones

Call Me When... A business owner is looking to keep more of their hard earned money instead of giving it to Uncle Sam.

New Member
Adam J Goldblatt
Michael Best & Friedrich

Call Me When... I am a results-driven attorney that leverages my legal skills & business acumen by partnering with clients to achieve their goals and objectives and drive business growth or exits through a variety of innovative opportunities.

Member for 1 Year
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 1 Year
Jason Schneider of Schneider Law Group PLLC is a member of XPX Triangle
Jason R Schneider
Corporate Attorney
Schneider Law Group PLLC

Call Me When... Call me when you want to reach me or want my thoughts on an initiative or potential client issue.

Member for 1 Year
Mike Leannah of Business Value Strategies is a member of XPX Triangle
Mike Leannah
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 3 Years
Michelle Campbell of Time Value Accounting & Business Services LLC is a member of XPX Triangle
Michelle Campbell
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 2 Years
Nigel Elkan
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 2 Years
Michael Burger
NC Planning

Call Me When... you need a solutions oriented merger & acquisition lawyer or general business/corporate counsel for your company or business.

Member for 3 Years
Mark England of Franchise Directions is a member of XPX Triangle
Mark England
Franchise Directions

Call Me When... You are considering franchise investment or growing your business.

New Member

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