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 41 Members
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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
J Brian Morgan
Founder & Managing Partner
TAELOS Financial Partners

Call Me When... To see where your business and personal financial vision comes together in order gain absolute clarity and achieve your greatest purpose.

New Member
Mark England of Franchise Directions is a member of XPX Triangle
Mark England
Owner
Franchise Directions

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

Member for 1 Year
Chris Angel
National Practice Consultant
ERA Group

Call Me When... Expense Reduction Analysts (ERA) is a global firm that delivers additional cash flow to middle market clients through savings found in their supplier base. We help firms inprove cash flow & EBITDA to help fund capital projects or prepare for exit.

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 2 Years
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 3 Years
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
Joe Grabar of Fortress Financial Partners is a member of XPX Triangle
Joe Grabar
Managing Principal
Fortress Financial Partners

Call Me When... you're looking for tax deferral strategies, investment management and comprehensive financial planning

Member for 1 Year
Laird Hepburn of Business-owner Strategies Group, LLC is a member of XPX Triangle
Laird Hepburn
Managing Partner
Business-owner Strategies Group, LLC

Call Me When... you need help with with buy/sell, retirement plans, key person, personal financial planning, philanthropy, or asset protection.

Member for 3 Years
Daniel Conklin of Hunter Street Investment Advisors is a member of XPX Triangle
Daniel B Conklin
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.

New Member
Neal Isaacs of VR Business Brokers is a member of XPX Triangle
Neal J. 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 3 Years
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 2 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 3 Years
Dustin Cotcamp
Investor
Vulcan Harbor Ventures

Call Me When... Acquisition Entrepreneur

New Member
Tim Lappin
Financial Advisor
UBS

Call Me When... Whenever convenient for you during business hours.

New Member
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
Adam J Goldblatt
Partner
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
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
Thomas Schaffer of Transitions Financial Strategies is a member of XPX Triangle
Thomas R Schaffer
President
Transitions Financial Strategies

Call Me When... 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!

Member for 3 Years
Chuck Riker of Meridian Bank is a member of XPX Triangle
Chuck Riker
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.

New Member
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 3 Years
Jane Sommers-Kelly of JSK Leadership is a member of XPX Triangle
Jane Sommers-Kelly
Founder
JSK Leadership

Call Me When... your Owner or Team Leader needs help improving his Team's Collaboration

New Member
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 2 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
Charles Evans
Senior Vice President
Dogwood State Bank

Call Me When... Selling your business? Let me I have the funding to make it happen.

New Member

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