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 36 members
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Michelle Campbell
Member for 1 Year
CEO
Time Value Accounting & Business Services LLC
A small to mid-size business needs CFO, Accounting, Tax planning, Tax resolution services.
Ted A Bachman
Member for 1 Year
President
Bachman & Associates
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
Joe Kozubowski
New Member
EOS Implementer
EOS Worldwide
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.
Jed Hysong
New Member
Partner
B2B CFO
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.
Steven Fultonberg
Member for 2 Years
Owner
Steven Fultonberg CPA/CVA, PLLC
Tax consulting, tax planning or tax return preparation for individuals or businesses is needed or when business valuation services related to purchase or sale transactions, gift or estate matters, or equitable distribution is required.
Van Daughtry
Member for 2 Years
President
Van Daughtry Consulting, LLC
Considering buying or selling a business, franchise, or commercial property.
Jim Sandy
Member for 2 Years
Principal, President
Carolina OZ Group, LLC
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.
Don Emmett
Member for 1 Year
Managing Broker & Exit Planner
Murphy Business Sales
A Business Owner is considering an Exit or Succession Strategy
Michael Burger
Member for 2 Years
Attorney
NC Planning
You need a solutions oriented merger & acquisition lawyer or general business/corporate counsel for your company or business.
Robert V Mouro
Member for 2 Years
First Vice President / Wealth Management
Fried Mouro Wealth Management of Janney Montgomery Scott, LLC.
You meet someone who is experiencing a life event like selling a business, moving to the Raleigh area, received a promotion, just retired or about to retire, experienced a family death or wanting help developing a comprehensive financial plan
Sarah Jansen
New Member
Director of Partnerships
Cultivate Advisors
A business needs to know where they are and how to get where they want to be. We provide a free 2-hour business assessment to validate their current valuation, identify gaps/opportunities to grow/scale/exit, and forecast revenue growth 5 years. Not o
Mike Leannah
Member for 2 Years
Principal
Business Value Strategies
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
Nigel Elkan
Member for 2 Years
CEO
ActionCoach of the Triangle
You are ready to set ambitious personal and business goals and ready to get the professional coaching to achieve them.
Kenneth H Marks
Member for 2 Years
Managing Partner
High Rock Partners, Inc.
You're trying to make the decision of what to do with your company: buy, sell, recapitalize?
Craig Poms
Member for 2 Years
SVP-Commercial Banking Officer
TowneBank
You need assistance with banking and finance issues.
Beth Lambert
Member for 2 Years
Consultant
Consultant
A CEO or executive management leadership is required for venture capital acquisitions/divestitures or advancing scientific and techinical innovations into new companies
Dave Thompson
Member for 2 Years
Mr
SME Business
You need to reach your full Potential in your Business or Exit Strategy. I can help maximise your Profits, Cashflow and overall Business Efficiency
Laird Hepburn
Member for 2 Years
Managing Partner
Business-owner Strategies Group, LLC
You need help with with buy/sell, retirement plans, key person, personal financial planning, philanthropy, or asset protection.
Joe Grabar
New Member
Managing Principal
Fortress Financial Partners
You're looking for tax deferral strategies, investment management and comprehensive financial planning
Daniel Steyn
Member for 1 Year
Fractional VP of Sales
Sales Xceleration
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
David Cohn
New Member
President
Epikus Business Consulting
You have a business where the quality of their interactions and relationships need help, where additional resources and collaboration are needed, when they seem stuck an unable to make decisions, and when they have outgrown their current capacities.
Diego Muñoz
Member for 2 Years
Commercial Realtor
KW Commercial / ThisPropertyAvailable.com
Expert guidance is needed in the buying, selling, leasing, investing and/or development of commercial real estate.
Jerry M Sledge
Member for 2 Years
Owner
The Sledge Organization, LLC dba Supporting Strategies - Raleigh
You encounter a growing company that needs bookkeeping services. 540.421.7824
Neal J. Isaacs
Member for 2 Years
Broker/Partner
VR Business Brokers
A business owner desires to sell their privately held business, or when you want advice about planning for a situation.
Jonathan S Henry
Member for 2 Years
Wealth Advisor
Trust Company of the South
You are seeking objective, comprehensive financial planning advice from a fiduciary.
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