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

    • Profession
    • Functional Expertise
    • Client Industries
    Patent Attorney
    Jenkins, Wilson, Taylor, & Hunt, PA

    You want to grow or assess your intellectual property portfolio

    Financial Advisor
    Vesta Wealth Advisors

    Business planning, financial services & retirement planning for small business owners;

    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

    The Sledge Organization, LLC dba Supporting Strategies - Raleigh

    You encounter a growing company that needs bookkeeping services. 540.421.7824

    ActionCoach of the Triangle

    You are ready to set ambitious personal and business goals and ready to get the professional coaching to achieve them.

    Impact Accounting & Staffing Solutions

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

    Visionary Business Brokerage, LLC

    You would like to talk about buying or selling a business.

    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

    Director of Audit Services

    You have any accounting needs including audit, tax and business resources such as accounting assistance including but not limited to daily entries, reconciling bank accounts, payroll processing.


    A CEO or executive management leadership is required for venture capital acquisitions/divestitures or advancing scientific and techinical innovations into new companies

    Time Value Accounting & Business Services LLC

    A small to mid-size business needs CFO, Accounting, Tax planning, Tax resolution services.

    NC Planning

    You need a solutions oriented merger & acquisition lawyer or general business/corporate counsel for your company or business.

    Commercial Realtor
    KW Commercial /

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

    Transitions Financial Strategies

    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!

    Chief Solutions Officer
    Exclamation Communications! Inc

    Clients call or should call me when they need realize their visual and verbal brand messages are no longer relevant or in accord with their mission or culture.


    You need to build business value & growth through more effective customer and market expansion strategies.

    Wealth Advisor
    Trust Company of the South

    You are seeking objective, comprehensive financial planning advice from a fiduciary.

    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.

    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

    Executive Leadership & Performance Coach/ Owner
    The Innate Coach

    There are leadership, communication and culture needs. My strength is in using patterns in language to establish right seat and what's blocking progress and success.

    Performentor LLC

    Growing / evolving business can use entrepreneur-friendly fractional HR and people science support

    Fahlberg Consulting & Coaching

    I am an executive leadership coach working with CEO's of growth companies. I also facilitate strategic planning processes & help companies prepare for exits.

    Managing Director - Investments
    Thomas, Szwed & Christy Wealth Management Group of Wells Fargo Advisors

    We can help with Planning and Investing. We believe in a holistic approach toward driving your investment plans. We work well with other professionals to help clients with their goals.

    Vice President
    Sandler Training Sales Matters, Inc

    A leader has concerns with their sales org, or frustrations with having a predictable pipeline, or are challenged with process and rely too much on leadership/owners to get things done.

    Fractional CSO
    Sales Xceleration

    Your business is experiencing stagnant or declining sales, and you need help with sales strategy, process, and execution.

    Eagle Business Services

    I help exiting business owners design their next adventure. When selling your business is not a retirement plan, but a move to align your economic activity with a new purpose or lifestyle. My exclusive 12 step program ensures that your new venture f

    Principal, President
    Carolina OZ Group, LLC

    I offer full service Opportunity Zone (Tax) Strategies and Investments which includes Business Advisory; Real Estate Development; as well as Fund Organization, Advisory, and Administration.

    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

    SVP-Commercial Banking Officer

    You need assistance with banking and finance issues.

    Managing Attorney
    Mod Law Firm

    When you need a mission-oriented business and nonprofit attorney to help with IP, Formation, Contracts, Employment, and M&A matters.

    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.

    EdgeBrook Lane Consulting

    Fractional Human Resources Consulting for small/mid sized businesses and non-profits

    Managing Partner
    High Rock Partners, Inc.

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

    VR Business Brokers

    A business owner desires to sell their privately held business, or when you want advice about planning for a situation.

    Van Daughtry Consulting, LLC

    Considering buying or selling a business, franchise, or commercial property.

    Corporate Banking Relationship Manager

    You or a client of yours is in need of a trustworthy banker who has the knowledge necessary to craft a truly tailored banking solution. My position puts me at the center of the client relationship, as I manage lending, deposits, and cash management.

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