XPX Triangle
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.

Member Directory

Managing Partner
High Rock Partners, Inc.

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

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

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

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.

CEO
Visionary Business Brokerage, LLC

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

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.

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

Managing Broker & Exit Planner
Murphy Business Sales

A Business Owner is considering an Exit or Succession Strategy

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

Owner
The Sledge Organization, LLC dba Supporting Strategies - Raleigh

You encounter a growing company that needs bookkeeping services. 540.421.7824

Patent Attorney
Jenkins, Wilson, Taylor, & Hunt, PA

You want to grow or assess your intellectual property portfolio

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.

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.

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.

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.

Founder and Principal
Zarkin Leadership, LLC

You need someone to help coach, facilitate with groups, evaluate business readiness for shift in ownership

President
Van Daughtry Consulting, LLC

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

SVP-Commercial Banking Officer
TowneBank

You need assistance with banking and finance issues.

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

President
Octain

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

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.

Consultant
Consultant

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

Commercial Realtor
KW Commercial / ThisPropertyAvailable.com

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

Partner
Michael Best & Friedrich

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.

President
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!

Attorney
NC Planning

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

President
Impact Accounting & Staffing Solutions

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

CEO
Time Value Accounting & Business Services LLC

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

Principal
Performentor LLC

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

Principal Consultant
Expense Reduction Analysts

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.

Wealth Management Advisor
Meridian Financial

Advice on financial planning and wealth management

Wealth Advisor
Trust Company of the South

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

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