Members

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 36 Members
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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
Jed Hysong of B2B CFO is a member of XPX Triangle
Jed Hysong
Partner
B2B CFO

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.

Member for 1 Year
Ted A Bachman
President
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
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
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
Sarah Jansen of Cultivate Advisors is a member of XPX Triangle
Sarah Jansen
Director of Partnerships
Cultivate Advisors

Call Me When... Call me for a complimentary light valuation & health assessment and custom strategic roadmap to plan the growth of revenue, profit, and enterprise value.

Member for 1 Year
Chuck Riker of Meridian Bank is a member of XPX Triangle
Chuck Riker
SBA Business Development Officer
Meridian Bank

Call Me When... you want to discuss financing options to buy or sell a business or a partner buy out.

New Member
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
Tim Lappin
Financial Advisor
UBS

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

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
Will Spokes of Work Wonder is a member of XPX Triangle
Will Spokes
Founder
Work Wonder

Call Me When... You want help to add value to your business by building a people-first culture that produces a healthy, high-performing organization.

New Member
Steve Doyscher of B2B Growth & Coach is a member of XPX Triangle
Steve Doyscher
Founder
B2B Growth & Coach

Call Me When... We help clients increase revenue, margin, and market share through Marketing and Sales Enablement

New Member
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
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
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
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
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
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
Craig Poms of TowneBank is a member of XPX Triangle
Craig Poms
SVP-Commercial Banking Officer
TowneBank

Call Me When... You need assistance with banking and finance issues.

Member for 3 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
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
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
Dominic Totman of Cranfill Sumner LLP is a member of XPX Triangle
Dominic Totman
Attorney
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
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
Alicia Parr of Performentor LLC is a member of XPX Triangle
Alicia Parr
Principal
Performentor LLC

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

Member for 3 Years

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