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 31 Members
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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
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
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
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
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
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.

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
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.

New Member
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
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
Jane Sommers-Kelly
Founder
JSK Leadership

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

New Member
Sarah Jansen of Cultivate Advisors is a member of XPX Triangle
Sarah Jansen
Director of Partnerships
Cultivate Advisors

Call Me When... 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

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

Call Me When... you want to grow or assess your intellectual property portfolio

Member for 3 Years
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
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

New Member
Tim Lappin
Financial Advisor
UBS

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

New Member
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

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