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

Showing 31 members
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Robert Mouro of Fried Mouro Wealth Management of Janney Montgomery Scott, LLC. is a member of XPX Triangle
Robert V Mouro
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
Member for 2 Years
Nigel Elkan
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.
Member for 1 Year
Craig Poms of TowneBank is a member of XPX Triangle
Craig Poms
SVP-Commercial Banking Officer
TowneBank
You need assistance with banking and finance issues.
Member for 2 Years
Adam J Goldblatt
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.
New Member
Ted A Bachman
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
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
A small to mid-size business needs CFO, Accounting, Tax planning, Tax resolution services.
Member for 1 Year
Van Daughtry of Van Daughtry Consulting, LLC is a member of XPX Triangle
Van Daughtry
President
Van Daughtry Consulting, LLC
Considering buying or selling a business, franchise, or commercial property.
Member for 2 Years
Abby Zarkin
Founder and Principal
Zarkin Leadership, LLC
You need someone to help coach, facilitate with groups, evaluate business readiness for shift in ownership
New Member
Neal Isaacs of VR Business Brokers is a member of XPX Triangle
Neal J. Isaacs
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.
Member for 2 Years
Daniel Steyn of Sales Xceleration is a member of XPX Triangle
Daniel Steyn
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
New Member
Steven Fultonberg of Steven Fultonberg CPA/CVA, PLLC is a member of XPX Triangle
Steven Fultonberg
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.
Member for 1 Year
Jim Sandy of Carolina OZ Group, LLC is a member of XPX Triangle
Jim Sandy
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.
Member for 2 Years
Maribeth Christensen of Impact Accounting & Staffing Solutions is a member of XPX Triangle
Maribeth E Christensen
President
Impact Accounting & Staffing Solutions
You have CPA questions. Small business accounting, tax planning and tax preparation.
Member for 2 Years
Jerry Sledge of The Sledge Organization, LLC dba Supporting Strategies - Raleigh is a member of XPX Triangle
Jerry M Sledge
Owner
The Sledge Organization, LLC dba Supporting Strategies - Raleigh
You encounter a growing company that needs bookkeeping services. 540.421.7824
Member for 2 Years
Alicia Parr of Performentor LLC is a member of XPX Triangle
Alicia Parr
Principal
Performentor LLC
Growing / evolving business can use entrepreneur-friendly fractional HR and people science support
Member for 2 Years
Jeffrey Cochran of C12 Forums is a member of XPX Triangle
Jeffrey J Cochran
Chair
C12 Forums
Clients call or should call me when for information about business growth based on a faith perspective
Member for 2 Years
Diego Muñoz of KW Commercial / ThisPropertyAvailable.com is a member of XPX Triangle
Diego Muñoz
Commercial Realtor
KW Commercial / ThisPropertyAvailable.com
Expert guidance is needed in the buying, selling, leasing, investing and/or development of commercial real estate.
Member for 1 Year
Thomas Schaffer of Transitions Financial Strategies is a member of XPX Triangle
Thomas R Schaffer
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!
Member for 2 Years
Dave Thompson
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
Member for 2 Years
Mike Leannah of Business Value Strategies is a member of XPX Triangle
Mike Leannah
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
Member for 2 Years
Kenneth Marks of High Rock Partners, Inc. is a member of XPX Triangle
Kenneth H Marks
Managing Partner
High Rock Partners, Inc.
You're trying to make the decision of what to do with your company: buy, sell, recapitalize?
Member for 2 Years
Jason Schneider of Schneider Law Group PLLC is a member of XPX Triangle
Jason R Schneider
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.
New Member
Don Emmett of Murphy Business Sales is a member of XPX Triangle
Don Emmett
Managing Broker & Exit Planner
Murphy Business Sales
A Business Owner is considering an Exit or Succession Strategy
Member for 1 Year
Jonathan S Henry
Wealth Advisor
Trust Company of the South
You are seeking objective, comprehensive financial planning advice from a fiduciary.
Member for 2 Years
Jason Garey
Wealth Management Advisor
Meridian Financial
Advice on financial planning and wealth management
New Member

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