Find an Advisor

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 – Exit Planning Exchange member directory is where you can find a diverse group of experts – and they can find you.

Showing 1328 Members

Steven S Rolfe

Managing Principal

RolfeAdvisory, LLC

Call me when... You have leadership challenges at the top of your organization that must be addressed.

Member for 10 years

Philadelphia

Jeff Kordela

Owner - Managing Director

Supporting Strategies

Call me when... You need an accountant who provides information to support your decision-making, or your bookkeeping consumes too much of your time, or you've outgrown your current controller's capabilities.

Member for 6 years

Maryland

Alex Biega

Principal

Wincove Private Holdings

Call me when... I am an investor in industrial business services in the 2M-30M of EBITDA.

Member for 1 year

Greater Boston

Scott Carlson

Insurance and Risk Advisor

CRS Insurance Brokerage

Call me when... Companies need assistance on analyzing their current insurance programs to control their total cost of risk regarding short term M&A activities or long-term planning for M&A activities

Member for 6 months

Denver

Paul Hechenberger

Partner

Shutts & Bowen

Call me when... advice is needed on growth transactions, e.g. acquisitions, joint ventures, private fund formation, and strategic contracting.

Member for 10 months

Miami

Jack Eakin

Managing Director, Investment Banking

Pinnacle Capital Markets

Call me when... Investment Banking, predominately sell-side M&A advisory -- we work with owner operators on exit

Member for 3 years

Nashville

Nikolay Gergov

Senior Vice President

Plains State Bank

Call me when... you need a commercial lender and banker

Member for 1 year

Houston

Summit Platinum

Michael Peden

Business Development Officer

Calvetti Ferguson

Call me when... Opportunities to advise business owners on preparing for the transition

Member for 1 year

Nashville

Annual

Eric Togneri

CEO & Managing Director

Neri Capital Partners

Call me when... Neri Capital Partners are experts in assisting lower-middle market Business Owners to Determine, Build and Realize the value of their companies.

Member for 7 years

Atlanta

Silver

Bob Pravder

Sr. Finance and Operations Consultant

Robert Pravder Consulting, LLC

Call me when... You need an entrepreneurial, growth-oriented finance executive who has served as CFO for high-potential middle-market companies, and can transform or turnaround your business.

Member for 6 years

Private: Connecticut

Jake Biedenback

Vice President

JP Morgan Private Bank

Call me when... contemplating a transition or major life chaning event

New Member

Maryland

Elliot Hershik

General Manager

DECO Accounting Services

Call me when...

The Financial Accounting (Bookkeeping thru Controller) of your organization needs to be improved and you want more clarity.

Member for 4 years

Chicago

Silver

Richard Glassman

Partner

ESOP Plus LLC

Call me when... Whenever a shareholder in a privately-held business is looking for a liquidity event.

Member for 5 years

Greater Boston

Stephen Davis

Partner

Citrin Cooperman

Call me when... You need an independent third-party opinion on the valuation of a private company, illiquid debt or equity securities, intangible assets or a solvency or fairness opinion. Usually for a transaction, financial reporting or estate gifting.

New Member

Philadelphia

Ryan Anderson

Financial Advisor

Morgan Stanley

Call me when... you have questions about what is possible and what is probable for your future goals, dream and legacy expectations.

Member for 9 months

Chicago

Natalie Vantrease

Of Counsel

Prosser & Johnson

Call me when... you have investment related legal disputes (both on the customer or financial advisor side) as well as employment or regulatory disputes for stockbrokers/investment advisors.

New Member

Nashville

Scott Osborn

Attorney

Davis, Agnor Rapaport & Skalny, LLC

Call me when... clients need experienced counsel with business succession planning and mergers and acquisitions.

Member for 9 years

Maryland

Silver

Robert Crapsey

Vice President of Business Development

Trivest Partners

Call me when... A Founder owned business is looking for an investor or exploring a sale of their business.

Member for 3 years

Miami

Berk Nowak

Partner and Portfolio Manager

Brown Advisory

Call me when... a family or executive is about to enter a period of transition whether that is starting or selling a business or considering any major life/professional changes

Member for 6 years

Private: Connecticut

Josh Carter

Vice President

Merrill Lynch

Call me when... Anytime

Member for 2 years

Private: Connecticut

Emily Johnson

Vice President, Business Development

Carousel Capital

Call me when... you are a business owner, or have a client who is a business owner, who wants to continue to run their business, but is in need of a capital partner. We are a private equity firm that invests in companies in the Southeast.

New Member

Charlotte

Jake Gurock

Wealth Advisor

Centurion Wealth

Call me when... You need help driving enterprise value for an exit.

New Member

DC Metro

Dan Hinde

Director of Business Development

BACS

Call me when... You need GREAT IT service, Cyber Security or Digital Transformation services.

Member for 1 year

Northern California

Gene McCarthy

Regional President New Jersey

TriState Capital

Call me when... Seeking responsive and flexible options for commercial and real estate lending needs.

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