New & Upcoming

XPX Community Exchange

New People. New Ideas. XPX is Always Growing to Help You – and Your Clients

Welcome to our Community Exchange! It’s designed to give you to get a quick snapshot of all the great new members, content and events at XPX- Exit Planning Exchange across our network. Please explore and click through to learn more about our members and benefit from the knowledge they share with the community. If you don’t want to miss this valuable update, subscribe to our monthly email digest.

New Members

Welcome Our New Members

Showing 24 Members
Sort by:
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
Reed Kelly
Senior Advisor
Viking Mergers and Acquisitions

Call Me When... We are a privately held M&A firm headquartered in Charlotte NC with offices in 13 cities across the SE, including Nashville TN where I am located. Our firm specializes in providing comprehensive business acquisition services.

New Member
Terry Ellis
Consultant
StrateZone, Inc.

Call Me When... there are human capital issues such as leadership, team dynamics, and delegation, or improvements are needed with organizational structure, process improvement, and customer satisfaction before a business can be sold at the highest value.

New Member
Nathan Klatt
Managing Director
Rockport Partners

Call Me When... Complex corporate valuation and business owner advisory on deals, buyouts, transfers of shares

New Member
Paula Maria Feinberg
Wealth Manager/Senior Vice President
GranVida Wealth

Call Me When... someone is asking about me; there is a special opportunity; to be invited to present

New Member
Peter Stewart
Director- Wealth Manager
BNY Mellon

Call Me When... A business owner is looking to integrate asset and debt management in one place.

New Member
Craig Cook of Equitas Strategic Partners is a member of XPX Nashville
Craig Cook
CEO
Equitas Strategic Partners

Call Me When... Accounting best practices need to be established, month end procedures are needed, and strategic financial information (forecasting, budgeting, job costing, etc.) is needed

New Member
Jay Jung of Embarc Advisors is a member of XPX Northern California
Jay Jung
Managing Partner
Embarc Advisors

Call Me When... Middle market financial advisory

New Member
Greg Wozniak
CPA
Marcum LLP

Call Me When... neeed for Tax consulting, Entity Structure, Qaulity of Earnings and transaction advisory

New Member
Kristy Busija of Next Conversation Consulting is a member of XPX Charlotte
Kristy Busija
CEO
Next Conversation Consulting

Call Me When... You need a robust pipeline of leaders and talent. You want to create a culture where employees love to work.

New Member
Gregory Murphy
Private Wealth Advisor
U.S. Bank

Call Me When... Business owner needs help with planning, trusts, investments, personal borrowing

New Member
Casey W. Riggs
Member
Riggs Davie PLC

Call Me When... you need a lawyer for an M&A transaction

New Member
Wes Scott of Epstein Beck Green, P.C. is a member of XPX Nashville
Wes Scott
Partner
Epstein Beck Green, P.C.

Call Me When... you want peace of mind while buying or selling a business.

New Member
Mitch Poole of SeatonHill Partners is a member of XPX Atlanta
Mitch Poole
Partner
SeatonHill Partners

Call Me When... a client needs Strategic CFO services on an interim basis (full time for a short period), fractional services(less than full time) or for a project such as due diligence., fractional (

New Member
Timothy Alvarez of United Growth Advisors is a member of XPX Maryland
Timothy Alvarez
CEO
United Growth Advisors

Call Me When... Someone has a sales or ops leader job opening, we will provide either a fractional or full-time employee to replace them. Additionally, anyone looking to build aligned and cohesive teams through DISC and The Five Behaviors.

New Member
Grant Templin
Private Wealth Advisor
Morgan Stanley

Call Me When... business owners need a wealth manager who understands their unique pre and post transaction needs and is experienced collaborating with their team of trusted advisors.

New Member
Marc C. Danile
Senior Vice President
John Hancock Investment Mangement

Call Me When... business hours

New Member
Todd Colburn of Northwestern Mutual is a member of XPX Nashville
Todd Colburn
Wealth Management Advisor
Northwestern Mutual

Call Me When... Closely-held business owners are looking for tax-efficient diversification strategies, business & estate planning.

New Member
George J Haytko
Owner
Haytko & Associates

Call Me When... Fractional CFO since 1995, starting in Silicon Valley, now Nashville. Experienced with privately held companies in sales transactons - due diligence requests, preparation of financial statements, planning for the transaction.

New Member
Meredith B Fingarson
Mrs.
Meredith Fingarson Consulting

Call Me When... You need a marketing professional to evaluate your current marketing program and to develop a strategic marketing plan.

New Member
Garrett Williamson of Peachtree Planning is a member of XPX Nashville
Garrett Williamson
Wealth Planner
Peachtree Planning

Call Me When... You know a business owner that is looking to add employee benefits, get insurance, is thinking about retirement, or would like a valuation of their company! Also, personal Financial Planning for families trying to grow their wealth!

New Member
Mark Norris of Compass Business Coaching is a member of XPX Atlanta
Mark Norris
Business Coach
Compass Business Coaching

Call Me When... Call me when you have a company who doesn't make it to the closing table. I can coach them towards improvement on virtually any topic (financial and non-financial) so they become better prepared to make closing a reality.

New Member
Casey Cox
Owner
Incado Partners

Call Me When... Need accounting and fractional CFO help. Along with assistance when buying or selling a business

New Member
Martin S Johnson
Planner
Sagemark

Call Me When... A business owner needs an exit plan and is worried about taxes

New Member

New Posts in The XPX

Knowledge Exchange

Owner's Academy & Advisor Exchange

ERTC Enforcement and Withdrawing a Claim The Employee Retention Tax Credit (ERTC) was introduced during the COVID-19 pandemic as a tax incentive for businesses to keep employees on their payroll. To qualify, a business must have suffered financially or experienced operational disruptions because of COVID restrictions. Even though it has since expired, it’s still possible for…

Homogeneity among your leadership team is like a decadent creamy chocolate cake: it feels tempting, but when you resist it, you get in much better shape. Increasing diversity on your leadership team leads to better decisions – and better financial results. However we have a natural tendency to surround ourselves with people similar to us:…

Purpose after the sale is one of the biggest challenges for an exiting owner. Purpose – “Having as one’s intention or objective.” Many exit planning advisors discuss the three legs of the exit planning stool – business readiness, financial readiness and personal readiness. In our previous two articles, we focused on two of the “big…

Introduction Running a small business is like navigating through different seasons – there are sunny days full of triumph, and then there are stormy days that test our resilience. One key factor that can make a world of difference in weathering any storm is having the right team members by your side. Just like bad…

Join The Community

Want to Know More?

XPX is a multi-disciplinary community of professional advisors who work collaboratively to help owners build valuable businesses and assist them in preparing and executing a successful transition. Our members have specific areas of expertise as well as a holistic understanding of the breadth of challenges an owner faces throughout the stages of the private company life cycle.

We are unique in that we are the only open advisor network in the private company/business value transfer market. This means that we do not advocate a single approach or vendor. Instead, we endeavor to be a place where all advisors, owners and vendors can interact and collaborate.  Each XPX Chapter is a locally-controlled non-profit organized by national and regional leaders in the private company market.