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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 1330 Members

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Marilyn Pillow

Associate

Rockport Investment Partners

Call me when... you need valuation or M&A support.

Member for 8 months

Austin

Gregory Kostiuk

Founder / President

StratEX Sales LLC

Call me when... You want to increase the value of your company by growing revenue in an efficient and scalable way.

Member for 3 years

Houston

Summit Bronze

Shannon Zollo

Partner

Nutter McClennen & Fish LLP

Call me when... you have a client who is in need of sophisticated corporate legal advice and representation for a VC financing, Private Equity recap, and/or M&A event.

Member for 19 years

Greater Boston

Summit Event

Viktor Lobov

Partner

Meliora Advisory

Call me when... A business owner is thinking about selling their company - particularly in manufacturing, specialty/business services, or logistics, doing $10-150M in revenue. We run a structured sale process to find the best buyer and get the best terms.

New Member

Miami

Dan Leonard

SVP

Sunflower Bank

Call me when... Classically-trained commercial banker who will serve your clients the way you do - with purpose and passion

Member for 4 years

Austin

Matt Randall

Managing Director

20/20 Capital Advisory Group

Call me when... you know a business owner who is interested in selling their company. Our office also assists with capital raises and any securities based deals.

Member for 1 year

Nashville

Peggy Frye

Founder

Glenayr Family Advisors

Call me when... Owner meeings

Member for 6 months

Steven Glasgow

Managing Director

Hub International Retirement and Wealth

Call me when... Needed for financial planning, business planning, retirement plan design and admin and exit planning

Member for 11 months

Nashville

Joe Mraz

Financial Advisor

Raymond James

Call me when... A client is unsure they of how much they will need from the sale to keep them retired.

Member for 3 years

Atlanta

SHANN CHAUDHRY

Owner and Managing Partner

Shann M. Chaudhry ESQ Attorney At Law PLLC

Call me when... You are looking to plan for the future and protect your assets.

Member for 5 years

San Antonio

Leland Penno

Financial Advisor

Morgan Stanley

Call me when... you or clients need planning based,family wealth management.

Member for 7 years

DC Metro

William Wilcoxson

Senior M & A Advisor

Osage Advisors

Call me when... you are considering selling your company or have a client looking to sell

Member for 4 years

Greater Boston

John Maus

Senior Wealth Strategist

Northern Trust

Call me when... 9-6

Member for 10 months

Aari Zaveri

Owner

Quantumleap Endeavors Inc. (DBA Schooley Mitchell of Plano)

Call me when... You want to increase your bottom line, we help you drive margin expansion in Operation areas—like telecom, shipping, and merchant services—without cutting staff or changing vendors and with ZERO upfront cost

New Member

Dallas

Bob Molony

Consulting Partner

ERA Group

Call me when... Call me to find additional cash flow by reducing non-personnel, operating expenses. I can help with over 40 cost categories covering: Operational supplies, Medical Services, Logistics, Technology, Banking & Financial Services

Member for 4 years

Philadelphia

Brian Moen

Fractional CFO/CEPA

NewLifeCFO

Call me when... I help small business owners turn sweat equity into gold. Small business owners need financial strategy, operational guidance in meeting their business goals. Getting them ready to exit some day.

Member for 1 year

Dallas

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

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

Jeff Parnell

Founder & CEO

Transition Your Business

Call me when... ...your business requires an Interim/Fractional CEO or succession planning executive whose focus is on execution, growth acceleration, or EBITDA improvement.

Member for 1 year

Cleveland

Will Lee

Director

Applied Economics

Call me when... Valuation, Investment Banking & ESOP Advisory

Member for 2 years

Atlanta

Mellany Bagtas CFP®, CRPC®, CDFA®, CEPA®

Financial Advisor/ Certified Exit Planning Advisor

UBS

Call me when... client/ business owner needs help in understanding their wealth gap, help in providing them a clear path for life after selling their business and alignment of their personal and financial goals as they prepare for their exit.

Member for 1 year

Dylan Malot

Principal

Bernstein

Call me when... A business seller is about to exit within 36 months and needs advice on pre-transaction tax savings and post transaction capital allocation.

Member for 11 months

Northern California

Platinum

Blake Patterson

Vice President- Private Wealth Management

Call me when... You are working with business owners/entrepreneurs that need help with pre-transaction planning.

Member for 3 years

Nashville

Daniel Kaanana

Assistant Vice President, Corporate Banking

American Savings Bank

Call me when... you have any banking needs (financing, depository, cash management services, etc.)

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