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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.
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Joseph M Confessore
Member for 5 Years
SVP | Wealth Management | Commercial Banking
Washington Trust
Call Me When... Exit Planning and Wealth Management, Debt Capital and Commercial Banking
Erika Erlenbach
New Member
Partner
ASCENSION LAW
Call Me When... You have corporate/business legal needs. We are a business transaction law firm with a focus on mergers and acquisitions, supply chain contracts, commercial real estate and business succession planning.
Ken Segal
Member for 2 Years
Partner, Managing Director of Business Advisory Services
LGA, LLP
Call Me When... You have a client who could benefit by proactively managing their company to minimize financial risk, optimize value, understand their results, be proactively prepared for an eventual exit, and ensure efficient access to debt and equity.
William J Meagher
Member for 6 Years
Senior Vice President, Private Client Advisor
Bank of America Private Bank
Call Me When... You need advice on how to manage the risks, taxes and complexities that accompany significant financial and business success
Candace Cline
Member for 2 Years
Senior VP - Wealth Management
UBS
Call Me When... You have a client in transition that needs help making smart decisions with their money. My planning advice primarily addresses clients' cash flow, wealth protection and transfer needs as well as and philanthropy.
Brian Fenn
New Member
Vice President of Sales
1Rivet
Call Me When... You need a clear understanding of Technical Debt and Modernization opportunities to maximize valuations for Buy or Sell side participants, and a Day 1 Technology partner to execute and deliver value.
David Weinstein
New Member
Professional EOS Implementer
EOS Worldwide
Call Me When... You've hit the ceiling in your business and need to break through to the next level
Danielle Kelly
Member for 2 Years
Vice President, Charitable Planning Consultant
Fidelity Charitable
Call Me When... your client is looking to make a charitable donation in advance of a business exit.
Brandon Miller
Member for 1 Year
Director, Digital Marketing & Technology
Three Twenty-One Capital Partners
Call Me When... Call me when you have a Lower-to-Middle Market company that would like Buyside or Sell-side services in Tech, Blockchain, Digital Marketing, GovCon, Digital Transformation, etc
Todd Bailey
New Member
Professional EOS Implementer
EOS Worldwide
Call Me When... A small business owner needs internal business structure in an effort to increase the profitability in the sale of their business.
Peter Kelsch
New Member
Director of Marketing
Maus
Call Me When... Items related to Maus Software marketing are needed
Matthew Quinn
Member for 1 Year
SVP Middle Market
Key Bank
Call Me When... Help clients through the exit planning process using a diverse network of XPX professionals
Walter E Belt
Member for 6 Years
CFO Advisor
Vaco LLC
Call Me When... You or your client would rather accounting and timely financial reporting to be an expected managed recurring process. .
Kimberly Kramer
Member for 5 Years
Of Counsel
McLane Middleton, Professional Association
Call Me When... your closely held or family owned business client is ready to strategize or implement an internal or external transition.
Geal Talbert
New Member
Senior Vice President - Financial Advisor
Morgan Stanley
Call Me When... your client wants to know how long their money will last, to confirm their assets will pass effectively and efficiently to their heirs.
John D. Colucci
Member for 6 Years
Director, Corporate Department and Managing Director, Woburn Office
McLane Middleton
Call Me When... A business is planning a significant transition.
Rick Weed
Member for 1 Year
Vice President - Business Development
SES ESOP Strategies
Call Me When... You or a client want to discuss the benefits of an ESOP as a business transition or exit strategy
Tom A Anderson
New Member
Business Advisor
Ferguson Alliance, LLC
Call Me When... a Family or privately-held business owner is seeking solve business challenges, to grow, or to exit their business.
Brandon E. Blell
Member for 1 Year
Professional EOS Implementer
EOS Worldwide | Brandon E. Blell, LLC
Call Me When... I help entrepreneurs and their leadership teams solve root problems, lead more effectively, and gain Traction® in their businesses through a simple, proven operating system.
Brit Young
Member for 4 Years
Attorney
Bridgeford LLC
Call Me When... Your business needs experienced legal guidance through a sophisticated transaction such as an angel or venture capital financing or a merger or acquisition.
Lawrence B. Lambert
New Member
Owner
Law Office of Lawrence B. Lambert
Call Me When... A business owner or entrepreneur is ready to create a new business or wants to buy or sell and existing business.
Christopher M Carreira
Member for 5 Years
Managing Director
Andersen
Call Me When... there are complex tax compliance and consulting planning, primarily involving personal income, fiduciary, charitable and estate and generational wealth transfer tax issues.
Danny Lattanzi ChFC®, SE-AWMA™
New Member
Senior Vice President, Wealth Management Advisor
The Weber Group at Merrill Lynch Wealth Management
Call Me When... You are seeking guidance on developing a transition strategy for the sale of a business, taking a company public, or to leverage your personal balance sheet to create liquidity.
Jayson Potts
New Member
CFO
C-suite support
Call Me When... You need help with cost reduction, revenue growth, strategic/organizational improvement and system transformation
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