Members

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 Charlotte 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.
Showing 52 Members
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Adam Petricoff of VR Mergers & Acquisitions is a member of XPX Charlotte
Adam Petricoff
Managing Partner
VR Mergers & Acquisitions

Call Me When... A business owner is considering selling their privately held business and seeking professional representation

Member for 3 Years
Jeff Cline of BGW CPA is a member of XPX Charlotte
Jeff C Cline
Partner
BGW CPA

Call Me When... planning for the future is important

Member for 2 Years
Craig Danforth of Bernstein Private Wealth Management is a member of XPX Charlotte
Craig Selimotic Danforth
Financial Advisor
Bernstein Private Wealth Management

Call Me When... I specialize in working across generations to help families address the emotional aspects of financial decision-making.

New Member
Brandy Milazzo of Ascension Law is a member of XPX Charlotte
Brandy B Milazzo
Founding Partner, Owner
Ascension Law

Call Me When... To prevent legal issues from becoming an obstacle to your professional and business success.

Member for 3 Years
Paul Solitario
Managing Partner
Bray Ventures, LLC

Call Me When... I am a senior banker, finance executive, and entrepreneur with extensive experience in business development, investment banking, sales, finance, and advising organizations of all sizes, ranging from start-ups to multibillion-dollar corporations.

New Member
Elizabeth Teagarden
founder & principal consultant
CTK@work

Call Me When... People Operations Risk Assessment, Employment Regulatory Compliance, Strategic People Operations Policy & Process, Workforce Design, Leadership & Management Team Development

Member for 1 Year
Steve Melton of Relation Insurnace is a member of XPX Charlotte
Steve A Melton
Risk Advisor
Relation Insurnace

Call Me When... Need asset protection; buy-sell funding strategies; transitional planning for sale

Member for 2 Years
Doug Havas of Pinnacle Sales Advisors is a member of XPX Charlotte
Doug Havas
President/Founder
Pinnacle Sales Advisors

Call Me When... A business is looking to maximize its value through increased revenues, and looking to establish better Sales processes and infrastructure, including a CRM, forecasting, comp plans, hiring and onboarding sales personnel.

Member for 3 Years
Tom Bixby of EvaluSys LLC is a member of XPX Charlotte
Tom Bixby
CEO
EvaluSys LLC

Call Me When... A business advisor/consultant or investor needs a disciplined value growth strategy and action plan maximizing the enterprise value of client/portfolio businesses.

Member for 4 Years
Roy Pelkey
Professional EOS Implementer
EOS Worldwide

Call Me When... You want to get more from your business and create more value. We provide a simple yet powerful set of tools called EOS to help owners gain Vision, Traction and grow a healthy leadership team aligned with the company's Vision.

Member for 2 Years
Gary Smith of Venn Law Group is a member of XPX Charlotte
Gary W. Smith
Manager, Attorney
Venn Law Group

Call Me When... you want legal and tax advice that creatively meets owners' objectives in the growth or transition of the business.

Member for 2 Years
Seth Wheeler of Founder / Owner is a member of XPX Charlotte
Seth A Wheeler
Wealth Management Advisor
Owner - Halcyon Wealth Strategies

Call Me When... My team and I advise business owners in succession planning, group and executive benefits for employee / key person retention, and exit planning

New Member
Steven Marin of SparkPPC is a member of XPX Charlotte
Steven Marin
Ecommerce Growth Strategist
Opus Strategic Partners

Call Me When... Find $100,000+ of “revenue left on the table” in 1 hour without upfront cost, more marketing spend, or complicated setups.

New Member
Jack Tompkins of Pineapple Consulting Firm is a member of XPX Charlotte
Jack Tompkins
Managing Partner
Pineapple Consulting Firm

Call Me When... you need analytical support; whether that be gathering data, building forecasts, or creating dashboards to show it all.

Member for 2 Years
Andrew Kittelson of UBS Financial Services is a member of XPX Charlotte
Andrew Kittelson
Senior Vice President
UBS Financial Services

Call Me When... You are trying to grow your business and planning for the eventual exit.

Member for 3 Years
Allen Maupin of Edward Jones is a member of XPX Charlotte
Allen Maupin
Financial Advisor
Edward Jones

Call Me When... you have a family and/or business financial planning need.

New Member
Ann Marie Williams
Executive Director
JP Morgan Private Bank

Call Me When... Investments, estate planning, liquidity events, managing cash

Member for 2 Years
Shane Brotherton
Sr. Vice President
Pinnacle Financial Partners

Call Me When... A local company needs to speak with a value-add banking advisor. I partner with other advisors in a business’ orbit and collaborate with company decision makers to strategically advise the company to be an optimal position from a financial health per

New Member
Joe Milam of Blue Sky Business Resources is a member of XPX Charlotte
Joe Milam
Market Center Director
Blue Sky Business Resources

Call Me When... a client needs help raising capital, exiting their business or looking to acquire other businesses.

New Member
William L McKee
Managing Partner
Knowmad Digital Marketing

Call Me When... Daytime

New Member
Ronald Benedict of PNC Wealth Management is a member of XPX Charlotte
Ronald J Benedict
Senior Vice President, Senior Wealth Strategist
PNC Private Bank Hawthorn

Call Me When... A client needs help determining how to transition their business, how an exit will impact their ability to maintain their lifestyle, manage their estate tax liability, utilize charitable strategies.

Member for 3 Years
Jeff Wolfberg of CEO Focus is a member of XPX Charlotte
Jeff Wolfberg
Principal
CEO Focus

Call Me When... When you are a business owner looking for accountability and advice on strategic and operating issues and problems. We offer advice and assistance from those who had the same or similar experiences including preparing for and planning an exit.

Member for 2 Years
Beth A Wood
Member
Alexander Ricks, PLLC

Call Me When... Advice in the development and implementation of sophisticated and comprehensive planning strategies to minimize the impact of federal gift, estate and generation skipping transfer taxation.

Member for 2 Years
Joe Dye Culik
Attorney
Dye Culik PC

Call Me When... you need an attorney for business matters like M&A, other contracts, disputes, and litigation.

Member for 1 Year
Paul Wehrly of Sales Xceleration is a member of XPX Charlotte
Paul Wehrly
Outsourced Vice President of Sales
Sales Xceleration

Call Me When... As a Fractional Outsourced VP of Sales, I help SMB’s rapidly grow revenue to maximize their value by building their Sales Infrastructure focusing on sales process, CRM, forecasting, aligning comp plans, hiring and managing their sales teams if needed

New Member

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