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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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
Carrie L Dyckman
Owner
BGW CPA, PLLC

Call Me When... You are looking for tax planning and consulting, financial statements for lenders, bonding companies, private equity investors; you're 5 - 10 years away from retiring and you'd like to create the best enterprise value possible for the company.

Member for 3 Years
Jeff Brinkman of New Republic Partners is a member of XPX Charlotte
Jeff R. Brinkman
EVP, Regional Private & Commercial Bank Executive
New Republic Partners

Call Me When... You are looking for guidance on transitioning your business and need help figuring out how to make that happen and what’s next. NRP is a can provide wealth strategies and private bank services for individuals and closely held businesses.

Member for 3 Years
Reuben Hannon
Vice President
First Horizon Bank

Call Me When... you would like to discuss cash flow management services, acquisition / growth financing, or are looking to chat with an engaged and knowledgeable banker

New Member
Erika Erlenbach
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.

New Member
Sharai Lavoie
CEO/Managing Member
Lavoie CPA PLLC

Call Me When... Lavoie CPA PLLC is a non-traditional accounting firm supporting business in the areas of strategic accounting outsourcing, technology and consulting. Our clients experience the power, expertise and technology of a large accounting and finance team.

Member for 3 Years
Taja Graham of TMG Solutions Advisors is a member of XPX Charlotte
Taja M Graham
President
TMG Solutions Advisors

Call Me When... Business leaders facing complex financial decisions, mergers, acquisitions, or succession planning can rely on TMG Solutions Advisors. Specializing in tailored solutions, they ensure businesses achieve financial stability and growth.

New Member
Ellen Linares
Principal
Selwyn Financial LLC

Call Me When... Business owners are ready to begin to strategize for a tax efficient, comprehensive review of their planned or unplanned business departure!

Member for 2 Years
Candace Cline of UBS is a member of XPX Charlotte
Candace Cline
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.

Member for 2 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
Emmy Lou Burchette of Burchette & Associates, Inc. is a member of XPX Charlotte
Emmy Lou Burchette
President & CEO
Burchette & Associates, Inc.

Call Me When... I advise firms and develop market strategy, brand, marketing and communications initiatives to create value and accelerate growth.

New Member
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
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
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
Ann Marie Williams
Executive Director
JP Morgan Private Bank

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

Member for 2 Years
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
Mark Pompeo
Senior Vice President
Live Oak Bank

Call Me When... Looking for Acquisition Funding of $20 Million or less

New Member
David G Kostmayer
Owner
GBK Advisors PLLC

Call Me When... You have a growth minded entrepreneur that needs more insight on how to grow and build value in your business.

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
Joe Culik of Dye Culik PC is a member of XPX Charlotte
Joe Dye Culik
Attorney
Dye Culik PC

Call Me When... you need an attorney for business matters like fractional general counsel services, M&A, other contracts, disputes, employment law, franchise issues, and litigation.

Member for 1 Year
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
Shawn Garrett
Founding Attorney
Garrett, PLLC

Call Me When... Someone is starting, buying, scaling, or selling their business and wants legal protection.

New Member
Brian Steen
President
Steen Valuation Group, LLC

Call Me When... I am a business appraiser focused on exit planning, ownership transitions and transactions. I specialize in valuing equity interests, intangible assets and complex securities.

Member for 1 Year
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
Andrew Tucker of AETucker Consulting is a member of XPX Charlotte
Andrew Tucker
Owner/Fractional CFO
AETucker Consulting

Call Me When... Client wants to grow business by focusing on financial and operational needs are unmet by current staff &/or accounting firm. This includes clients who want to exit their business & need to improve their numbers.

Member for 1 Year

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