About Our Members
Members of the Exit Planning Exchange – XPX Atlanta 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.
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.
Member Directory
Call me when you would like to have a financial plan to show your client how they will have enough financial resources to meet their goals (i.e. family legacy, charitable/ philanthropic and personal).
Families with $2-10 million of investable assets that have a need for financial planning and/or financial advocacy.
You need a new story that gets your customer and the world to know just how awesome, different and valuable your business or organization really is.
To assist owners and key decision makers in defining and engaging talent as part of business growth and transition planning. Convert team strengths into business performance.
you are transitioning from being a successful business owner to an investor.
You are looking for a CPA who will be a part of your team helping you plan ahead, manage your finances and plan for taxes.
you are ready to address how an employee benefits package customized to your corporate culture can build additional value when you are ready to transfer your business.
You have a client considering the sale of their privately held manufacturing, distribution or business-to-business service company.
As a CPA and business owner for over three decades, I bring a unique combination of business insights and real-world experiences to help guide you through the different M&A processes.
You need to decide if you will have enough, will it remain enough, and who should eventually get it.
I support and advise clients on real estate decisions utilizing a 5 step data driven and financial model valuation platform for expanding your business or disposing of assets.
a business owner is starting to think about exiting and needs someone to run a structured process to value, market, and successfully exit his business
Neri Capital Partners are experts in assisting lower-middle market Business Owners to Determine, Build and Realize the value of their companies.
you have a client who is interested in holistic estate and business planning for their family and small business.
Client needs guidance on communicating a message using video.
your business owner client needs legal help - whether it's planning what will happen to their business if something happens to them, or just wants to build a more valuable, transferable business.
owners or familes need to plan for the two certainties in life: death and taxes. We help plan for a liquidity event, business succession, charitable planning, and wealth transfer planning.
you start to think about selling your business. As exit strategists, we help you understand the current value of your business, assist in building value & then take your company to market to sell or perhaps transfer to a family member.
you, as a business owner, executive, or professional, are interested in improving business performance or securing your financial future.
Wise and experienced counsel is needed, particularly in respect to ongoing business operations, or future acquisitions or sales.
a neutral third-party assessment of business value is needed to assist in large figure decisions.
Office Angels serves as a professional matchmaker, linking small businesses in need of support with smart, reliable, credentialed and experienced professionals who work as needed.
Helping families align business interests with personal goals and/or succession planning. We prioritize service and provide a solutions based approach.
you have a client that has experienced a liquidity event or is looking for expertise in philanthropy and family office services.
you need a catalyst for business growth. Our out-sourced marketing team has a clear track record of igniting growth.
there is an issue related to business valuation, or an opinion of business value is needed to support tax reporting, financial reporting, a transaction, or a dispute.
you need business valuation consulting services. Our mission is to provide clients with high quality, cost-efficient valuation and advisory services in a timely manner with the utmost integrity.
Call me when you want to transition your business interest to an outside buyer, or when you want to understand the value of your company.
You want a seasoned attorney to assist with any franchise related business, be it a franchisor or franchisee. I love helping start-ups!
You or your client needs a seasoned senior lender and financial services partner with a track record in solving financing problems from the cash conversion cycle to long term capital financing
Creative dealmaker with real-world experience as entrepreneur and attorney focused on maximizing value, reducing risk and preparing companies to be “transaction ready” for achieving successful exits
If you want to build and protect your wealth, mitigate your taxes, and understand how your business and its value can help you accomplish the goals that you have for yourself and your family
Call me when you would like to have a financial plan to show your client how they will have enough financial resources to meet their goals (i.e. family legacy, charitable/ philanthropic and personal).
Families with $2-10 million of investable assets that have a need for financial planning and/or financial advocacy.
You need a new story that gets your customer and the world to know just how awesome, different and valuable your business or organization really is.
To assist owners and key decision makers in defining and engaging talent as part of business growth and transition planning. Convert team strengths into business performance.
you are transitioning from being a successful business owner to an investor.
You are looking for a CPA who will be a part of your team helping you plan ahead, manage your finances and plan for taxes.
you are ready to address how an employee benefits package customized to your corporate culture can build additional value when you are ready to transfer your business.
You have a client considering the sale of their privately held manufacturing, distribution or business-to-business service company.
As a CPA and business owner for over three decades, I bring a unique combination of business insights and real-world experiences to help guide you through the different M&A processes.
You need to decide if you will have enough, will it remain enough, and who should eventually get it.
I support and advise clients on real estate decisions utilizing a 5 step data driven and financial model valuation platform for expanding your business or disposing of assets.
a business owner is starting to think about exiting and needs someone to run a structured process to value, market, and successfully exit his business
Neri Capital Partners are experts in assisting lower-middle market Business Owners to Determine, Build and Realize the value of their companies.
you have a client who is interested in holistic estate and business planning for their family and small business.
Client needs guidance on communicating a message using video.
your business owner client needs legal help - whether it's planning what will happen to their business if something happens to them, or just wants to build a more valuable, transferable business.
owners or familes need to plan for the two certainties in life: death and taxes. We help plan for a liquidity event, business succession, charitable planning, and wealth transfer planning.
you start to think about selling your business. As exit strategists, we help you understand the current value of your business, assist in building value & then take your company to market to sell or perhaps transfer to a family member.
you, as a business owner, executive, or professional, are interested in improving business performance or securing your financial future.
Wise and experienced counsel is needed, particularly in respect to ongoing business operations, or future acquisitions or sales.
a neutral third-party assessment of business value is needed to assist in large figure decisions.
Office Angels serves as a professional matchmaker, linking small businesses in need of support with smart, reliable, credentialed and experienced professionals who work as needed.
Helping families align business interests with personal goals and/or succession planning. We prioritize service and provide a solutions based approach.
you have a client that has experienced a liquidity event or is looking for expertise in philanthropy and family office services.
you need a catalyst for business growth. Our out-sourced marketing team has a clear track record of igniting growth.
there is an issue related to business valuation, or an opinion of business value is needed to support tax reporting, financial reporting, a transaction, or a dispute.
you need business valuation consulting services. Our mission is to provide clients with high quality, cost-efficient valuation and advisory services in a timely manner with the utmost integrity.
Call me when you want to transition your business interest to an outside buyer, or when you want to understand the value of your company.
You want a seasoned attorney to assist with any franchise related business, be it a franchisor or franchisee. I love helping start-ups!
You or your client needs a seasoned senior lender and financial services partner with a track record in solving financing problems from the cash conversion cycle to long term capital financing
Creative dealmaker with real-world experience as entrepreneur and attorney focused on maximizing value, reducing risk and preparing companies to be “transaction ready” for achieving successful exits
If you want to build and protect your wealth, mitigate your taxes, and understand how your business and its value can help you accomplish the goals that you have for yourself and your family