About Our Members

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.

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.

About Our Members

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. 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.

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

    • Profession
    • Functional Expertise
    • Client Industries
    Principal
    MassMutual Carolinas

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

    Executive Director
    JP Morgan Private Bank

    Investments, estate planning, liquidity events, managing cash

    Founder, CEO
    Retirement Wellness Strategies

    Business leadership is nearing the sell of company and needs to plan for long-term health and new purpose in the next phase of life.

    Managing Partner
    VR Mergers & Acquisitions

    A business owner is considering selling their privately held business and seeking professional representation

    Managing Director
    Business Acquisition & Merger Associates

    You have a client looking to sell, execute a management buy-out, recapitalize their business or buy other companies

    Principal
    FocusCEO

    When you are looking you or a business owner needs accountability and advice on strategic and operating issues and problems form those who had the same or similar experiences.

    Senior Legal Wealth Advisor
    Truist - Legal Specialty Group

    A law firm or attorney needs specialized private banking services. Also, corporate escrow services for transactions.

    Senior Vice President, Senior Wealth Strategist
    PNC Wealth Management

    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.

    Managing Member
    WhiteWater Consulting LLC

    The greatest asset a company has is its people. We stand ready to serve when you have questions or needs regarding a comprehensive HR strategy, employee engagement and company culture.

    Risk Advisor
    CCIA, Inc- R3 Risk Management Division

    Need asset protection; buy-sell funding strategies; transitional planning for sale

    Principal
    Filmore Capital

    Business owner or real estate investor needs financing

    Partner
    B2B CFO

    If you need help to reach your business and personal goals. For 30+ yrs, I’ve worked tirelessly to generate profitable commercial expansion. I pride myself on developing trusted relationships to enhance and drive business outcomes and success.

    Manager, Attorney
    Venn Law Group

    You need to generate creative options to meet the owners' objectives.

    Mr.
    Bishop, Dulaney, Joyner & Abner, P.A.

    You need a corporate and transactional attorney to assist anyone starting, running, buying, selling or transitioning a closely-held business.

    Outsourced Sales VP/Founder
    Calypso Sales Strategies

    At Calypso Sales Strategies - powered by Sales Xceleration - I help small to mid-size businesses put their sales teams and processes back on track.

    Partner
    LifeWorth Financial

    An owner is evaluating personal financial impact of buyout, management of proceeds, buyout structure best suited to compliment personal financial plan.

    Managing Principal
    Hughes Realty Advisors

    Real estate is part of an exit event, either sale, purchase, or leaseback

    Owner
    Law Offices of Beth A. Wood PLLC

    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.

    Growth Strategist
    The A.M. Insight, LLC

    If you want to create or uplevel your strategic planning process and create capacity to do more of the work that will transform your business.

    Market Executive - Charlotte
    Carter Bank & Trust

    When I can be of service with: Commercial loans, including real estate loans and working capital lines of credit. I can also help with depository/treasury/merchant services.

    Area President - Charlotte Metro
    FocusCFO - Carolinas

    A small or mid-sized business would benefit from the strategic guidance of an experienced CFO, but not full time. We focus on improvements to operations and financial performance, working with your accountant.

    Managing Director
    South Park Advisors, LLC

    Business Valuation Specialist | Buy-Side & Sell-Side ESOP Advisory | Exit Planning | Transaction Advisory | Estate & Gift Tax | Financial Reporting | Corporate Litigation

    Owner
    BGW CPA, PLLC

    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.

    EVP & NC Commercial Market President
    AA

    If you are looking for a bank that understands what it means to deliver best in class client service combined with subject matter expertise that is based on more than 30-years of commercial banking experience then please consider giving me and Aquest

    Senior Vice President
    UBS Financial Services

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

    Partner
    CREO, Inc.

    You recognize that you need change to drive growth and value.

    CEO, Master Certified Coach
    Institute Success

    You want an engaged leadership Team. Leadership development. Confidential Executive Coaching. Leader needs greater clarity on what is his/her vision of success. Help in hiring the right person for the roles. Identifying your next life adventure.

    CEO/Managing Member
    Lavoie CPA PLLC

    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.

    Managing Partner
    DecisionPoint Advisors

    You have a technology company interested in an M&A exit

    President
    LEVEL Management Partners, Inc.

    LEVEL helps business owners and investors needing a disciplined value growth strategy and action plan maximizing the enterprise value of a business, together with growth plan execution management.

    Ms.
    Ascension Law

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

    Gold Sponsors

    Silver Sponsors

    Bronze Members

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