About Our Members

Members of the Exit Planning Exchange – XPX New England 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
    First Vice President Commercial Banking
    Cambridge Savings Bank

    There is a request for traditional debt financing, should it be fully secured/C&I or cash flow with an amortizing air ball or an ESOP loan.

    Managing Director
    Tolerance Capital, LLC

    you or your client have the desire to evaluate an M&A transaction, raise capital or prepare a top tier sales & growth plan.

    Owner
    Rutherford Advisors, Inc.
    Managing Director
    Monroe Credit Advisors

    A client is look to raise debt, either through our direct lending platform at Monroe Capital or wants to retain an advisor to raise the debt through Monroe Credit Advisors

    Principal Consultant
    Expense Reduction Analysts, Inc.

    You'd like to compare your costs to industry benchmarks. If we find you're paying more than you need to, we'll negotiate savings.

    Business Owner
    TAB Boston Northwest

    a business owner is interested in joining a peer advisory group and/or business owner coaching.

    Founder
    Resolute Advisory Services

    You've made an acquisition and are asking "Now what?" I work with CEOs and owners to grow their businesses by planning acquisitions and post-merger integrations to increase revenue and reduce costs.

    Manager
    Time's Up, LLC

    Someone you know wants sound, objective advice on the value of and transition from their small business.

    Vice President
    Dunn Rush & Co. LLC

    Sell-Side M&A Advisor focuses exclusively on achieving maximum valuations for private and family-owned companies in a sale or recapitalization of the businesses valued between $20 - $200 million.

    Senior Vice President / Private Client Advisor
    Bank of America Private Bank

    Your client needs to leverage their personal balance sheet to create liquidity or your client needs to put a post liquidity plan into place.

    Managing Partner
    Capital Access Strategies, a division of Martin H. Imm & Associates

    When you have a business client which could grow, or execute plans you have helped it develop if it only had additional capital.

    President
    RS Finance & Consulting, LLC

    Call me when you want to sell your company, understand the value of your company, learn about the sale process or need help making an acquisition.

    Attorney
    Nutter McClennan & Fish LLP

    Legal Services are needed.

    Partner
    BeryDunn

    A member of the Top 100 accounting firms, and northern New England’s largest, we are a full-service accounting, assurance, and consulting firm, working with clients in the US and around the world.

    Founder & CEO
    Next Stage Solutions, Inc

    • You're tired of missing expectations
    • Your operating performance is negatively affecting your ability to grow
    • You want to implement growth strategies but lack scalable business processes

    Director
    HUB International, LLC.

    I focus on assisting the private equity and family office community through my insurance expertise. I support transactions, fundraising, and help the ecosystem source deals.

    Managing Partner
    KD-Partners Business Brokerage and Valuation Services

    ....You have a trusted relationship who desires to divest his/her business and requires a competent, knowledgeable and transparent advisor to help navigate through the transaction

    VP
    TD Bank, N.A.

    you have a need for financing above $1MM. I work as a General Industries Relationship Manager for TD Bank.

    Senior Vice President – Financial Advisor - CIMA® CPWA®
    RBC Wealth Management

    You are a business owner in need of personal financial clarity, some unique lending strategies, looking for sophisticated business and personal retirement planning.

    Managing Director & Shareholder
    Valuation Research Corporation

    a valuation is needed.

    Managing Director
    Edelman & Associates

    You or your client wants someone to work with them on planning for the human side of creating a successful exit, or planning what's next for themselves, their family, or their employees.

    President
    Croyle Financial Consulting, LLC

    a business owner is struggling with poor earnings and cash flow. We help owners understand and use their financial reporting to improve profitability and cash flow.

    Tarlow Breed Hart & Rodgers, PC
    Director
    Business Transition Strategies

    You are considering selling your company, now or in the future. We work with private companies in the lower mid-market.

    Principal
    Phinney Caldwell Growth, LLC

    Phinney Caldwell Growth significantly improves performance in middle market companies. Our firm works closely with owner operators and families to help them design and execute plans that work

    Principal
    Phinney Caldwell Growth

    A potential sale of your company will not yield the proceeds you need; you need to increase your valuation and exit potential. Readiness for a sale requires improving profitability and growth.

    Managing Partner
    Venture Growth Partners

    Clients are in need of a part-time CFO or COO and an advisor for M&A and capital raise transactions

    President
    Strategy Across Borders

    You are a US business seeking to sell and are interested in tapping into our expertise regarding overseas buyers, or you are a non-US business looking to expand (including via M&A) into the US market

    Mediator and Coach
    Cooperative Coaching & Mediation

    Call me when conflict between business owners and their internal or external partners impedes company profitability or cultural cohesion.

    Managing Director
    The Private Bank, Bank of America

    Before the client sells the business and wants help figuring out: Do I have enough money? What should I do with the money? What do I need to know to make the best decisions for myself and my family?

    First Vice President
    Cambridge Savings Bank

    a financing solution is needed to support business initiatives around growth, investment, M&A, operational turnaround, ownership transition, capital structure, liquidity, and enterprise value.

    Operating Partner
    550 Advisors LLC

    Call me when you have a business in transition. I provide real solutions as a fractional CEO, operational CFO, experienced succession planner and as an operating executive.

    Senior Director
    BNY Mellon Wealth Management

    A client needs financial planning advice and wealth management as early as possible in a transaction, where they will have at least $5M in investable assets.

    Managing Director, Family Wealth & Business Transition Planning
    The Colony Group

    You (or someone you know) are in need of assistance in planning for, and executing on your/their own personal & family exit from the ownership of a closely-held-business

    Managing Director
    Carpenter Hawke & Co.

    Call when thinking of selling your business/company.

    Founder and Principal
    Legacy Real Estate Advisors

    We provide consultative services that help HNW individuals, business owners and their trusted advisors with the real estate component of their investment portfolios and/or their business.

    Financial Advisor and Registered Representative
    Strategies for Wealth

    When you believe a client may benefit from a discussion on the value of life and or disability insurance to protect the value of the personal wealth and also of that of their business.

    CFO
    Coos Bay Partners

    You need help to understand your cash flow, establish and measure key indicators of performance or stage your operation for the rigor of a due diligence review or to perform a due diligence review.

    Partner
    Waypoint Growth Advisors

    Fractional Human Captal Advisory Services: Organizational and Talent Assessment, Succession Planning, Salesforce Effectiveness, Leadership Development, Employee Engagement/Retention.

    Managing Director
    LockeBridge Capital Partners

    You are planning to take your Company to the next level.

    Managing Member
    Caswell Vlachos Group

    You, or someone you know or are working with, are either exploring the potential sale of a business or would like counsel as to how to begin the process, including positioning the business for future sale.

    Partner
    Business Improvement Group, LLC

    Contact us before you sell your business to improve operations and EBITDA quickly without capital expenditures.

    Commercial Lender
    BankProv

    You know a business owner looking to grow or transition ownership of their company or a real estate investor with a project.

    President
    FinArc Investments, Inc.

    an entrepreneur needs help managing their investment portfolio and integrating it with other parts of their financial life (e.g. philanthropy, estate, tax, etc.)

    you are starting to think about your eventual transition from your business, but don't really have an understanding of the whole transition process and what your actual exit options are.

    Managing Director
    Harbinger Partners, LLC

    You need to understand the value of your business, how to grow it, how to prepare for sale or sell your business. I take a long view with clients, from planning through to an eventual transition.

    Director of Sales
    SuccessionMatching, Ltd.

    Your client cannot decide whether to sell,. transfer or wind down their business. I will help them decide, create a succession plan and get matched to the right advisors and buyers

    Attorney
    Tarlow Breed Hart & Rodgers, PC

    Please call me when you are considering structuring a transaction and for strategic tax planning for individuals.

    Partner
    ESOPPlus: Schatz Brown Glassman LLP

    Whenever a shareholder in a privately-held business is looking for a liquidity event.

    CEO
    Alliance Private Wealth

    you are looking for an Exit Planning Advocate to be by your side during your exit and beyond.

    First Vice President Commercial Banking
    Cambridge Savings Bank

    There is a request for traditional debt financing, should it be fully secured/C&I or cash flow with an amortizing air ball or an ESOP loan.

    Managing Director
    Tolerance Capital, LLC

    you or your client have the desire to evaluate an M&A transaction, raise capital or prepare a top tier sales & growth plan.

    Owner
    Rutherford Advisors, Inc.
    Managing Director
    Monroe Credit Advisors

    A client is look to raise debt, either through our direct lending platform at Monroe Capital or wants to retain an advisor to raise the debt through Monroe Credit Advisors

    Principal Consultant
    Expense Reduction Analysts, Inc.

    You'd like to compare your costs to industry benchmarks. If we find you're paying more than you need to, we'll negotiate savings.

    Business Owner
    TAB Boston Northwest

    a business owner is interested in joining a peer advisory group and/or business owner coaching.

    Founder
    Resolute Advisory Services

    You've made an acquisition and are asking "Now what?" I work with CEOs and owners to grow their businesses by planning acquisitions and post-merger integrations to increase revenue and reduce costs.

    Manager
    Time's Up, LLC

    Someone you know wants sound, objective advice on the value of and transition from their small business.

    Vice President
    Dunn Rush & Co. LLC

    Sell-Side M&A Advisor focuses exclusively on achieving maximum valuations for private and family-owned companies in a sale or recapitalization of the businesses valued between $20 - $200 million.

    Senior Vice President / Private Client Advisor
    Bank of America Private Bank

    Your client needs to leverage their personal balance sheet to create liquidity or your client needs to put a post liquidity plan into place.

    Managing Partner
    Capital Access Strategies, a division of Martin H. Imm & Associates

    When you have a business client which could grow, or execute plans you have helped it develop if it only had additional capital.

    President
    RS Finance & Consulting, LLC

    Call me when you want to sell your company, understand the value of your company, learn about the sale process or need help making an acquisition.

    Attorney
    Nutter McClennan & Fish LLP

    Legal Services are needed.

    Partner
    BeryDunn

    A member of the Top 100 accounting firms, and northern New England’s largest, we are a full-service accounting, assurance, and consulting firm, working with clients in the US and around the world.

    Founder & CEO
    Next Stage Solutions, Inc

    • You're tired of missing expectations
    • Your operating performance is negatively affecting your ability to grow
    • You want to implement growth strategies but lack scalable business processes

    Director
    HUB International, LLC.

    I focus on assisting the private equity and family office community through my insurance expertise. I support transactions, fundraising, and help the ecosystem source deals.

    Managing Partner
    KD-Partners Business Brokerage and Valuation Services

    ....You have a trusted relationship who desires to divest his/her business and requires a competent, knowledgeable and transparent advisor to help navigate through the transaction

    VP
    TD Bank, N.A.

    you have a need for financing above $1MM. I work as a General Industries Relationship Manager for TD Bank.

    Senior Vice President – Financial Advisor - CIMA® CPWA®
    RBC Wealth Management

    You are a business owner in need of personal financial clarity, some unique lending strategies, looking for sophisticated business and personal retirement planning.

    Managing Director & Shareholder
    Valuation Research Corporation

    a valuation is needed.

    Managing Director
    Edelman & Associates

    You or your client wants someone to work with them on planning for the human side of creating a successful exit, or planning what's next for themselves, their family, or their employees.

    President
    Croyle Financial Consulting, LLC

    a business owner is struggling with poor earnings and cash flow. We help owners understand and use their financial reporting to improve profitability and cash flow.

    Tarlow Breed Hart & Rodgers, PC
    Director
    Business Transition Strategies

    You are considering selling your company, now or in the future. We work with private companies in the lower mid-market.

    Principal
    Phinney Caldwell Growth, LLC

    Phinney Caldwell Growth significantly improves performance in middle market companies. Our firm works closely with owner operators and families to help them design and execute plans that work

    Principal
    Phinney Caldwell Growth

    A potential sale of your company will not yield the proceeds you need; you need to increase your valuation and exit potential. Readiness for a sale requires improving profitability and growth.

    Managing Partner
    Venture Growth Partners

    Clients are in need of a part-time CFO or COO and an advisor for M&A and capital raise transactions

    President
    Strategy Across Borders

    You are a US business seeking to sell and are interested in tapping into our expertise regarding overseas buyers, or you are a non-US business looking to expand (including via M&A) into the US market

    Mediator and Coach
    Cooperative Coaching & Mediation

    Call me when conflict between business owners and their internal or external partners impedes company profitability or cultural cohesion.

    Managing Director
    The Private Bank, Bank of America

    Before the client sells the business and wants help figuring out: Do I have enough money? What should I do with the money? What do I need to know to make the best decisions for myself and my family?

    First Vice President
    Cambridge Savings Bank

    a financing solution is needed to support business initiatives around growth, investment, M&A, operational turnaround, ownership transition, capital structure, liquidity, and enterprise value.

    Operating Partner
    550 Advisors LLC

    Call me when you have a business in transition. I provide real solutions as a fractional CEO, operational CFO, experienced succession planner and as an operating executive.

    Senior Director
    BNY Mellon Wealth Management

    A client needs financial planning advice and wealth management as early as possible in a transaction, where they will have at least $5M in investable assets.

    Managing Director, Family Wealth & Business Transition Planning
    The Colony Group

    You (or someone you know) are in need of assistance in planning for, and executing on your/their own personal & family exit from the ownership of a closely-held-business

    Managing Director
    Carpenter Hawke & Co.

    Call when thinking of selling your business/company.

    Founder and Principal
    Legacy Real Estate Advisors

    We provide consultative services that help HNW individuals, business owners and their trusted advisors with the real estate component of their investment portfolios and/or their business.

    Financial Advisor and Registered Representative
    Strategies for Wealth

    When you believe a client may benefit from a discussion on the value of life and or disability insurance to protect the value of the personal wealth and also of that of their business.

    CFO
    Coos Bay Partners

    You need help to understand your cash flow, establish and measure key indicators of performance or stage your operation for the rigor of a due diligence review or to perform a due diligence review.

    Partner
    Waypoint Growth Advisors

    Fractional Human Captal Advisory Services: Organizational and Talent Assessment, Succession Planning, Salesforce Effectiveness, Leadership Development, Employee Engagement/Retention.

    Managing Director
    LockeBridge Capital Partners

    You are planning to take your Company to the next level.

    Managing Member
    Caswell Vlachos Group

    You, or someone you know or are working with, are either exploring the potential sale of a business or would like counsel as to how to begin the process, including positioning the business for future sale.

    Partner
    Business Improvement Group, LLC

    Contact us before you sell your business to improve operations and EBITDA quickly without capital expenditures.

    Commercial Lender
    BankProv

    You know a business owner looking to grow or transition ownership of their company or a real estate investor with a project.

    President
    FinArc Investments, Inc.

    an entrepreneur needs help managing their investment portfolio and integrating it with other parts of their financial life (e.g. philanthropy, estate, tax, etc.)

    you are starting to think about your eventual transition from your business, but don't really have an understanding of the whole transition process and what your actual exit options are.

    Managing Director
    Harbinger Partners, LLC

    You need to understand the value of your business, how to grow it, how to prepare for sale or sell your business. I take a long view with clients, from planning through to an eventual transition.

    Director of Sales
    SuccessionMatching, Ltd.

    Your client cannot decide whether to sell,. transfer or wind down their business. I will help them decide, create a succession plan and get matched to the right advisors and buyers

    Attorney
    Tarlow Breed Hart & Rodgers, PC

    Please call me when you are considering structuring a transaction and for strategic tax planning for individuals.

    Partner
    ESOPPlus: Schatz Brown Glassman LLP

    Whenever a shareholder in a privately-held business is looking for a liquidity event.

    CEO
    Alliance Private Wealth

    you are looking for an Exit Planning Advocate to be by your side during your exit and beyond.

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