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 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.

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
    Managing Principal
    Centerpoint Advisors
    Mirus Capital Advisors

    You have a client or acquaintance looking to sell a business, buy a business, or raise capital

    Founding Partner
    ROCG Consulting

    When you need a catalyst in guiding business owners to discover their personal values, goals and objectives, to ensure their end-in-mind objectives are met upon their business exit and/or transition



    Tarlow Breed Hart & Rodgers, PC
    Managing Director
    Carpenter Hawke & Co.

    Call when thinking of selling your business/company.

    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.

    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.

    Nutter, McClennen & Fish LLP

    You are looking for practical advice for a business sale or investment.

    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.

    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.

    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

    Director of Strategy & Transactions Advisory
    Grant Thornton, LLP

    You are buying or selling a business and require a Quality of Earnings analysis.

    Director of Risk Management
    Avery Insurance

    You or your clients to advice on P&C personal or commercial insurance. We help advise on the process of using insurance to protect assets.

    Burns & Levinson LLP

    You need a middle market M&A attorney

    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

    Sullivan & Worcester LLP

    You or a client needs experienced deal counsel for middle market transactions.

    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

    Transition Mentor
    BTA, Inc.

    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.

    Senior M & A Advisor
    Osage Advisors

    You are considering selling your company or have a client looking to sell

    Managing Principal
    Centerpoint Advisors
    Managing Director & Shareholder
    Valuation Research Corporation

    A valuation is needed.

    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

    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.)

    Time's Up, LLC

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

    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.

    Business Improvement Group, LLC

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

    Senior Vice President
    Cambridge Trust

    I help business owners and their advisor collaborate to achieve successful outcomes based upon each participants definition of success. Together we strive to help everyone's best next chapter.

    GoldCoast Mortgage Services

    There is any question regarding real estate or financing.

    Rutherford Advisors, Inc.
    Baystate Business Brokers

    You are working with a business owner who is considering the sale of their company either immediately, or in the next 1-2 years.

    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.

    Former Principal
    Berry Dunn

    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.

    Managing Director
    LockeBridge Capital Partners

    You need corporate finance or merger/acquisition services

    Associate Director of Relationship Development
    Centerpoint Advisors

    I help high net worth clients have a better relationship with their money. Call me when you are looking for multi-generational planning and financial coaching.

    Touchstone Advisors, LLC

    8 am -6 pm M-F

    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.

    Managing Director
    Harbinger Partners, LLC

    You or your client wants to sell your business, buy a business, understand value, and or raise capital.

    RS Finance & Consulting, LLC

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

    Dunn Rush & Co. LLC

    When a business owner is interested in considering the sale of their business, wants to how the M&A process works, and how to increase the value of the company between now and a liquidity event.


    Call me when a client needs GAAP Financials.

    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.

    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

    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.

    Nutter McClennen & Fish LLP

    You have a client who is in need of sophisticated corporate legal advice and representation for a VC financing, Private Equity recap, and/or M&A event.

    Nutter McClennan & Fish LLP

    Legal Services are needed.

    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.

    President & CEO
    CEO Resources, Inc.

    You are the CEO/President/Primary Stockholder/Family Ownership Leader rethinking your exit strategy ahead of all of the others.I am the trusted advisor CEOs talk to before they talk to anyone else.


    When you are raising capital, selling your business, adding a partner or contemplating any other type of transaction.


    A client needs to know the value of what they have and the logic that drives the number.

    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.

    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.

    Business Transition Strategies

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

    Senior Vice President
    Middlesex Savings Bank

    When you need bank financing for working capital, business expansion and commercial building acquisitions.

    Waypoint Growth Advisors

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

    Managing Director
    Mohamed-Merola Wealth Management

    A successful entrepreneur or business owner is thinking about a transition or sale and needs to know the implications and best strategy from the personal and family perspective.

    life insurance broker

    You want to understand how your life insurance is working

    Vice President
    Mohamed-Merola Wealth Management

    A mature business owner needs help quantifying what the value of their business means to them and their family and developing a transition strategy around that need.

    Commercial Lender

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


    When in need of financial, accounting or tax advisory services relating to either ongoing operations or succession planning.

    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.

    ESOPPlus: Schatz Brown Glassman LLP

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

    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.

    Tarlow Breed Hart & Rodgers, PC

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

    Managing Director
    Risk Strategies Company

    An insurance question arises and I will likely have the answer, solution or know someone who will!

    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

    UBS Financial Services

    We advise business owners and senior executives through all phases of their financial lives from growing a business to exiting.

    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.

    Vice President

    Senior debt cash flow financing for sponsor backed M&A transactions

    Nutter, McClennen & Fish, LLP

    You need assistance with buy- or sell-side mergers or acquisitions, or assistance with venture capital financing.

    Managing Partner
    Blue Highway Capital

    You have a company that needs equity capital for a transition, liquidity for founders, management buying out the founders

    Financial Advisor
    Mohamed-Merola Wealth Management

    I help business owners gain context around what value they need to get out of their business in a liquidity event to be able to accomplish everything they want to do in their personal life.

    Three Horsemen

    You need a clear professional message delivered with video production and high-quality photos.

    Managing Director
    Edelman & Associates

    You want to avoid having a deal blow up because the owner's mixed feelings surfaced in the form of seemingly irrational objections, concerns, or requests at the closing.

    Manager, Valuation Services Group

    Valuation Advisory; Transition, Exit, Succession Planning; and Value Enhancement needs arise.

    Alliance Private Wealth

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

    Director, Corporate Department and Managing Director, Woburn Office
    McLane Middleton

    A business is planning a significant transition.

    Business Owner
    TAB Boston Northwest

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


    You need an interim CFO, strategic planning advisory services, due diligence and M&A advisory services.

    TD Bank, N.A.

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

    Arent Fox LLP

    You need legal advice for a M&A transaction, debt financing, or other corporate transaction.

    Live Oak Bank

    You are seeking financing to buy our sell a business.

    Financial Advisor
    Edward Jones

    A business owner's Trusted Advisor needs to develop a post-sale investment plan

    SVP, Sr. Relationship Manager Deposit and Treasury Management
    Cambridge Trust

    There is an interest in learning more about Cambridge Trust. Specifically for Deposit Services, Treasury Management, Commercial Lending, Commercial Real Estate, Wealth Management and Personal Banking.

    Director of Business Valuations

    There is a business valuation need, for succession planning, ESOPs, 409A, or litigation support.

    Senior Consultant
    ROCG Consulting

    You are looking to develop a strategic plan to build the value of your business.

    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.

    Vice President
    Alliance Bernstein

    Your clients are contemplating selling their business and are Are unsure whether the proceeds of the sale are enough to maintain their lifestyle and/or achieve their financial goals

    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?

    Tarlow Breed Hart & Rodgers, PC
    US Wealth Management

    We serve our clients as their Financial Head Coach which means we coordinate the services of all professionals. This helps them consolidate fractured advice before, during, and after a M&A transaction.

    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.

    Assistant Vice President
    Mohamed-Merola Wealth Management

    You have clients with complicated financial situations who need pre-transaction planning for them and their family.

    Wealth Advisor
    Bernstein Private Wealth Management

    Your clients are interested in the sale of their business and would like guidance prior, during and after the sale to ensure their goals are met in the most efficient way possible.

    Middlesex Savings Bank

    You need bank financing for a company based in New England with under $200MM in revenues. We provide financing for M&A, equity recaps, leverage cash flow deals and traditional business needs.

    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.

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