If you are an advisor to owners and managers of companies in the lower middle market, XPX can be a powerful learning network for you! Our members represent twelve different professions but share core principles of collaboration, putting the client first, thinking long term, considering the human angle and continuous learning. Learn more about our membership benefits and options.

About Our Members

Members of the Exit Planning Exchange – XPX Triangle 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.

Member Directory

    • Profession
    • Functional Expertise
    • Client Industries
    Winstead PC

    Estate and business planning, taxation and estate and trust administration for high net worth individuals, executives and business owners.

    Managing Director
    Fiduciary Trust International

    A liquidity event is approaching. It is best to make sure all estate and tax planning is decided ahead of major transactions.

    Managing Member
    Kassouf Law

    You need an attorney who speaks business.

    PKF O'Connor Davies

    You need an expert in business valuation, purchase price allocations and/or financial forensics.

    Managing Director
    Carter Morse & Goodrich

    Shareholders of a family-owned or closely held business are at or approaching a transition point relative to transferring ownership, management and/or control of the business.

    Wealth Management Partner
    ML&R Wealth Management

    You need guidance on how to plan for your financial future as a result of a potential liquidity event.

    President, Senior Appraiser
    RSI & Associates, Inc.

    Call me if you're in need of a business valuation, exit planning, economic analysis, business consulting, and/or litigation support. RSI provides top-notch consulting and support.

    Business Performance Advisor

    I help business owners navigate the ever-challenging world of employees, reporting and compliance and addressing high and unpredictable health care and workers’ compensation cost.

    Cortland Valuation

    You need valuation of a business or business interest for tax compliance, management planning, financial reporting or litigation support.

    Vice President
    JP Morgan Private Bank

    When you have or will have a liquidity event. In many instances, we work with clients years ahead of a transaction.

    Business Development Advisor
    Long Point Capital

    For partnering with successful entrepreneurs of middle market businesses to help them achieve their financial goals. We specialize in recapitalizations.

    Tax Attorney
    Chiesa Shahinian & Giantomasi PC

    You have a client who needs tax advice, particularly in the areas of business structuring and formation, and due diligence when selling or acquiring a 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.

    Brodkey Executive Management Consulting LLC

    You need an expert to evaluate or value a business, require expert help in packaging and marketing your business, or are in a business dispute and need an expert valuation report or expert testimony

    The NYBB Group

    I am a CPA and CEPA and founder of The NYBB Group, M&A Advisors for companies $1M-$5-M in revenue.

    Managing Director

    There are complex tax compliance and consulting planning, primarily involving personal income, fiduciary, charitable and estate and generational wealth transfer tax issues.

    Senior Vice President, Wealth Strategist Sr.
    PNC Wealth Management

    I build upon my experience as an attorney and wealth planning strategist to help business owners transition to the next phase of their life


    You need accounting/tax/valuation exit planning assistance or if your client is looking for a CPA/Consulting firm to assist them.

    Forctis Advisory Inc.

    Navigating the uncharted waters of business transition - optimizing for your success.

    Financial Advisor
    The Piedmont Group - MassMutual

    A client needs help with:
    -Insurance Planning
    -Retirement/Income Planning
    -Wealth Management Services

    Antheil Maslow & MacMinn, LLP

    You need a business lawyer to help with developing and implementing a succession plan (including buy-sell agreements), forming new entities, drafting any kind of business contracts.

    Founder & Wealth Manager
    Steward Advisors, LLC

    A client is struggling to understand how to convert the value of their business into an income stream in retirement.

    Wealth Manager
    Glassman Wealth Services

    To answer the financial question - What if I sell my business for $$$?

    Whiteford, Taylor & Preston, LLP
    The Chatel Consulting Group

    Business Value needs to increase. Leadership needs development. Strategic planning needs revisiting. Teamwork needs improvement. Executional excellence is desired. Priorities need clarification. Culture needs to change

    Portfolio Manager
    Brown Advisory

    Please call me when you need investment management or wealth planning advice, including portfolio structure, asset allocation, manager selection, tax planning for selling a business.

    Wealth Advisor
    Strategic Wealth Partners

    To Mike the most gratifying part of helping people manage their wealth is bringing them a sense of control and confidence about the future.

    Sandler Training/Strategic Solutions Group

    Strategic Solutions Group is a multi-faceted workforce development company and an authorized Sandler Training center.

    NorthBridge Business Advisors

    An owner is considering the sale of the business and is willing to undertake an exit planning engagement prior to going to market.

    Partner, Business Tax Services

    You need assistance with domestic and international tax planning needs in connection with your business operations or a potential exit transaction.

    Commercial Insurance Consultant
    ACBI Insurance

    You or your clients have a need for individualized risk management and employee benefits consulting with a white glove approach.

    Managing Director
    LockeBridge Capital Partners

    You need corporate finance or merger/acquisition services


    You have a pre-divestiture CEO/owner client who needs personal coaching to effectively lead the implementation of an exit strategy, or a post-sale CEO/owner client who needs help cultural integration

    Partner and Portfolio Manager
    Brown Advisory

    A family or executive is about to enter a period of transition whether that is starting or selling a business or considering any major life/professional changes

    Haines & Lagerquist CPAs, LLC

    A business owner wants to work on the business as well as in the business.

    Ross Law Firm, LLC

    You need advice or representation re: shareholder/member disputes, business-to-business transactions and disputes, franchise law issues, or employment law issues.


    As an Implementer of the Entrepreneurial Operating System and certification by BEI as an Advanced Exit Planner (AExP), I provide the missing link to hellp business owners build business value.

    Founder/Managing Member
    Momentum Law Group

    You're looking for an advisor that takes a different approach to the practice of law. My practice is entirely focused on representing entrepreneurs.

    Reorganization Alternatives Group. Ltd.

    You need operational and financial restructuring plans developed and implemented to increase profitability.

    GoldCoast Mortgage Services

    There is any question regarding real estate or financing.

    Financial Advisor
    Merrill Lynch

    When there is an event in a client’s life which is causing stress or anxiety about financial complexity. Education and thoughtfulness leads to the construction of a plan and the feeling of security.

    West Paces Advisors

    At any stage of the business cycle you or your client need a wealth management partner experienced in helping coordinate efforts towards both business and personal success.

    Day Pitney

    I advises clients on a wide variety of legal issues including corporate law, commercial finance/banking, private equity, mergers and acquisitions, estate planning and employment related matters

    Avenue Wealth

    You want the peace of mind that comes with being well-planned

    Managing Director
    Corporate Investment

    The owner of a privately held business begins the process of planning and preparing for their eventual exit from their business, whether it be an inside sale or a sale to a third party.

    ESOPPlus: Schatz Brown Glassman LLP

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

    G2G Strategies

    You or your company needs to explore options on selling or prior to retirement planning. Goldberg Heinze specializes in manufacturing companies, metalworking, companies up to $25M in revenue.

    Nth Round

    You're looking to get liquidity for yourself and/or your shareholders.

    Consulting Psychologist
    Hamilton-Chase Consulting

    1. The notion of retirement feels unsettling, and you would like to sort through the head and heart issues. 2. You would like a pre-retirement workshop for staff who are nearing retirement.

    Rosenberg Rich Baker Berman & Company

    When you think you have out grown your accountant or feel like a nobody with your current accountant. Our firm size enables us to provide expert services while providing personal service.


    You want to pre-experience wealth creation/transfer decisions and need help navigating complexity

    Financial Representative
    Certified Financial Services

    I work with people on their business continuation, capitalization, and exit planning. We offer people a complimentary business valuation which is the critical starting point in prudent business exit planning.

    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.

    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.

    Steven D. Rinaldi, P.C.

    Client wants to buy or sell a business.

    Moritt Hock & Hamroff LLP


    Chief Solutions Officer
    Exclamation Communications! Inc

    Clients call or should call me when they need realize their visual and verbal brand messages are no longer relevant or in accord with their mission or culture.


    You would like to know how a bank views a particular transaction, and different financing options available.

    Senior Vice President
    UBS Financial Services

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

    SVP, Senior Relationship Strategist
    PNC Wealth Management

    You need financial advice with a full service wealth management team of specialists to assist with investment portfolio management, private banking, wealth planning, trust and fiduciary services.

    Arnall Golden Gregory LLP

    You are planning for a business sale, buying a business or facing legal challenges in your existing business, including entity structuring, partnership issues, and complex commercial agreements.

    VP SBA Business Development
    TD Bank

    Your client is seeking financing during all stages of their business life cycle around expansion, equipment, real estate, working capital, and purchasing or selling their business

    Director of Business Valuations

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

    Jorge Herrera CPA CIA PC

    You want to increase your profits and manage your business stress!

    Vice President
    McDonell Consulting Group

    you or your clients are looking at the future leaders of the company, and aren't certain if/when/how they'll be ready to lead; revenues are stagnant; margins are compressed.;


    Someone needs help with their employee benefits program or needs help with Medicare .


    You need financial or tax due diligence services (buy-side or sell-side) in conjunction with an M&A transaction, from a reliable, experienced and responsive CPA.

    President & Founder
    Stony Hill Advisors

    Call me when you have a referral.


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

    Attorney at Law
    Taylor English Duma

    You want a seasoned attorney to assist with any franchise related business, be it a franchisor or franchisee. I love helping start-ups!

    Fox Rothschild LLP


    Manager, Valuation Services Group

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

    Founder & Managing Partner
    The CDI Group

    You or your client want help with Corporate Development (Helping you manage from current to desired state), Investment Banking (Capital Raise) M&A (Buyer, Seller), Estimates of Value.

    Dynamic Business Growth

    A company wants to accelerate growth by scaling the owner, building a motivated culture where everyone works as a team while focusing on sales and marketing.

    Insurance Benefits and Advisors

    When your client needs to reduce the costs of their employee benefits and at the same time attract and retain employees with benefits. We provide better outcomes for our clients.

    Financial Structures and Advisory, Inc.

    Considering how best to fund organic growth or acquisition, whether debt or equity, and requiring execution expertise and capability.

    Financial Advisor
    Northwestern Mutual

    Your client would like to address problems around taxes, business continuity and succession, retirement, is disabled or passes away, or wants a holistic retirement distribution plan.

    Wealth Manager
    XML Financial Group

    One is looking for a partner to help engage, educate and empower them toward the utilization of a wide range of investment tools in order to achieve their most important life's objectives.

    Broadway Bank

    Please call me before your exit is forced upon you without a plan, by circumstances out of your control.

    National Account Executive
    CSSI Inc. (Cost Segregation Services Inc.)

    We generate substantial cash flow for commercial property owners by accelerating depreciation with quality, affordable, engineering-based tax analysis studies reducing IRS taxes.

    Managing Director
    Fiduciary Trust Company International

    Considering an exit or sale from a business to understand options available and planning techniques to consider for preserving wealth and ongoing growth

    CEO, Fractional CFO
    Relief Financial Consulting

    You have a client whose company is institutionally backed and needs help communicating with their board, preparing to sell their business or preparing internal processes for rapid growth and scaling.

    RKG Consulting Group, Inc.

    You have a business owner client needing help finding and fixing problems standing in the way of achieving greater success. I find and fix problems in business systems and processes.

    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

    Financial advisor
    4Thought Financial Group, Inc

    A client needs a comprehensive financial plan


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

    Niles, Barton & Wilmer, LLP

    Your clients anticipate a business succession or liquidity event because both significantly impact estate, trust, and asset transition planning.

    Lerch, Early & Brewer, Chtd.

    You want to buy or sell a business, are interested in succession planning, or if you are involved in a shareholder/member dispute.

    Vice President, Head of Office (Baltimore)
    Goldman Sachs Personal Financial Management

    You're ready to have an Honest Conversation(r) about your financial life

    Profitable Family Business

    When you hear a family business owner is frustrated with leading an underperforming team. Utilizing our program, greater clarity is instilled into their management agenda and creating greater profits

    Tucker and Meltzer

    You or your client are in need if business valuation services.

    Owner - Managing Director
    Supporting Strategies - Chesapeake Region

    You need bookkeeping and payroll services, and/or controllership-CFO level assistance on an outsourced basis.

    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.

    SVP SBA Lending

    To find out information on use of SBA loans or conventional small business loans for in expansion projects, and business acquisitions.

    Marcum LLP

    A business owner is seeking to sell the company and needs assistance determining the financial and tax implications; or a buyer needs to perform financial and tax due diligence on a potential target.


    Valuation, succession planning, pre or post transaction needs, need for new accountant, tax support, restructuring, financial risk management

    Managing Member
    The Business and Legal Advisors, LLC

    If you are forming a new business, your business is not growing or you want to exit your business

    Transworld Business Advisors of Atlanta NW

    You are looking to buy, sell or franchise a business.

    Vice President
    SunTrust, Private Wealth

    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).

    Offit Kurman, P. A.

    You need a business lawyer to represent you in the transition, sale or purchase of a business who will act to protect your interests and as a facilitator to get the deal done, not as an obstructionist

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