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National exit advisor directory

Find an exit advisor for the next stage of your business

Start with exit advisors and exit planners who help owners prepare for transition, improve readiness, and coordinate what comes next. Business brokers and M&A advisors remain available as separate categories.
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539 published profiles · alphabetical order

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Exit advisor results

Published profiles

P

Pinnacle Private Wealth

Location not publicly listed

Exit advisor or exit plannerSell-sideNationwide

Pinnacle Private Wealth is a exit planning and business-transition advisory firm. The firm serves clients nationwide.

Matches your search

Exit advisor or exit planner

Engagement coverage
Nationwide
Industry focus
Healthcare and medical practices · Technology and software · Consumer, retail, and e-commerce

Pat Pachciarz

Reviewed July 2026

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P
Exit advisor or exit plannerSell-side

Pinnacle Wealth Advisory is a exit planning and business-transition advisory firm based in Austin, TX.

Matches your search

Exit advisor or exit planner

Engagement coverage
Austin, TX
Industry focus
Generalist / multiple sectors

Reviewed July 2026

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Pismo Ventures logo

Pismo Ventures

Orange County, CA

Exit advisor or exit plannerSell-side

Pismo Ventures is a exit planning and business-transition advisory firm based in Orange County, CA.

Matches your search

Exit advisor or exit planner

Engagement coverage
Orange County, CA
Industry focus
Generalist / multiple sectors

JJ Richa

Reviewed July 2026

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Plancorp Wealth Management logo
Exit advisor or exit plannerSell-sideNationwide

Plancorp Wealth Management is a exit planning and business-transition advisory firm based in St. Louis, MO. The firm serves clients nationwide.

Matches your search

Exit advisor or exit planner

Engagement coverage
Nationwide
Industry focus
Technology and software

Larry Guess

Reviewed July 2026

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Planned Exit Partners LLC logo
Exit advisor or exit plannerSell-side

Planned Exit Partners LLC is a exit planning and business-transition advisory firm based in Leawood, KS.

Matches your search

Exit advisor or exit planner

Engagement coverage
Leawood, KS
Industry focus
Generalist / multiple sectors

Tim Hosie

Reviewed July 2026

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Planned Exits logo

Planned Exits

Bakersfield, CA

Exit advisor or exit plannerSell-side

Planned Exits is a exit planning and business-transition advisory firm based in Bakersfield, CA.

Matches your search

Exit advisor or exit planner

Engagement coverage
Bakersfield, CA
Industry focus
Generalist / multiple sectors

Scott Garrison

Reviewed July 2026

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P

Planned Value Group

North Attleboro, MA

Exit advisor or exit plannerBuy-side and sell-side

Planned Value Group is a exit planning and business-transition advisory firm based in North Attleboro, MA.

Matches your search

Exit advisor or exit planner

Engagement coverage
North Attleboro, MA
Industry focus
Healthcare and medical practices · Construction and home services · Professional services

Michael Crowley

Reviewed July 2026

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PlannerSearch logo

PlannerSearch

Land O' Lakes, FL

Exit advisor or exit plannerSell-side

PlannerSearch is a business advisory firm based in Land O' Lakes, FL providing Exit Planning.

Matches your search

Exit advisor or exit planner

Engagement coverage
Land O' Lakes, FL
Industry focus
Generalist / multiple sectors

Reviewed July 2026

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Platinum Business Solutions LLC. logo

Platinum Business Solutions LLC.

Location not publicly listed

Exit advisor or exit plannerSell-sideNationwide

Platinum Business Solutions LLC. is a exit planning and business-transition advisory firm. The firm serves clients nationwide.

Matches your search

Exit advisor or exit planner

Engagement coverage
Nationwide
Industry focus
Healthcare and medical practices · Professional services

Reviewed July 2026

View profile
P

Portus Wealth Advisors

East Blvd Charlotte, NC

Exit advisor or exit plannerSell-side

Portus Wealth Advisors is a business advisory firm based in East Blvd Charlotte, NC providing Sell-Side Advisory and Exit Planning. The firm has experience in Restaurants & Food, Transportation & Logistics and Childcare & Education. The firm states: “businesses with revenues between $5 million and $50 million.”

Matches your search

Exit advisor or exit planner

Engagement coverage
East Blvd Charlotte, NC
Industry focus
Food, hospitality, and franchise · Distribution and logistics · Other specialized sectors

Reviewed July 2026

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PostRock Partners logo

PostRock Partners

Overland Park, KS

Exit advisor or exit plannerSell-side

PostRock Partners is a exit planning and business-transition advisory firm based in Overland Park, KS.

Matches your search

Exit advisor or exit planner

Engagement coverage
Overland Park, KS
Industry focus
Generalist / multiple sectors

Jason Imlay

Reviewed July 2026

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Practically Independent logo
Exit advisor or exit plannerSell-side

Practically Independent is a exit planning and business-transition advisory firm based in Boise, ID.

Matches your search

Exit advisor or exit planner

Engagement coverage
Boise, ID
Industry focus
Generalist / multiple sectors

Reviewed July 2026

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Practice Endeavors logo

Practice Endeavors

Columbus, OH

Exit advisor or exit plannerSell-side

Practice Endeavors is a exit planning and business-transition advisory firm based in Columbus, OH.

Matches your search

Exit advisor or exit planner

Engagement coverage
Columbus, OH
Industry focus
Healthcare and medical practices

United States

Reviewed July 2026

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P

Predictive Edge Consulting

North Salt Lake, UT

Exit advisor or exit plannerSell-side

Predictive Edge Consulting is a business advisory firm based in North Salt Lake, UT providing Exit Planning. The firm has experience in Construction and Technology.

Matches your search

Exit advisor or exit planner

Engagement coverage
North Salt Lake, UT
Industry focus
Construction and home services · Technology and software

Privacy Policy

Reviewed July 2026

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Premier Investments & Wealth Management logo
Exit advisor or exit plannerSell-side

Premier Investments & Wealth Management is a exit planning and business-transition advisory firm based in Rapids, IA.

Matches your search

Exit advisor or exit planner

Engagement coverage
Rapids, IA
Industry focus
Generalist / multiple sectors

Roger Abel

Reviewed July 2026

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Presidio Capital Management logo

Presidio Capital Management

San Diego County, CA

Exit advisor or exit plannerSell-side

Presidio Capital Management is a exit planning and business-transition advisory firm based in San Diego County, CA.

Matches your search

Exit advisor or exit planner

Engagement coverage
San Diego County, CA
Industry focus
Generalist / multiple sectors

Dustin TenBroeck

Reviewed July 2026

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Presilium Private Wealth logo
Exit advisor or exit plannerSell-side

Presilium Private Wealth is a exit planning and business-transition advisory firm based in Radnor, PA.

Matches your search

Exit advisor or exit planner

Engagement coverage
Radnor, PA
Industry focus
Other specialized sectors

Brook Hart

Reviewed July 2026

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Prestige Wealth Management Group | Wealth Management in New Jersey logo
Exit advisor or exit plannerSell-sideNationwide

Prestige Wealth Management Group | Wealth Management in New Jersey is a exit planning and business-transition advisory firm based in Flemington, NJ. The firm serves clients nationwide.

Matches your search

Exit advisor or exit planner

Engagement coverage
Nationwide
Industry focus
Other specialized sectors

Michael Williams

Reviewed July 2026

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P

Prestiq Wealth

Brooklyn, NY

Exit advisor or exit plannerSell-side

Prestiq Wealth is a exit planning and business-transition advisory firm based in Brooklyn, NY.

Matches your search

Exit advisor or exit planner

Engagement coverage
Brooklyn, NY
Industry focus
Technology and software

Louis Green

Reviewed July 2026

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P

Prevail IWS

Leawood, KS

Exit advisor or exit plannerBuy-side and sell-side

Prevail IWS is a business advisory firm based in Leawood, KS providing Business Brokerage, Exit Planning, Buyer Advisory and Commercial Real Estate. The firm has experience in Healthcare, Construction, Professional Services, Technology and Distribution & Wholesale.

Matches your search

Exit advisor or exit planner

Engagement coverage
Leawood, KS
Industry focus
Healthcare and medical practices · Construction and home services · Professional services

Bradley Lawing

Reviewed July 2026

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Prime Capital Financial logo

Prime Capital Financial

Overland Park, KS

Exit advisor or exit plannerSell-sideNationwide

Prime Capital Financial is a business advisory firm based in Overland Park, KS providing Business Brokerage, Sell-Side Advisory and Exit Planning. The firm works with clients nationwide.

Matches your search

Exit advisor or exit planner

Engagement coverage
Nationwide
Industry focus
Generalist / multiple sectors

Find An Advisor

Reviewed July 2026

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Prinze Wealth Group logo

Prinze Wealth Group

Gold River, CA

Exit advisor or exit plannerSell-side

Prinze Wealth Group is a exit planning and business-transition advisory firm based in Gold River, CA.

Matches your search

Exit advisor or exit planner

Engagement coverage
Gold River, CA
Industry focus
Healthcare and medical practices

Alec Prinze

Reviewed July 2026

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P

ProActive Strategies

Jacksonville, FL

Exit advisor or exit plannerSell-sideNationwide

ProActive Strategies is a exit planning and business-transition advisory firm based in Jacksonville, FL. The firm serves clients nationwide.

Matches your search

Exit advisor or exit planner

Engagement coverage
Nationwide
Industry focus
Construction and home services · Technology and software

Shane Cormier

Reviewed July 2026

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Prosper Financial logo

Prosper Financial

Schererville, IN

Exit advisor or exit plannerSell-side

Prosper Financial is a business advisory firm based in Schererville, IN providing Business Valuation and Exit Planning.

Matches your search

Exit advisor or exit planner

Engagement coverage
Schererville, IN
Industry focus
Generalist / multiple sectors

Brian Smith

Reviewed July 2026

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Protelum Advisors logo

Protelum Advisors

San Diego County, CA

Exit advisor or exit plannerSell-side

Protelum Advisors is a exit planning and business-transition advisory firm based in San Diego County, CA.

Matches your search

Exit advisor or exit planner

Engagement coverage
San Diego County, CA
Industry focus
Manufacturing and industrial

Tim McDonald

Reviewed July 2026

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Proxxy™ logo

Proxxy™

Dallas, TX

Exit advisor or exit plannerSell-side

Proxxy™ is a exit planning and business-transition advisory firm based in Dallas, TX.

Matches your search

Exit advisor or exit planner

Engagement coverage
Dallas, TX
Industry focus
Generalist / multiple sectors

Tony Amador

Reviewed July 2026

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Questar Capital Partners logo
Exit advisor or exit plannerSell-side

Questar Capital Partners is a exit planning and business-transition advisory firm based in Paramus, NJ.

Matches your search

Exit advisor or exit planner

Engagement coverage
Paramus, NJ
Industry focus
Technology and software

Gerry Spitzer

Reviewed July 2026

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R&D Experts logo

R&D Experts

Buffalo, NY

Exit advisor or exit plannerSell-side

R&D Experts is a exit planning and business-transition advisory firm based in Buffalo, NY.

Matches your search

Exit advisor or exit planner

Engagement coverage
Buffalo, NY
Industry focus
Technology and software

Rich Smith

Reviewed July 2026

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Radian Partners logo

Radian Partners

Memphis, TN

Exit advisor or exit plannerSell-side

Radian Partners is a exit planning and business-transition advisory firm based in Memphis, TN.

Matches your search

Exit advisor or exit planner

Engagement coverage
Memphis, TN
Industry focus
Generalist / multiple sectors

Larry Tolbert

Reviewed July 2026

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RAI Wealth logo

RAI Wealth

Wheaton, IL

Exit advisor or exit plannerSell-side

RAI Wealth is a exit planning and business-transition advisory firm based in Wheaton, IL.

Matches your search

Exit advisor or exit planner

Engagement coverage
Wheaton, IL
Industry focus
Healthcare and medical practices · Professional services · Technology and software

Jack Dykema

Reviewed July 2026

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