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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

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Exit advisor or exit plannerSell-side

The Wise Exit Podcast is a exit planning and business-transition advisory firm based in Rochester, MI.

Matches your search

Exit advisor or exit planner

Engagement coverage
Rochester, MI
Industry focus
Construction and home services · Technology and software · Distribution and logistics

Brian Dukes

Reviewed July 2026

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Three Peaks Wealth Management logo
Exit advisor or exit plannerSell-side

Three Peaks Wealth Management is a business advisory firm based in Clinton, UT providing Exit Planning. The firm has experience in Manufacturing, Childcare & Education and Home & Field Services.

Matches your search

Exit advisor or exit planner

Engagement coverage
Clinton, UT
Industry focus
Manufacturing and industrial · Other specialized sectors · Construction and home services

Andrew Weese

Reviewed July 2026

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T

Thrīvcoaching

Tucson, AZ

Exit advisor or exit plannerSell-side

Thrīvcoaching is a business advisory firm based in Tucson, AZ providing Exit Planning.

Matches your search

Exit advisor or exit planner

Engagement coverage
Tucson, AZ
Industry focus
Generalist / multiple sectors

Amy Morin

Reviewed July 2026

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T
Exit advisor or exit plannerSell-side

Tilia Fiduciary Partners is a exit planning and business-transition advisory firm based in Wilmington, NC.

Matches your search

Exit advisor or exit planner

Engagement coverage
Wilmington, NC
Industry focus
Distribution and logistics

Ryan Casey

Reviewed July 2026

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Titan BDG logo

Titan BDG

Flanders, NJ

Exit advisor or exit plannerSell-side

Titan BDG is a exit planning and business-transition advisory firm based in Flanders, NJ.

Matches your search

Exit advisor or exit planner

Engagement coverage
Flanders, NJ
Industry focus
Generalist / multiple sectors

Reviewed July 2026

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Topsail Capital Advisors logo
Exit advisor or exit plannerBuy-side and sell-sideNationwide

Topsail Capital Advisors is a exit planning and business-transition advisory firm based in Greenville, SC. The firm serves clients nationwide.

Matches your search

Exit advisor or exit planner

Engagement coverage
Nationwide
Industry focus
Manufacturing and industrial · Distribution and logistics

Will McCameron

Reviewed July 2026

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Townsend Financial

Scottsdale, AZ

Exit advisor or exit plannerSell-side

Townsend Financial is a exit planning and business-transition advisory firm based in Scottsdale, AZ.

Matches your search

Exit advisor or exit planner

Engagement coverage
Scottsdale, AZ
Industry focus
Generalist / multiple sectors

Heather Townsend

Reviewed July 2026

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TQM logo

TQM

Boston, MA

Exit advisor or exit plannerSell-side

TQM is a exit planning and business-transition advisory firm based in Boston, MA.

Matches your search

Exit advisor or exit planner

Engagement coverage
Boston, MA
Industry focus
Distribution and logistics

Reviewed July 2026

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T

Trailmark CFO

Austin, TX

Exit advisor or exit plannerSell-side

Trailmark CFO 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

Kim Harrison CMAA

Reviewed July 2026

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Transact Capital Partners LLC logo
Exit advisor or exit plannerSell-sideNationwide

Transact Capital Partners LLC is a exit planning and business-transition advisory firm based in Richmond, VA. 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 · Other specialized sectors

Pat Branch

Reviewed July 2026

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T
Exit advisor or exit plannerSell-side

Transworld Business Advisors is a local advisory office based in Greenville, NC providing business-sale advisory services.

Matches your search

Exit advisor or exit planner

Engagement coverage
Greenville, NC
Industry focus
Generalist / multiple sectors

Tony Khoury

Reviewed July 2026

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T

Trebla Management Group

WINTER SPRINGS, FL

Exit advisor or exit plannerSell-side

Trebla Management Group is a business advisory firm based in WINTER SPRINGS, FL providing Sell-Side Advisory and Exit Planning.

Matches your search

Exit advisor or exit planner

Engagement coverage
WINTER SPRINGS, FL
Industry focus
Generalist / multiple sectors

Albert Anderson

Reviewed July 2026

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Trillium Wealth logo

Trillium Wealth

Winter Park, FL

Exit advisor or exit plannerSell-sideNationwide

Trillium Wealth is a exit planning and business-transition advisory firm based in Winter Park, FL. 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 · Other specialized sectors

Matt Gomoll

Reviewed July 2026

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Trinity Business Advisors logo
Exit advisor or exit plannerSell-side

Trinity Business Advisors is a exit planning and business-transition advisory firm based in Bend, OR.

Matches your search

Exit advisor or exit planner

Engagement coverage
Bend, OR
Industry focus
Construction and home services

Joe Stafford

Reviewed July 2026

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TriState Wealth Advisors logo
Exit advisor or exit plannerSell-side

TriState Wealth Advisors is a exit planning and business-transition advisory firm based in Newark, DE.

Matches your search

Exit advisor or exit planner

Engagement coverage
Newark, DE
Industry focus
Healthcare and medical practices · Other specialized sectors

Jeff Kaczmarczyk II

Reviewed July 2026

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T
Exit advisor or exit plannerSell-side

True Alpha Wealth Management is a exit planning and business-transition advisory firm based in Sandusky, OH.

Matches your search

Exit advisor or exit planner

Engagement coverage
Sandusky, OH
Industry focus
Healthcare and medical practices

Tyler McKean AWMA

Reviewed July 2026

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True North Retirement Advisors logo
Exit advisor or exit plannerSell-side

True North Retirement Advisors is a exit planning and business-transition advisory firm based in Portland, OR.

Matches your search

Exit advisor or exit planner

Engagement coverage
Portland, OR
Industry focus
Food, hospitality, and franchise · Other specialized sectors

Ashley Micciche

Reviewed July 2026

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True Stewards Advisory logo
Exit advisor or exit plannerSell-side

True Stewards Advisory is a exit planning and business-transition advisory firm based in Sanford, FL.

Matches your search

Exit advisor or exit planner

Engagement coverage
Sanford, FL
Industry focus
Healthcare and medical practices · Other specialized sectors

Jesse Plunkett

Reviewed July 2026

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TrustBuilt logo

TrustBuilt

Little Rock, AR

Exit advisor or exit plannerSell-side

TrustBuilt is a business advisory firm based in Little Rock, AR providing Business Brokerage and Exit Planning.

Matches your search

Exit advisor or exit planner

Engagement coverage
Little Rock, AR
Industry focus
Generalist / multiple sectors

Alan Bennett

Reviewed July 2026

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T
Exit advisor or exit plannerSell-side

Twin Cities Wealth Strategies is a exit planning and business-transition advisory firm based in Maple Grove, MN.

Matches your search

Exit advisor or exit planner

Engagement coverage
Maple Grove, MN
Industry focus
Technology and software

Dana Menard

Reviewed July 2026

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Two-Comma Wealth logo

Two-Comma Wealth

Orlando, FL

Exit advisor or exit plannerSell-side

Two-Comma Wealth is a exit planning and business-transition advisory firm based in Orlando, FL.

Matches your search

Exit advisor or exit planner

Engagement coverage
Orlando, FL
Industry focus
Generalist / multiple sectors

George Stefanou

Reviewed July 2026

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U.S. Chamber of Commerce logo
Exit advisor or exit plannerSell-sideNationwide

U.S. Chamber of Commerce is a business advisory firm based in St Gillette, WY providing Exit Planning. The firm has experience in Technology. The firm works with clients nationwide. The firm states: “businesses generating $750K to $1M.”

Matches your search

Exit advisor or exit planner

Engagement coverage
Nationwide
Industry focus
Technology and software

Ciara Larkin

Reviewed July 2026

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Upward Financial Planning logo
Exit advisor or exit plannerSell-side

Upward Financial Planning is a exit planning and business-transition advisory firm based in Roanoke, VA.

Matches your search

Exit advisor or exit planner

Engagement coverage
Roanoke, VA
Industry focus
Technology and software · Construction and home services

Daniel Colston

Reviewed July 2026

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USA-BGA - Tech Centric BGA logo

USA-BGA - Tech Centric BGA

Rancho Santa Fe, CA

Exit advisor or exit plannerSell-side

USA-BGA - Tech Centric BGA is a exit planning and business-transition advisory firm based in Rancho Santa Fe, CA.

Matches your search

Exit advisor or exit planner

Engagement coverage
Rancho Santa Fe, CA
Industry focus
Technology and software

Michael Rodman

Reviewed July 2026

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V

Value Acceleration

Fairport, NY

Exit advisor or exit plannerSell-side

Value Acceleration is a exit planning and business-transition advisory firm based in Fairport, NY.

Matches your search

Exit advisor or exit planner

Engagement coverage
Fairport, NY
Industry focus
Technology and software

Dan Welch

Reviewed July 2026

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Value Acceleration Partners - Helping Companies Maximize Enterprise Value Through Proven Programs and Strategies logo
Exit advisor or exit plannerSell-side

Value Acceleration Partners - Helping Companies Maximize Enterprise Value Through Proven Programs and Strategies is a business advisory firm based in Landfall Road Atlanta, GA providing Business Brokerage, Sell-Side Advisory and M&A Advisory.

Matches your search

Exit advisor or exit planner

Engagement coverage
Landfall Road Atlanta, GA
Industry focus
Generalist / multiple sectors

Reviewed July 2026

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V
Exit advisor or exit plannerSell-side

Value Path Advisors is a business advisory firm based in Jackson, MS providing Exit Planning.

Matches your search

Exit advisor or exit planner

Engagement coverage
Jackson, MS
Industry focus
Generalist / multiple sectors

Heather Jenkins

Reviewed July 2026

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V

ValueCap Inc

Rochester, NY

Exit advisor or exit plannerSell-side

ValueCap Inc is a exit planning and business-transition advisory firm based in Rochester, NY.

Matches your search

Exit advisor or exit planner

Engagement coverage
Rochester, NY
Industry focus
Generalist / multiple sectors

Peter Skelton CExP

Reviewed July 2026

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Veritas Strategic Wealth logo
Exit advisor or exit plannerSell-sideNationwide

Veritas Strategic Wealth is a exit planning and business-transition advisory firm based in Georgetown, TX. The firm serves clients nationwide.

Matches your search

Exit advisor or exit planner

Engagement coverage
Nationwide
Industry focus
Food, hospitality, and franchise · Construction and home services

Chris Gleason

Reviewed July 2026

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Vertex Partners logo

Vertex Partners

Chicago, IL

Exit advisor or exit plannerSell-side

Vertex Partners is a exit planning and business-transition advisory firm based in Chicago, IL.

Matches your search

Exit advisor or exit planner

Engagement coverage
Chicago, IL
Industry focus
Construction and home services · Distribution and logistics · Other specialized sectors

Scott Sandee

Reviewed July 2026

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