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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

V

Vestara Advisors

Cleveland, OH

Exit advisor or exit plannerSell-side

Vestara Advisors is a exit planning and business-transition advisory firm based in Cleveland, OH.

Matches your search

Exit advisor or exit planner

Engagement coverage
Cleveland, OH
Industry focus
Professional services · Technology and software

Pete Martin

Reviewed July 2026

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Viking Mergers & Acquistions logo

Viking Mergers & Acquistions

Palm Beach Gardens, FL

Exit advisor or exit plannerBuy-side and sell-side

Viking Mergers & Acquistions is a business advisory firm based in Palm Beach Gardens, FL providing Business Brokerage, Sell-Side Advisory, M&A Advisory and Business Valuation. The firm has experience in Healthcare, Manufacturing, Construction, Technology and Retail. The firm states: “businesses valued between $1 million and $10 million.”

Matches your search

Exit advisor or exit planner

Engagement coverage
Palm Beach Gardens, FL
Industry focus
Healthcare and medical practices · Manufacturing and industrial · Construction and home services
Typical business value / transaction range
$1 million–$5 million · $5 million–$20 million

Jeff McKeehan

Reviewed July 2026

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Vision - Private Wealth logo

Vision - Private Wealth

Central Avenue Alameda, CA

Exit advisor or exit plannerSell-side

Vision - Private Wealth is a exit planning and business-transition advisory firm based in Central Avenue Alameda, CA.

Matches your search

Exit advisor or exit planner

Engagement coverage
Central Avenue Alameda, CA
Industry focus
Generalist / multiple sectors

Reviewed July 2026

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Vista Financial Strategies logo
Exit advisor or exit plannerSell-sideNationwide

Vista Financial Strategies is a exit planning and business-transition advisory firm based in Appleton, WI. The firm serves clients nationwide.

Matches your search

Exit advisor or exit planner

Engagement coverage
Nationwide
Industry focus
Generalist / multiple sectors

Scott Scheer MSFS

Reviewed July 2026

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W

WAA

Sunfield, MI

Exit advisor or exit plannerSell-side

WAA is a business advisory firm based in Sunfield, MI providing Exit Planning.

Matches your search

Exit advisor or exit planner

Engagement coverage
Sunfield, MI
Industry focus
Generalist / multiple sectors

Amanda Beeler

Reviewed July 2026

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W
Exit advisor or exit plannerSell-side

We Sell Restaurants is a business advisory firm based in lincoln, RI providing Business Brokerage. The firm has experience in Restaurants & Food.

Matches your search

Exit advisor or exit planner

Engagement coverage
lincoln, RI
Industry focus
Food, hospitality, and franchise

Ken Eisenband

Reviewed July 2026

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Wealth Design Consultants logo
Exit advisor or exit plannerSell-side

Wealth Design Consultants is a exit planning and business-transition advisory firm based in Carmel, IN.

Matches your search

Exit advisor or exit planner

Engagement coverage
Carmel, IN
Industry focus
Technology and software

David Holaday ChFC CAP

Reviewed July 2026

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Wealth Enhancement logo

Wealth Enhancement

Westbury, NY

Exit advisor or exit plannerSell-sideNationwide

Wealth Enhancement is a business advisory firm based in Westbury, NY providing Sell-Side Advisory and Exit Planning. The firm has experience in Home & Field Services. The firm works with clients nationwide.

Matches your search

Exit advisor or exit planner

Engagement coverage
Nationwide
Industry focus
Construction and home services

Jeff Dekko

Reviewed July 2026

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Wealth Legacy Group®, Inc. logo
Exit advisor or exit plannerSell-sideNationwide

Wealth Legacy Group®, Inc. is a exit planning and business-transition advisory firm based in San Diego, CA. The firm serves clients nationwide.

Matches your search

Exit advisor or exit planner

Engagement coverage
Nationwide
Industry focus
Generalist / multiple sectors

Reviewed July 2026

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WealthPoint logo

WealthPoint

Phoenix, AZ

Exit advisor or exit plannerSell-side

WealthPoint is a business advisory firm based in Phoenix, AZ providing M&A Advisory and Exit Planning.

Matches your search

Exit advisor or exit planner

Engagement coverage
Phoenix, AZ
Industry focus
Generalist / multiple sectors

Arnaldo Savoretti

Reviewed July 2026

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W
Exit advisor or exit plannerSell-sideNationwide

Wells Trecaso Financial Group - Carson Wealth is a business advisory firm based in Akron, OH providing Exit Planning. The firm works with clients nationwide.

Matches your search

Exit advisor or exit planner

Engagement coverage
Nationwide
Industry focus
Generalist / multiple sectors

Reviewed July 2026

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Werner Partners logo
Exit advisor or exit plannerBuy-side and sell-sideNationwide

Werner Partners is a exit planning and business-transition advisory firm based in Mesa, AZ. The firm serves clients nationwide.

Matches your search

Exit advisor or exit planner

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

Sell-Side Who Expect More

Reviewed July 2026

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West Avenue Private Wealth logo
Exit advisor or exit plannerSell-side

West Avenue Private Wealth is a exit planning and business-transition advisory firm based in Littleton, CO.

Matches your search

Exit advisor or exit planner

Engagement coverage
Littleton, CO
Industry focus
Construction and home services · Technology and software

Michael Mittman

Reviewed July 2026

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Whalen CPAs logo

Whalen CPAs

Columbus, OH

Exit advisor or exit plannerSell-side

Whalen CPAs 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 · Food, hospitality, and franchise · Manufacturing and industrial

Reviewed July 2026

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White Oak Strategic Advisors logo
Exit advisor or exit plannerSell-sideNationwide

White Oak Strategic Advisors is a exit planning and business-transition advisory firm based in Maitland, FL. The firm serves clients nationwide.

Matches your search

Exit advisor or exit planner

Engagement coverage
Nationwide
Industry focus
Generalist / multiple sectors

Mack McLaughlin

Reviewed July 2026

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W

Whitespace Consulting

Lake Forest, CA

Exit advisor or exit plannerSell-sideNationwide

Whitespace Consulting is a business value and exit-planning advisory firm based in Lake Forest, California. Led by Korina (Kori) Kannedy, CEPA, it helps owners of privately held professional-service, creative, and knowledge-based businesses improve operations, reduce owner dependence, and build more scalable and transferable firms.

Matches your search

Exit advisor or exit planner

Engagement coverage
Nationwide
Industry focus
Generalist / multiple sectors

Korina Kannedy

Reviewed September 2026

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W
Exit advisor or exit plannerSell-side

Why Exit Planning Matters: Helping Business Owners Prepare to Sell is a business advisory firm based in Austin, TX providing Business Brokerage, Sell-Side Advisory, M&A Advisory and Business Valuation. The firm has experience in Healthcare, Manufacturing, Construction and Technology. The firm states: “EBITDA $1M.”

Matches your search

Exit advisor or exit planner

Engagement coverage
Austin, TX
Industry focus
Healthcare and medical practices · Manufacturing and industrial · Construction and home services
Typical business value / transaction range
$1 million–$5 million · $5 million–$20 million · $20 million–$100 million

Reviewed July 2026

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WillKate logo

WillKate

Aberdeen, SD

Exit advisor or exit plannerSell-side

WillKate is a business advisory firm based in Aberdeen, SD providing Sell-Side Advisory and Exit Planning. The firm has experience in Childcare & Education.

Matches your search

Exit advisor or exit planner

Engagement coverage
Aberdeen, SD
Industry focus
Other specialized sectors

Agatha Johnson

Reviewed July 2026

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Wise Choice Planning logo
Exit advisor or exit plannerSell-sideNationwide

Wise Choice Planning is a exit planning and business-transition advisory firm based in Spokane, WA. The firm serves clients nationwide.

Matches your search

Exit advisor or exit planner

Engagement coverage
Nationwide
Industry focus
Distribution and logistics

Reviewed July 2026

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WJ Interests Financial Advisors logo
Exit advisor or exit plannerSell-sideNationwide

WJ Interests Financial Advisors is a exit planning and business-transition advisory firm based in Sugar Land, TX. 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

Jonathan Chapman

Reviewed July 2026

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W
Exit advisor or exit plannerSell-side

Woodbridge A Mariner Company is a business advisory firm based in Portland, ME providing Business Brokerage, Sell-Side Advisory, M&A Advisory and Business Valuation. The firm has experience in Restaurants & Food. The firm states: “companies valued between $50 million and $150 million.”

Matches your search

Exit advisor or exit planner

Engagement coverage
Portland, ME
Industry focus
Food, hospitality, and franchise
Typical business value / transaction range
$20 million–$100 million · $100 million–$500 million

jason Micalizzi

Reviewed July 2026

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Wouch Maloney CPAs & Business Advisors logo
Exit advisor or exit plannerSell-side

Wouch Maloney CPAs & Business Advisors is a business advisory firm based in Horsham, PA providing M&A Advisory, Business Valuation and Exit Planning. The firm has experience in Healthcare, Manufacturing, Construction, Professional Services and Technology.

Matches your search

Exit advisor or exit planner

Engagement coverage
Horsham, PA
Industry focus
Healthcare and medical practices · Manufacturing and industrial · Construction and home services

Andre Thickening

Reviewed July 2026

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www.vonhellensandpartners.com logo
Exit advisor or exit plannerSell-side

www.vonhellensandpartners.com is a exit planning and business-transition advisory firm based in Thomasville, GA.

Matches your search

Exit advisor or exit planner

Engagement coverage
Thomasville, GA
Industry focus
Healthcare and medical practices · Other specialized sectors

Reviewed July 2026

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X
Exit advisor or exit plannerBuy-side and sell-side

XP Business Brokerage is a business advisory firm based in Lehi, UT providing Business Brokerage, Sell-Side Advisory, M&A Advisory and Business Valuation. The firm states: “companies with gross annual revenues in excess of $1,000,000.”

Matches your search

Exit advisor or exit planner

Engagement coverage
Lehi, UT
Industry focus
Generalist / multiple sectors

Adam McMurtrey CEPA® MBA

Reviewed July 2026

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X
Exit advisor or exit plannerSell-side

XPX - Charlotte - Exit Planning Exchange is a exit planning and business-transition advisory firm based in Charlotte, NC.

Matches your search

Exit advisor or exit planner

Engagement coverage
Charlotte, NC
Industry focus
Generalist / multiple sectors

Advisor Resource Center

Reviewed July 2026

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YellowWood Wealth Solutions logo
Exit advisor or exit plannerSell-side

YellowWood Wealth Solutions is a exit planning and business-transition advisory firm based in Charlotte, NC.

Matches your search

Exit advisor or exit planner

Engagement coverage
Charlotte, NC
Industry focus
Technology and software

Les Watson

Reviewed July 2026

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Y
Exit advisor or exit plannerSell-side

Your Business Made Easy is a business advisory firm based in Merrimack, NH providing Business Valuation and Exit Planning.

Matches your search

Exit advisor or exit planner

Engagement coverage
Merrimack, NH
Industry focus
Generalist / multiple sectors

David Visco

Reviewed July 2026

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Your ExitMap logo

Your ExitMap

San Antonio, TX

Exit advisor or exit plannerSell-side

Your ExitMap is a business advisory firm based in San Antonio, TX providing Business Brokerage, Sell-Side Advisory, M&A Advisory and Exit Planning. The firm has experience in Construction.

Matches your search

Exit advisor or exit planner

Engagement coverage
San Antonio, TX
Industry focus
Construction and home services

Reviewed July 2026

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Zinn Wealth Management logo
Exit advisor or exit plannerSell-sideNationwide

Zinn Wealth Management is a business advisory firm based in Portland, ME providing Business Brokerage and Sell-Side Advisory. The firm works with clients nationwide.

Matches your search

Exit advisor or exit planner

Engagement coverage
Nationwide
Industry focus
Generalist / multiple sectors

John P. Zinn III

Reviewed July 2026

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