The Exit Amplifier Directory: Strategic Advisors for Business Sellability & Value Maximization

Your essential guide for connecting with strategic advisors on your exit journey.

Most business owners spend decades building their companies, but often wait too long to prepare for the sale. Lack of proactive exit planning, which should ideally begin 3 to 5 years before a target sale, causes businesses to leave significant value on the table during transition. The Exit Amplifier Directory provides the critical resources you need to proactively maximize your final sale price and secure your business legacy. This highly curated resource gives you direct access to the specialized professionals you need now for a lucrative exit.

Maximizing exit value is complex and demands you assemble a specialized team well ahead of listing your company. This directory organizes key strategic advisors for your exit, including CPAs, Business Planners, M&A Attorneys, Strategic Branding, and Valuation Specialists. Use this guide to find proven experts committed to enhancing your sellability and ensuring your team’s alignment for a smooth, profitable transaction. Connect with the advisors listed here today to begin the strategic planning required for a successful exit.

Accountant/ CPA

AMC Accounting, Serving across the US

Contact: Anne Marie Craighead, Chicago, IL
AMC Accounting Solutions in Naperville, IL delivers personalized financial services grounded in professionalism, responsiveness, and quality. Their team offers expertise in tax planning, accounting, business advisory, and more — serving clients with integrity, rapid support, and a commitment to maximizing their financial success.

Aprio, Serving across the US

Contact: Mark Mirsky, Chicago, IL
At Aprio, we believe growth starts with great relationships. Our business advisory, tax, and accounting professionals work side by side with innovators, leaders, and entrepreneurs to simplify the complex and uncover opportunity. Guided by technology and powered by people, Aprio helps you build confidence in every decision.

CJG Partners, Serving across the US 

Contact: Ken Orth, Chicago, IL
CJG Partners guides closely-held businesses from financial complexity to strategic clarity. With their blend of large-firm expertise and personalized attention, they partner with businesses to navigate strategic financial decisions through expert accounting, tax, and advisory services. They’re more than accountants – they’re proactive partners who provide clear direction and guide you toward sustainable financial success.

Cost Savings / Vendor Spend Optimization

ERA Group, Geographic Service Area: Global

Contact:  Dan Jensen, Austin, TX
The ERA Group is a global success-based (no savings = no fee) vendor spend optimization consulting firm that has been in business for over 30 years, and while not a guarantee, they average 20% savings.  Their approach is 100% data driven, 100% transparent, where they do the heavy lifting, but the client controls all decisions.  ERA remains involved after implementation for three years to ensure the vendors comply with the negotiated terms, service levels, and pricing.  In most cases, a vendor change is not required to realize savings, and the ROI on the client’s time investment can be significant. 

Executive Recruiter

WayPoint Consulting Partners, Serving across the US

Contact: Kari Ellis, Fresno, CA
We’re passionate about helping seasoned Financial Advisors interested in career transition (and we partner with some amazing organizations across the country who are eager to match with you too). If you’re misaligned with your current firm and ready for a change, I invite you to take the Financial Advisor Decision Framework. It is a checklist meant to empower you to make a strategic, values-driven decision for yourself, your clients, and your future. My clients appreciate our consultative approach, a place where quality service and seasoned knowledge in the career consulting field truly make a difference. Fractional C-Suite

Human Resources

DOXA Talent Mount Diablo, Franchise Owner serving throughout the US

Contact: Mike Birdsall, Mount Diablo, CA
DOXA Talent helps growth-stage companies scale with high-performance offshore teams through its proprietary Conscious Outsourcing® model. By combining ethical employment, tailored talent matching, and AI-enabled productivity, DOXA enables businesses to grow without compromising compliance, culture, or quality. With a human-first approach and global reach, DOXA is more than a vendor—it’s your strategic growth partner.

IP/Trademark Attorney

Levin Ginsburg, Serving across the US 

Contact: Kevin Thompson, Chicago, IL
Intellectual property is one of the most important assets of your business. The attorneys at Levin Ginsburg have the knowledge and expertise to help you protect and defend that asset. They have counseled clients in a wide variety of industries in all aspects of trademark and copyright law. They work closely with you to develop a strategic plan to protect your intellectual property in a timely and cost-effective manner.

Perkins Law – Brand Protection, Serving across the US 

Contact: L.A. Perkins, Boca Raton, FL
At Perkins Law – Brand Protection, they understand that you don’t need to be a technology company or an artist, or an inventor to own intellectual property. If you’re in business, you have intellectual property, and it needs protecting. Perkins Law – Brand Protection is there to help you identify your intellectual property assets, protect your assets, and make sure you are doing what’s necessary to maintain your IP assets, including enforcing your rights, so your business can grow and thrive on a solid foundation.

M&A Advisor 

Exit Stage Left Advisors, Serving across the US

Contact: Alex Brown, Arroyo Grande, CA
Exit Stage Left Advisors is a sell-side M&A advisory firm representing founders and owners of privately held businesses generating $2M to $20M in EBITDA. We specialize in end-to-end exit strategy, providing strategic guidance, buyer outreach, and deal execution to help entrepreneurs maximize their business value and exit on their terms. As part of our process, we offer complimentary, no-obligation business valuations to help owners understand their market positioning and exit potential.

B2B CFO®, Serving across the US

Contact: Jim Conners, Partner, Chicago, IL
B2B/CFO helps business owners design and execute exit strategies. With extensive M&A experience, Jim Conners guides owners through valuation, preparation, and deal execution to maximize exit value and ensure a smooth transition.

M&A Attorney

Law Office of James G. Dodrill II, P.A., Serving across the US

Contact: Jim Dodrill, Boca Raton, FL
James Dodrill, P.A. can provide a full suite of corporate and securities transactional legal services to small- and medium-sized businesses (pre-revenue startups to $100+ million annual revenue), as well as to institutional or private investors, officers, and directors. In addition to more traditional transactional work (PPMS, private equity, venture capital, IPO, M&A), the firm can serve as an “outsourced general counsel” to your company on a flat monthly fee or hourly basis.  

Real Estate Appraisers and Consultants

Xandra LLC, Serving across the US

Contact: Alex Adams, Chicago, IL 
During a business transition, acquisition, merger, ownership restructuring, or succession event, real estate often represents a significant—and sometimes misunderstood—portion of enterprise value and risk. Xandra, LLC helps business owners, attorneys, accountants, and financial advisors clearly understand and document the real property component of a transaction so decisions can be made with confidence. Our work is designed to withstand scrutiny from lenders, auditors, attorneys, and courts, while remaining understandable and actionable for business owners and decision-makers.

Whether preparing for a merger, transferring ownership, restructuring a partnership, or planning for succession, Xandra, LLC provides the clear, defensible real estate analysis that supports a smooth and informed transition.

Sellability & Strategic Branding 

Exit Amplifier, Chicago & San Francisco serving across the US

Contact: Jennifer Strezo, Chicago, IL 
Exit Amplifier delivers top-tier expertise in brand strategy, visual identity, and digital execution to position your company for maximum M&A impact. Selling your business is like staging a house for sale; we unlock your brand’s hidden value to make your dream exit a reality. Built for operationally strong companies preparing for sale in 1–5 years, our Exit-Ready Method: Position, Polish, Profit boosts buyer confidence to help secure stronger M&A outcomes. 👉Calculate your brand impact now.

Valuations

Minifie LLC, Serving across the US 

Contact: Jana Minifie, Austin, TX
Minifie LLC specializes in independent business valuations for legal, tax, and ownership transition matters, including divorce proceedings, partnership disputes, estate planning, and IRS compliance. As a court-qualified expert witness with over 35 years of experience, Jana provides defensible valuations and expert testimony for high-stakes litigation across industries ranging from Main Street businesses to multi-million dollar enterprises. Her unique combination of academic rigor and real-world business ownership experience delivers the credible, detailed analysis that attorneys, CPAs, and courts rely on when accurate valuations are critical. 

Wealth Advisor

Brechnitz Group of Raymond James, Serving across the US

Contact: Beth Nolan, Chicago, IL
Beth is a Chicago-based partner with The Brechnitz Group and works with clients nationwide. She holds the designation of Certified Exit Planning Advisor (CEPA®) from The Exit Planning Institute, demonstrating her specialized knowledge of how to help middle-market business owners successfully exit their business. She guides business owners through transitions with a focus on maximizing tax efficiency, generating the income required to meet their lifestyle, and building generational wealth.

HT | TC Wealth Partners, Serving across the US

Contact: Kevin Rice, Chicago, IL
HT|TC Wealth Partners, offers customized wealth management, estate and trust services, insurance and risk solutions, retirement planning, and investment management. They collaborate closely with clients—families, professionals, retirees, and business owners—to build strategies that protect, grow and align with life goals.

Quorum Private Wealth, Serving the US and US Citizens living abroad

Contact:  Kelly Milligan, San Francisco Bay Area, CA
Capital gains mean you lose. At Quorum Private Wealth, we help business owners keep more of their earnings by minimizing or eliminating the capital gains tax from the business sale. The more time we have to prepare, the more we can offset your tax burden. Our expert team—including Certified Financial Planners®, Certified Private Wealth Advisors ®, Chartered Retirement Planning Counselors, ex-CPAs, and ex-attorneys— focuses on achieving your financial goals, investing with discipline, minimizing taxes on those investments, and defining your legacy across generations and charities.