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Members

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Members of the Exit Planning Exchange DC Metro 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.

It’s easy to find an expert by using the search box or these handy directories to choose from 12 professions, 75+ areas of functional expertise and 20 client industry categories. Feel free to reach out to the advisors with the expertise you seek. Contact us for further assistance.

Member Directory

    • Profession
    • Functional Expertise
    • Client Industries
    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.

    Senior Vice President – Financial Advisor
    RBC Wealth Management, a division of RBC Capital Markets, LLC

    you are expecting a major liquidity event related to your company at any future time and need exit planning organization across multiple advisors or if retirement from an employer is within five years

    Managing Director
    Bells and Bear LLC

    an exit is being considered for a business with an enterprise value of $10-80M.

    Founder
    Maura Fredericks, LLC

    Your cofounder and family business clients are mired in the disruptive relationship dynamics that complicate and slow down business transactions.

    Program Co-Chair
    Financial Advisor
    Morgan Stanley

    you or clients need planning based,family wealth management.

    Managing Member
    Tributum CPA Group,LLC

    A client a starting a business, starting to think about selling or growing thee business, or any tax related or financial decisions need to be considered.

    Treasurer
    Silver
    Partner
    Bendler & Company, PC

    Call me when you are considering the tax ramifications of a transaction. Managing the tax burden associated with a deal is often critical in taking the deal to closing.

    Principal
    Miles & Stockbridge, P.C.
    [to be completed]
    Financial Advisor, CFP®
    Financial Advantage Associates

    Someone needs help making sense of their financial situation and wants to leverage their opportunities for their future

    Director - Business Strategies
    First Financial Group

    You need Business Transition consulting from a Certified Exit Planner

    You need a retirement income plan you can rely on, with lifetime income, reduced taxes, and less risk

    Silver
    BUSINESS BANKER
    TRUIST

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

    Partner
    B2B CFO®

    When you need help getting your business ready to sell.

    Senior Financial Advisor
    Merrill Lynch

    you are building an advisory team and I can assist in the wealth management side of retirement, multi-generational or other complex planning within that advisory team.

    Silver
    District Manager
    Insperity

    a business needs an array of human capital and business solutions strategically designed to help improve business performance and evaluations. I help reduce risk and improve productivity.

    Cortland Valuation

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

    Membership Chair
    Silver
    Owner
    Steven D. Rinaldi, P.C.

    client wants to buy or sell a business.

    President
    Haines & Lagerquist CPAs, LLC

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

    Director
    Valuation Services, Inc.

    in need of valuation services for financial and tax reporting purposes, buy-sell transactions, employee stock ownership plans, shareholder disputes, deferred compensation plans, and intangible assets.

    Partner
    McMahon, Welch and Learned, PLLC

    You need an outside general counsel and advise clients on general corporate and securities matters, including stock and asset purchases/sales, mergers and acquisitions (M&A).

    President
    CETA Benefit Consulting Group, LLC

    there's a question or concern involving human resources or benefits, especially when considering a merger, acquisition, or sale of a business

    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.

    Partner
    Veritas Financial

    Clients need advice with financial planning, organizing and analyzing their life, disability and long term care needs; to structure and fund their buy sell agreement; or ways to retain key employees.

    CPA,CVA,MAFF, CFF
    skmb,p.a.(Cpa's & Business Valuators)

    You need a business valuation, litigation support, tax planning or preparation, an audit review or compilation, management consulting

    Principal
    Today's HR, LLC

    You or your client needs strategic HR and Operational support to quickly expand their business to the next level or in a merger or acquisition HR to support planning and integration process

    President
    Potomac Business Group
    Founding Partner
    Centurion Wealth Management LLC

    you want financial peace of mind and a clear and realistic vision of your financial future.

    Managing Director
    Kingstowne Advisors, LLC

    We help small businesses grow their bottom line by 50% within 12 - 18 months while helping owners and executives create tax advantaged income and exit strategies.

    Attorney
    Momentum Law Group

    you need an advisor who listens first then implements.

    Partner
    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.

    Silver
    CPA
    Snyder Cohn

    your business or nonprofit organization is looking ahead and would like a partner with good experience and a pro-active attitude. Our tax and accounting service is reliable and personal

    CEO
    Byond LLC

    You want to massively grow your company’s value either organically or through Mergers and Acquisitions. We work with both buy and sell side clients. We also assist companies in obtaining investment.

    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.

    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

    Silver
    Partner
    Centurion Wealth

    You are looking for an independent financial planning & investment management firm who works in partnership with a select group of current and former business owners and executives.

    Principal
    Avenue Wealth

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

    you come into contact with a business owner that needs assistance planning for the single most critically important emotional and financial event of their lives; the transition out of their business.

    Power Networking Chair
    President
    Omega Wealth Management

    you need someone to talk about financial transition management

    Member
    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.

    CEO and Founder
    Pivoting Strategies

    When you want to exit a growth stall or build your roadmap to growth, 3-10 years before you exit.

    Manager
    Tucker and Meltzer

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

    Principal
    Ennis Legacy Partners

    You find a business owner who desires to exit their business, lacks a plan and is unsure of where to begin.

    Program Co-Chair
    First Vice President
    44 Business Capital - A Division of Berkshire Bank

    You need SBA Financing for owner occupied commercial real estate or business acquisitions.

    Client Strategist
    BNY Mellon

    When you need assistance handling the personal side of your transition.

    CEO & Transformation Executive
    Enterprise Transformation Solutions,LLC

    your business requires a comprehensive business review, business problem identification, solutions design and mapping, solution implementation and execution.

    Principal
    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.

    Partner
    Withum Smith + Brown

    you are seeking more personal attention or you are no longer interested in handling your own tax and accounting needs.

    Ms.
    Conscient Strategies

    Using both business and cultural lenses, we help minimize disruption as organizations and leaders navigate change.

    Principal
    Stein Sperling Bennett De Jong Driscoll PC

    Call when you are planning any business succession or transaction including buying and selling businesses, equity and debt financing transactions, and reorganizations.

    Past President, Communications & Sponsor Chair
    Gold
    Chief Operating Officer
    Employee Benefit Research Institute

    You are looking for financing

    President
    Attorney
    Volin Employment Law, PLLC

    you want to grow as a business, you are transitioning in your career, or you have litigation (and litigation avoidance) needs.

    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.

    Senior Vice President – Financial Advisor
    RBC Wealth Management, a division of RBC Capital Markets, LLC

    you are expecting a major liquidity event related to your company at any future time and need exit planning organization across multiple advisors or if retirement from an employer is within five years

    Managing Director
    Bells and Bear LLC

    an exit is being considered for a business with an enterprise value of $10-80M.

    Founder
    Maura Fredericks, LLC

    Your cofounder and family business clients are mired in the disruptive relationship dynamics that complicate and slow down business transactions.

    Program Co-Chair
    Financial Advisor
    Morgan Stanley

    you or clients need planning based,family wealth management.

    Managing Member
    Tributum CPA Group,LLC

    A client a starting a business, starting to think about selling or growing thee business, or any tax related or financial decisions need to be considered.

    Treasurer
    Silver
    Partner
    Bendler & Company, PC

    Call me when you are considering the tax ramifications of a transaction. Managing the tax burden associated with a deal is often critical in taking the deal to closing.

    Principal
    Miles & Stockbridge, P.C.
    [to be completed]
    Financial Advisor, CFP®
    Financial Advantage Associates

    Someone needs help making sense of their financial situation and wants to leverage their opportunities for their future

    Director - Business Strategies
    First Financial Group

    You need Business Transition consulting from a Certified Exit Planner

    You need a retirement income plan you can rely on, with lifetime income, reduced taxes, and less risk

    Silver
    BUSINESS BANKER
    TRUIST

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

    Partner
    B2B CFO®

    When you need help getting your business ready to sell.

    Senior Financial Advisor
    Merrill Lynch

    you are building an advisory team and I can assist in the wealth management side of retirement, multi-generational or other complex planning within that advisory team.

    Silver
    District Manager
    Insperity

    a business needs an array of human capital and business solutions strategically designed to help improve business performance and evaluations. I help reduce risk and improve productivity.

    Cortland Valuation

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

    Membership Chair
    Silver
    Owner
    Steven D. Rinaldi, P.C.

    client wants to buy or sell a business.

    President
    Haines & Lagerquist CPAs, LLC

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

    Director
    Valuation Services, Inc.

    in need of valuation services for financial and tax reporting purposes, buy-sell transactions, employee stock ownership plans, shareholder disputes, deferred compensation plans, and intangible assets.

    Partner
    McMahon, Welch and Learned, PLLC

    You need an outside general counsel and advise clients on general corporate and securities matters, including stock and asset purchases/sales, mergers and acquisitions (M&A).

    President
    CETA Benefit Consulting Group, LLC

    there's a question or concern involving human resources or benefits, especially when considering a merger, acquisition, or sale of a business

    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.

    Partner
    Veritas Financial

    Clients need advice with financial planning, organizing and analyzing their life, disability and long term care needs; to structure and fund their buy sell agreement; or ways to retain key employees.

    CPA,CVA,MAFF, CFF
    skmb,p.a.(Cpa's & Business Valuators)

    You need a business valuation, litigation support, tax planning or preparation, an audit review or compilation, management consulting

    Principal
    Today's HR, LLC

    You or your client needs strategic HR and Operational support to quickly expand their business to the next level or in a merger or acquisition HR to support planning and integration process

    President
    Potomac Business Group
    Founding Partner
    Centurion Wealth Management LLC

    you want financial peace of mind and a clear and realistic vision of your financial future.

    Managing Director
    Kingstowne Advisors, LLC

    We help small businesses grow their bottom line by 50% within 12 - 18 months while helping owners and executives create tax advantaged income and exit strategies.

    Attorney
    Momentum Law Group

    you need an advisor who listens first then implements.

    Partner
    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.

    Silver
    CPA
    Snyder Cohn

    your business or nonprofit organization is looking ahead and would like a partner with good experience and a pro-active attitude. Our tax and accounting service is reliable and personal

    CEO
    Byond LLC

    You want to massively grow your company’s value either organically or through Mergers and Acquisitions. We work with both buy and sell side clients. We also assist companies in obtaining investment.

    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.

    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

    Silver
    Partner
    Centurion Wealth

    You are looking for an independent financial planning & investment management firm who works in partnership with a select group of current and former business owners and executives.

    Principal
    Avenue Wealth

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

    you come into contact with a business owner that needs assistance planning for the single most critically important emotional and financial event of their lives; the transition out of their business.

    Power Networking Chair
    President
    Omega Wealth Management

    you need someone to talk about financial transition management

    Member
    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.

    CEO and Founder
    Pivoting Strategies

    When you want to exit a growth stall or build your roadmap to growth, 3-10 years before you exit.

    Manager
    Tucker and Meltzer

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

    Principal
    Ennis Legacy Partners

    You find a business owner who desires to exit their business, lacks a plan and is unsure of where to begin.

    Program Co-Chair
    First Vice President
    44 Business Capital - A Division of Berkshire Bank

    You need SBA Financing for owner occupied commercial real estate or business acquisitions.

    Client Strategist
    BNY Mellon

    When you need assistance handling the personal side of your transition.

    CEO & Transformation Executive
    Enterprise Transformation Solutions,LLC

    your business requires a comprehensive business review, business problem identification, solutions design and mapping, solution implementation and execution.

    Principal
    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.

    Partner
    Withum Smith + Brown

    you are seeking more personal attention or you are no longer interested in handling your own tax and accounting needs.

    Ms.
    Conscient Strategies

    Using both business and cultural lenses, we help minimize disruption as organizations and leaders navigate change.

    Principal
    Stein Sperling Bennett De Jong Driscoll PC

    Call when you are planning any business succession or transaction including buying and selling businesses, equity and debt financing transactions, and reorganizations.

    Past President, Communications & Sponsor Chair
    Gold
    Chief Operating Officer
    Employee Benefit Research Institute

    You are looking for financing

    President
    Attorney
    Volin Employment Law, PLLC

    you want to grow as a business, you are transitioning in your career, or you have litigation (and litigation avoidance) needs.

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