About Our Members

Members of the Exit Planning Exchange – XPX 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
    Managing Member
    Tributum CPA Group,LLC

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

    Financial Advisor
    Morgan Stanley

    you or clients need planning based,family wealth management.

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

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

    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

    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.

    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.

    BUSINESS BANKER
    TRUIST

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

    Manager
    Tucker and Meltzer

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

    Ms.
    Conscient Strategies

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

    President
    Omega Wealth Management

    You need someone to talk about financial transition management

    Manager
    PSA Insurance & Financial

    PSA Insurance & Financial Services is the region's leading independent insurance brokerage and risk management firm with more than 140 experts as trusted advisors to you and your business,

    Owner
    Steven D. Rinaldi, P.C.

    client wants to buy or sell a business.

    Principal
    Avenue Wealth

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

    Business Attorney
    Lyon Legal, PLLC

    You need sound legal or business advice related to the creation, operation or sale of your business, including the resolution of disputes you may encounter along the way.

    President
    Haines & Lagerquist CPAs, LLC

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

    President
    Potomac Business Group

    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.

    Principal
    Miles & Stockbridge, P.C.
    [to be completed]
    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.

    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.

    Principal Consultant
    Expense Reduction Analysts Inc.

    ERA is a global firm that delivers additional cash flow to our clients through savings found in their supplier base, without compromise to supplier quality or service.

    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.

    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

    Chief Operating Officer
    Employee Benefit Research Institute

    You are looking for financing

    Partner
    B2B CFO®

    When you need help getting your business ready to sell.

    Client Strategist
    BNY Mellon

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

    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

    Financial Advisor, CFP®
    Financial Advantage Associates

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

    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.

    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
    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.

    Managing Director
    Bells and Bear LLC

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

    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.

    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.

    Mr.
    Altman Associates

    I help individuals and business develop successful plans to dispose of assets and business interests in a tax efficient manner that will, eventually, protect the inheritance for children and heirs.

    Assistant General Counsel; Special Assistant to the General Counsel
    Equal Employment Opportunity Commission

    before you sign that employment or independent contractor agreement! Or are experiencing problems with an employee. Or when you're accused of discrimination.

    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.

    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.

    Partner
    Withum Smith + Brown

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

    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.

    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).

    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

    Founder
    Maura Fredericks, LLC

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

    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.

    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.

    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.

    CEO
    Kaplan Financial Group, LLC

    you or your client wants to create or maintain a legacy.

    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.

    Cortland Valuation

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

    Managing Member
    Tributum CPA Group,LLC

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

    Financial Advisor
    Morgan Stanley

    you or clients need planning based,family wealth management.

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

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

    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

    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.

    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.

    BUSINESS BANKER
    TRUIST

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

    Manager
    Tucker and Meltzer

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

    Ms.
    Conscient Strategies

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

    President
    Omega Wealth Management

    You need someone to talk about financial transition management

    Manager
    PSA Insurance & Financial

    PSA Insurance & Financial Services is the region's leading independent insurance brokerage and risk management firm with more than 140 experts as trusted advisors to you and your business,

    Owner
    Steven D. Rinaldi, P.C.

    client wants to buy or sell a business.

    Principal
    Avenue Wealth

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

    Business Attorney
    Lyon Legal, PLLC

    You need sound legal or business advice related to the creation, operation or sale of your business, including the resolution of disputes you may encounter along the way.

    President
    Haines & Lagerquist CPAs, LLC

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

    President
    Potomac Business Group

    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.

    Principal
    Miles & Stockbridge, P.C.
    [to be completed]
    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.

    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.

    Principal Consultant
    Expense Reduction Analysts Inc.

    ERA is a global firm that delivers additional cash flow to our clients through savings found in their supplier base, without compromise to supplier quality or service.

    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.

    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

    Chief Operating Officer
    Employee Benefit Research Institute

    You are looking for financing

    Partner
    B2B CFO®

    When you need help getting your business ready to sell.

    Client Strategist
    BNY Mellon

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

    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

    Financial Advisor, CFP®
    Financial Advantage Associates

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

    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.

    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
    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.

    Managing Director
    Bells and Bear LLC

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

    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.

    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.

    Mr.
    Altman Associates

    I help individuals and business develop successful plans to dispose of assets and business interests in a tax efficient manner that will, eventually, protect the inheritance for children and heirs.

    Assistant General Counsel; Special Assistant to the General Counsel
    Equal Employment Opportunity Commission

    before you sign that employment or independent contractor agreement! Or are experiencing problems with an employee. Or when you're accused of discrimination.

    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.

    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.

    Partner
    Withum Smith + Brown

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

    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.

    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).

    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

    Founder
    Maura Fredericks, LLC

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

    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.

    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.

    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.

    CEO
    Kaplan Financial Group, LLC

    you or your client wants to create or maintain a legacy.

    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.

    Cortland Valuation

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

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