XPX Chapters
XPX Maryland Knowledge Sharing
XPX is about knowledge sharing and collaboration. This is an opportunity for you to share your knowledge and experience with fellow advisors, and discover what others have contributed. To read more, please visit our Owners’ Academy
Power of Five
One of our Chapter’s most popular offerings is our Power of 5 Networking Program. This members-only benefit brings together small groups of advisors from different disciplines and provides a series of structured meetings so you can get to know each other on a much deeper level than you can at your average networking meeting.
Interested in learning more? Contact us!
Interested in Joining XPX Maryland?
If you are an advisor to owners and managers of companies in the lower middle market, XPX can be a powerful learning network for you! Our members represent twelve different professions but share core principles of collaboration, putting the client first, thinking long term, considering the human angle and continuous learning. Learn more about our membership benefits and options.
Advisor Professions
Accountants
Attorneys
Bankers
Coaches
Consultants
Insurance Providers
Investors
M&A Intermediaries
Non-Profits
Valuators
Virtual managers
Wealth Planners
Advisor Principles
Work Collaboratively
Put The Client First
Think Long Term
Consider The Human Angle
Always Be Learning
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Gold Sponsors
At Capital Services, we provide our clients with unparalleled HR Consulting expertise with the goal of creating a "best-in-class" HR infrastructure to allow you to accomplish your goals and objectives
Silver Sponsors
Client has a challenge on the Corporate Finance portion of their business.
A client needs help structuring their business and personal finances to keep the most money in their pocket.
You need accounting/tax/valuation exit planning assistance or if your client is looking for a CPA/Consulting firm to assist them.
A Growing Operating Business is in need of a Commercial Banking Partner.
You're ready to have an Honest Conversation(r) about your financial life
You or your clients are in need of CMO or senior marketing leadership help increasing brand value via brand messaging, identity, and/or communicating brand value via qualitative and quantitative analytics and other KPIs.
You have a client that has been approached by a buyer or who wants a deeper dive into the exit options. My CFO background also serves clients interested in growing and building business value.
You or a client want to place the accounting and bookkeeping in the hands of a professional you can trust
You have an issue involving business or corporate law, tax,estate planning or estate administration, business growth or business succession planning.
Clients need experienced counsel with business succession planning and mergers and acquisitions.
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