About Our Members

Members of the Exit Planning Exchange – XPX Maryland 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
    Director
    Expense Reduction Analysts

    A client needs to improve their bottom line in order to increase the value of their company.

    VP, Business Development
    Strategic Factory

    You need writing, design or production of any branding, marketing or communication needs including print, mail, signage, promotional products, branded apparel, websites and much more!

    SVP, SR Relationship Manager
    Firstrust Bank

    Your business owner needs assistance in managing their financial needs with a bank.

    Senior Manager
    Hertzbach & Company, P.A.

    Looking for someone that can help in a business valuation or expert witness context.

    Chief Operating Officer
    Evergreen Advisors

    Client has a challenge on the Corporate Finance portion of their business.

    Vice President
    Computer Services Unlimited, Inc. (CSU)

    you need a network or cyber security assessment and support to make sure your IT infrastructure aligns with your business needs.

    Wealth Advisor
    McLean Wealth Partners

    Your Client is looking for clarity and confidence on their financial decisions and for a smooth transition and to maximize the personal fulfillment as they embark on the next stage in their life.

    President
    Forecast Strategic Advisors

    An owner needs an "architect" who creates "blueprints" that allow for an owner to gain the correct set of priorities and bring the correct advisors to achieve a successful exit

    Business Development Consutant
    Thompson Financial Group

    you need planning that incorporates your business and personal considerations in a way that combines the best of personal services and the newest innovations.

    Client Advisor
    Brown Advisory

    you are anticipating a business transition and want customized, investment management, estate planning and strategic advice from a private, independent investment and strategic advisory firm.

    Founder, CEO
    Blue Mesa Strategies

    strategy advising for biomedical and digital health companies, or for investors/buyers looking at biotech/digital tech deals

    Principal
    Profitable Family Business

    When you hear a family business owner is frustrated with leading an underperforming team. Utilizing our program, greater clarity is instilled into their management agenda and creating greater profits

    Financial Advisor
    Griffin Wealth Management of Raymond James

    We help privately held business owners looking to grow or transfer their busines, access the Capital Markets and meet their Financial Planning and Insurance needs.

    Attorney
    Saul Ewing Arnstein & Lehr LLP

    clients need help structuring a transition

    Vice President, Head of Office (Hunt Valley)
    United Capital a Goldman Sachs Co.

    You're ready to have an Honest Conversation(r) about your financial life

    Vice President, Business Development
    Atlantic Data Forensics

    there is an issue regarding the integrity of data, theft of intellectual property, when civil or criminal litigation is a possibility, and M&A requires IT security due diligence.

    Vice President
    First National Bank

    you are looking for a trusted banking advisor with executive management experience who can think creatively to help your business create value and manage risk.

    Managing Member
    Kassouf Law

    You need an attorney who speaks business.

    Managing Director M&A
    Baltimore Washington Financial Advisors

    you or your client is interested in buying or selling a business.

    President & CMO
    Incite Creative, Inc.

    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.

    Attorney
    Kalinoski & Riordan, P.A.

    you have an issue involving business or corporate law, tax,estate planning or estate administration, business growth or business succession planning.

    CEO
    HUMANS AT WORK

    You have a pre-divestiture CEO/owner client who needs personal coaching to effectively lead the implementation of an exit strategy, or a post-sale CEO/owner client who needs help cultural integration

    Managing Partner
    The Gaffin Group

    in need of robust, strategy-linked organic and inorganic growth opportunities - end to end M&A from search to screen, from structuring to close, to post-merger integration.

    Managing Director
    Tucker & Meltzer

    A business valuation or financial opinion is needed

    President and CEO
    Leonard J. Miller & Associates, Chartered

    you are looking for creativity and the ability to provide proactive advice. Our goal is to identify our clients' needs before they do.

    PNC Bank

    Your client wants to enhance its closely held company's value in a ramp up to an exit or if an exit is on the horizon.

    President
    EGT Advisors

    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.

    Founder & CEO
    Cerebro Capital

    a company is looking to source or refinance a corporate loan. My tech company offers an online platform to access over 70+ lenders, run a streamlined RFP process and manage loan compliance.

    Director
    KatzAbosch

    You need accounting/tax/valuation exit planning assistance or if your client is looking for a CPA/Consulting firm to assist them.

    Managing Member
    Steiner Law Group, LLC

    A business has unmanageable debt and a bankruptcy or receivership may be the best exit strategy.

    Strat-Wealth

    you want a fiduciary who has your best interest in mind and will guide you in making prudent financial decisions for your business or yourself!

    Business Broker
    Murphy Business & Financial Corporation

    Call me when you begin thinking about selling your business.

    Lead Advisor & Director of Investment Strategy
    Moore Wealth Inc.

    A client needs help structuring their business and personal finances to keep the most money in their pocket.

    Sr Fin Adv
    Arthur Stein Financial

    you want to improve your decision-making, communication, and conflict-resolution with your business partner (or successor or prospective partner)

    Vice President
    McDonell Consulting Group

    you or your clients are looking at the future leaders of the company, and aren't certain if/when/how they'll be ready to lead; revenues are stagnant; margins are compressed.;

    Partner
    Davis, Agnor, Rapaport & Skalny

    Any time you have a tax, legal, M & A or estate planning need.

    Pres.
    Entrepid, Inc.

    Your CPA says you made a profit last year, but you never have enough in the checking account.

    Vice President Commercial Banking
    Sandy Spring Bank

    you need individualized financing solutions in the middle market that include; real estate acquisitions, equipment purchases, business acquisitions, inventory management and working capital solutions.

    Managing Director
    Columbia Consulting Group

    Your organization has a need for talented management executives and/or difficult to recruit positions. We recruit individuals "not looking for a job" which are usually the top successful people.

    Owner - Managing Director
    Supporting Strategies - Chesapeake Region

    You need bookkeeping and payroll services, and/or controllership-CFO level assistance on an outsourced basis.

    Vice President, Sales, Baltimore Region
    Hartman Executive Advisors

    Hartman works with executive management to align innovative IT solutions with overall business strategy. We are an independent technology advisory firm providing unbiased guidance and leadership.

    Member
    Gordon Feinblatt LLC

    Before you raise capital or sign any contract.

    Partner
    Niles, Barton & Wilmer, LLP

    you need assistance with a transactional, employment, or regulatory compliance matter.

    CEO, Principal and Managing Director
    Blue Ridge ESOP Associates

    When a company needs a third party administrator for their ESOP and/or 401k retirement plan or guidance on implementing an ESOP.

    Vice President
    N/A

    Your client is looking to put more in their pocket and less in the IRS'. Our firm focuses on helping clients climb the mountain of tax efficiency on their assets during pre and post retirement.

    Principal
    Offit Kurman, P. A.

    you need a business lawyer to represent you in the transition, sale or purchase of a business who will act to protect your interests and as a facilitator to get the deal done, not as an obstructionist

    Owner & CEO
    Oxford Planning Group, LLC

    Oxford Planning Group, LLC provides solutions to help simplify our clients financial lives. We provide financial planning and investment planning advice to individuals, families and businesses.

    Attorney
    Davis, Agnor Rapaport & Skalny, LLC

    clients need experienced counsel with business succession planning and mergers and acquisitions.

    Director, Business Valuation and Litigation Services
    Gorfine Schiller & Gardyn

    you need to know what all or part of your business or someone else's business is worth, whether you're buying, selling, complying with financial- or tax- compliance reporting requirements

    Tax Manager
    Katzabosch

    You need accounting/tax/valuation exit planning assistance or if your client is looking for a CPA/Consulting firm to assist them.

    Director
    Expense Reduction Analysts

    A client needs to improve their bottom line in order to increase the value of their company.

    VP, Business Development
    Strategic Factory

    You need writing, design or production of any branding, marketing or communication needs including print, mail, signage, promotional products, branded apparel, websites and much more!

    SVP, SR Relationship Manager
    Firstrust Bank

    Your business owner needs assistance in managing their financial needs with a bank.

    Senior Manager
    Hertzbach & Company, P.A.

    Looking for someone that can help in a business valuation or expert witness context.

    Chief Operating Officer
    Evergreen Advisors

    Client has a challenge on the Corporate Finance portion of their business.

    Vice President
    Computer Services Unlimited, Inc. (CSU)

    you need a network or cyber security assessment and support to make sure your IT infrastructure aligns with your business needs.

    Wealth Advisor
    McLean Wealth Partners

    Your Client is looking for clarity and confidence on their financial decisions and for a smooth transition and to maximize the personal fulfillment as they embark on the next stage in their life.

    President
    Forecast Strategic Advisors

    An owner needs an "architect" who creates "blueprints" that allow for an owner to gain the correct set of priorities and bring the correct advisors to achieve a successful exit

    Business Development Consutant
    Thompson Financial Group

    you need planning that incorporates your business and personal considerations in a way that combines the best of personal services and the newest innovations.

    Client Advisor
    Brown Advisory

    you are anticipating a business transition and want customized, investment management, estate planning and strategic advice from a private, independent investment and strategic advisory firm.

    Founder, CEO
    Blue Mesa Strategies

    strategy advising for biomedical and digital health companies, or for investors/buyers looking at biotech/digital tech deals

    Principal
    Profitable Family Business

    When you hear a family business owner is frustrated with leading an underperforming team. Utilizing our program, greater clarity is instilled into their management agenda and creating greater profits

    Financial Advisor
    Griffin Wealth Management of Raymond James

    We help privately held business owners looking to grow or transfer their busines, access the Capital Markets and meet their Financial Planning and Insurance needs.

    Attorney
    Saul Ewing Arnstein & Lehr LLP

    clients need help structuring a transition

    Vice President, Head of Office (Hunt Valley)
    United Capital a Goldman Sachs Co.

    You're ready to have an Honest Conversation(r) about your financial life

    Vice President, Business Development
    Atlantic Data Forensics

    there is an issue regarding the integrity of data, theft of intellectual property, when civil or criminal litigation is a possibility, and M&A requires IT security due diligence.

    Vice President
    First National Bank

    you are looking for a trusted banking advisor with executive management experience who can think creatively to help your business create value and manage risk.

    Managing Member
    Kassouf Law

    You need an attorney who speaks business.

    Managing Director M&A
    Baltimore Washington Financial Advisors

    you or your client is interested in buying or selling a business.

    President & CMO
    Incite Creative, Inc.

    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.

    Attorney
    Kalinoski & Riordan, P.A.

    you have an issue involving business or corporate law, tax,estate planning or estate administration, business growth or business succession planning.

    CEO
    HUMANS AT WORK

    You have a pre-divestiture CEO/owner client who needs personal coaching to effectively lead the implementation of an exit strategy, or a post-sale CEO/owner client who needs help cultural integration

    Managing Partner
    The Gaffin Group

    in need of robust, strategy-linked organic and inorganic growth opportunities - end to end M&A from search to screen, from structuring to close, to post-merger integration.

    Managing Director
    Tucker & Meltzer

    A business valuation or financial opinion is needed

    President and CEO
    Leonard J. Miller & Associates, Chartered

    you are looking for creativity and the ability to provide proactive advice. Our goal is to identify our clients' needs before they do.

    PNC Bank

    Your client wants to enhance its closely held company's value in a ramp up to an exit or if an exit is on the horizon.

    President
    EGT Advisors

    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.

    Founder & CEO
    Cerebro Capital

    a company is looking to source or refinance a corporate loan. My tech company offers an online platform to access over 70+ lenders, run a streamlined RFP process and manage loan compliance.

    Director
    KatzAbosch

    You need accounting/tax/valuation exit planning assistance or if your client is looking for a CPA/Consulting firm to assist them.

    Managing Member
    Steiner Law Group, LLC

    A business has unmanageable debt and a bankruptcy or receivership may be the best exit strategy.

    Strat-Wealth

    you want a fiduciary who has your best interest in mind and will guide you in making prudent financial decisions for your business or yourself!

    Business Broker
    Murphy Business & Financial Corporation

    Call me when you begin thinking about selling your business.

    Lead Advisor & Director of Investment Strategy
    Moore Wealth Inc.

    A client needs help structuring their business and personal finances to keep the most money in their pocket.

    Sr Fin Adv
    Arthur Stein Financial

    you want to improve your decision-making, communication, and conflict-resolution with your business partner (or successor or prospective partner)

    Vice President
    McDonell Consulting Group

    you or your clients are looking at the future leaders of the company, and aren't certain if/when/how they'll be ready to lead; revenues are stagnant; margins are compressed.;

    Partner
    Davis, Agnor, Rapaport & Skalny

    Any time you have a tax, legal, M & A or estate planning need.

    Pres.
    Entrepid, Inc.

    Your CPA says you made a profit last year, but you never have enough in the checking account.

    Vice President Commercial Banking
    Sandy Spring Bank

    you need individualized financing solutions in the middle market that include; real estate acquisitions, equipment purchases, business acquisitions, inventory management and working capital solutions.

    Managing Director
    Columbia Consulting Group

    Your organization has a need for talented management executives and/or difficult to recruit positions. We recruit individuals "not looking for a job" which are usually the top successful people.

    Owner - Managing Director
    Supporting Strategies - Chesapeake Region

    You need bookkeeping and payroll services, and/or controllership-CFO level assistance on an outsourced basis.

    Vice President, Sales, Baltimore Region
    Hartman Executive Advisors

    Hartman works with executive management to align innovative IT solutions with overall business strategy. We are an independent technology advisory firm providing unbiased guidance and leadership.

    Member
    Gordon Feinblatt LLC

    Before you raise capital or sign any contract.

    Partner
    Niles, Barton & Wilmer, LLP

    you need assistance with a transactional, employment, or regulatory compliance matter.

    CEO, Principal and Managing Director
    Blue Ridge ESOP Associates

    When a company needs a third party administrator for their ESOP and/or 401k retirement plan or guidance on implementing an ESOP.

    Vice President
    N/A

    Your client is looking to put more in their pocket and less in the IRS'. Our firm focuses on helping clients climb the mountain of tax efficiency on their assets during pre and post retirement.

    Principal
    Offit Kurman, P. A.

    you need a business lawyer to represent you in the transition, sale or purchase of a business who will act to protect your interests and as a facilitator to get the deal done, not as an obstructionist

    Owner & CEO
    Oxford Planning Group, LLC

    Oxford Planning Group, LLC provides solutions to help simplify our clients financial lives. We provide financial planning and investment planning advice to individuals, families and businesses.

    Attorney
    Davis, Agnor Rapaport & Skalny, LLC

    clients need experienced counsel with business succession planning and mergers and acquisitions.

    Director, Business Valuation and Litigation Services
    Gorfine Schiller & Gardyn

    you need to know what all or part of your business or someone else's business is worth, whether you're buying, selling, complying with financial- or tax- compliance reporting requirements

    Tax Manager
    Katzabosch

    You need accounting/tax/valuation exit planning assistance or if your client is looking for a CPA/Consulting firm to assist them.

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