Connect with the Industry’s Most Powerful Group of Professional Advisors

Private company clients need access to a trusted team of advisors to marshal them to through the various stages of the business lifecycle. The XPX member directory is where you can find a diverse group of experts – and they can find you. 

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.

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.

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
    Managing Director
    Bengur Bryan & Co., Inc.

    You need merger and acquisition advice, private placements of equity and debt, and financial advisory services including valuations, fairness opinions and restructuring advice

    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

    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.

    CEO
    The Van Sant Consulting Group Sandler Training

    When you are looking for help with sales, management issues, hiring, and when you need a change of outlook

    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

    First Vice President
    SunTrust Bank

    A Growing Operating Business is in need of a Commercial Banking Partner.

    Principal
    Tandem Partners

    A family owned company wants to begin talking about succession planning and the future of the family enterprise and doesn't know how to begin the conversation

    Principal Consultant
    Prescott HR

    You have a client or prospect that has employees.

    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.

    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.

    Wealth Management Advisor
    Merrill

    Merrill or Bank of America may be of value or service.

    CEO
    Brokke Group

    You want to Save Money Through Tax Strategies for Business and Property Owners and You want to Grow your Business through Proven Coaching Programs.

    Whiteford, Taylor & Preston, LLP
    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.

    CEO Attorney Mediator
    Baltimore Mediation
    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

    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.

    Director
    KatzAbosch

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

    SVP SBA Lending
    EagleBank

    To find out information on use of SBA loans or conventional small business loans for in expansion projects, and business acquisitions.

    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.

    President
    Your Daily Finances, LLC

    You or a client want to place the accounting and bookkeeping in the hands of a professional you can trust

    Owner - Managing Director
    Supporting Strategies - Chesapeake Region

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

    Attorney
    Davis Agnor Rapaport & Skalny

    "If you are starting a business, own a business, or are looking to sell a business; I enjoy working with clients in all phases of their business life, from start-up through acquisition."

    President
    Atlantic Leadership Group

    Results through forward-thinking creativity and strategy for transitions/succession, practice management/growth, leadership development and productivity improvement.

    Managing Director M&A
    Baltimore Washington Financial Advisors

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

    Attorney
    Davis, Agnor Rapaport & Skalny, LLC

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

    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.

    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

    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!

    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

    Sr. Accountant
    Gross Mendelsohn

    You need accounting, tax or litigation support expertise.

    Accountant
    BDO USA, LLP

    You are looking for assistance with business valuation, forensic consulting, or expert witness services.

    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.

    Managing Director, Partner
    Verdence Capital Advisors

    Verdence Capital Advisors is a planning based RIA uniquely focused the allocation and transfer of first and second generation wealth.

    Partner
    B2B CFO

    You need CFO/COO services to improve cash flow, obtain bank loans, grow profitably, plan strategically, or prepare a business to sell and manage the process; maximizing price and minimizing deductions at the time of due diligence.

    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.

    Partner
    Niles, Barton & Wilmer, LLP

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

    CEO
    Certified CIO

    You have a client who is looking to have their computer infrastructure and applications better aligned with their business which results in more productivity and less downtime.

    Managing Member
    Steiner Law Group, LLC

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

    Executive Managing Director
    Newmark Knight Frank

    You want to optimize either the occupancy cost or operational layout of your physical facilities in order improve the profitability of your company.

    Attorney
    Saul Ewing Arnstein & Lehr LLP

    Clients need help structuring a transition

    SVP, SR Relationship Manager
    Firstrust Bank

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

    Commercial Banking Group
    Sandy Spring Bank

    Any business or person is interested in buying or selling a business or real estate

    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.

    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.

    Managing Director
    SunTrust

    For Personal Financial Planning

    Manager
    RS&F, LLC

    Call me before you are considering selling your company, merging with another company or acquiring a company to discuss options and if you are ready.

    Member
    Gordon Feinblatt LLC

    Before you raise capital or sign any contract.

    Business Broker
    Murphy Business & Financial Corporation

    Call me when you begin thinking about selling your business.

    Partner
    Scherer Partners LLC

    You have any questions about how to buy or sell a business, or how to get a business ready to sell.

    Director
    Expense Reduction Analysts

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

    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.

    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.

    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.

    CFO
    Capital Services, Inc.

    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

    Partner
    BDO USA, LLP

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

    Senior Vice President
    Sandy Spring Bank

    When you want a banker and bank that provides custom lending & deposit solutions and sound advice on how to structure and utilize those solutions effectively and efficiently.

    Managing Director
    Tucker & Meltzer

    A business valuation or financial opinion is needed

    President
    Strategic Sales Solutions, LLC

    A business owner needs help to scale their revenue by building a sales process, sales infrastructure and sales strategy with the right sales leadership.

    Partner
    Davis, Agnor, Rapaport & Skalny

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

    President/Managing General Partner
    Heller Kowitz Insurance Advisors
    CEO
    Retirement Wellness Strategies

    Business leadership is nearing the sell of company and needs to plan for long-term health and new purpose in the next phase of life.

    Chief Operating Officer
    Evergreen Advisors

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

    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)

    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.

    President
    Brand3

    ...when you have a client who needs a brand marketing strategy at any stage of business. Specialize in providing a fast, cost effective way to refresh their brand image and message.

    Mr.
    Adelberg, Rudow, Dorf & Hendler, LLC

    You are in need of business counsel with transaction, tax and business questions.

    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.

    President
    E3Insights

    Your company is in need of executive level support in the area of accounting, IT, or operations. As your company goes through a period of rapid growth or change, we can provide the part-time support needed without the full-time commitment.

    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.

    President
    PL Consulting Bookkeeping Plus

    PL Consulting is a team of Full Time and Part Time highly trained bookkeepers who serve as the bookkeeping and live accounting arm for small businesses and CPA firms across the MD/DC/No. VA region.

    Attorney
    Niles, Barton & Wilmer, LLP

    Your clients anticipate a business succession or liquidity event because both significantly impact estate, trust, and asset transition planning.

    Managing Director
    Chesapeake Corporate Advisors

    Valuation, Exit/ Succession Planning, M&A Advisory, Sell-side representation, capital strategy, capital raise, management buyout

    Vice President, Head of Office (Baltimore)
    Goldman Sachs Personal Financial Management

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

    Managing Member
    Kassouf Law

    You need an attorney who speaks business.

    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.

    Pres.
    Entrepid, Inc.

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

    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.

    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.

    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.

    Director of Portfolio
    BullFrog A.I. Holdings, Inc.

    Strategic advising/portfolio development in biomedicine and digital health

    Gold Sponsors

    Silver Sponsors

    Connect with us.

    Menu