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
A client needs to improve their bottom line in order to increase the value of their company.
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!
Your business owner needs assistance in managing their financial needs with a bank.
Looking for someone that can help in a business valuation or expert witness context.
Client has a challenge on the Corporate Finance portion of their business.
you need a network or cyber security assessment and support to make sure your IT infrastructure aligns with your business needs.
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.
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
you need planning that incorporates your business and personal considerations in a way that combines the best of personal services and the newest innovations.
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.
strategy advising for biomedical and digital health companies, or for investors/buyers looking at biotech/digital tech deals
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
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.
clients need help structuring a transition
You're ready to have an Honest Conversation(r) about your financial life
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.
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.
you or your client is interested in buying or selling a business.
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 an issue involving business or corporate law, tax,estate planning or estate administration, business growth or business succession planning.
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
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.
A business valuation or financial opinion is needed
you are looking for creativity and the ability to provide proactive advice. Our goal is to identify our clients' needs before they do.
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.
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.
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.
You need accounting/tax/valuation exit planning assistance or if your client is looking for a CPA/Consulting firm to assist them.
A business has unmanageable debt and a bankruptcy or receivership may be the best exit strategy.
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!
Call me when you begin thinking about selling your business.
A client needs help structuring their business and personal finances to keep the most money in their pocket.
you want to improve your decision-making, communication, and conflict-resolution with your business partner (or successor or prospective partner)
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.;
Any time you have a tax, legal, M & A or estate planning need.
Your CPA says you made a profit last year, but you never have enough in the checking account.
you need individualized financing solutions in the middle market that include; real estate acquisitions, equipment purchases, business acquisitions, inventory management and working capital solutions.
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.
You need bookkeeping and payroll services, and/or controllership-CFO level assistance on an outsourced basis.
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.
you need assistance with a transactional, employment, or regulatory compliance matter.
When a company needs a third party administrator for their ESOP and/or 401k retirement plan or guidance on implementing an ESOP.
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.
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
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.
clients need experienced counsel with business succession planning and mergers and acquisitions.
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
You need accounting/tax/valuation exit planning assistance or if your client is looking for a CPA/Consulting firm to assist them.
A client needs to improve their bottom line in order to increase the value of their company.
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!
Your business owner needs assistance in managing their financial needs with a bank.
Looking for someone that can help in a business valuation or expert witness context.
Client has a challenge on the Corporate Finance portion of their business.
you need a network or cyber security assessment and support to make sure your IT infrastructure aligns with your business needs.
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.
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
you need planning that incorporates your business and personal considerations in a way that combines the best of personal services and the newest innovations.
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.
strategy advising for biomedical and digital health companies, or for investors/buyers looking at biotech/digital tech deals
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
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.
clients need help structuring a transition
You're ready to have an Honest Conversation(r) about your financial life
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.
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.
you or your client is interested in buying or selling a business.
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 an issue involving business or corporate law, tax,estate planning or estate administration, business growth or business succession planning.
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
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.
A business valuation or financial opinion is needed
you are looking for creativity and the ability to provide proactive advice. Our goal is to identify our clients' needs before they do.
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.
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.
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.
You need accounting/tax/valuation exit planning assistance or if your client is looking for a CPA/Consulting firm to assist them.
A business has unmanageable debt and a bankruptcy or receivership may be the best exit strategy.
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!
Call me when you begin thinking about selling your business.
A client needs help structuring their business and personal finances to keep the most money in their pocket.
you want to improve your decision-making, communication, and conflict-resolution with your business partner (or successor or prospective partner)
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.;
Any time you have a tax, legal, M & A or estate planning need.
Your CPA says you made a profit last year, but you never have enough in the checking account.
you need individualized financing solutions in the middle market that include; real estate acquisitions, equipment purchases, business acquisitions, inventory management and working capital solutions.
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.
You need bookkeeping and payroll services, and/or controllership-CFO level assistance on an outsourced basis.
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.
you need assistance with a transactional, employment, or regulatory compliance matter.
When a company needs a third party administrator for their ESOP and/or 401k retirement plan or guidance on implementing an ESOP.
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.
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
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.
clients need experienced counsel with business succession planning and mergers and acquisitions.
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
You need accounting/tax/valuation exit planning assistance or if your client is looking for a CPA/Consulting firm to assist them.