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Members

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Members of the Exit Planning Exchange 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. 

    • Profession
    • Functional Expertise
    • Client Industries
    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.

    Maryland
    Managing Director M&A
    Baltimore Washington Financial Advisors

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

    Maryland
    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.

    Maryland
    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.

    Maryland
    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.

    Maryland
    Founder & Chief Experience Officer
    Cravety

    Call me when you want strategies and analytics for amazing customer experiences and employee experiences.

    Maryland
    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

    Maryland
    Gold
    Principal and Chair of Business and Transactions Practice
    Offit Kurman, PA

    A CLOSELY-HELD OR ENTREPRENEURIAL DRIVEN COMPANY IS SEEKING PRACTICAL GUIDANCE FROM THE BUSINESS AND LEGAL PERSPECTIVE.

    Maryland
    Director
    Expense Reduction Analysts

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

    Maryland
    Attorney
    Davis, Agnor Rapaport & Skalny, LLC

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

    Maryland
    Silver
    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.

    Maryland
    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

    Maryland
    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.

    Maryland
    Attorney
    Niles, Barton & Wilmer, LLP

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

    Maryland
    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.

    Maryland
    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."

    Maryland
    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

    Maryland
    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.

    Maryland
    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!

    Maryland
    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.

    Maryland
    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.

    Maryland
    Commercial Banking Group
    Sandy Spring Bank

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

    Maryland
    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.;

    Maryland
    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.

    Maryland
    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

    Maryland
    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

    Maryland
    Senior Manager
    Hertzbach & Company, P.A.

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

    Maryland
    Assistant Vice President, Commercial Banking
    Revere Bank

    You want a commercial banker that provides lending/deposit solutions that are tailored towards your business needs.

    Maryland
    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.

    Maryland
    Silver
    Accountant
    Hertzbach & Company, P.A.

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

    Maryland
    Principal Consultant
    Prescott HR

    you have a client or prospect that has employees.

    Maryland
    Silver
    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.

    Maryland
    Owner - Managing Director
    Supporting Strategies - Chesapeake Region

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

    Maryland
    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.

    Maryland
    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

    Maryland
    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.

    Maryland
    President
    The Thor Group, LLC

    you or a client needs an M&A Sell-side Adviser/Business Intermediary to assist and support with exit planning, business valuation, and execution of the Ownership Transfer Process

    Maryland
    Partner
    Niles, Barton & Wilmer, LLP

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

    Maryland
    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.

    Maryland
    Silver
    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.

    Maryland
    Silver
    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.

    Maryland
    President
    Atlantic Leadership Group

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

    Maryland
    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.

    Maryland
    Mr.
    Adelberg, Rudow, Dorf & Hendler, LLC

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

    Maryland
    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)

    Maryland
    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.

    Maryland
    Managing Director
    Chesapeake Corporate Advisors

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

    Maryland
    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.

    Maryland
    Managing Member
    Steiner Law Group, LLC

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

    Maryland
    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.

    Maryland
    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.

    Maryland
    Managing Director M&A
    Baltimore Washington Financial Advisors

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

    Maryland
    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.

    Maryland
    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.

    Maryland
    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.

    Maryland
    Founder & Chief Experience Officer
    Cravety

    Call me when you want strategies and analytics for amazing customer experiences and employee experiences.

    Maryland
    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

    Maryland
    Gold
    Principal and Chair of Business and Transactions Practice
    Offit Kurman, PA

    A CLOSELY-HELD OR ENTREPRENEURIAL DRIVEN COMPANY IS SEEKING PRACTICAL GUIDANCE FROM THE BUSINESS AND LEGAL PERSPECTIVE.

    Maryland
    Director
    Expense Reduction Analysts

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

    Maryland
    Attorney
    Davis, Agnor Rapaport & Skalny, LLC

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

    Maryland
    Silver
    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.

    Maryland
    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

    Maryland
    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.

    Maryland
    Attorney
    Niles, Barton & Wilmer, LLP

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

    Maryland
    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.

    Maryland
    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."

    Maryland
    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

    Maryland
    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.

    Maryland
    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!

    Maryland
    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.

    Maryland
    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.

    Maryland
    Commercial Banking Group
    Sandy Spring Bank

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

    Maryland
    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.;

    Maryland
    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.

    Maryland
    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

    Maryland
    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

    Maryland
    Senior Manager
    Hertzbach & Company, P.A.

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

    Maryland
    Assistant Vice President, Commercial Banking
    Revere Bank

    You want a commercial banker that provides lending/deposit solutions that are tailored towards your business needs.

    Maryland
    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.

    Maryland
    Silver
    Accountant
    Hertzbach & Company, P.A.

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

    Maryland
    Principal Consultant
    Prescott HR

    you have a client or prospect that has employees.

    Maryland
    Silver
    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.

    Maryland
    Owner - Managing Director
    Supporting Strategies - Chesapeake Region

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

    Maryland
    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.

    Maryland
    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

    Maryland
    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.

    Maryland
    President
    The Thor Group, LLC

    you or a client needs an M&A Sell-side Adviser/Business Intermediary to assist and support with exit planning, business valuation, and execution of the Ownership Transfer Process

    Maryland
    Partner
    Niles, Barton & Wilmer, LLP

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

    Maryland
    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.

    Maryland
    Silver
    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.

    Maryland
    Silver
    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.

    Maryland
    President
    Atlantic Leadership Group

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

    Maryland
    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.

    Maryland
    Mr.
    Adelberg, Rudow, Dorf & Hendler, LLC

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

    Maryland
    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)

    Maryland
    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.

    Maryland
    Managing Director
    Chesapeake Corporate Advisors

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

    Maryland
    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.

    Maryland
    Managing Member
    Steiner Law Group, LLC

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

    Maryland
    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.

    Maryland
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