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
    KatzAbosch

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

    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.

    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.

    Managing Director
    Chesapeake Corporate Advisors

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

    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.;

    Managing Member
    Steiner Law Group, LLC

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

    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.

    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.

    Mr.
    Adelberg, Rudow, Dorf & Hendler, LLC

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

    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
    Atlantic Leadership Group

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

    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.

    Wealth Management Advisor
    Merrill

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

    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.

    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.

    Managing Member
    Kassouf Law

    You need an attorney who speaks business.

    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

    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.

    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.

    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.

    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."

    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.

    First Vice President
    SunTrust Bank

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

    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!

    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

    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.

    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.

    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

    Partner
    Niles, Barton & Wilmer, LLP

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

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

    Strategic advising/portfolio development in biomedicine and digital health

    Managing Director
    SunTrust

    For Personal Financial Planning

    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.

    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.

    Attorney
    Saul Ewing Arnstein & Lehr LLP

    Clients need help structuring a transition

    Partner
    Davis, Agnor, Rapaport & Skalny

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

    Chief Operating Officer
    Evergreen Advisors

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

    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

    SVP, SR Relationship Manager
    Firstrust Bank

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

    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.

    Director
    Expense Reduction Analysts

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

    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.

    Accountant
    Hertzbach & Company, P.A.

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

    Owner - Managing Director
    Supporting Strategies - Chesapeake Region

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

    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.

    Member
    Gordon Feinblatt LLC

    Before you raise capital or sign any contract.

    Partner
    BDO USA, LLP

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

    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.

    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.

    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

    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

    Managing Director M&A
    Baltimore Washington Financial Advisors

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

    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

    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)

    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.

    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

    Attorney
    Niles, Barton & Wilmer, LLP

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

    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.

    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.

    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 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

    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.

    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.

    CEO Attorney Mediator
    Baltimore Mediation
    Attorney
    Davis, Agnor Rapaport & Skalny, LLC

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

    Managing Director
    Tucker & Meltzer

    A business valuation or financial opinion is needed

    Principal Consultant
    Prescott HR

    You have a client or prospect that has employees.

    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.

    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.

    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.

    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.

    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.

    Pres.
    Entrepid, Inc.

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

    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.

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