Brad Mart
Member for 1 Year
President
Mart Partners
You have a business owner who is within a few years of selling their business or is ready to sell now.
Find an Advisor
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 – Exit Planning Exchange member directory is where you can find a diverse group of experts – and they can find you.
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Catherine Cates
Member for 1 Year
CEO
EOS Worldwide
You are a business owner who feels your business is running you. I can eliminate the chaos and help you build a strong team and great results for a successful exit.
Christopher Bauer
Member for 1 Year
Managing Partner
Bauer & Company
A company is considering an sale and needs to verify their accounting is accurate and reflects the reality of their business
Founding
Summit Half Table
Phillip Knapp
Member for 2 Years
Self Employed
Knapp Solutions
Start-ups and small business is my space. Over 20 years running a $25M business, and understands family owned business dynamics. Hands-on, roll up the sleeve player
Glenn D. Solomon
Member for 5 Years
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
Summit Sponsor Bronze
Silver
Craig Poms
Member for 2 Years
SVP-Commercial Banking Officer
TowneBank
You need assistance with banking and finance issues.
Inaugural
Beth A Chea
New Member
SVP, Business Development Officer of SBA Lending
First National Bank Small Business Finnance
A buyer needs financing with a longer loan term or a lower down payment. We can finance goodwill, inventory, working capital and closing costs.
Steve Conwell
Member for 2 Years
CEO
Final Ascent LLC
A middle-market business owner would like to sell their company in 12 to 24 months, and they're not prepared to go to market.
Founder
Bruce Blasnik
Member for 6 Years
Partner
PKF O'Connor Davies LLP
You or a business you know needs assistance with due diligence, tax or succession planning, an M&A transaction, or audit and accounting services.
Bronze
Gabrielle B Jenkins
Member for 2 Years
Partner
Waypoint Growth Advisors
Fractional Human Captal Advisory Services: Organizational and Talent Assessment, Succession Planning, Salesforce Effectiveness, Leadership Development, Employee Engagement/Retention.
Summit Sponsor
Brooke Bellamy
Member for 1 Year
Senior Accountant
Recurrent Ventures
You need business consulting or accounting
Fred Eikenberg
Member for 4 Years
Commercial Banking Group
Sandy Spring Bank
Any business or person is interested in buying or selling a business or real estate
Bruce M. Luchansky
New Member
Principal
Luchansky Law
We guide companies through the labyrinth of overlapping and often contradictory labor and employment laws in Maryland. Call me when an issue arises, or better yet, before an issue arises.
Dan Bernstein
Member for 2 Years
M&A Advisor
The Raivax Group
A client needs an M&A Advisor to sell their business. Only sell side brokerage with a enterprise value over 1M.
Hannah Chalker
Member for 1 Year
Business Development Coach
MPN Inc.
Call me when you need tools to help you launch focused owner transitions.
Silver
Ray Croff
Member for 1 Year
CEO
Mobius Financial Advisors
You want high level expertise using life insurance in business and estate planning situations
Founder
Mitchell S Rock
Member for 4 Years
Managing Director
Wells Fargo Advisors
Over the past 30 years our team has established a reputation as being the "go to" place for entrepreneurs and business owners looking to maximize the transfer of wealth from the sale of a business
Ron Reuter, CTP/CVA
Member for 6 Years
Managing Director
RJ Reuter Business Consulting
There is distressed financial performance threatening the business, debt negotiation and restructuring, refinancing or a sale
Rick Tkaczyk
Member for 1 Year
President
Century Sales Solutions, LLC
I help small to mid-size businesses put get their revenue generation back on track by building a solid sales infrastructure that addresses strategy, processes and execution creating a path to sustainable sales growth.
Alicia Parr
Member for 1 Year
Principal
Performentor LLC
Growing / evolving business can use entrepreneur-friendly fractional HR and people science support
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