Put The Power of XPX Membership to Work For You - and Your Clients

The Exit Planning Exchange –  XPX Cleveland Chapter is a community of trusted advisors that collaborate to help their private company clients build business value, transfer ownership and create a legacy of success in their lives and their communities.

Community

Launch Committee

Showing 12 Members
Launch Committee
Kiley Smith
SVP
CF Bank
Launch Committee
Darlene Campagna
President & Owner
Direct Opinions
Launch Committee
Founder
Paul Carleton
Managing Partner
Carleton McKenna & Co LLC
President
Launch Committee
Founder
Linda Olejko of LMO Consulting, LLC is a member of XPX Cleveland
Linda Olejko
Business Development Strategist
LMO Consulting, LLC
Treasurer
Launch Committee
Founder
Donna Sakony of BDO USA is a member of XPX Cleveland
Donna Sakony
Tax Principal
BDO USA
Launch Committee
Michael Ellis of Buckingham Doolittle & Burroughs is a member of XPX Cleveland
Michael Ellis
Partner
Buckingham Doolittle & Burroughs
Launch Committee
Arthur Gibbs
Partner
Hahn Loeser & Parks LLP
Launch Committee
Sarah McIntosh of KIKO Auctioneers & Advisors is a member of XPX Cleveland
Sarah McIntosh
BDO/Realtor/Auctioneer
KIKO Auctioneers & Advisors
Membership Chair
Launch Committee
Michael Fox of Zorro Capital, LLC is a member of XPX Cleveland
Michael Fox
Managing Partner
Zorro Capital, LLC
Vice President
Sponsor Chair
Launch Committee
Founder
Eric Wulff of Marcum Wealth is a member of XPX Cleveland
Eric Wulff
CEO
Marcum Wealth
Launch Committee
Satricia Rice
Executive Managing Director, Head of the Private Client Group
Clearstead
Programming Chair
Launch Committee
Founder
Molly Brown
Partner
Hahn Loeser & Parks LLP

Exit Planning Exchange Atlanta – Why Should You Become Part of Our Community?

In the center of the Southeast, XPX Cleveland is ideally positioned to serve an extremely high concentration of family and privately-held businesses. Our board, membership, and sponsors are comprised of a high-quality network of advisors and service providers focused upon collaboration and placing the clients’ interest at the center of all that we do.

Opperating Commities

Enhance your brand and help influence the foundation of the Northern California chapter by serving on our operating committees.
Communications Committee
Promotes the organization and the good work of the various committees. The committee also partners with members of the XPX NorCal chapter to advance efforts in public and media relations, digital marketing, and social media.
Chair

Jaco Grobbelaar

jaco@broadvisionmarketing.com
Governance Committee
Create and maintain documents and records. Define the roles of Officers and Board Members and coordinate the election of Officers and Board Members. Lead succession planning efforts.
Chair

TBA

Coming in 2025
Events & Program Committee
Plans content, format, and location for monthly membership meetings and social events.
Chair

Jay Young

jung@embarcadvisors.com

Advisor Professions

Accountants

Attorneys

Bankers

Coaches

Consultants

Insurance Providers

Investors

M&A Intermediaries

Non-Profits

Valuators

Virtual managers

Wealth Planners

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Community

Upcoming Chapter Events

Our Members

Carleton McKenna & Co LLC
Managing Partner
KIKO Auctioneers & Advisors
BDO/Realtor/Auctioneer
CF Bank
SVP
CF Bank
SVP
CF Bank
SVP