Giving Back To Our Community
Our leaders demonstrate their dedication to the XPX mission and our local community by pitching in to ensure we have the best people in the room sharing the best content. They are role models for the kind of collaboration and long-term thinking that our members value. Please reach out to any of our leaders to learn how you too can gain visibility and influence as a volunteer for our chapter.
Leader Directory
![Robert Cohen of Cohen CPA Strategies, LLC is a member of XPX DC Metro](https://www.exitplanningexchange.com/wp-content/uploads/2021/05/robert-cohen-28580779.png)
Call Me When... A client a starting a business, starting to think about selling or growing their business, or any tax related or financial decisions need to be considered.
![Abby Bensimhon of Employee Benefit Research Institute is a member of XPX DC Metro](https://www.exitplanningexchange.com/wp-content/uploads/2021/05/abby-bensimhon-28580772.png)
Call Me When... you're interested in learning more about retirement and financial wellness research
![MICHAEL METZ of TRUIST (Formerly SunTrust/BB&T) is a member of XPX DC Metro](https://www.exitplanningexchange.com/wp-content/uploads/2022/05/Mike-Headshot-05312022.jpg)
Call Me When... your established business client is dissatisfied with their current bank, or has a financing need over $1MM.
![Andy Schuman of Insperity is a member of XPX DC Metro](https://www.exitplanningexchange.com/wp-content/uploads/2021/10/Andy-head-shot.jpg)
Call Me When... your business is growing and in hiring mode, you want to develop a strong HR infrastructure, and provide your employees with top-tier resources and benefits to make yourself as attractive an employer as possible
![Todd Feldman of OBSIDIAN PLANNING SOLUTIONS is a member of XPX DC Metro](https://www.exitplanningexchange.com/wp-content/uploads/2021/05/todd-feldman-28580784.png)
Call Me When... you come into contact with a business owner that needs assistance planning for the single most critically important emotional and financial event of their lives; the transition out of their business.
![Karen Shapiro of Stein Sperling Bennett De Jong Driscoll PC is a member of XPX DC Metro](https://www.exitplanningexchange.com/wp-content/uploads/2021/05/karen-shapiro-28580809.png)
Call Me When... Call when you are planning any business succession or transaction including buying and selling businesses, equity and debt financing transactions, and reorganizations.
![Corby Megorden of Ennis Legacy Partners is a member of XPX DC Metro](https://www.exitplanningexchange.com/wp-content/uploads/2021/05/corby-megorden-30860700.png)
Call Me When... You find a business owner who desires to exit their business, lacks a plan and is unsure of where to begin.
![Akila Narayanan of Cortland Valuation is a member of XPX DC Metro](https://www.exitplanningexchange.com/wp-content/uploads/2021/05/akila-narayanan-37444430.png)
Call Me When... You need valuation of a business or business interest for tax compliance, management planning, financial reporting or litigation support.
![Liam Mulcahy of BNY Mellon Wealth Management is a member of XPX DC Metro](https://www.exitplanningexchange.com/wp-content/uploads/2023/02/Bio-Photo-Liam-scaled.jpg)
Call Me When... you or a client needs investment management, tax management, lending, corporate trustee, or estate planning services.
![Rich Volin of Volin Employment Law, PLLC is a member of XPX DC Metro](https://www.exitplanningexchange.com/wp-content/uploads/2021/05/rich-volin-36394829.png)
Call Me When... you want to grow as a business, you are transitioning in your career, or you have litigation (and litigation avoidance) needs.
Contact & Connect
Chapter Events
Platinum Sponsors
![TRUIST (Formerly SunTrust/BB&T)](https://www.exitplanningexchange.com/wp-content/uploads/2022/04/Truist-Logo-2021-1-1024x407.jpg)
![TRUIST (Formerly SunTrust/BB&T)](https://www.exitplanningexchange.com/wp-content/uploads/2022/04/Truist-Logo-2021-1-1024x407.jpg)
![TRUIST (Formerly SunTrust/BB&T)](https://www.exitplanningexchange.com/wp-content/uploads/2022/04/Truist-Logo-2021-1-1024x407.jpg)
![TRUIST (Formerly SunTrust/BB&T)](https://www.exitplanningexchange.com/wp-content/uploads/2022/04/Truist-Logo-2021-1-1024x407.jpg)
your established business client is dissatisfied with their current bank, or has a financing need over $1MM.
Gold Sponsors
![Stein Sperling Bennett De Jong Driscoll PC](https://www.exitplanningexchange.com/wp-content/uploads/2021/06/Stein.png)
![Stein Sperling Bennett De Jong Driscoll PC](https://www.exitplanningexchange.com/wp-content/uploads/2021/06/Stein.png)
![Stein Sperling Bennett De Jong Driscoll PC](https://www.exitplanningexchange.com/wp-content/uploads/2021/06/Stein.png)
Call when you are planning any business succession or transaction including buying and selling businesses, equity and debt financing transactions, and reorganizations.
![Dakota Wealth Management](https://www.exitplanningexchange.com/wp-content/uploads/2023/12/UKS_MERITAS_logo-1024x905.png)
![Dakota Wealth Management](https://www.exitplanningexchange.com/wp-content/uploads/2023/12/UKS_MERITAS_logo-1024x905.png)
![Dakota Wealth Management](https://www.exitplanningexchange.com/wp-content/uploads/2023/12/UKS_MERITAS_logo-1024x905.png)
We do exits, whether leaving a spouse, paid work or selling a business, we do the financial bridge to your new future.
Silver Sponsors
![Insperity](https://www.exitplanningexchange.com/wp-content/uploads/2021/10/Insperity_Logo_RGB.png)
![Insperity](https://www.exitplanningexchange.com/wp-content/uploads/2021/10/Insperity_Logo_RGB.png)
![Insperity](https://www.exitplanningexchange.com/wp-content/uploads/2021/10/Insperity_Logo_RGB.png)
your business is growing and in hiring mode, you want to develop a strong HR infrastructure, and provide your employees with top-tier resources and benefits to make yourself as attractive an employer as possible
![The Business and Legal Advisors, LLC](https://www.exitplanningexchange.com/wp-content/uploads/2021/06/BLA-202012-BRAND-Logo-Tagline-FullColor-R2-D1-791x1024.jpg)
![The Business and Legal Advisors, LLC](https://www.exitplanningexchange.com/wp-content/uploads/2021/06/BLA-202012-BRAND-Logo-Tagline-FullColor-R2-D1-791x1024.jpg)
![The Business and Legal Advisors, LLC](https://www.exitplanningexchange.com/wp-content/uploads/2021/06/BLA-202012-BRAND-Logo-Tagline-FullColor-R2-D1-791x1024.jpg)
If you are forming a new business, your business is not growing or you want to exit your business
![Cortland Valuation](https://www.exitplanningexchange.com/wp-content/uploads/2024/02/Primary-logo-horizontal-full-color-1024x306.png)
![Cortland Valuation](https://www.exitplanningexchange.com/wp-content/uploads/2024/02/Primary-logo-horizontal-full-color-1024x306.png)
![Cortland Valuation](https://www.exitplanningexchange.com/wp-content/uploads/2024/02/Primary-logo-horizontal-full-color-1024x306.png)
You need valuation of a business or business interest for tax compliance, management planning, financial reporting or litigation support.
![Cohen CPA Strategies, LLC](https://www.exitplanningexchange.com/wp-content/uploads/2023/01/COHEN-CPA-Strategies_Logo_Final-1024x933.jpg)
![Cohen CPA Strategies, LLC](https://www.exitplanningexchange.com/wp-content/uploads/2023/01/COHEN-CPA-Strategies_Logo_Final-1024x933.jpg)
![Cohen CPA Strategies, LLC](https://www.exitplanningexchange.com/wp-content/uploads/2023/01/COHEN-CPA-Strategies_Logo_Final-1024x933.jpg)
A client a starting a business, starting to think about selling or growing their business, or any tax related or financial decisions need to be considered.