Members

Members

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 member directory is where you can find a diverse group of experts – and they can find you.

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.

Showing 56 Members
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Candace Kaplan of Kaplan Financial Group, LLC is a member of XPX DC Metro
Candace Kaplan
CEO
Kaplan Financial Group, LLC

Call Me When... you or your client wants to create or maintain a legacy.

Member for 13 Years
Edward Tuvin of Atlantic Union Bank is a member of XPX DC Metro
Edward Tuvin
SVP
Atlantic Union Bank

Call Me When... you are seeking commercial financing

Member for 11 Years
Ted Smith of Next Capital Management is a member of XPX DC Metro
Ted Smith
Wealth Advisor
Next Capital Management

Call Me When... You are thinking about thinking about selling your business.

Member for 2 Years
Jeremy Bendler of Bendler & Company, PC is a member of XPX DC Metro
Jeremy Bendler
Partner
Bendler & Company, PC

Call Me When... Call me when you are considering the tax ramifications of a transaction. Managing the tax burden associated with a deal is often critical in taking the deal to closing.

Member for 13 Years
Guillermo Birmingham
Certified Mergers & Acquisitions Advisor (CM&AA)
Transworld Business Advisors

Call Me When... When you are starting to think about exiting your firm and/or want to buy a firm

Member for 5 Years
William Passer
Principal
P3 Partners, Inc.

Call Me When... you or your client requires the expertise of a strategic executive at the CFO/COO level to advise on growth alternatives.

Member for 1 Year
David Ross of Garris Horn LLP is a member of XPX DC Metro
David G Ross
Partner
Garris Horn LLP

Call Me When... you need advice or representation re: shareholder/member disputes, business-to-business transactions and disputes, franchise law issues, or employment law issues.

Member for 6 Years
Jenifer Flynn of Tucker and Meltzer is a member of XPX DC Metro
Jenifer Flynn
Manager
Tucker and Meltzer

Call Me When... you or your client are in need if business valuation services.

Member for 11 Years
Richard Chisholm
Attorney
WardChisholm, LLP

Call Me When... A client who would benefit from legal advice and counseling in the areas of business succession planning, buy-sell agreements, or mergers or acquisitions, or any of my other practice areas.

Member for 1 Year
Karen Shapiro of Stein Sperling Bennett De Jong Driscoll PC is a member of XPX DC Metro
Karen N. Shapiro
Principal
Stein Sperling Bennett De Jong Driscoll PC

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.

Member for 12 Years
Josiah Day
Director of Development
Community Foundation for Northern Virginia

Call Me When... You would like to discuss tax-beneficial, targeted, and meaningful philanthropic support in the Northern Virginia region and beyond.

Member for 1 Year
Alan Schulman of Insurance Benefits and Advisors is a member of XPX DC Metro
Alan Schulman
Principal
Insurance Benefits and Advisors

Call Me When... When your client needs to reduce the costs of their employee benefits and at the same time attract and retain employees with benefits. We provide better outcomes for our clients.

Member for 6 Years
Sylvia Lagerquist
President
Haines & Lagerquist CPAs, LLC

Call Me When... A business owner wants to work on the business as well as in the business.

Member for 4 Years
Bonnie Ashby Sewell
Managing Direcctor, Senior Wealth Advisor
Dakota Wealth Management

Call Me When... We do exits, whether leaving a spouse, paid work or selling a business, we do the financial bridge to your new future.

New Member
Abby Bensimhon of Employee Benefit Research Institute is a member of XPX DC Metro
Abby Bensimhon
Chief Operating Officer
Employee Benefit Research Institute

Call Me When... you're interested in learning more about retirement and financial wellness research

Member for 10 Years
Peter Schwartz
Vistage Chair
Vistage Worldwide

Call Me When... CEO Coaching / Senior Leadership Development

Member for 1 Year
Edward Bortnick of skmb,p.a.(Cpa's & Business Valuators) is a member of XPX DC Metro
Edward A Bortnick
CPA,CVA,MAFF, CFF
skmb,p.a.(Cpa's & Business Valuators)

Call Me When... You need a business valuation, litigation support, tax planning or preparation, an audit review or compilation, management consulting

Member for 8 Years
Matt Whitaker
Managing Director, M&A
Quantive Financial Advisors

Call Me When... I provide M&A advisory services to lower middle market companies. Call me when you have a client who is thinking about selling.

New Member
Kwesi Robotham of Kingstowne Advisors, LLC is a member of XPX DC Metro
Kwesi Robotham
Managing Director
Kingstowne Advisors, LLC

Call Me When... We help small businesses grow their bottom line by 50% within 12 - 18 months while helping owners and executives create tax advantaged income and exit strategies.

Member for 5 Years
Sterling Neblett of Centurion Wealth Management LLC is a member of XPX DC Metro
Sterling Neblett
Founding Partner
Centurion Wealth Management LLC

Call Me When... you want financial peace of mind and a clear and realistic vision of your financial future.

Member for 7 Years
Liam Mulcahy of BNY Mellon Wealth Management is a member of XPX DC Metro
Liam Mulcahy
Branch Associate
Raymond James

Call Me When... you or a client needs investment management, tax management, lending, corporate trustee, or estate planning services.

Member for 1 Year
Gordon M. Kimpel
Partner
Veritas Financial

Call Me When... Clients need advice with financial planning, organizing and analyzing their life, disability and long term care needs; to structure and fund their buy sell agreement; or ways to retain key employees.

Member for 6 Years
Kevin Learned of McMahon, Welch and Learned, PLLC is a member of XPX DC Metro
Kevin Learned
Managing Partner
Reston Law Group, LLP

Call Me When... You need an outside general counsel and advise clients on general corporate and securities matters, including stock and asset purchases/sales, mergers and acquisitions (M&A).

Member for 13 Years
Michael Jones of The Community Foundation for Northern Virginia is a member of XPX DC Metro
Michael Barret Jones
Chief Philanthropy Officer
The Community Foundation for Northern Virginia

Call Me When... you need a philanthropic vehicle (DAFs, Scholarships) to serve the community or to offset the taxable amount of a wealth event.

Member for 1 Year
Leland Penno
Financial Advisor
Morgan Stanley

Call Me When... you or clients need planning based,family wealth management.

Member for 5 Years

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