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 58 Members
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Steven Rinaldi
Owner
Steven D. Rinaldi, P.C.

Call Me When... client wants to buy or sell a business.

Member for 8 Years
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
John Yun of Yun Wealth Management Group at RBC is a member of XPX DC Metro
John Yun
Senior Vice President – Financial Advisor
Yun Wealth Management Group at RBC

Call Me When... you are expecting a major liquidity event related to your company at any future time and need exit planning organization across multiple advisors or if retirement from an employer is within five years

Member for 5 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
Bernard Suissa
Private Wealth Financial Advisor
Motif Private Wealth of Wells Fargo Advisors

Call Me When... You or your client is seeking a high level of investment and financial management with care, honesty and transparency

Member for 1 Year
Drew Rossi of Oppenheimer is a member of XPX DC Metro
Drew Rossi
Director
Oppenheimer

Call Me When... You have a client looking to sell or acquire a business or raise debt or equity capital to fund the growth of their business.

New Member
Gary Altman of Altman Associates is a member of XPX DC Metro
Gary Altman
Mr.
Altman Associates

Call Me When... I help individuals and business develop successful plans to dispose of assets and business interests in a tax efficient manner that will, eventually, protect the inheritance for children and heirs.

Member for 7 Years
Robert (Bob) Webb of Miles & Stockbridge, P.C. is a member of XPX DC Metro
Robert (Bob) B. Webb
Principal
Miles & Stockbridge, P.C.

Call Me When... when you need the counsel of a business attorney with over 40 years experience working with growing businesses from formation thru successful exit or succession.

Member for 10 Years
MICHAEL METZ of TRUIST (Formerly SunTrust/BB&T) is a member of XPX DC Metro
MICHAEL A METZ
Commercial Banker
TRUIST (Formerly SunTrust/BB&T)

Call Me When... your established business client is dissatisfied with their current bank, or has a financing need over $1MM.

Member for 3 Years
Dan Doran of Quantive is a member of XPX DC Metro
Dan Doran
Founder
Quantive

Call Me When... You have a client in need of exit prep, valuation, or sell-side M&A help

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
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
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
Joel Susco of Withum Smith + Brown is a member of XPX DC Metro
Joel C Susco
Partner
Withum Smith + Brown

Call Me When... you are seeking more personal attention or you are no longer interested in handling your own tax and accounting needs.

Member for 8 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
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
Corby Megorden of Ennis Legacy Partners is a member of XPX DC Metro
Corby J Megorden
Principal
Ennis Legacy Partners

Call Me When... You find a business owner who desires to exit their business, lacks a plan and is unsure of where to begin.

Member for 8 Years
Todd Feldman of OBSIDIAN PLANNING SOLUTIONS is a member of XPX DC Metro
Todd M Feldman
CFP®, CExP™
OBSIDIAN PLANNING SOLUTIONS

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.

Member for 11 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
Stephanie Katz of CETA Benefit Consulting Group, LLC is a member of XPX DC Metro
Stephanie Katz
President
CETA Benefit Consulting Group, LLC

Call Me When... there's a question or concern involving human resources or benefits, especially when considering a merger, acquisition, or sale of a business

Member for 12 Years
Robert Cohen of Cohen CPA Strategies, LLC is a member of XPX DC Metro
Robert N. Cohen
Managing Member
Cohen CPA Strategies, LLC

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.

Member for 11 Years
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
Ron Moore of Schooley Mitchell is a member of XPX DC Metro
Ron Moore
Business Optimization Specialist
Schooley Mitchell

Call Me When... Call me to reduce business expenses by optimizing the cost of common services. An optimized business spends every dollar in a way that strengthens the business and increases profits.

Member for 1 Year
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

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