Emerging
Professionals

A New Generation of Learning, Relationship Building, and Success

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All The Latest News

Many of the XPX – Exit Planning Exchange Chapters are launching unique membership and programming offerings for young and/or emerging professionals. 

This is an important constituency for XPX because these individuals represent the next generation for the advisory firms that are XPX members and sponsors—and the professionals who will support the next generation of member and sponsor clients.

Emerging professionals are forward-thinking people interested in expanding their skills. They are generally earlier in their exit planning careers (maybe early in overall career) and would benefit from a comfortable place to learn and network with other emerging professionals. This is less about age and more about experience level with exit planning.

This page includes information about who is involved at this level and a calendar of current and past events. 

Just starting to build your advisory career? Many XPX Chapters now offer unique membership opportunities and programs to help younger and/or emerging professionals connect with each other, increase knowledge, and build relationships to accommodate the next generation of middle market clients. XPX’s Emerging Professionals can help you –

Connect with and learn from seasoned experts in a variety of exit planning specialties.

Access and create your own customized content through XPX’s Knowledge Exchange.

Keep abreast of new trends and information that will impact the next generation of exit planning.

Develop personal relationships with like-minded young professionals who share your values and aspirations for success.

Emerging Professional Chairs

Showing 11 members
Michael Azzaro of American Community Bank & Trust is a member of XPX Chicago
Michael Azzaro
Assistant Vice President - Commercial Banking
American Community Bank & Trust
Call me when a business owner you know is feeling anxious or frustrated that they do not have access to the capital needed to run and grow their business.
Member for 3 Years
Diana Hopkins of BDO USA LLP is a member of XPX Long Island
Diana Hopkins
Director
BDO USA LLP
You need a valuation of a business or assets, for transaction or management planning, tax compliance, financial reporting or litigation support.
Member for 3 Years
Matthew Haskin of The Business and Legal Advisors, LLC is a member of XPX DC Metro
Matthew Haskin
Member
The Business and Legal Advisors, LLC
If you are forming a new business, your business is not growing or you want to exit your business; or you are looking for an estate plan
Member for 2 Years
Xavier Lederer of Ambrose Growth is a member of XPX Hartford
Xavier Lederer
CEO
Ambrose Growth
Call me when your client is frustrated because their business is not growing as fast as they want. As a business coach I help companies identify and remove growth roadblocks so they can grow faster and with less pain.
Member for 2 Years
Kevin Kettell of Appraisal Economics is a member of XPX Tri-State
Kevin J Kettell
Managing Director
Appraisal Economics
You need a valuation.
Member for 4 Years
Erik Moore of Moore Wealth Inc. is a member of XPX Maryland
Erik Moore
Partner & Director of Investment Strategy
Moore Wealth Inc.
A client needs help structuring their business and personal finances to keep the most money in their pocket.
Member for 4 Years
Lisa Mochel of Lone Star Capital Bank is a member of XPX San Antonio
Lisa Mochel
Vice President
Lone Star Capital Bank
8:00 a.m. - 5:00 p.m. Monday-Friday
Member for 2 Years
Anthony Macaluso of Belden Hill Partners is a member of XPX Fairfield County
Anthony D Macaluso
Vice President
Belden Hill Partners
Succession/liquidity planning options ("Consulting"), access to the debt or equity capital markets ("Corporate Finance"), or navigating the sale process for their business ("M&A Advisory").
Member for 5 Years
Theodore Passyn
Wealth Manager
BNY Mellon
Your clients are heading towards a liquidity event. I can help transition towards that liquidity event by providing fiduciary expertise, investment advice and BNY Mellon's resources
Member for 3 Years
Roxann Smithers of Smithers Law Group, LLC is a member of XPX Atlanta
Roxann S Smithers
Business Attorney, Founder
Smithers Law Group, LLC
Your client does not have an attorney on staff or a relationship with the law firm that is providing comprehensive general counsel services.
Member for 2 Years
Jonathan Sirota of Sirota Law Firm, PC is a member of XPX New York
Jonathan Sirota
Principal
Sirota Law Firm, PC
Legal guidance for M&A / exit planning strategy and general business, manufacturing, distribution, entertainment, media, advertising, software, blockchain, and technology legal matters.
Member for 2 Years

Emerging Professional Members

Showing 58 members
Bennett Rush of Dunn Rush & Co. is a member of XPX Greater Boston
Bennett P. Rush
Analyst
Dunn Rush & Co.
I assist in sell-side mergers and acquisitions of lower middle market companies. I am responsible for deal execution, including tasks such as modeling and finding potential buyers.
New Member
Dan Seaman
Partner
AAF CPAs
Looking for tax help/guidance
New Member
John J McGourty
Financial Advisor
CFG / MassMutual
You want to know how best to start the process of being prepared to transition your company to create a lifetime of income and an estate for your family.
New Member
Nezihe Anil of Newport LLC is a member of XPX Tri-State
Nezihe Gulriz (Gigi) Anil
Partner
Newport LLC
When a business needs to improve their operations or their leadership needs to develop leadership skills.
New Member
PHILIP M DANISI
PRINCIPAL
DANISI LAW
EMPLOYMENT LAW ATTORNEY SPECIALIZING IN ALL MATTERS OF EMPLOYEES IN THE FINANCIAL INDUSTRY
New Member
Andrew O'Brien
Director of Business Development
Vantage Real estate
Na
New Member
Danny Baer of Floyd Advisory LLC is a member of XPX Greater Boston
Danny Baer
Senior Manager
Floyd Advisory LLC
1) You need an accounting/valuation expert witness, 2) You need a business valuation, 3) You need a forensic investigation, or 4) You have business strategy or transaction advisory needs.
New Member
Sam Seekins
Private Wealth Advisor
Goldman Sachs
A client may have a liquidity event in the future. A large part of our practice is advising business leaders on preparing for wealth, well before any $ are invested.
New Member
Raffi Yardemian
President
Boston Sales Solutions
Sales need to grow. Fractional Chief Revenue officer helping SMB clients develop and grow their sales team and sales revenues.
New Member
Nick Ciampanelli of National Financial Network is a member of XPX Tri-State
Nick H. Ciampanelli
Financial Professional
National Financial Network
Working with successful individuals & business owners concerned with risk management, employee benefits, wealth accumulation, & estate/transition planning
New Member
Brian M Beneduce
VP, Client Advisor
Bernstein Private Wealth Management
A business owner inquires about cash management, retirement plan advisory, and transaction planning
New Member
Daniel Trudo of Capital One Bank is a member of XPX Fairfield County
Daniel Trudo
Senior Business Banker
Capital One Bank
Companies are looking for a banking expert to help strengthen liquidity and secure debt for acquisitions, equipment and Real Estate
New Member
Dennis Ladd
VP, Charitable Planning Consultant
FIDELITY Charitable
I support financial advisors, trust & estate attorneys, cpa's in Tri-State on all areas of philanthropy.
New Member
Beth Chea of First National Bank -  Small Business Finance is a member of XPX Greater Boston
Beth A Chea
SVP, SBA Lending
First National Bank - Small Business Finance
A buyer needs financing with a longer loan term or a lower down payment. We can finance goodwill, inventory, working capital and closing costs.
New Member
Andrew Flogel
Private Banker
JP Morgan Private Bank
Call me when a client/prospect wants to discuss financial/estate planning, how a sale of a business will affect their plan and general wealth management, loans, and banking needs.
New Member
Sam Feldbaum
Principal
Rockwood Wealth Management
You need a Wealth Advisor who understands what you are going through as a small business owner
New Member
Michael Crowley
Value Advisor
Planned Value Group
A business owner needs to build and implement systems. Our professionals focus on the four intangible capitals that make up 75% of a companies worth. We systematically improve and measure the Human, Customer, Structural, and Social capitals.
New Member
Kevin F. Murray
Founder
Business Seller Center
It's time to see what your business is worth and take it to market
New Member
Ellie Myers
Associate
Nutter McClennen & Fish LLP
I work with companies in a variety of industries through the life cycle of their businesses, counselling clients on both buy-side and sell-side mergers and acquisitions and representing emerging and established companies in VC/PE financings.
New Member
Nicholas Carbone of Commonwealth Financial Group is a member of XPX Greater Boston
Nicholas Carbone
Financial Planner | Certified Exit Planning Advisor
Commonwealth Financial Group
If theres a question about employee benefits, executive compensation and benefits, attraction & Retention tools, Buy-sell/Key Person insurance, retirement planning wealth management
New Member
Eric Cooper of Commonwealth Financial Group is a member of XPX Greater Boston
Eric A Cooper
CEPA, Financial Planner
Commonwealth Financial Group
Your client is thinking about a transition. I help owners thoughtfully consider what a business transition personally, stress-test their financial efficacy of life-after-sale, & implement strategies to ensure they thrive through the exit & post-exit.
New Member
Noah Schlesinger
Vice President
AllianceBernstein
You or your client are considering a liquidity event withint the next 1-5 years. Bernstein provides exceptional resources and counsel throughout the pre-transaction planning and sale process, in addition to best in class investment management.
New Member
Peter Colgan of https://www.citrincooperman.com/ is a member of XPX Tri-State
Peter Cobb Colgan
Director - Transaction Advisory Services
https://www.citrincooperman.com/
Anytime
New Member
Brian Horgan
SVP
Customers Bank
Early when a company is beginning to talk about selling or buying (ESOPs/M&A/Internal Buyouts) and potential financing
New Member
Shavon Prophet of ICA Group & MassCEO is a member of XPX Greater Boston
Shavon M Prophet
Business Development & Partnerships Manager
ICA Group & MassCEO
You need guidance on employee ownership options like ESOPs and worker cooperatives.
New Member
XPX Events
25
Jan
Virtual access
Wed, Jan 25th, 2023
28
Dec
Virtual access
Wed, Dec 28th, 2022
23
Nov
Virtual access
Wed, Nov 23rd, 2022
26
Oct
Virtual access
Wed, Oct 26th, 2022
28
Sep
Virtual access
Wed, Sep 28th, 2022
24
Aug
Virtual access
Wed, Aug 24th, 2022
27
Jul
Virtual access
Wed, Jul 27th, 2022
22
Jun
Virtual access
Wed, Jun 22nd, 2022
25
May
Virtual access
Wed, May 25th, 2022
27
Apr
Virtual access
Wed, Apr 27th, 2022
23
Mar
Virtual access
Wed, Mar 23rd, 2022
23
Feb
Virtual access
Wed, Feb 23rd, 2022
26
Jan
Virtual access
Wed, Jan 26th, 2022
22
Dec
Virtual access
Wed, Dec 22nd, 2021
24
Nov
Virtual access
Wed, Nov 24th, 2021
27
Oct
Virtual access
Wed, Oct 27th, 2021
22
Sep
Virtual access
Wed, Sep 22nd, 2021
16
Sep
Virtual access
Thu, Sep 16th, 2021
25
Aug
Virtual access
Wed, Aug 25th, 2021
28
Jul
Virtual access
Wed, Jul 28th, 2021
30
Jun
Virtual access
Wed, Jun 30th, 2021
26
May
Virtual access
Wed, May 26th, 2021
28
Apr
Virtual access
Wed, Apr 28th, 2021
24
Mar
Virtual access
Wed, Mar 24th, 2021
17
Mar
Virtual access
Wed, Mar 17th, 2021
17
Feb
Virtual access
Wed, Feb 17th, 2021
20
Jan
Virtual access
Wed, Jan 20th, 2021
16
Dec
Virtual access
Wed, Dec 16th, 2020
18
Nov
Virtual access
Wed, Nov 18th, 2020
21
Oct
Virtual access
Wed, Oct 21st, 2020
24
Sep
Virtual access
Thu, Sep 24th, 2020
23
Sep
16
Sep
Virtual access
Wed, Sep 16th, 2020
19
Aug
Virtual access
Wed, Aug 19th, 2020
15
Jul
Virtual access
Wed, Jul 15th, 2020
17
Jun
Virtual access
Wed, Jun 17th, 2020
20
May
Virtual access
Wed, May 20th, 2020
22
Apr
Virtual access
Wed, Apr 22nd, 2020
15
Apr
Virtual access
Wed, Apr 15th, 2020