Srbo Radisavljevic
Member for 1 Year
Partner
KRD Wealth Management LLC
Call Me When... Helping my clients achieve financial peace of mind.
Emerging
Professionals
A New Generation of Learning, Relationship Building, and Success
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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.
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.
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 –
Emerging Professional Chairs
Showing 418 Members
Jonathan Sirota
Member for 3 Years
Principal
Sirota Law Firm, PC
Call Me When... Legal guidance for M&A / exit planning strategy and general business, manufacturing, distribution, entertainment, media, advertising, software, blockchain, and technology legal matters.
Sharon Heaton
New Member
CEO
SBLiftoff
Call Me When... We are a national M&A firm devoted to founder-owners in federal government contracting, commercial B2B services and manufacturing.
James Xu
Member for 1 Year
SVP
Citibank
Call Me When... Relationship Manager specialize in the middle market space and focused on industrial companies
Reed Tomlinson
New Member
President, Chief Consultant
R. Tomlinson Consulting
Call Me When... you have questions about tech (SaaS, FinTech, Healthcare tech, etc).
Terry Ellis
New Member
Consultant
StrateZone, Inc.
Call Me When... there are human capital issues such as leadership, team dynamics, and delegation, or improvements are needed with organizational structure, process improvement, and customer satisfaction before a business can be sold at the highest value.
Emily McCracken
New Member
Lead Advisor
Venturi Private Wealth
Call Me When... You have a transition on the horizon. My team and I will guide you through the exit process, create a customized financial plan, and design wealth management strategies to meet your goals and preserve your legacy.
David Weinstein
New Member
Professional EOS Implementer
EOS Worldwide
Call Me When... You've hit the ceiling in your business and need to break through to the next level
Chris Turley
Member for 1 Year
Executive Director
Triton Leadership Group
Call Me When... You're a mid market pe group, family office, public or private company that is experiencing some form of transition that needs a seasoned professional to bring practical business advice to the table.
Andrew Marks
New Member
Wealth Investment Mentor | Co-Founder
World Creative & World Chic
Call Me When... You want to expand and grow your investing strategy to secure an optimal diversified stock portfolio that protects your wealth.
Ted Smith
Member for 2 Years
Wealth Advisor
Next Capital Management
Call Me When... You are thinking about thinking about selling your business.
Corwin E Davidson
New Member
Certified Exit Planner
Hill Country Wealth Strategies
Call Me When... You Need To
Dave Toeben
Member for 1 Year
President
Insight Insurance Services
Call Me When... You need an expert Specializing in Buy-Sell Agreements, Key Person Insurance, Deferred Compensation, and Estate Tax Planning to Safeguard Business Continuity.
Matt Melago
Member for 2 Years
Managing Director
Opportunity Capital
Call Me When... you a have a company in which ownership is interested in exploring a transition through either a third-party sale, ESOP, or internal partner or management buyout , as well as when you have a company interested in exploring strategic acquisitions
Anthony Chen
Member for 3 Years
Financial Advisor
Lighthouse Financial Network, LLC
Call Me When... A business is looking to consider ownership change or set up a retirement plan.
J Brian Morgan
New Member
Founder & Managing Partner
TAELOS Financial Partners
Call Me When... To see where your business and personal financial vision comes together in order gain absolute clarity and achieve your greatest purpose.
Chuck E DeLadurantey
New Member
Independant Life Insurance Agent
Defined Benefit Partners
Call Me When... Facilitate use of a Defined Benefit Pension Plan to enhance the buyer's ability to acquire the business and seller to have a smooth exit
Marie Diaz
Member for 1 Year
CEO
CEO CLUBS IMPACT
Call Me When... Chief Visionary and Owner of CEO CLUBS IMPACT WORLDWIDE
David Zickler
Member for 1 Year
VP - Corporate Advisory
Brown Brothers Harriman
Call Me When... A private business is seeking capital or corporate finance advice
David Flores Wilson
Member for 1 Year
Managing Partner
Sincerus Advisory
Call Me When... Working with business owners and entrepreneurs in New York City achieve their goals with comprehensive financial planning
Joe Mraz
Member for 2 Years
Financial Advisor
Raymond James
Call Me When... A client is unsure they of how much they will need from the sale to keep them retired.
Eric A Cooper
Member for 2 Years
CEPA, Financial Planner
Sooner Private Financial Council
Call Me When... 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.
Daniel Toder
New Member
Manager
Preservation Capital Partners
Call Me When... You are looking for tax efficient solutions when your clients assets are sold.
Wiktor Wozniak
Member for 3 Years
Financial Advisor
UBS Financial Services, Inc.
Call Me When... on my cell day or evening
Emerging Professional Members
Showing 72 Members
Sam Feldbaum
Member for 1 Year
Principal
Rockwood Wealth Management
Call Me When... you need a Wealth Advisor who understands what you are going through as a small business owner
PHILIP M DANISI
Member for 1 Year
PRINCIPAL
DANISI LAW
Call Me When... EMPLOYMENT LAW ATTORNEY SPECIALIZING IN ALL MATTERS OF EMPLOYEES IN THE FINANCIAL INDUSTRY
Havell Rodrigues
Member for 3 Years
Founding Partner
New Majority Capital
Call Me When... a buyer of a small business is looking for equity financing or a seller of a business with EBIT < $2M is looking for buyers
Daniel Shea
New Member
Financial Advisor
Bernstein Private Wealth Management
Call Me When... you or your clients are considering selling their business. Bernstein Private Wealth offers top tier advice to help you navigate the process and complexities from beginning to end.
Keith Conway
New Member
President
The Fortez Group
Call Me When... Your client would like to optimize or transition their real estate holdings
Jake Stavros
New Member
Supervisor - Business Advisory
LGA, LLP
Call Me When... you or a client is seeking a strategic exit or liquidity event, looking to attain profitable growth, to gain a better understanding of the company's cash position, or need a business valuation.
Kevin A Donovan
Member for 1 Year
Founder
Fortis Sales Solutions
Call Me When... You are working with Owners, CEOs, leadership who are responsible for the P&L and see sales as the way to grow and scale their business.
Mark Carlton
New Member
Family Business Consultant
Compass Point
Call Me When... a family business you know of needs help with Strategy, Leadership, Family Dynamics/Governance, Transition or Financial Gaps
Joseph M Alibali
New Member
Senior Associate, Business Advisory
LGA, LLP
Call Me When... Others call me when they are in need of financial engineering, buy-side and sell-side due diligence, risk analytics, positioning for future strategic initiatives, and negotiations with various shareholders and intermediaries.
Grant Templin
New Member
Private Wealth Advisor
Morgan Stanley
Call Me When... business owners need a wealth manager who understands their unique pre and post transaction needs and is experienced collaborating with their team of trusted advisors.
Noah Schlesinger
Member for 2 Years
Vice President
AllianceBernstein
Call Me When... 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.
Tom McKee
New Member
Financial Advisor
Edward Jones
Call Me When... You have a client with complex financial issues that needs to develop, or improve, their financial plan.
Andrew Marks
New Member
Wealth Investment Mentor | Co-Founder
World Creative & World Chic
Call Me When... You want to expand and grow your investing strategy to secure an optimal diversified stock portfolio that protects your wealth.
Yana Reiser
New Member
Director
FML
Call Me When... I am a CPA; specialize in advisory and assurance services; particularly financial statement audits and reviews; and transaction services (M&A, QofE, Due Diligence various scopes etc); as well as employee benefit plan audits
Christina Sayles
New Member
Supervisor
LGA, LLP
Call Me When... you need a business valuation of a privately held company
Sam Seekins
Member for 1 Year
Private Wealth Advisor
Goldman Sachs
Call Me When... A client will be going through a significant liquidity event and needs a sophisticated wealth management team to help them optimize their personal finances.
Derek J Cavanaugh
New Member
Family Wealth Associate
Pitcairn
Call Me When... Wealth Manager to UHNW Families
Robert Schildkraut
New Member
President
Falcon Management LLC
Call Me When... Call me when your CEO needs help in understanding and improving his company’s financial reporting, cash flow and business performance.
Yvan Bodart
Member for 1 Year
Principal, Investment Advisor
F.L. Putnam Investment Management Company
Call Me When... you have questions regarding investment management, financial planning, estate planning and general wealth management concerns.
Daniel Toder
New Member
Manager
Preservation Capital Partners
Call Me When... You are looking for tax efficient solutions when your clients assets are sold.
Mac Lothrop
New Member
Vice President, Business Development
Trivest Partners
Call Me When... I'm available 24/7
Richard Brian Dickerson
New Member
Insurance Advisor
Independent
Call Me When... you need consult for your Business 0r Estate planning life Insurance options
Danny Baer
Member for 1 Year
Senior Manager
Floyd Advisory LLC
Call Me When... 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.
Sean-Tamba Matthew
Member for 5 Years
Attorney
SES ESOP Strategies, a Stevens & Lee/Griffin Company
Call Me When... You want to discuss using and Employee Stock Ownership Plan (ESOP) as a succession planning/exit strategy.
Jonathan Hill
New Member
Vice President
City National Bank
Call Me When... Wealth planning, asset management, debt placement or trust and estate execution or advice is needed.
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