Kevin J Kettell
Member for 4 Years
Managing Director
Appraisal Economics
Call Me When... you need a valuation.
Emerging
Professionals
A New Generation of Learning, Relationship Building, and Success
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 10 members
Matthew Haskin
Member for 3 Years
Associate
Bregman, Berbert, Schwartz & Gilday, LLC
Call Me When... 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
Erik Moore
Member for 5 Years
Partner & Director of Investment Strategy
Moore Wealth Inc.
Call Me When... A client needs help structuring their business and personal finances to keep the most money in their pocket.
Roxann S Smithers
Member for 3 Years
Business Attorney, Founder
Smithers Law Group, LLC
Call Me When... Your client does not have an attorney on staff or a relationship with the law firm that is providing comprehensive general counsel services.
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.
Anthony D Macaluso
Member for 5 Years
Vice President
Belden Hill Partners
Call Me When... 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").
Theodore Passyn
Member for 4 Years
Wealth Manager
BNY Mellon
Call Me When... 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
Xavier Lederer
Member for 3 Years
CEO
Ambrose Growth
Call Me When... 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.
Lisa Mochel
Member for 3 Years
Senior Vice President
Lone Star Capital Bank
Call Me When... 8:00 a.m. - 5:00 p.m. Monday-Friday
Michael Azzaro
Member for 3 Years
Assistant Vice President - Commercial Banking
American Community Bank & Trust
Call Me When... 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.
Emerging Professional Members
Showing 80 members
Andrew T Taffurelli
New Member
Senior Manager
Floyd Advisory LLC
Call Me When... (1) Parties to an M&A agreement dispute the Purchase Price; (2) M&A agreement contract language and closing statement risk assessments; (3) Financial reporting and accounting expert witness; (4) Fraud investigations.
Anthony D Macaluso
Member for 5 Years
Vice President
Belden Hill Partners
Call Me When... 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").
Marius Dehelean
New Member
Senior Relationship Manager, VP
TD Bank
Call Me When... Conventional or government supported (SBA, USDA, EXIM etc) financing
Zach Lyons
Member for 1 Year
Private Client Manager
Bank of America Private Bank
Call Me When... Wealth planning, Financing, Strategic Credit, Escrow setup, Strategic guidance, Pre and Post Exit Planning, M&A guidance
Brian M Beneduce
Member for 1 Year
VP, Client Advisor
Bernstein Private Wealth Management
Call Me When... a business owner inquires about cash management, retirement plan advisory, and transaction planning
John Gover
Member for 4 Years
Commercial Insurance Consultant
ACBI Insurance
Call Me When... You or your clients have a need for individualized risk management and employee benefits consulting with a white glove approach.
Caleb Chu
New Member
President and Founder
Denarius Consulting
Call Me When... you need an operating executive, especially if you have a presence in Asia.
Sean-Tamba Matthew
Member for 4 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.
Eric A Cooper
Member for 1 Year
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.
Frank Coppola
New Member
SBA Business Development officer
44 Business Capital/Berkshirebank
Call Me When... Business Acquisition, Partner Buy outs, Debt restructure, Real estate purchase
Kevin Doyle
New Member
Senior Advisor
Kathmere Capital Management
Call Me When... Help guide business owners as they navigate complex financial situations by providing tailored financial planning, investment, business transition, and tax strategies, empowering them to make informed financial decisions that align with their goals.
Paul Schmid
Member for 2 Years
Associate
Arent Fox LLP
Call Me When... you need legal advice for a M&A transaction, debt financing, or other corporate transaction.
Kevin J Kettell
Member for 4 Years
Managing Director
Appraisal Economics
Call Me When... you need a valuation.
Danny Baer
New Member
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.
Christina Sayles
New Member
Supervisor
LGA, LLP
Call Me When... you need a business valuation of a privately held company
Andrew O'Brien
Member for 1 Year
Director of Business Development
Vantage Real estate
Call Me When... na
Alex Biega
New Member
Principal
Wincove Private Holdings
Call Me When... I am an investor in industrial business services in the 2M-30M of EBITDA.
Havell Rodrigues
Member for 2 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
Michael A Palagonia
Member for 4 Years
Insurance specialist
Hotaling Insurance Services
Call Me When... You have coverage questions, or hard to place insurance.
Raffi Yardemian
New Member
President
Boston Sales Solutions
Call Me When... Sales need to grow. Fractional Chief Revenue officer helping SMB clients develop and grow their sales team and sales revenues.
Beth A Chea
Member for 1 Year
Business Broker / M&A Advisor
Transworld Business Advisors of Boston
Call Me When... A business owner is looking to exit their business.
Andrew Flogel
New Member
Private Banker
JP Morgan Private Bank
Call Me When... 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.
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22
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25
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30
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Tue, Feb 22nd, 2022
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16
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Tue, Aug 24th, 2021
19
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Thu, Aug 19th, 2021
28
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26
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28
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24
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17
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17
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20
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