Emerging
Professionals

A New Generation of Learning, Relationship Building, and Success

What's New

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
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
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
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 3 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
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
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
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
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
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
Matthew Haskin of Bregman, Berbert, Schwartz & Gilday, LLC is a member of XPX DC Metro
Matthew Haskin
Associate
Bregman, Berbert, Schwartz & Gilday, 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
Diana Hopkins of Ernst & Young is a member of XPX Long Island
Diana Hopkins
Managing Director
Ernst & Young
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

Emerging Professional Members

Showing 63 members
Aaron T Kriss
Partner
Gesmer Updegrove LLP
You have any tax-related needs pertaining to closely-held business or other private equity enterprises.
Member for 4 Years
Christian Jensen of Jensen Law Firm LLC is a member of XPX Tri-State
Christian Jensen
Founder
Jensen Law Firm LLC
Legal-business services
Member for 1 Year
Havell Rodrigues
Founding Partner
New Majority Capital
A buyer of a small business is looking for equity financing or a seller of a business with EBIT < $2M is looking for buyers
Member for 1 Year
Marilyn Garcia of Citrin Cooperman is a member of XPX Tri-State
Marilyn Garcia
Principal
Citrin Cooperman
When you're involved in a transaction that needs assistance with either buy-side or sell-side due diligence/Quality of Earnings
Member for 3 Years
PHILIP M DANISI
PRINCIPAL
DANISI LAW
EMPLOYMENT LAW ATTORNEY SPECIALIZING IN ALL MATTERS OF EMPLOYEES IN THE FINANCIAL INDUSTRY
New Member
Bennett Rush of Dunn Rush & Co. LLC is a member of XPX Greater Boston
Bennett P. Rush
Analyst
Dunn Rush & Co. LLC
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
Beth Chea of Transworld Business Advisors of Boston is a member of XPX Greater Boston
Beth A Chea
Business Broker / M&A Advisor
Transworld Business Advisors of Boston
A business owner is looking to exit their business.
New Member
Nicholas Bernstein
Partner
Center Brook LP
A company, stressed or healthy, needs to sell, merge or access financing
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
John Gover of ACBI Insurance is a member of XPX Fairfield County
John Gover
Commercial Insurance Consultant
ACBI Insurance
You or your clients have a need for individualized risk management and employee benefits consulting with a white glove approach.
Member for 4 Years
Graham McConnell of Nth Round is a member of XPX Philadelphia
Graham McConnell
CEO
Nth Round
You're looking to get liquidity for yourself and/or your shareholders.
Member for 3 Years
Sean-Tamba Matthew of SES ESOP Strategies, a Stevens & Lee/Griffin Company is a member of XPX Philadelphia
Sean-Tamba Matthew
Attorney
SES ESOP Strategies, a Stevens & Lee/Griffin Company
You want to discuss using and Employee Stock Ownership Plan (ESOP) as a succession planning/exit strategy.
Member for 4 Years
Benjamin Andrew Rosengard
Partner
R4 Risk & Wealth Solutions
R4 Risk & Wealth Solutions®, is a multi-generational, family owned boutique specializing in benefits, insurance, and investment advisory services.
Member for 4 Years
Daniel Trudo of Capital One Bank is a member of XPX Fairfield County
Daniel Trudo
Senior Managing Director
Peapack Gladstone Bank
Companies are looking for a banking expert to help strengthen liquidity and secure debt for acquisitions, equipment and Real Estate
New Member
Will Horn
SVP
Bank of America; Private Bank
Anytime
New Member
John Mesko of Armanino LLP is a member of XPX Philadelphia
John Mesko
Senior Manager, Tax
Armanino LLP
Tax
Member for 4 Years
Carlos Salmon, CFP®, CIMA®, CPWA® of CIC Wealth, LLC is a member of XPX Hartford
Carlos E Salmon, CFP®, CIMA®, CPWA®
Senior Vice President - Wealth Management
CIC Wealth, LLC
You want to help guide clients through planning for their eventual transition. The we start planning, the better.
Member for 3 Years
Christian Sivel of Withum is a member of XPX Philadelphia
Christian Sivel
Manager
Withum
You have business valuation or advisory needs.
New Member
Andrew O'Brien
Director of Business Development
Vantage Real estate
Na
New Member
Brian C Kelleher
Financial Advisor
Mohamed-Merola Wealth Management
I help business owners gain context around what value they need to get out of their business in a liquidity event to be able to accomplish everything they want to do in their personal life.
Member for 4 Years
Ryan T Bowler
Associate
Dunn Rush & Co. LLC
You have clients or friends that are considering a sale of their business.
Member for 1 Year
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
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
Member for 1 Year
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
Salim Boutagy
Sr. Financial Advisor
Congress Wealth Management
Someone wants to build, manage, and protect their wealth.
Member for 3 Years
XPX Events
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20
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21
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