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. 

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 426 Members
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
May Jiang, CPA, CFP®, CEPA®
Owner
beyondprofitconsult.com

Call Me When... Business owners want to know and understand the value of the business and want to build on it and maximize it before exit.

Member for 1 Year
Steven Reisberg
Principal
CLA

Call Me When... Your client needs to better understand their financial results and processes.

Member for 5 Years
Jeffrey Schulz
Principal
J. Krug

Call Me When... We work with business owners and leadership teams of privately held companies, in addition to placing and servicing our clients insurance programs we develop strategies to manage and fund the risks facing their business.

Member for 2 Years
Scott Breza of Breza & Associates, LLC is a member of XPX Maryland
Scott Breza
Managing Partner
Breza & Associates, LLC

Call Me When... a small business owner is contemplating a transaction

New Member
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
Andy Robertson
Mr
British American Business Council

Call Me When... Accountant, Analyst

New Member
Mark Pompeo
Senior Vice President
Live Oak Bank

Call Me When... Looking for Acquisition Funding of $20 Million or less

New Member
Jason Rappoport
Director of Business Development
Carr, Riggs & Ingram CPAs & Advisors

Call Me When... you need Q of E, transaction advisory services, business valuation, or tax planning.

New Member
Joe L. Fernandez
Wealth Management Specialist
Fendz Asset Management, Inc.

Call Me When... A client needs a fiduciary adviser to oversee the sale of his business and wealth management during and after exit.

New Member
Meagan Chaffin of LUCA Solutions is a member of XPX Nashville
Meagan Chaffin
Founder & CEO
LUCA Solutions

Call Me When... Business owner is ready to sell their business (M&A Intermediary)

New Member
Michael J. O'Malley
Partner
Goodsill

Call Me When... You need advice re tax planning or corporate M&A transactions or representation in a tax dispute

New Member
Jeff Armacost of Whole Brain Brands is a member of XPX Atlanta
Jeff Armacost
Brand Consultant, Builder, Storyteller
Whole Brain Brands

Call Me When... You need a new story that gets your customer and the world to know just how awesome, different and valuable your business or organization really is.

Member for 3 Years
Jordan Pence of The Macro Advisors is a member of XPX Dallas
Jordan Pence
Partner
Advisors Resource Company

Call Me When... When a business owner needs life insurance planning, selective / non-qualified plans, golden handcuffs, key-person insurance, and buy-sell funding

Member for 2 Years
David Weinstein of EOS Worldwide is a member of XPX Nashville
David Weinstein
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

New Member
Brett M. Renzenbrink
Shareholder
BHMK

Call Me When... I act as outside general counsel for privately-held businesses. I assist clients through the entire life cycle of their enterprise: from concept to exit. I'm industry-agnostic, but frequently work with venture-backed companies.

Member for 2 Years
Geoff A Long
Consulting Counsel
Holland & Knight

Call Me When... Corporate Attorney with extensive M&A and start-up experience. I have also worked as an unofficial outside GC to many clients.

Member for 1 Year
Brandon McNally of JLK Management Group, LLC is a member of XPX Austin
Brandon McNally
Founder & CEO
JLK Management Group, LLC

Call Me When... My primary objective is building and integrating value creation for founders, portfolio company executive leadership teams, investors, and stakeholders through operational expertise in organizational infrastructure and design implementation

Member for 1 Year
Jared Shwartz of Hinckley, Allen & Snyder LLP is a member of XPX Greater Boston
Jared Shwartz
Partner
Hinckley, Allen & Snyder LLP

Call Me When... Your privately-held or family-owned business needs assistance with everyday legal needs or transformational transactions.

New Member
Michael McGuire
Senior Vice President
Key Bank

Call Me When... Middle Market Commercial Banking Relationship Manager covering publicly and privately held companies +25 million in revenue.

Member for 3 Years
David Borsack
Attorney
Cole Schotz P.C.

Call Me When... a client or contact of yours is looking to (1) sell or purchase a business, (2) raise capital, or (3) invest in a business

New Member
GREG BOUCHER of SWBC is a member of XPX Maryland
GREG BOUCHER
BANKER
SWBC

Call Me When... Home or investment property income is a consideration for growth equity or when as an HR advisor or benefits manager, you would like to provide discounts on mortgages for employees.

Member for 11 Years
Christopher Smith of Marsh Creek Advisors is a member of XPX Atlanta
Christopher David Smith
M&A Advisor
Marsh Creek Advisors

Call Me When... M&A Broker/Advisor

Member for 1 Year
Felipe Suarez of Financially Sound Solutions is a member of XPX Houston
Felipe S. Suarez
Managing Partner
Financially Sound Solutions

Call Me When... “A well-prepared business gets more offers, and usually better offers, than does a less-prepared one. A well-prepared business also advances the sale more quickly. Chances are your business can be improved in ways that enhance a buyer’s confidence.

Member for 1 Year
Joseph Confessore of Washington Trust is a member of XPX Greater Boston
Joseph M Confessore
SVP | Wealth Management | Commercial Banking
Washington Trust

Call Me When... Exit Planning and Wealth Management, Debt Capital and Commercial Banking

Member for 5 Years

Emerging Professional Members

Showing 74 Members
Randall Richard of Richard Brothers Financial Advisors is a member of XPX Greater Boston
Randall Jon Richard
President
Richard Brothers Financial Advisors

Call Me When... Business owner needs a detailed financial plan from a team of financial advisors before, during or after exit

New Member
Boris Nusinov of Rockland Trust is a member of XPX Greater Boston,
Boris Nusinov
Market Manager / Tearm Leader - Corporate Banking & Leveraged Finance
Rockland Trust

Call Me When... You are seeking a commercial banking partnership. I run a the corporate banking & leveraged finance team for an ~$20Bn Bank focused on the middle market space in New England. Primary areas of expertise are debt, deposits and treasury management.

New Member
Sam Seekins
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.

Member for 1 Year
Grant Templin
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.

New Member
Yvan Bodart
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.

New Member
Jonathan Bello of One 8 Solutions, LLC is a member of XPX Greater Boston
Jonathan L Bello
Owner and Founder
One 8 Solutions, LLC

Call Me When... When a company needs an Client Accounting Services Firm

New Member
Scott Larson
Founder
OutFin group

Call Me When... a business wants to maximize its value BEFORE they sell. We are an outsourced CFO firm that helps businesses increase their value leading up to an exit.

New Member
Lauren Schwimmer of Flaster Greenberg PC is a member of XPX Philadelphia
Lauren Schwimmer
Attorney
Flaster Greenberg PC

Call Me When... you need a business lawyer for a corporate transaction, to help with the structuring of a company, including preparing the entity for a potential sale or purchase of the business

Member for 4 Years
Brian M Beneduce
VP, Client Advisor
Bernstein Private Wealth Management

Call Me When... a business owner inquires about cash management, retirement plan advisory, and transaction planning

Member for 1 Year
Jonathan Hill of City National Bank is a member of XPX Tri-State
Jonathan Hill
Vice President
City National Bank

Call Me When... Wealth planning, asset management, debt placement or trust and estate execution or advice is needed.

New Member
Ellie Myers
Associate
Nutter McClennen & Fish LLP

Call Me When... 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.

Member for 1 Year
Matt Kardish
Manager
Stephano Slack LLC

Call Me When... You need M&A financial due diligence advisory on the buy side or sell side, or general financial advisory/strategic exit planning

New Member
Daniel Toder
Manager
Preservation Capital Partners

Call Me When... You are looking for tax efficient solutions when your clients assets are sold.

New Member
John Mesko of Armanino LLP is a member of XPX Philadelphia
John Mesko
Senior Manager, Tax
Armanino LLP

Call Me When... Tax

Member for 5 Years
Christina Sayles of LGA, LLP is a member of XPX Greater Boston
Christina Sayles
Supervisor
LGA, LLP

Call Me When... you need a business valuation of a privately held company

New Member
Danielle Kelly of Fidelity Charitable is a member of XPX Tri-State
Danielle Kelly
Vice President, Charitable Planning Consultant
Fidelity Charitable

Call Me When... your client is looking to make a charitable donation in advance of a business exit.

Member for 2 Years
Michael Crowley
Value Advisor
Planned Value Group

Call Me When... 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.

Member for 1 Year
Andrew O'Brien
Director of Business Development
Vantage Real estate

Call Me When... na

Member for 1 Year
Martina Lipinska
Senior Associate
LGA, LLP

Call Me When... after 3pm

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

Call Me When... A business owner is looking to exit their business.

Member for 1 Year
David Borsack
Attorney
Cole Schotz P.C.

Call Me When... a client or contact of yours is looking to (1) sell or purchase a business, (2) raise capital, or (3) invest in a business

New Member
Danny Baer of Floyd Advisory LLC is a member of XPX Greater Boston
Danny Baer
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.

Member for 1 Year
Andrew M Rutner
Financial Advisor
Creative Financial Group

Call Me When... Financial Advisor with experience in individual and business planning.

New Member
Andrew Marks of World Creative & World Chic is a member of XPX Tri-State
Andrew Marks
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.

New Member
Mac Lothrop
Vice President, Business Development
Trivest Partners

Call Me When... I'm available 24/7

New Member
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