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 10 members
Kevin Kettell of Appraisal Economics is a member of XPX Tri-State
Kevin J Kettell
Managing Director
Appraisal Economics

Call Me When... you need a valuation.

Member for 4 Years
Matthew Haskin of Bregman, Berbert, Schwartz & Gilday, LLC is a member of XPX DC Metro
Matthew Haskin
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

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.

Call Me When... A client needs help structuring their business and personal finances to keep the most money in their pocket.

Member for 5 Years
Roxann Smithers of Smithers Law Group, LLC is a member of XPX Atlanta
Roxann S Smithers
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.

Member for 3 Years
Jonathan Sirota of Sirota Law Firm, PC is a member of XPX New York
Jonathan Sirota
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.

Member for 3 Years
Anthony Macaluso of Belden Hill Partners is a member of XPX Fairfield County
Anthony D Macaluso
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").

Member for 5 Years
Theodore Passyn
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

Member for 4 Years
Xavier Lederer of Ambrose Growth is a member of XPX Hartford
Xavier Lederer
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.

Member for 3 Years
Lisa Mochel of Lone Star Capital Bank is a member of XPX San Antonio
Lisa Mochel
Senior Vice President
Lone Star Capital Bank

Call Me When... 8:00 a.m. - 5:00 p.m. Monday-Friday

Member for 3 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... 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

Emerging Professional Members

Showing 80 members
Andrew Taffurelli of Floyd Advisory LLC is a member of XPX Tri-State
Andrew T Taffurelli
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.

New Member
Anthony Macaluso of Belden Hill Partners is a member of XPX Fairfield County
Anthony D Macaluso
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").

Member for 5 Years
Marius Dehelean of TD Bank is a member of XPX Greater Boston
Marius Dehelean
Senior Relationship Manager, VP
TD Bank

Call Me When... Conventional or government supported (SBA, USDA, EXIM etc) financing

New Member
Zach Lyons of Bank of America Private Bank is a member of XPX Fairfield County
Zach Lyons
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

Member for 1 Year
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
John Gover of ACBI Insurance is a member of XPX Fairfield County
John Gover
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.

Member for 4 Years
Caleb Chu
President and Founder
Denarius Consulting

Call Me When... you need an operating executive, especially if you have a presence in Asia.

New Member
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

Call Me When... You want to discuss using and Employee Stock Ownership Plan (ESOP) as a succession planning/exit strategy.

Member for 4 Years
Eric Cooper of Commonwealth Financial Group is a member of XPX Greater Boston
Eric A Cooper
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.

Member for 1 Year
Frank Coppola
SBA Business Development officer
44 Business Capital/Berkshirebank

Call Me When... Business Acquisition, Partner Buy outs, Debt restructure, Real estate purchase

New Member
Kevin Doyle
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.

New Member
Paul Schmid
Associate
Arent Fox LLP

Call Me When... you need legal advice for a M&A transaction, debt financing, or other corporate transaction.

Member for 2 Years
Will Horn
SVP
Bank of America; Private Bank

Call Me When... Anytime

New Member
Kevin Kettell of Appraisal Economics is a member of XPX Tri-State
Kevin J Kettell
Managing Director
Appraisal Economics

Call Me When... you need a valuation.

Member for 4 Years
Sam Seekins
Private Wealth Advisor
Goldman Sachs

Call Me When... x

Member for 1 Year
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
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.

New Member
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
Andrew O'Brien
Director of Business Development
Vantage Real estate

Call Me When... na

Member for 1 Year
Alex Biega
Principal
Wincove Private Holdings

Call Me When... I am an investor in industrial business services in the 2M-30M of EBITDA.

New Member
Havell Rodrigues
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

Member for 2 Years
Michael Palagonia of Hotaling Insurance Services is a member of XPX Tri-State
Michael A Palagonia
Insurance specialist
Hotaling Insurance Services

Call Me When... You have coverage questions, or hard to place insurance.

Member for 4 Years
Raffi Yardemian
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.

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
Andrew Flogel
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.

New Member
XPX Events
20
Dec
Virtual access
Wed, Dec 20th, 2023
Virtual at 11 AM EDT - you'll receive call-in instructions upon registering
22
Nov
Virtual access
Wed, Nov 22nd, 2023
25
Oct
Virtual access
Wed, Oct 25th, 2023
27
Sep
Virtual access
Wed, Sep 27th, 2023
23
Aug
Virtual access
Wed, Aug 23rd, 2023
26
Jul
Virtual access
Wed, Jul 26th, 2023
28
Jun
Virtual access
Wed, Jun 28th, 2023
24
May
Virtual access
Wed, May 24th, 2023
26
Apr
Virtual access
Wed, Apr 26th, 2023
22
Mar
Virtual access
Wed, Mar 22nd, 2023
22
Feb
Virtual access
Wed, Feb 22nd, 2023
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