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    © 2025 XPX Global LLC. All Rights Reserved.

  • Exit Planning Exchange
Exit Planning Exchange
Nov
04

XPX Maryland: Members Only Affinity Group - Case study: “Exiting an ESOP with an SBA twist"

Details

Date & Time

Thu, Nov 4th, 2021 ⋅ 9:00am - 10:30am (EDT)

Location

Virtual - Connection details sent upon registration.

Tickets

Maryland Members
$0.00
Guests

Registrants

21 people attended
Jeffrey Peisach of Small Business First Financial LLC is a member of XPX Maryland
Shelley Lombardo of Evergreen Advisors is a member of XPX Maryland
Michael Case of M.A.Case & Associates, Northwestern Mutual is a member of XPX Maryland
AA
Donni Engelhart of Tucker & Meltzer is a member of XPX Maryland
+16

Maryland Members Only Affinity Group


We will break into small groups and discuss the case study.  The case study will be sent to registrants prior to the event.


Registration Fee:

Maryland Members - FREE
This is a XPX Maryland, Member-Only benefit.

Virtual – Connection details sent upon registration.


Kind regards,

Stuart W. Welsh
President
EGT Advisors, LLC
Office 866.538.7594
Cell 410.274.7858
swelsh@egtadvisors.com

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© 2025 XPX Global LLC. All Rights Reserved.

Guests
Registrant lists may take up to 24 hours to update on Events pages.
Jeffrey Peisach of Small Business First Financial LLC is a member of XPX Maryland
Jeffrey Peisach
First National Bank . Small Business Finance
Shelley Lombardo of Evergreen Advisors is a member of XPX Maryland
Shelley Lombardo
Evergreen Advisors
Michael Case of M.A.Case & Associates, Northwestern Mutual is a member of XPX Maryland
Michael Case
M.A.Case & Associates, Northwestern Mutual
AA
Abimbola Audena
MBA Growth Partners
Donni Engelhart of Tucker & Meltzer is a member of XPX Maryland
Donni Engelhart
Tucker & Meltzer
Brian MacMillan of Baltimore Washington Financial Advisors is a member of XPX Maryland
Brian Macmillan
Baltimore Washington Financial Advisors
JB
John Baier
EagleBank
Ronald Wilson of Entrepid, Inc. is a member of XPX Maryland
Ronald Wilson
Entrepid, Inc.
Robert Brando of Univest Bank & Trust Co. is a member of XPX Maryland
Robert Brando
Firstrust Bank
Justin Sandridge of Murphy Business Sales is a member of XPX Maryland
Justin Sandridge
Murphy Business & Financial Corporation
Tim Keffer of Windward Financial Advisors of Raymond James is a member of XPX Maryland
Timothy Keffer
Griffin Wealth Management of Raymond James
Michelle Fritsch of Retirement Wellness Strategies is a member of XPX Maryland
Michelle Fritsch
Retirement Wellness Strategies
Dina Wasmer of Incite Creative is a member of XPX Maryland
Dina Wasmer
Incite Creative
Larry Holmes of Columbia Consulting Group is a member of XPX Maryland
Larry Holmes
Columbia Consulting Group
Stuart Welsh of EGT Advisors is a member of XPX Maryland
Stuart Welsh
EGT Advisors
Erik Moore of Moore Wealth Inc. is a member of XPX Maryland
Erik Moore
Moore Wealth Inc.
FE
Fred Eikenberg
Sandy Spring Bank
Glenn Solomon of Offit Kurman, P. A. is a member of XPX Maryland
Glenn Solomon
Offit Kurman, P. A.
John Morgan of Verdence Capital Advisors is a member of XPX Maryland
John Morgan
Verdence Capital Advisors
Michael Shaw of The Shaw Law Group, LLC is a member of XPX Maryland
Michael Shaw
Niles, Barton & Wilmer, LLP
D. Michael Reid of ERA Group is a member of XPX Maryland
D. Michael Reid
Expense Reduction Analysts