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  • Exit Planning Exchange
Exit Planning Exchange
Nov
19

XPX Maryland: Getting the Deal Done – an XPX Collaboration

Details

Date & Time

Fri, Nov 19th, 2021 ⋅ 8:00am - 10:00am (EDT)

Location

Rolling Road Golf Club: 814 Hilltop Ave, Catonsville, MD 21228

Tickets

Maryland Members Early Bird (through 11/5)
$35.00
Maryland Members Regular Fee
$45.00
Maryland Members Same Day/Walk-In Fee
$55.00
Maryland Sponsors (Annual & Event)
$0.00
Non-Members Early Bird (through 11/5)
$65.00
Non-Members Regular Fee
$85.00
Non-Members Same Day/Walk-In Fee
$95.00
Other XPX Chapter Members Early Bird (through 11/5)
$50.00
Other XPX Chapter Members Regular Fee
$60.00
Other XPX Chapter Members Same Day Registration/Walk-in Fee
$70.00
Speakers
$0.00
Guests

Registrants

43 people attended
Timothy Ward of KatzAbosch is a member of XPX Maryland
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
Kimberly Prescott of Prescott HR is a member of XPX Maryland
Mark Sauder of Merrill Lynch is a member of XPX Maryland
+38

In 2020, XPX Maryland Member Justin Sandridge was retained by the owners of Tidewater Promotions to sell their Promotional Merchandise and Screen Printing business. Justin was introduced to Marked Promotions, a company in the same industry, by another XPX Maryland Member, Brian MacMillan. Throughout the process, three more XPX Maryland Members, Scott Osborn, Charles Kassouf, and Jeff Peisach, contributed to the successful completion of the transaction. Please join us as Justin, Scott, Charles, and Jeff, discuss some of the hurdles that had to be overcome to get the acquisition of Tidewater Promotions by Marked Promotions completed.


Meet Our Speakers:

Justin Sandridge – Certified Business Intermediary, Murphy Business Sales – Baltimore

Scott Osborn – Attorney, Davis, Agnor, Rapaport & Skalny, LLC

Charles Kassouf – Attorney, The Law Office of Charles R. Kassouf, LLC

Jeff Peisach – VP – SBA Business Development Officer, First National Bank


AGENDA: 8:00AM-10:00AM EDT

8:00AM to 9:00AM (Networking & Breakfast)
9:00AM to 10:00AM (Presentation)


Event Pricing:

Non-Members Early Bird (through 11/5) $65.00
Non-Members Regular Rate $85.00
Non-members Same Day Registration/Walk-In Fee $95.00

Other XPX Chapter Members Early Bird (through 11/5) $50.00
Other XPX Chapter Members Regular Fee $60.00
Other XPX Chapter Members Same Day Registration/Walk-in Fee $70.00

XPX MD Members Early Bird (through 11/5) $35.00
XPX MD Members Regular Fee $45.00
XPX MD Members Same Day Registration/Walk-In Fee $55.00
XPX MD Sponsors (Annual & Event) $0.00

Refund Policy: You may request to cancel your registration for a full refund, up to 72 hours before the date and time of the event. We are unable to issue a credit towards another meeting or individual.

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Guests
Registrant lists may take up to 24 hours to update on Events pages.
Timothy Ward of KatzAbosch is a member of XPX Maryland
Timothy Ward
KatzAbosch
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
Kimberly Prescott of Prescott HR is a member of XPX Maryland
Kimberly Prescott
Prescott HR
Mark Sauder of Merrill Lynch is a member of XPX Maryland
Mark Sauder
Merrill
MS
Michael Singer
Newmark
Edward Kidner of Davis, Agnor, Rapaport & Skalny is a member of XPX Maryland
Edward Kidner
Davis, Agnor, Rapaport & Skalny
DS
David Stallings
Niles, Barton & Wilmer, LLP
Michael Shaw of The Shaw Law Group, LLC is a member of XPX Maryland
Michael Shaw
Niles, Barton & Wilmer, LLP
Mimi Schwarz of Your Daily Finances, LLC is a member of XPX Maryland
Mimi Schwarz
Your Daily Finances, LLC
Jeffrey Agnor of Davis Agnor Rapaport & Skalny is a member of XPX Maryland
Jeffrey Agnor
Davis Agnor Rapaport & Skalny
John Morgan of Verdence Capital Advisors is a member of XPX Maryland
John Morgan
Verdence Capital Advisors
Dina Wasmer of Incite Creative is a member of XPX Maryland
Dina Wasmer
Incite Creative
DK
David Kuzma
Aquilo Private Wealth Advisors
Stuart Welsh of EGT Advisors is a member of XPX Maryland
Stuart Welsh
EGT Advisors
Justin Sandridge of Murphy Business Sales is a member of XPX Maryland
Justin Sandridge
Murphy Business & Financial Corporation
Augusto Martinez of Freedom Strategy LLC - Outsourced CFO Services & Analytics is a member of XPX Maryland
Augusto Martinez
B2B CFO
JM
Jennifer McManus
Ally Legal Planning
Michael Case of M.A.Case & Associates, Northwestern Mutual is a member of XPX Maryland
Michael Case
M.A.Case & Associates, Northwestern Mutual
Tom Roback of Blue Ridge ESOP Associates is a member of XPX Maryland
Tom Roback
Blue Ridge ESOP Associates
Tim Keffer of Windward Financial Advisors with LPL Financial is a member of XPX Maryland
Timothy Keffer
Griffin Wealth Management of Raymond James
NS
Noah Schettini
JP Morgan Private Bank
Brian MacMillan of Baltimore Washington Financial Advisors is a member of XPX Maryland
Brian Macmillan
Baltimore Washington Financial Advisors
Michele Walsh of Gordon Feinblatt LLC is a member of XPX Maryland
Michele Walsh
Gordon Feinblatt LLC
Leonard Miller of Leonard J. Miller & Associates, Chartered is a member of XPX Maryland
Leonard Miller
Leonard J. Miller & Associates, Chartered
Charles Kassouf of Baker Donelson is a member of XPX Maryland
Charles Kassouf
Davis, Agnor, Rapaport & Skalny, LLC
AR
Andre Rogers
E3Insights
Scott Osborn of Davis, Agnor Rapaport & Skalny, LLC is a member of XPX Maryland
Scott Osborn
Davis, Agnor Rapaport & Skalny, LLC
SH
Steven Heller
Heller Kowitz Insurance Advisors
Warren Quinn of HUMANS AT WORK is a member of XPX Maryland
Warren Quinn
HUMANS AT WORK
FE
Fred Eikenberg
Sandy Spring Bank
Chris Cocca of Strategic Sales Solutions, LLC is a member of XPX Maryland
Chris Cocca
Strategic Sales Solutions, LLC
Ronald Wilson of Entrepid, Inc. is a member of XPX Maryland
Ronald Wilson
Entrepid, Inc.
Larry Holmes of Columbia Consulting Group is a member of XPX Maryland
Larry Holmes
Columbia Consulting Group
Brian McGettigan of Truist is a member of XPX Maryland
Brian McGettigan
Morgan Stanley
BK
Brian Kowitz
Heller Kowitz
Robert Kalinoski of Kalinoski & Riordan, P.A. is a member of XPX Maryland
Robert Kalinoski
Kalinoski & Riordan, P.A.
MK
Melanie Kelleher
Towson University
Scott Douglas of Douglas Commercial is a member of XPX Maryland
Scott Douglas
Douglas Commercial
Erik Moore of Moore Wealth Inc. is a member of XPX Maryland
Erik Moore
Moore Wealth Inc.
HS
Harry Sturgis
Vallit Advisors
D. Michael Reid of ERA Group is a member of XPX Maryland
D. Michael Reid
Expense Reduction Analysts
AD
Adam Davis
JP Morgan