19
Nov
XPX Maryland: Getting the Deal Done – an XPX Collaboration
November
19
Friday

Event Information

Date & Time

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

Location

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

Status

XPX Registration Closed

Price

First Time Guest of Maryland BOD $0.00
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

Jeffrey Agnor of Davis Agnor Rapaport & Skalny is a member of XPX Maryland
Jeffrey T. Agnor
Davis Agnor Rapaport & Skalny
Michael A. Case
M.A.Case & Associates, Northwestern Mutual
Chris Cocca of Strategic Sales Solutions, LLC is a member of XPX Maryland
Chris Cocca
Strategic Sales Solutions, LLC
Adam Davis
Scott Douglas of Douglas Commercial is a member of XPX Maryland.
Scott B Douglas
Douglas Commercial
Fred Eikenberg
Sandy Spring Bank
Steven Heller
Heller Kowitz Insurance Advisors
Larry Holmes of Columbia Consulting Group is a member of XPX Maryland
Larry J Holmes
Columbia Consulting Group
Robert Kalinoski of Kalinoski & Riordan, P.A. is a member of XPX Maryland
Robert D. Kalinoski
Kalinoski & Riordan, P.A.
Charles Kassouf of Davis, Agnor, Rapaport & Skalny, LLC is a member of XPX Maryland
Charles R Kassouf
Davis, Agnor, Rapaport & Skalny, LLC
Timothy Keffer of Griffin Wealth Management of Raymond James is a member of XPX Maryland
Timothy T Keffer
Griffin Wealth Management of Raymond James
Melanie Kelleher
Towson University
Edward Kidner of Davis, Agnor, Rapaport & Skalny is a member of XPX Maryland
Edward F Kidner
Davis, Agnor, Rapaport & Skalny
Brian Kowitz
Heller Kowitz
David Kuzma
Aquilo Private Wealth Advisors
Shelley Lombardo of Evergreen Advisors is a member of XPX Maryland
Shelley J. Lombardo
Evergreen Advisors
Brian MacMillan of Baltimore Washington Financial Advisors is a member of XPX Maryland
Brian MacMillan
Baltimore Washington Financial Advisors
Brian McGettigan
Morgan Stanley
Jennifer McManus
Leonard Miller of Leonard J. Miller & Associates, Chartered is a member of XPX Maryland
Leonard J Miller
Leonard J. Miller & Associates, Chartered
Erik Moore of Moore Wealth Inc. is a member of XPX Maryland
Erik Moore
Moore Wealth Inc.
John Morgan of Verdence Capital Advisors is a member of XPX Maryland
John D Morgan
Verdence Capital Advisors
Scott Osborn of Davis, Agnor Rapaport & Skalny, LLC is a member of XPX Maryland
Scott Osborn
Davis, Agnor Rapaport & Skalny, LLC
Jeffrey Peisach of First National Bank . Small Business Finance is a member of XPX Maryland
Jeffrey Peisach
First National Bank . Small Business Finance
Kimberly Prescott of Prescott HR is a member of XPX Maryland
Kimberly Prescott
Prescott HR
Warren Quinn of HUMANS AT WORK is a member of XPX Maryland
Warren A Quinn
HUMANS AT WORK
D. Michael Reid of Expense Reduction Analysts is a member of XPX Maryland
D. Michael Reid
Expense Reduction Analysts
Tom Roback of Blue Ridge ESOP Associates is a member of XPX Maryland
Tom Roback
Blue Ridge ESOP Associates
Andre Rogers
E3Insights
Justin Sandridge of Murphy Business & Financial Corporation is a member of XPX Maryland
Justin W Sandridge
Murphy Business & Financial Corporation
Mark Sauder of Merrill is a member of XPX Maryland
Mark Sauder
Merrill
Noah Schettini
JP Morgan Private Bank
Mimi Schwarz of Your Daily Finances, LLC is a member of XPX Maryland
Mimi Schwarz
Your Daily Finances, LLC
Michael Shaw of Niles, Barton & Wilmer, LLP is a member of XPX Maryland
Michael P Shaw
Niles, Barton & Wilmer, LLP
Michael Singer
Newmark Knight Frank
David Stallings
Niles, Barton & Wilmer, LLP
Harry Sturgis
Vallit Advisors
Michele Walsh of Gordon Feinblatt LLC is a member of XPX Maryland
Michele Bresnick Walsh
Gordon Feinblatt LLC
Timothy Ward of KatzAbosch is a member of XPX Maryland
Timothy D. Ward
KatzAbosch
Dina Wasmer of Incite Creative is a member of XPX Maryland
Dina K. Wasmer
Incite Creative
Stuart Welsh of EGT Advisors is a member of XPX Maryland
Stuart Welsh
EGT Advisors
Ronald Wilson of Entrepid, Inc. is a member of XPX Maryland
Ronald L Wilson
Entrepid, Inc.

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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