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    © 2026 XPX Global LLC. All Rights Reserved.

  • Exit Planning Exchange
Exit Planning Exchange
Sep
20

XPX Maryland: What Business Owners Need to Know When Planning for a Sale

Details

Date & Time

Fri, Sep 20th, 2024 â‹… 8:00am - 10:00am (EDT)

Location

Rolling Road Golf Club 814 Hilltop Road Catonsville, MD 21228

Tickets

Maryland Members Early Bird (through 9/6)
$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 9/6)
$65.00
Non-Members Regular Fee
$85.00
Non-Members Same Day/Walk-In Fee
$95.00
Other XPX Chapter Members Early Bird (through 9/6)
$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

68 people attended
RM
GO
Michele Walsh of Gordon Feinblatt LLC is a member of XPX Maryland
DD
Stuart Welsh of EGT Advisors is a member of XPX Maryland
+63

Please join us as our esteemed panel answers questions business owners need to consider when planning to sell their business. How early is too early to start planning? What can a Seller do to ensure they are as ready as possible for a potential M&A process? How to assemble a team and when to get advisors involved? These questions and many more will be discussed by Richard Mahan and Gen Oraa from CohnReznick, Michele Walsh from Gordon Feinblatt, and Dyson Dryden from Black Diamond Financial.

Moderator:


Richard Mahan

Partner
CohnReznick

Panelists:


Gen Oraa

Partner
Transaction Advisory Services at CohnReznick


Michele Walsh

CEO and Chair
Business Law Department at Gordon Feinblatt


Dyson Dryden

Partner
Black Diamond Financial

Agenda:

8:00 am to 9:00 am (networking and breakfast)
9:00 am to 10:00 am (presentation)

Event Pricing:

Non-Members Early Bird (through 9/6) $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 9/6) $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 9/6) $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


Cancellation Policy: You may request to cancel your registration for a full refund, up to 72 hours before the date and time of the event.  The sale is final after the 72 hour deadline. We are unable to issue a credit towards another meeting. This registration is not transferable to another individual - NO SUBSTITUTES ALLOWED.


Thank you to our September Event Sponsor:




===============================

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Guests
Registrant lists may take up to 24 hours to update on Events pages.
RM
Richard Mahan
CohnReznick LLP
GO
Gen Oraa
CohnReznick
Michele Walsh of Gordon Feinblatt LLC is a member of XPX Maryland
Michele Walsh
Gordon Feinblatt LLC
DD
Dyson Dryden
Black Diamond Financial
Stuart Welsh of EGT Advisors is a member of XPX Maryland
Stuart Welsh
EGT Advisors
CA
Christopher Andracsek
Dembo Jones, PC
Brian Taylor of Atlantic Union Bank is a member of XPX Maryland
Brian Taylor
Sandy Spring Bank
EW
Eric Wendler
Brown Plus
Tom Roback of Blue Ridge ESOP Associates is a member of XPX Maryland
Tom Roback
Blue Ridge ESOP Associates
MC
Mike Cammarata
Tide Creek Financial Group
Brian MacMillan of Baltimore Washington Financial Advisors is a member of XPX Maryland
Brian Macmillan
Baltimore Washington Financial Advisors
Philippe Lerner of PL Consulting Bookkeeping Plus is a member of XPX Maryland
Philippe Lerner
PL Consulting Bookkeeping Plus
Chris Marasco of Farmers & Merchants Bank is a member of XPX Maryland
Chris Marasco
Sandy Spring Bank
Tara Brummell of Truist Wealth is a member of XPX Maryland
Tara Brummell
Truist Wealth
Tom Hagigh of EPE Wealth Advisors is a member of XPX Maryland
Tom Hagigh
EPE Wealth Advisors
Scott Breza of Breza & Associates, LLC is a member of XPX Maryland
Scott Breza
Breza & Associates, LLC
DO
Denise O'Neill
TAB The Alternative Board
DB
Dennis Buck
Grant Point Group
Mark Sauder of Merrill Lynch is a member of XPX Maryland
Mark Sauder
Merrill Lynch
Tim Keffer of Windward Financial Advisors with LPL Financial is a member of XPX Maryland
Tim Keffer
Windward Financial Advisors of Raymond James
DB
Duncan Brooks
Alliant Insurance Services, Inc.
Scott Osborn of Davis, Agnor Rapaport & Skalny, LLC is a member of XPX Maryland
Scott Osborn
Davis, Agnor Rapaport & Skalny, LLC
Jeffrey Agnor of Davis Agnor Rapaport & Skalny is a member of XPX Maryland
Jeffrey Agnor
Davis Agnor Rapaport & Skalny
JV
Jim Vika
WesBanco
MS
Matthew Speake
Davis, Agnor, Rapaport & Skalny, LLC
DH
Douglas Holthaus
JP Morgan
OM
Olive Mitchell
Curi RMB Capital
Shelley Lombardo of Evergreen Advisors is a member of XPX Maryland
Shelley Lombardo
Evergreen Advisors
Leonard Miller of Leonard J. Miller & Associates, Chartered is a member of XPX Maryland
Leonard Miller
Leonard J. Miller & Associates, Chartered
SP
Steve Pimpo
Double Eagle Consulting
Timothy Ward of KatzAbosch is a member of XPX Maryland
Timothy Ward
KatzAbosch
AR
Alexander Roesner
Black Diamond Financial
Robert Brando of Univest Bank & Trust Co. is a member of XPX Maryland
Robert Brando
Univest Bank & Trust Co.
Micah Damareck of Singer Damareck  Real Estate is a member of XPX Maryland
Micah Damareck
Singer Damareck Real Estate
Robert Kalinoski of Kalinoski & Riordan, P.A. is a member of XPX Maryland
Robert Kalinoski
Kalinoski & Riordan, P.A.
TL
Timothy Lorber
Timothy J. Lorber, CPA
Patrick Guthrie of AltaView Advisors LLC is a member of XPX Maryland
Patrick Guthrie
Evergreen Advisors LLC
Larry Holmes of Columbia Consulting Group is a member of XPX Maryland
Larry Holmes
Columbia Consulting Group
MW
Mac Winchester
Principal
Abba Poliakoff of Gordon Feinblatt LLC is a member of XPX Maryland
Abba Poliakoff
Gordon Feinblatt LLC
FJ
Frank Jones
Whiteford, Taylor & Preston, LLP
AM
Ashley Mancinelli
D. Michael Reid of ERA Group is a member of XPX Maryland
D. Michael Reid
Expense Reduction Analysts
ER
Edward Rothstein
Newport LLC
SD
Sean Dunphy
Firstrust Bank
PK
Paul Khazansky
Cascade Capital
Jeff Kordela of Supporting Strategies - Chesapeake Region is a member of XPX Maryland
Jeff Kordela
Supporting Strategies
PL
Patrick Lowry
Evergreen Advisors
VF
Vicki Franz
I95 Business
LB
Larry Boodin
Thompson Financial Group
TA
Tyler Alfriend
Triton Light, LLC
JH
Jason Haddaway
Wilmington Trust
RR
Ryan Rager
M&T Bank
JM
Jarred Masterson
CohnReznick
Dina Wasmer of Incite Creative is a member of XPX Maryland
Dina Wasmer
Incite Creative
LM
Leesa McShane
WesBanco
SH
Steven Heller
Heller Kowitz Insurance Advisors
DP
David Poulos
Granite Partners
ER
Eric Rosenberg
DK
David Kuzma
Aquilo Private Wealth Advisors
AQ
Anabel Quintero
MV Financial
Ed Von Lange of Wealthspire Advisors is a member of XPX Maryland
Ed von Lange
Wealthspire Advisors
FE
Fred Eikenberg
FNB
Mimi Schwarz of Your Daily Finances, LLC is a member of XPX Maryland
Mimi Schwarz
Your Daily Finances, LLC
Augusto Martinez of Freedom Strategy LLC - Outsourced CFO Services & Analytics is a member of XPX Maryland
Augusto Martinez
Freedom Strategy
BS
Brigitte Strobl
Black Diamond Financial