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  • Exit Planning Exchange
Exit Planning Exchange
Mar
21

XPX Maryland - What I Wish I Knew Then: Lessons Learned from Owners Who Successfully Exited

Details

Date & Time

Fri, Mar 21st, 2025 ⋅ 8:00am - 10:00am (EDT)

Location

Rolling Road Golf Club 814 Hilltop Road Catonsville, MD 21228

Tickets

Maryland Members Early Bird (through 3/7)
$45.00
Maryland Members Regular Fee
$55.00
Maryland Members Same Day/Walk-In Fee
$65.00
Maryland Sponsors (Annual & Event)
$0.00
Non-Members Early Bird (through 3/7)
$70.00
Non-Members Regular Fee
$85.00
Non-Members Same Day/Walk-In Fee
$95.00
Speaker
$0.00
XPX Chapter Network Members Early Bird (through 3/7)
$60.00
XPX Chapter Network Members Regular Fee
$75.00
XPX Chapter Network Members Same Day Registration/Walk-in Fee
$85.00
Guests

Registrants

62 people attended
Tom Roback of Blue Ridge ESOP Associates is a member of XPX Maryland
Jeff Kordela of Supporting Strategies - Chesapeake Region is a member of XPX Maryland
DB
Timothy Ward of KatzAbosch is a member of XPX Maryland
CA
+57

Please join us as Mark Jankowski, Chair of Voltage CEO Groups, moderates a panel of three former business owners who successfully exited their companies. The former business owners will discuss:

  • What they wish they knew five years before selling
  • How they engaged advisors as part of the process
  • How those advisors benefited them through the process
  • The trigger that caused them to decide to sell
  • What was the most difficult part of the process
  • If they were an advisor, what would they do to gain the attention of owners prior to the sale process, particularly for those owners who are resistant to meet with advisors


Our panel comprises:


Mark Jankowski

Chair
Voltage CEO Groups

Mark Jankowski has been in the training and development industry for over 20 years and has worked with thousands of executives, delivering programs on six continents in more than 20 countries. He has has written two best-selling books on negotiation, “The Power of Nice: How to Negotiate So Everyone Wins – Especially You!” and “Bullies, Tyrants & Impossible People: How To Beat Them Without Joining Them.” Currently, Mark’s primary focus is on consulting clients on Real Deal Negotiations.



Roger Cassell

Former CEO
Communications Electronics

Roger Cassell is now a Vice President at Mobile Communications America, following their acquisition of Communications Electronics Inc.



Gunner Beattie

President
Mechanical Engineering and Construction Co.

Richard “Gunner” Beattie, after MEC2 was recently acquired by CoolSys, chose to remain with the company and guide its growth in the Mid-Atlantic Region.



Ray Sweet

CEO
PSA Financial

Ray Sweet continues in his role as CEO OF PSA Financial after overseeing their merger with the Hilb Group.


Agenda:

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

Event Pricing:

XPX MD Members Early Bird (through 3/7) $45.00
XPX MD Members Regular Fee $55.00
XPX MD Members Same Day Registration/Walk-In Fee $65.00

XPX MD Sponsors (Annual & Event) $0.00

XPX Chapter Network Members Early Bird (through 3/7) $60.00
XPX Chapter Network Members Regular Fee $75.00
XPX Chapter Network Same Day Registration/Walk-in Fee $85.00

Non-Members Early Bird (through 3/7) $70.00
Non-Members Regular Rate $85.00
Non-members Same Day Registration/Walk-In Fee $95.00

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 Event Sponsor:



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Guests
Registrant lists may take up to 24 hours to update on Events pages.
Tom Roback of Blue Ridge ESOP Associates is a member of XPX Maryland
Tom Roback
Blue Ridge ESOP Associates
Jeff Kordela of Supporting Strategies - Chesapeake Region is a member of XPX Maryland
Jeff Kordela
Supporting Strategies
DB
Dennis Buck
Grant Point Group
Timothy Ward of KatzAbosch is a member of XPX Maryland
Timothy Ward
KatzAbosch
CA
Christopher Andracsek
Dembo Jones, PC
MN
Mike Nieberding
WesBanco Bank, Inc.
Chris Marasco of Farmers & Merchants Bank is a member of XPX Maryland
Chris Marasco
Sandy Spring Bank
ER
Edward Rothstein
Newport LLC
Stuart Welsh of EGT Advisors is a member of XPX Maryland
Stuart Welsh
EGT Advisors
Abba Poliakoff of Gordon Feinblatt LLC is a member of XPX Maryland
Abba Poliakoff
Gordon Feinblatt LLC
John Eikenberg of Leonard J Miller & Associates is a member of XPX Maryland
John Eikenberg
Leonard J Miller & Associates
Shelley Lombardo of Evergreen Advisors is a member of XPX Maryland
Shelley Lombardo
Evergreen Advisors
Randall Harris of Tucker & Meltzer Valuation Advisors is a member of XPX Maryland
Randall Harris
Tucker & Meltzer Valuation Advisors
RM
Richard Mahan
CohnReznick LLP
EW
Eric Wendler
Brown Plus
Scott Bass of Bengur Bryan & Co., Inc. is a member of XPX Maryland
Scott Bass
Bengur Bryan & Co., Inc.
MW
Mac Winchester
Principal
Shaun Eddy of Oxford Planning Group, LLC is a member of XPX Maryland
Shaun Eddy
Oxford Planning Group, LLC
DB
Duncan Brooks
Alliant Insurance Services, Inc.
Tom Hagigh of EPE Wealth Advisors is a member of XPX Maryland
Tom Hagigh
EPE Wealth Advisors
Edwards Holliday of Atlantic Leadership Group is a member of XPX Maryland
Edwards Holliday
Atlantic Leadership Group
DR
Daniel Russell
HeimLantz CPAs & Advisors, LLC
AQ
Anabel Quintero
MV Financial
BS
Blaine Shipler
PNC Bank
NK
Namita Kathuria
Morgan Stanley
Michael Shaw of The Shaw Law Group, LLC is a member of XPX Maryland
Michael Shaw
The Shaw Law Group, LLC
LB
Lewis Burroughs
Bank of America
MS
Michael Singer
Singer Damareck Real Estate
SP
Steve Pimpo
Double Eagle Consulting
Steve Edwards of Edwards Performance Solutions is a member of XPX Maryland
Steve Edwards
Edwards Performance Solutions
Tara Brummell of Truist Wealth is a member of XPX Maryland
Tara Brummell
Truist Wealth
PL
Patrick Lowry
Evergreen Advisors
Kimberly Prescott of Prescott HR is a member of XPX Maryland
Kimberly Prescott
Prescott HR
JW
Jamie Waldren
JN Private Wealth Management, LLC
Tim Keffer of Windward Financial Advisors with LPL Financial is a member of XPX Maryland
Tim Keffer
Windward Financial Advisors of Raymond James
Brian MacMillan of Baltimore Washington Financial Advisors is a member of XPX Maryland
Brian Macmillan
Baltimore Washington Financial Advisors
Larry Holmes of Columbia Consulting Group is a member of XPX Maryland
Larry Holmes
Columbia Consulting Group
JG
Jeff Gredlein
Hartman Executive Advisors
MJ
Mark Jankowski
Voltage CEO Groups
RS
Raymond Sweet
PSA Insurance & Financial Services
FE
Fred Eikenberg
FNB
Mimi Schwarz of Your Daily Finances, LLC is a member of XPX Maryland
Mimi Schwarz
Your Daily Finances, LLC
Mark Sauder of Merrill Lynch is a member of XPX Maryland
Mark Sauder
Merrill Lynch
JW
John Wunder
Capital Services, Inc.
AR
Alexander Roesner
Black Diamond Financial
PM
Phil Maher
M&T
GB
Gunner Beattie
Mechanical Engineering and Construction Co.
RC
Roger Cassell
Communications Electronics
D. Michael Reid of ERA Group is a member of XPX Maryland
D. Michael Reid
ERA Group
Jeffrey Peisach of Small Business First Financial LLC is a member of XPX Maryland
Jeffrey Peisach
First National Bank
ML
Marie Lilly
Baltimore Community Foundation
Wendy Baird of insight180 is a member of XPX Maryland
Wendy Baird
insight180 brand consulting
Jeffrey Agnor of Davis Agnor Rapaport & Skalny is a member of XPX Maryland
Jeffrey Agnor
Davis Agnor Rapaport & Skalny
AN
Amara Nwaigwe
Copper Oaks Capital
William Ferguson of Baltimore Washington Business Brokers, LLC is a member of XPX Maryland
William Ferguson
Baltimore Washington Business Brokers, LLC
AW
Aminah West
GenWealth Capital Partners
DH
David Harding
Nemphos Braue
KB
Katie Brennan
Nemphos Braue
Edward Kidner of Davis, Agnor, Rapaport & Skalny is a member of XPX Maryland
Edward Kidner
Davis, Agnor, Rapaport & Skalny
MA
Abimbola Audena
MBA Growth Partners
CN
Crystal Nwokorie
Constantia Ventures