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  • Exit Planning Exchange
Exit Planning Exchange
Oct
17

XPX Maryland: Drive & Thrive: The Pathway to Growth

Details

Date & Time

Fri, Oct 17th, 2025 ⋅ 7:30am - 12:00pm (EDT)

Location

Rolling Road Golf Club 814 Hilltop Road Catonsville, MD 21228

Tickets

Maryland Members Early Bird (through 10/3)
$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 10/3)
$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 10/3)
$60.00
XPX Chapter Network Members Regular Fee
$75.00
XPX Chapter Network Members Same Day Registration/Walk-in Fee
$85.00
Guests

Registrants

37 people attended
RS
KS
AQ
Timothy Ward of KatzAbosch is a member of XPX Maryland
KM
+32

Please join us for this half-day event as our keynote speaker, Marianne Banister, is joined by 12 prominent XPX business advisors in 4 breakout sessions. Topics will include:

  • Internal Transfers
  • Risk Management
  • Tax Planning for an Exit
  • M&A Update


Keynote Speaker:

Marianne Banister, Award winning journalist, former WBAL-TV news anchor, Principal of Banister Media

Agenda:

Check In & Registration:
7:30am - 8:00am

Keynote Speaker & Breakfast:
8:00am – 9:00am

Breakout Sessions: 
9:15am – 10:15am

Session 1 - Exit Smart: Internal Transfer Strategies for Tax Reduction, Wealth Improvement, and Mental Readiness
Session 2 - Risk Management

Breakout Sessions: 
10:30am – 11:30am

Session 3 -  Tax Planning for an Exit
Session 4 -  Capital to M&A: Current Trends & Early 2026 Outlook

Closing Remarks: 
11:35 am

Event Pricing:

XPX MD Members Early Bird (through 10/3) $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 10/3) $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 10/3) $75.00
Non-Members Regular Rate $85.00
Non-members Same Day Registration/Walk-In Fee $95.00

Breakfast and drinks are covered.

Event Registration Cancellation Policy: You may request a full refund for your event registration up to 72 hours before the scheduled date and time. After that deadline, the sale is final and no refunds or credits will be issued. The registration fee is non-transferable, non-substitutable and no replacements are offered.

Thank you to our Event Sponsor!



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Guests
Registrant lists may take up to 24 hours to update on Events pages.
RS
Rachel Seba
Rachel Seba Communications
KS
Kevin Seymour
M&T
AQ
Anabel Quintero
MV Financial
Timothy Ward of KatzAbosch is a member of XPX Maryland
Timothy Ward
KatzAbosch
KM
Katya Meekins
Leonard J. Miller & Associates, Chartered
SM
Sean Moderacki
Leonard J. Miller & Associates, Chartered
JV
Jim Vika
WesBanco
JF
James Foley
FosterThomas Benefits
MB
Marianne Banister
Banister Media
Stuart Welsh of EGT Advisors is a member of XPX Maryland
Stuart Welsh
EGT Advisors
Brian MacMillan of Baltimore Washington Financial Advisors is a member of XPX Maryland
Brian Macmillan
Baltimore Washington Financial Advisors
Micah Damareck of Singer Damareck  Real Estate is a member of XPX Maryland
Micah Damareck
Singer Damareck Real Estate
Larry Holmes of Columbia Consulting Group is a member of XPX Maryland
Larry Holmes
Columbia Consulting Group
ML
Marie Lilly
Baltimore Community Foundation
Scott Douglas of Douglas Commercial is a member of XPX Maryland
Scott Douglas
Douglas Commercial
PW
Patrick Wynn
LBK Partners
Jeffrey Peisach of Small Business First Financial LLC is a member of XPX Maryland
Jeffrey Peisach
Small Business First Financial LLC
Mark Sauder of Merrill Lynch is a member of XPX Maryland
Mark Sauder
Merrill Lynch
Shelley Lombardo of Evergreen Advisors is a member of XPX Maryland
Shelley Lombardo
Evergreen Advisors
MC
Mike Cammarata
Tide Creek Financial Group
MM
Mike Medinger
Truist
John Eikenberg of Leonard J Miller & Associates is a member of XPX Maryland
John Eikenberg
Leonard J Miller & Associates
BS
Bob Schreiber
Leonard J Miller & Associates
ML
Marie Lilly
Baltimore Community Foundation
NS
Nick Shultz
Heller Kowitz Insurance Advisors
Scott Osborn of Davis, Agnor Rapaport & Skalny, LLC is a member of XPX Maryland
Scott Osborn
Davis, Agnor Rapaport & Skalny, LLC
KB
Kevin Burke
Truist
Abby Holmes of Cresset Capital is a member of XPX Maryland
Abby Holmes
Cresset Capital
DO
Denise O'Neill
TAB The Alternative Board
CO
Christopher Oven
Chesapeake Corporate Advisors
Tim Keffer of Windward Financial Advisors with LPL Financial is a member of XPX Maryland
Tim Keffer
Windward Financial Advisors of Raymond James
Patrick Guthrie of AltaView Advisors LLC is a member of XPX Maryland
Patrick Guthrie
Evergreen Advisors LLC
Michele Walsh of Gordon Feinblatt LLC is a member of XPX Maryland
Michele Walsh
Gordon Feinblatt LLC
JB
Jake Biedenback
JP Morgan Private Bank
Edward Kidner of Davis, Agnor, Rapaport & Skalny is a member of XPX Maryland
Edward Kidner
Davis, Agnor, Rapaport & Skalny
JH
Justin Horsman
Evergreen Advisors Capital