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  • Exit Planning Exchange
Exit Planning Exchange
Nov
21

XPX Maryland: “Enterprise Value: Exit Strategies, Appraisals & Philanthropy”

Details

Date & Time

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

Location

Rolling Road Golf Club 814 Hilltop Road Catonsville, MD 21228

Tickets

Maryland Members Early Bird (through 11/7)
$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 11/7)
$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 11/7)
$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
Shelley Lombardo of Evergreen Advisors is a member of XPX Maryland
AM
Micah Damareck of Singer Damareck  Real Estate is a member of XPX Maryland
NK
Abba Poliakoff of Gordon Feinblatt LLC is a member of XPX Maryland
+57

Please join us as Mac Winchester from Principal moderates a panel to include Patrick Guthrie – Evergreen Advisors, Ashley Mancinelli – Baltimore Community Foundation and Randy Lightfoot – Mayflower Estate Buyers, provides insights into:

  • Business Valuation
  • Personal Property Appraisals
  • Philanthropy

Moderator:

Mac Winchester
Senior Director
Principal

Our Panel:

Patrick Guthrie
Dir. Business Valuation
Evergreen Advisors

Ashley Mancinelli
Vice President
Philanthropy

Randy Lightfoot
Gemologist
Appraiser


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 11/7) $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 11/7) $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 11/7) $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

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 will be issued. The registration fee is non-transferable, non-substitutable and no replacements are offered.


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© 2026 XPX Global LLC. All Rights Reserved.

Guests
Registrant lists may take up to 24 hours to update on Events pages.
Shelley Lombardo of Evergreen Advisors is a member of XPX Maryland
Shelley Lombardo
Evergreen Advisors
AM
Ashley Mancinelli
Baltimore Community Foundation
Micah Damareck of Singer Damareck  Real Estate is a member of XPX Maryland
Micah Damareck
Singer Damareck Real Estate
NK
Namita Kathuria
Morgan Stanley
Abba Poliakoff of Gordon Feinblatt LLC is a member of XPX Maryland
Abba Poliakoff
Gordon Feinblatt LLC
Jeff Kordela of Supporting Strategies - Chesapeake Region is a member of XPX Maryland
Jeff Kordela
Supporting Strategies
AM
Aj Mitchell
Supporting Strategies
Stuart Welsh of EGT Advisors is a member of XPX Maryland
Stuart Welsh
EGT Advisors
MC
Mike Cammarata
Tide Creek Financial Group
Cindy Atkinson of Hartman Executive Advisors is a member of XPX Maryland
Cindy Atkinson
Hartman Executive Advisors
Randall Harris of Tucker & Meltzer Valuation Advisors is a member of XPX Maryland
Randall Harris
Tucker & Meltzer Valuation Advisors
Brian MacMillan of Baltimore Washington Financial Advisors is a member of XPX Maryland
Brian Macmillan
Baltimore Washington Financial Advisors
KM
Katya Meekins
Leonard J. Miller & Associates, Chartered
SM
Sean Moderacki
Leonard J. Miller & Associates, Chartered
MS
Matthew Speake
Davis, Agnor, Rapaport & Skalny, LLC
BS
Blaine Shipler
PNC Bank
AZ
Adam Zarren
ZLG
Patrick Guthrie of AltaView Advisors LLC is a member of XPX Maryland
Patrick Guthrie
Evergreen Advisors LLC
MW
Mac Winchester
Principal Asset Management
RL
Randall Lightfoot
Mayflower Estate Buyers & Consulting
CO
Christopher Oven
Chesapeake Corporate Advisors
Chris Marasco of Farmers & Merchants Bank is a member of XPX Maryland
Chris Marasco
Atlantic Union Bank
Michael Shaw of The Shaw Law Group, LLC is a member of XPX Maryland
Michael Shaw
The Shaw Law Group, LLC
Johnny Black of Chesapeake Search Partners is a member of XPX Maryland
Johnny Black
Chesapeake Search Partners
AR
Alexander Roesner
Black Diamond Financial
Scott Osborn of Davis, Agnor Rapaport & Skalny, LLC is a member of XPX Maryland
Scott Osborn
Davis, Agnor Rapaport & Skalny, LLC
Tom Hagigh of EPE Wealth Advisors is a member of XPX Maryland
Tom Hagigh
EPE Wealth Advisors
Michael Metz of FNB is a member of XPX DC Metro
Michael Metz
TRUIST (Formerly SunTrust/BB&T)
DB
Dennis Buck
Grant Point Group
ML
Marie Lilly
Baltimore Community Foundation
Philippe Lerner of PL Consulting Bookkeeping Plus is a member of XPX Maryland
Philippe Lerner
PL Consulting Bookkeeping Plus
Jeffrey Peisach of Small Business First Financial LLC is a member of XPX Maryland
Jeffrey Peisach
Small Business First Financial LLC
Jeffrey Agnor of Davis Agnor Rapaport & Skalny is a member of XPX Maryland
Jeffrey Agnor
Davis Agnor Rapaport & Skalny
KS
Kevin Seymour
M&T
John Eikenberg of Leonard J Miller & Associates is a member of XPX Maryland
John Eikenberg
Leonard J Miller & Associates
Abby Holmes of Cresset Capital is a member of XPX Maryland
Abby Holmes
Cresset Capital
Larry Holmes of Columbia Consulting Group is a member of XPX Maryland
Larry Holmes
Columbia Consulting Group
SC
Simon Calderon
Evergreen Advisors
Tom Roback of Blue Ridge ESOP Associates is a member of XPX Maryland
Tom Roback
Blue Ridge ESOP Associates
AQ
Anabel Quintero
MV Financial
Natalie Birdwell of Birdwell Advisors is a member of XPX Maryland
Natalie Birdwell
Birdwell Advisors
KT
Kaitlyn Tauber
Liberty Legacy Law Group
KS
Kate Strzelczyk
Chesapeake Search Partners
Amy Malia of Mallia Advisory is a member of XPX Maryland
Amy Malia
Mallia Advisory
Tim Keffer of Windward Financial Advisors with LPL Financial is a member of XPX Maryland
Tim Keffer
Windward Financial Advisors of Raymond James
Erik Moore of Moore Wealth Inc. is a member of XPX Maryland
Erik Moore
Moore Wealth Inc.
SA
Sandy Arnette
Arnette Media Strategies, LLC
Mark Sauder of Merrill Lynch is a member of XPX Maryland
Mark Sauder
Merrill Lynch
GC
Garrett Cioffi
Merrill Lynch
Scott Breza of Breza & Associates, LLC is a member of XPX Maryland
Scott Breza
Breza & Associates, LLC
ML
Morgan Lyons
Swagdog
GW
Grant Wasch
Epic Solution Partners
AJ
Alexander Josowitz
Switz Venture Group
DH
David Harding
Nemphos Braue
CA
Christopher Andracsek
CLA (CliftonLarsonAllen LLP)
JP
Justin Pines
Transworld Business Advisors
Mimi Schwarz of Your Daily Finances, LLC is a member of XPX Maryland
Mimi Schwarz
Your Daily Finances, LLC
AD
Anthony Diekemper
DCT
RS
Rusty Schlessman
Sandler by Summit Performance
JZ
Joe Zito
CR
Chris Riismandel
D. Michael Reid of ERA Group is a member of XPX Maryland
D. Michael Reid
ERA Group