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  • Exit Planning Exchange
Exit Planning Exchange
Jun
19

XPX Maryland Affinity Group (Members Only): Family Business Transition –“Are we there yet?”

Details

Date & Time

Thu, Jun 19th, 2025 ⋅ 8:00am - 10:00am (EDT)

Location

9881 Broken Land Parkway, Columbia, MD 21046 (NEW Location)

Tickets

Maryland Members Early Bird (through 6/5)
$35.00
Maryland Members Regular Fee
$45.00
Maryland Members Same Day/Walk-In Fee
$55.00
Speakers
$0.00
Guests

Registrants

17 people attended
Larry Holmes of Columbia Consulting Group is a member of XPX Maryland
Scott Breza of Breza & Associates, LLC is a member of XPX Maryland
Philippe Lerner of PL Consulting Bookkeeping Plus is a member of XPX Maryland
Tim Keffer of Windward Financial Advisors with LPL Financial is a member of XPX Maryland
John Eikenberg of Leonard J Miller & Associates is a member of XPX Maryland
+12

XPX Maryland: Members Only Affinity Group

XPX Maryland is excited to host a case study to discuss the challenges a family faces when it is time for the current owner to transition out of the business.


We will break into small groups to discuss the case study presented.

We look forward to seeing you there!

This is a Member Event Only

Event Pricing:

Maryland Members Early Bird (through 6/5) – $35.00

Maryland Members Regular Rate – $45.00

SAME DAY/WALK-IN FEE:

Maryland Members Regular Rate – $55.00

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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Guests
Registrant lists may take up to 24 hours to update on Events pages.
Larry Holmes of Columbia Consulting Group is a member of XPX Maryland
Larry Holmes
Columbia Consulting Group
Scott Breza of Breza & Associates, LLC is a member of XPX Maryland
Scott Breza
Breza & Associates, LLC
Philippe Lerner of PL Consulting Bookkeeping Plus is a member of XPX Maryland
Philippe Lerner
PL Consulting Bookkeeping Plus
Tim Keffer of Windward Financial Advisors with LPL Financial is a member of XPX Maryland
Tim Keffer
Windward Financial Advisors of Raymond James
John Eikenberg of Leonard J Miller & Associates is a member of XPX Maryland
John Eikenberg
Leonard J Miller & Associates
MC
Mike Cammarata
Tide Creek Financial Group
Shelley Lombardo of Evergreen Advisors is a member of XPX Maryland
Shelley Lombardo
Evergreen Advisors
Vicki Semanie of Seven Stones is a member of XPX Maryland
Vicki Semanie
Seven Stones
Jeffrey Agnor of Davis Agnor Rapaport & Skalny is a member of XPX Maryland
Jeffrey Agnor
Davis Agnor Rapaport & Skalny
AQ
Anabel Quintero
MV Financial
CO
Christopher Oven
Chesapeake Corporate Advisors
Brian MacMillan of Baltimore Washington Financial Advisors is a member of XPX Maryland
Brian Macmillan
Baltimore Washington Financial Advisors
MK
Marty Krist
TaxSimplicity
Patrick Guthrie of AltaView Advisors LLC is a member of XPX Maryland
Patrick Guthrie
Evergreen Advisors LLC
Edwards Holliday of Atlantic Leadership Group is a member of XPX Maryland
Edwards Holliday
Atlantic Leadership Group
Erik Moore of Moore Wealth Inc. is a member of XPX Maryland
Erik Moore
Moore Wealth Inc.
Leonard Miller of Leonard J. Miller & Associates, Chartered is a member of XPX Maryland
Leonard Miller
Leonard J. Miller & Associates, Chartered