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  • Exit Planning Exchange
Exit Planning Exchange
Jun
12

XPX DC Metro: Helping an Owner Avoid the Regret!

Details

Date & Time

Thu, Jun 12th, 2025 ⋅ 7:30am - 9:30am (EDT)

Location

Bethesda Country Club 7601 Bradley Blvd, Bethesda, MD 20817

Tickets

DC Metro Members
$35.00
DC Metro Members Same Day/Walk-In Fee
$45.00
DC Metro Sponsors
$0.00
Non-Members
$60.00
Non-Members Same Day/Walk-In Fee
$70.00
XPX Chapter Network Member
$50.00
XPX Chapter Network Member Same Day/Walk-In Fee
$60.00
Guests

Registrants

29 people attended
HH
MW
JF
Todd Feldman of OBSIDIAN PLANNING SOLUTIONS is a member of XPX DC Metro
MG
+24

Surprisingly, 75% of business owners feel regret within a year after sale of their business. Losing professional identity, structure, and purpose can be jarring-but it doesn't have to be. After a life devoted to building and running a business, stepping away can often result in a loss of purpose and identity for an owner. Joe Markovitch is a former business owner who has experienced the challenges of leaving the business he built. As a Certified Exit Planner, he has a passion for helping owners avoid regret through a process called Exit Readiness Next Act. Please join us as Joe shares practical tools and strategies to help owners navigate the very real challenges of Exit, and create their “Next Act”.

We look forward to seeing you!


Joe Markovitch

Strategic Partner
ENNIS Legacy Partners

Joseph I. Markovitch (Joe) is a Certified Exit Planner, founder of Solly’s Bagelry and strategic partner with Ennis Legacy Partners, specializing in helping business owners plan and execute successful exits. With decades of experience as a business advisor and former founder himself, Joe understands the financial, emotional, and strategic complexities of leaving a business. He partners with owners to build personalized exit strategies that preserve wealth, reduce regret, and pave the way for a meaningful next act. Known for his warm, insightful coaching style, Joe also collaborates with trusted advisors to deliver integrated solutions for businesses worth $5–20 million.


Agenda:

7:30 -8:15 Networking
8:15- 9:30 Program/Admin

Registration Fees:

XPX DC Members in good standing – $35.00 so join Today!
XPX DC Members Same Day/Walk-in Fee - $45.00

Other XPX Chapter Members – $50.00
Other XPX Chapter Members Same Day/Walk-in Fee - $60.00

Non-Members – $60.00
Non-Members Same Day/Walk-in Fee – $70.00

Full breakfast is included.

BRING A FIRST-TIME GUEST TO XPX!

XPX DC members are encouraged to bring a first-time guest (FREE) for this event. Members (not guest), can contact angie@exitplanningexchange.com to register your guest. 

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 please.  

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Guests
Registrant lists may take up to 24 hours to update on Events pages.
HH
Holden Hershey
RBC
MW
Matt Whitaker
Quantive Financial Advisors
JF
Jim Frangenberg
Wells Fargo Wealth Management
Todd Feldman of OBSIDIAN PLANNING SOLUTIONS is a member of XPX DC Metro
Todd Feldman
OBSIDIAN PLANNING SOLUTIONS
MG
Michael Ghanem
JS
Jordan Savitz
Baker Donelson
Michael Metz of TRUIST (Formerly SunTrust/BB&T) is a member of XPX DC Metro
Michael Metz
TRUIST (Formerly SunTrust/BB&T)
John Hannula of Chief Outsiders is a member of XPX DC Metro
John Hannula
Chief Outsiders
JG
Jake Gurock
Centurion Wealth
JM
Joe Markovitch
ENNIS Legacy Partners
Edward Bortnick of skmb,p.a.(Cpa's & Business Valuators) is a member of XPX DC Metro
Edward Bortnick
skmb,p.a.(Cpa's & Business Valuators)
Corby Megorden of Ennis Legacy Partners is a member of XPX DC Metro
Corby Megorden
Ennis Legacy Partners
Liam Mulcahy of BNY Mellon Wealth Management is a member of XPX DC Metro
Liam Mulcahy
Raymond James
JH
Joshua Halpern
Raymond James
MZ
Mario Zumbo
Preserve Private Wealth
Edward Snyder of Snyder Cohn is a member of XPX DC Metro
Edward Snyder
Snyder Cohn
Ron Moore of Schooley Mitchell is a member of XPX DC Metro
Ron Moore
Schooley Mitchell
SR
Steven Rinaldi
Steven D. Rinaldi, P.C.
EB
Edward Bortnick
Marcum
Michael Shaw of The Shaw Law Group, LLC is a member of XPX Maryland
Michael Shaw
The Shaw Law Group, LLC
Akila Narayanan of Cortland Valuation is a member of XPX DC Metro
Akila Narayanan
Cortland Valuation
KS
Kevin Shaw
Citizens Securities, Inc.
Joel Susco of Withum Smith + Brown is a member of XPX DC Metro
Joel Susco
Withum Smith + Brown
Abby Bensimhon of Employee Benefit Research Institute is a member of XPX DC Metro
Abby Bensimhon
Precision Financial Consulting
HP
Hans Ploeg
NFP, an Aon Company
GB
Guillermo Birmingham
Transworld Business Advisors
MA
Marty Afkhami
Matthew Haskin of Bregman, Berbert, Schwartz & Gilday, LLC is a member of XPX DC Metro
Matthew Haskin
Bregman, Berbert, Schwartz & Gilday, LLC
SG
Stephanie Gumm
Horizon Advisory Group