Put The Power of XPX Membership to Work For You - and Your Clients

The Exit Planning Exchange –  XPX Maryland Chapter is a community of trusted advisors that collaborate to help their private company clients build business value, transfer ownership and create a legacy of success in their lives and their communities.

XPX Chapters

XPX Maryland Knowledge Sharing

XPX is about knowledge sharing and collaboration.  This is an opportunity for you to share your knowledge and experience with fellow advisors, and discover what others have contributed. To read more, please visit our Knowledge Exchange.

Power of Five

One of our Chapter’s most popular offerings is our Power of 5 Networking Program. This members-only benefit brings together small groups of advisors from different disciplines and provides a series of structured meetings so you can get to know each other on a much deeper level than you can at your average networking meeting.

Collaboration Stories

Advisor Professions






Insurance Providers


M&A Intermediaries



Virtual managers

Wealth Planners

Get the Latest News

The Latest News – XPX Maryland

Latest – XPX Maryland

Every business needs a strong marketing strategy and plan, but not every business needs a full-time Chief Marketing Officer (CMO). Hiring an outsourced CMO can be the perfect solution for companies needing marketing leadership and business savvy without incurring high-ticket costs. Here are three reasons to consider hiring a fractional CMO for your business. 1. Fractional…

In the current crazy employee hiring and retaining climate, little things to boost morale and culture can go a long way. That’s why Employee Appreciation Day may be more important in 2023 than ever before.You know your team best. What is it that will feel like a “gift” vs. an obligation to participate because, let’s face…

Over the last two weeks, I’ve had clients, colleagues, and even family members asking me my thoughts about ChatGPT. Some of them had a glimmer in their eye, while others had a furrowed brow, which seems to be the going trend — some are ecstatic about the power of AI, while others are confused or…

BLUE RIDGE ESOP ASSOCIATES ACQUIRES CROWE LLP ESOP BUSINESS Crowe Employee Stock Ownership Plan (ESOP) and certain tax-related 401(k) Plan services will transition to Blue Ridge CHICAGO (August 11, 2022) – Blue Ridge ESOP Associates, the nation’s largest independent ESOP administration and recordkeeping firm, announced today that it has acquired the ESOP services and certain…

Video marketing may be the best way to convey member benefits and engage prospective and new members. Running an association or other membership-based organization right now certainly has its challenges. In-person events have taken a significant hit and members are distracted by labor and supply chain shortages, lingering impacts from Covid, inflation, and more. Breaking…

A traveler came upon an old woman selling vegetables by the roadside. “Grandmother, what sort of people live in the next town?” asked the stranger. The old woman looked at the traveler. “What were the people like in the town you just came from?” she asked him. “Oh, They were a bad lot. Troublemakers, and…


Gold Sponsors

Silver Sponsors


Upcoming Chapter Events

Virtual access
Thu, Apr 6th, 2023 ⋅ 9:50am - 11:00am (EDT)
Virtual - you'll receive login info upon registration and are welcome at one or both sessions
Virtual access
Tue, Apr 11th, 2023 ⋅ 4:50pm - 6:00pm (EDT)
Virtual - you'll receive login info upon registration and are welcome at one or both sessions
Fri, Apr 21st, 2023 ⋅ 8:00am - 10:00am (EDT)
(New Location) Cured/18th & 21st: 10980 Grantchester Way #110, Columbia, MD 21044
Virtual access
Wed, Apr 26th, 2023 ⋅ 10:50am - 11:30am (EDT)
Virtual at 11 AM EDT - you'll receive call-in instructions upon registering
Wed, Apr 26th, 2023 ⋅ 5:30pm - 8:30pm (EDT)
Davis Agnor Rappaport & Skalny- 11000 Broken Land Parkway, Suite 600, Columbia, MD 21044

Our Members

Managing Director
Bengur Bryan & Co., Inc.
Director, Business Valuation and Litigation Services
Gorfine Schiller & Gardyn
Saul Ewing Arnstein & Lehr LLP
Managing Partner
The Gaffin Group
Managing Director
Tucker & Meltzer

Why I'm an XPX Member