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.
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Gold Sponsors

We have helped thousands of organizations transition successfully through our Mergers & Acquisitions du-diligence process. Our Human Capital division is well known and respected.
Silver Sponsors

You have a client that has been approached by a buyer or who wants a deeper dive into the exit options. My CFO background also serves clients interested in growing and building business value.


You or your client needs a wealth management advisor who is a CERTIFIED FINANCIAL PLANNER™ professional who listens and takes time to understand the client’s story as well as their goals and aspirations.

Client has a challenge on the Corporate Finance portion of their business.


You or a client want to place the accounting and bookkeeping in the hands of a professional you can trust

You need accounting/tax/valuation exit planning assistance or if your client is looking for a CPA/Consulting firm to assist them.

clients need experienced counsel with business succession planning and mergers and acquisitions.


A client needs help structuring their business and personal finances to keep the most money in their pocket.


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