XPX Chapters
XPX Maryland Knowledge Sharing
![](https://www.exitplanningexchange.com/wp-content/uploads/2020/05/KnowledgeSharingMaryland.jpg)
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
Accountants
Attorneys
Bankers
Coaches
Consultants
Insurance Providers
Investors
M&A Intermediaries
Non-Profits
Valuators
Virtual managers
Wealth Planners
Get the Latest News
The Latest News – XPX Maryland
Latest – XPX Maryland
outsourced CMO services. In short, we become your company’s chief marketing officer and do so virtually and efficiently — saving you time and money. Since 1999, we’ve enjoyed building and boosting brands for a core set of industries. Our thoughtful process, experienced team, and vested interest in our client’s success have positioned us as one of the Mid-Atlantic’s most sought-after marketing partners for those looking to grow their brand awareness and bottom line. Stop paying for digital and traditional services you may not need. Our retainer, no markup model means our recommendations don’t come with any catch or commission. Our advice aligns with what you need and what fits within your budget. For more information, contact us at 410-366-9479 or info@incitecmo.com.
“Opinions are like boats on the sea of knowledge; while they can guide us, it is important to navigate with caution and consider multiple perspectives.” Are you in the process of evaluating or updating your current website? If so, you’ll soon be drowning in stakeholder feedback. When conducting a site evaluation and content review, it’s best to gather stakeholder feedback early in the process and build your solution around an informed, agreed-upon strategy. However, gathering those perspectives can be overwhelming and an administrative nightmare. Fear not. In this article, we will help you navigate the turbulent waters of conducting a What Are the Benefits of Conducting a Website Audit? First, let’s start with a quick overview of why you should conduct a website audit before putting pen to paper or mouse to monitor: 1. Identify and fix technical issues: A website audit helps uncover any technical issues affecting your site’s performance, such as broken links, slow loading times, or mobile responsiveness problems. Addressing these issues can improve the user experience and ensure your site functions at its best. 2. Enhance SEO performance: An evaluation also allows you to identify areas where your site can be optimized for better visibility in search engine results pages (SERPs), such as improving keyword targeting, optimizing meta tags, or enhancing site structure. By optimizing your site for SEO, you can attract more organic traffic and improve your search rankings. 3. Analyze content effectiveness: A website audit helps you evaluate the quality and effectiveness of your website content. You can assess whether your content aligns with your target audience’s needs and preferences, identify gaps or areas for improvement, and ensure consistency across your site. This analysis can help you create a content strategy that resonates with your audience and drives engagement. 4. Assess user experience: In an audit, you can evaluate the site’s navigation, layout, and overall usability to identify any pain points or barriers hindering visitors from engaging with your site. Improving the UX can enhance user satisfaction, increase conversions, and encourage repeat visits. 5. Benchmark against competitors: Another great benefit of a website audit is that it enables you to compare your site’s performance and features against your competitors. You can identify areas where you may be falling behind or where you excel. This benchmarking analysis can help you uncover opportunities for differentiation and improvement to stay ahead in the competitive landscape. By conducting a website audit, you can gain valuable insights into your site’s strengths and weaknesses and take actionable steps to improve its overall performance and user experience. How to Capture and Organize Stakeholder Feedback During a Website Audit? All captains need a logbook. When gathering, managing, and implementing stakeholder feedback, you can use several tools and methods to streamline the process and make your life much easier. Here are a few of our favorites: 1. Hotjar: Google Sheet can be an effective way to organize stakeholder feedback. You can create a column for all the URLs of the website pages being audited. Then, you can add columns for the feedback links with descriptions, the point person responsible for making the change, and due dates. You can also include a column with a drop-down multiple-choice for the status, such as “Active,” “Pending Approval,” or “Live.” This will help you track the progress of each feedback item. 3. Project or Content Management Tools: Various project management tools can help you capture and organize stakeholder feedback. Tools like Wrike, Asana, Google Docs or Microsoft Teams can also capture and organize stakeholder feedback. You can create a shared document or folder where stakeholders can directly provide feedback. This allows real-time collaboration and easy access to all feedback in one centralized location. Your choice of tools and methods will depend on how your team communicates best, your budget, and your current tech stack. Test out a few options first to ensure they will help versus hinder the process. Captaining a website audit has its challenges. But with the right process, people, and tools in place, you’ll be in ship-shape. If you need assistance conducting a website audit or developing your digital marketing strategy, please contact us at outsourced CMO services. In short, we become your company’s chief marketing officer and do so virtually and efficiently — saving you time and money. Since 1999, we’ve enjoyed building and boosting brands for a core set of industries. Our thoughtful process, experienced team, and vested interest in our client’s success have positioned us as one of the Mid-Atlantic’s most sought-after marketing partners for those looking to grow their brand awareness and bottom line. Stop paying for digital and traditional services you may not need. Our retainer, no markup model means our recommendations don’t come with any catch or commission. Our advice aligns with what you need and what fits within your budget. For more information, contact us at 410-366-9479 or info@incitecmo.com.
When a periodic Structured Risk Remediation: With our guidance, clients have successfully identified and prioritized vulnerabilities, moving from reactive stances to proactive strategies that mitigate potential threats and losses. Ensuring Compliance: Our experience has shown that businesses that adhere to comprehensive assessments not only align with industry regulations but also cultivate enhanced trust amongst their stakeholders, customers, and partners. Cost Optimization: We’ve assisted several enterprises in eliminating system redundancies and streamlining their budget allocation, directly leading to significant cost savings. Focused Automation: Leveraging automation insights from our roadmap, our clients have boosted productivity and ensured consistent, high-quality outputs across their operations. Growth Scalability: Through our roadmap, businesses have been able to preemptively address the technological needs of future growth, ensuring seamless scaling and adaptive infrastructures. Technology Modernization: We’ve witnessed clients transforming their operations to stay competitive, integrating modern systems effortlessly with other platforms, yielding a competitive edge in their respective markets. Informed Decision-making: By providing a clear and data-driven roadmap, we’ve empowered clients to make evidence-based decisions, fostering alignment amongst stakeholders. Future-Proofing the Business: Our roadmap has enabled businesses to stay ahead, anticipating emerging technological trends and ensuring their strategies remain relevant amidst rapid changes. In essence, a remediation and investment roadmap crafted from a periodic technology due diligence assessment offers businesses a clear, actionable, and strategic path forward. With our expertise and hands-on involvement, we’ve ensured that organizations are optimally positioned for success in both the immediate and distant future. Those organizations that committed to our technology assessment recommendations have not only become more appealing to investors but have also significantly improved their customer experiences, leading to higher retention rates.
Contact & Connect
Chapter Events
Gold Sponsors
![Capital Services, Inc.](https://www.exitplanningexchange.com/wp-content/uploads/2021/06/CapitalServices_Logo.png)
![Capital Services, Inc.](https://www.exitplanningexchange.com/wp-content/uploads/2021/06/CapitalServices_Logo.png)
![Capital Services, Inc.](https://www.exitplanningexchange.com/wp-content/uploads/2021/06/CapitalServices_Logo.png)
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
![Merrill Lynch](https://www.exitplanningexchange.com/wp-content/uploads/2022/09/image008.png)
![Merrill Lynch](https://www.exitplanningexchange.com/wp-content/uploads/2022/09/image008.png)
![Merrill Lynch](https://www.exitplanningexchange.com/wp-content/uploads/2022/09/image008.png)
Merrill Lynch or Bank of America may be of value or service.
![Davis, Agnor Rapaport & Skalny, LLC](https://www.exitplanningexchange.com/wp-content/uploads/2021/06/Davis-Agnor-Logo-without-background-and-R-1024x157.png)
![Davis, Agnor Rapaport & Skalny, LLC](https://www.exitplanningexchange.com/wp-content/uploads/2021/06/Davis-Agnor-Logo-without-background-and-R-1024x157.png)
![Davis, Agnor Rapaport & Skalny, LLC](https://www.exitplanningexchange.com/wp-content/uploads/2021/06/Davis-Agnor-Logo-without-background-and-R-1024x157.png)
clients need experienced counsel with business succession planning and mergers and acquisitions.
![Truist Wealth](https://www.exitplanningexchange.com/wp-content/uploads/2022/09/Truist-Logo-2021-1-1024x407.jpg)
![Truist Wealth](https://www.exitplanningexchange.com/wp-content/uploads/2022/09/Truist-Logo-2021-1-1024x407.jpg)
![Truist Wealth](https://www.exitplanningexchange.com/wp-content/uploads/2022/09/Truist-Logo-2021-1-1024x407.jpg)
![Truist Wealth](https://www.exitplanningexchange.com/wp-content/uploads/2022/09/Truist-Logo-2021-1-1024x407.jpg)
![Truist Wealth](https://www.exitplanningexchange.com/wp-content/uploads/2022/09/Truist-Logo-2021-1-1024x407.jpg)
![Truist Wealth](https://www.exitplanningexchange.com/wp-content/uploads/2022/09/Truist-Logo-2021-1-1024x407.jpg)
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.
![Heller Kowitz Insurance Advisors](https://www.exitplanningexchange.com/wp-content/uploads/2024/02/Heller_Logo_2024-1024x768.jpg)
![Heller Kowitz Insurance Advisors](https://www.exitplanningexchange.com/wp-content/uploads/2024/02/Heller_Logo_2024-1024x768.jpg)
![Heller Kowitz Insurance Advisors](https://www.exitplanningexchange.com/wp-content/uploads/2024/02/Heller_Logo_2024-1024x768.jpg)
![KatzAbosch](https://www.exitplanningexchange.com/wp-content/uploads/2021/06/KatzAbosch_logo-100.jpg)
![KatzAbosch](https://www.exitplanningexchange.com/wp-content/uploads/2021/06/KatzAbosch_logo-100.jpg)
![KatzAbosch](https://www.exitplanningexchange.com/wp-content/uploads/2021/06/KatzAbosch_logo-100.jpg)
You need accounting/tax/valuation exit planning assistance or if your client is looking for a CPA/Consulting firm to assist them.
![Whiteford, Taylor & Preston, LLP](https://www.exitplanningexchange.com/wp-content/uploads/2024/02/WTP_logo-2024.png)
![Whiteford, Taylor & Preston, LLP](https://www.exitplanningexchange.com/wp-content/uploads/2024/02/WTP_logo-2024.png)
![Whiteford, Taylor & Preston, LLP](https://www.exitplanningexchange.com/wp-content/uploads/2024/02/WTP_logo-2024.png)
![Your Daily Finances, LLC](https://www.exitplanningexchange.com/wp-content/uploads/2021/06/YDF-Logo-101111-FINAL-in-jpeg-format-1024x626.jpg)
![Your Daily Finances, LLC](https://www.exitplanningexchange.com/wp-content/uploads/2021/06/YDF-Logo-101111-FINAL-in-jpeg-format-1024x626.jpg)
![Your Daily Finances, LLC](https://www.exitplanningexchange.com/wp-content/uploads/2021/06/YDF-Logo-101111-FINAL-in-jpeg-format-1024x626.jpg)
You or a client want to place the accounting and bookkeeping in the hands of a professional you can trust
![EGT Advisors](https://www.exitplanningexchange.com/wp-content/uploads/2021/06/EGT-logo_FINAL.jpg)
![EGT Advisors](https://www.exitplanningexchange.com/wp-content/uploads/2021/06/EGT-logo_FINAL.jpg)
![EGT Advisors](https://www.exitplanningexchange.com/wp-content/uploads/2021/06/EGT-logo_FINAL.jpg)
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.
![Moore Wealth Inc.](https://www.exitplanningexchange.com/wp-content/uploads/2021/06/Moore-Wealth-Inc..png)
![Moore Wealth Inc.](https://www.exitplanningexchange.com/wp-content/uploads/2021/06/Moore-Wealth-Inc..png)
![Moore Wealth Inc.](https://www.exitplanningexchange.com/wp-content/uploads/2021/06/Moore-Wealth-Inc..png)
A client needs help structuring their business and personal finances to keep the most money in their pocket.
![Kalinoski & Riordan, P.A.](https://www.exitplanningexchange.com/wp-content/uploads/2021/06/Kalinoski_Riordan_logo-.png)
![Kalinoski & Riordan, P.A.](https://www.exitplanningexchange.com/wp-content/uploads/2021/06/Kalinoski_Riordan_logo-.png)
![Kalinoski & Riordan, P.A.](https://www.exitplanningexchange.com/wp-content/uploads/2021/06/Kalinoski_Riordan_logo-.png)
you have an issue involving business or corporate law, tax,estate planning or estate administration, business growth or business succession planning.
![Insperity](https://www.exitplanningexchange.com/wp-content/uploads/2024/02/Insperity-logo-2024-1024x282.png)
![Insperity](https://www.exitplanningexchange.com/wp-content/uploads/2024/02/Insperity-logo-2024-1024x282.png)
![Insperity](https://www.exitplanningexchange.com/wp-content/uploads/2024/02/Insperity-logo-2024-1024x282.png)
![Evergreen Advisors](https://www.exitplanningexchange.com/wp-content/uploads/2021/06/EA_Portrait-1024x494.jpg)
![Evergreen Advisors](https://www.exitplanningexchange.com/wp-content/uploads/2021/06/EA_Portrait-1024x494.jpg)
![Evergreen Advisors](https://www.exitplanningexchange.com/wp-content/uploads/2021/06/EA_Portrait-1024x494.jpg)
Client has a challenge on the Corporate Finance portion of their business.
Community
Upcoming Chapter Events
Our Members
![Scott Breza](https://www.exitplanningexchange.com/wp-content/uploads/2024/03/headshot.Scott-Breza.2.jpg)
![Scott Breza](https://www.exitplanningexchange.com/wp-content/uploads/2024/03/headshot.Scott-Breza.2.jpg)
![Brian Taylor](https://www.exitplanningexchange.com/wp-content/uploads/2021/05/brian-taylor-33516668.png)
![Brian Taylor](https://www.exitplanningexchange.com/wp-content/uploads/2021/05/brian-taylor-33516668.png)
![Margaret Wilson](https://www.exitplanningexchange.com/wp-content/uploads/2021/05/margaret-wilson-49500932.png)
![Margaret Wilson](https://www.exitplanningexchange.com/wp-content/uploads/2021/05/margaret-wilson-49500932.png)
![Shelley Lombardo](https://www.exitplanningexchange.com/wp-content/uploads/2021/05/shelley-lombardo-28580858.png)
![Shelley Lombardo](https://www.exitplanningexchange.com/wp-content/uploads/2021/05/shelley-lombardo-28580858.png)
Why I'm an XPX Member
![Jack McGuinness](https://www.exitplanningexchange.com/wp-content/uploads/2023/05/Jack-Headshot-2020.png)
![Jack McGuinness](https://www.exitplanningexchange.com/wp-content/uploads/2023/05/Jack-Headshot-2020.png)
![Tom Hagigh](https://www.exitplanningexchange.com/wp-content/uploads/2022/04/C8AD22B8-D6A5-4490-B4B2-8E44B9826247.jpeg)
![Tom Hagigh](https://www.exitplanningexchange.com/wp-content/uploads/2022/04/C8AD22B8-D6A5-4490-B4B2-8E44B9826247.jpeg)
![Edwards Holliday](https://www.exitplanningexchange.com/wp-content/uploads/2021/05/edwards-holliday-28580847.png)
![Edwards Holliday](https://www.exitplanningexchange.com/wp-content/uploads/2021/05/edwards-holliday-28580847.png)
![Micah Damareck](https://www.exitplanningexchange.com/wp-content/uploads/2023/10/Micah-headshot_old-683x1024.jpeg)
![Micah Damareck](https://www.exitplanningexchange.com/wp-content/uploads/2023/10/Micah-headshot_old-683x1024.jpeg)
![Philippe Lerner](https://www.exitplanningexchange.com/wp-content/uploads/2021/05/philippe-lerner-28580856.png)
![Philippe Lerner](https://www.exitplanningexchange.com/wp-content/uploads/2021/05/philippe-lerner-28580856.png)
![Michelle Fritsch](https://www.exitplanningexchange.com/wp-content/uploads/2021/05/michelle-fritsch-52133187.png)
![Michelle Fritsch](https://www.exitplanningexchange.com/wp-content/uploads/2021/05/michelle-fritsch-52133187.png)