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
Interested in Joining XPX Maryland?
If you are an advisor to owners and managers of companies in the lower middle market, XPX can be a powerful learning network for you! Our members represent twelve different professions but share core principles of collaboration, putting the client first, thinking long term, considering the human angle and continuous learning. Learn more about our membership benefits and options.
Advisor Professions
Accountants
Attorneys
Bankers
Coaches
Consultants
Insurance Providers
Investors
M&A Intermediaries
Non-Profits
Valuators
Virtual managers
Wealth Planners
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The Latest News – XPX Maryland
Latest – XPX Maryland
In this vast and ever-changing world of technology, gobs of email service providers (ESP) exist. The most common include Gmail,…
We can’t wait for you to experience the cleaner, brighter and more user-friendly feel of our new platform! The site…
Aug. 20, 2021
Program produced by XPX Maryland. Strategic Workplace Transition: A Psychological and Tactical Perspective Join us for a deep dive into…
Apr. 26, 2021
Program produced by XPX Maryland. Understanding New Tax Laws: What Do they mean for business owners Ed Kidner, Attorney at…
Apr. 7, 2021
Program produced by XPX Maryland. 2021 Economic Outlook Please join us as Leo Kelly, CEO of Verdence Capital Advisors, discusses…
Jan. 19, 2021
Program produced by XPX Maryland. Navigating Maryland’s Business Climate Please join us as Duane Carey, President of Maryland Free, provides…
Dec. 1, 2020
Chapter Events
Gold Sponsors
At Capital Services, we provide our clients with unparalleled HR Consulting expertise with the goal of creating a "best-in-class" HR infrastructure to allow you to accomplish your goals and objectives
Silver Sponsors
You or your clients are in need of CMO or senior marketing leadership help increasing brand value via brand messaging, identity, and/or communicating brand value via qualitative and quantitative analytics and other KPIs.
Clients need experienced counsel with business succession planning and mergers and acquisitions.
Client has a challenge on the Corporate Finance portion of their business.
You need accounting/tax/valuation exit planning assistance or if your client is looking for a CPA/Consulting firm to assist them.
You or a client want to place the accounting and bookkeeping in the hands of a professional you can trust
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.
A client needs help structuring their business and personal finances to keep the most money in their pocket.
You have an issue involving business or corporate law, tax,estate planning or estate administration, business growth or business succession planning.
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