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.

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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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The Latest News – XPX Maryland

Latest – XPX Maryland

“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…

When a periodic technology assessment results in a detailed remediation and investment roadmap, the business gains a comprehensive and strategic plan that focuses on various facets that collectively drive value. Through our experience in assisting numerous clients, we’ve seen firsthand the multitude of benefits derived from such initiatives. Here are the top benefits:   Structured Risk Remediation: With…

Annapolis, MD – Craig Decker, Managing Director, of Alex.Brown/Decker Global Wealth Group located at 2077 Somerville Road, Suite 320 Annapolis Maryland 21401, was among the Raymond James-affiliated advisors named to the Forbes list of Best-In-State Wealth Advisors. The list, which recognizes advisors from national, regional and independent firms, was released online April 4, 2023. Click…

If your business performance is lackluster, take a closer look at how it’s operating. And if you’re a business owner already running your company on EOS® – the Entrepreneurial Operating System — congratulations! You’ve already taken an essential first step toward gaining clarity around your goals and organizing the milestones for how you and your team will…


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Upcoming Chapter Events

Mon, Dec 4th, 2023 ⋅ 5:00pm - 7:00pm (EST)
Ale House Columbia 6480 Dobbin Center Way Columbia, MD 21405
Virtual access
Thu, Dec 7th, 2023 ⋅ 9:50am - 11:00am (EST)
Virtual - you'll receive login info upon registration and are welcome at one or both sessions
Virtual access
Tue, Dec 12th, 2023 ⋅ 4:50pm - 6:00pm (EST)
Virtual - you'll receive login info upon registration and are welcome at one or both sessions
Fri, Dec 15th, 2023 ⋅ 8:00am - 10:00am (EST)
Rolling Road Golf Club: 814 Hilltop Ave, Catonsville, MD 21228
Virtual access
Wed, Dec 20th, 2023 ⋅ 10:50am - 11:30am (EST)
Virtual at 11 AM EDT - you'll receive call-in instructions upon registering

Our Members

Director, Business Valuation and Litigation Services
Gorfine Schiller & Gardyn
Saul Ewing Arnstein & Lehr LLP
Director, Valuation Services
AltaView Advisors LLC
Managing Director
Tucker & Meltzer
Managing Director
Bengur Bryan & Co., Inc.

Why I'm an XPX Member