At XPX, learning and networking go hand in hand
XPX Maryland promotes peer learning, networking and visibility for our members, while creating an environment that fosters collaboration on behalf of our clients. Topics cover all three phases of the private company life cycle: business value growth, business value transfer and owner life and legacy.
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Gold Sponsors
![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)
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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.