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

Incite Creative Celebrates 24 Years as an Outsourced CMO Trailblazer As the business world looks forward to a fresh start, hiring challenges at the C-level will carry over from 2023 and include additional demands, shedding new light on the value of fractional Chief Marketing Officers (CMOs). Incite Creative, a Maryland-based marketing advisory firm, introduced its outsourced CMO…

“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…

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Upcoming Chapter Events

19
Apr
Fri, Apr 19th, 2024 ⋅ 8:00am - 10:00am (EDT)
Cured/18th and 21st – 10980 Grantchester Way, #110, Columbia, Maryland 21044
24
Apr
Virtual access
Wed, Apr 24th, 2024 ⋅ 10:50am - 11:30am (EDT)
Virtual at 11 AM EDT - you'll receive call-in instructions upon registering
06
May
Mon, May 6th, 2024 ⋅ 4:30pm - 6:30pm (EDT)
GameOn Bar + Arcade: 6000 Merriweather Dr, Columbia, MD 21044
16
May
Virtual access
Thu, May 16th, 2024 ⋅ 4:55pm - 6:00pm (EDT)
Virtual - you'll receive login info upon registration

Our Members

Aquilo Private Wealth Advisors
Private Family Advisor
Your Daily Finances, LLC
President
Davis, Agnor Rapaport & Skalny, LLC
Attorney
Alex. Brown
Managing Director – Client Advisor
AltaView Advisors LLC
Director, Valuation Services

Why I'm an XPX Member