XPX Maryland

Connect with the Industry’s Most Powerful Group of Professional Advisors

Private company clients need access to a trusted team of advisors to marshal them to through the various stages of the business lifecycle. The XPX member directory is where you can find a diverse group of experts – and they can find you. 

It’s easy to find an expert by using the search box or these handy directories to choose from 12 professions, 75+ areas of functional expertise and 20 client industry categories. Feel free to reach out to the advisors with the expertise you seek. Contact us for further assistance.

Member Directory

Showing 82 members
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Kimberly Prescott of Prescott HR is a member of XPX Maryland
Kimberly Prescott
Prescott HR
You have a client or prospect that has employees.
Member for 3 Years
John Baier
SVP SBA Lending
To find out information on use of SBA loans or conventional small business loans for in expansion projects, and business acquisitions.
Member for 3 Years
Chris Cocca of Strategic Sales Solutions, LLC is a member of XPX Maryland
Chris Cocca
Strategic Sales Solutions, LLC
A business owner needs help to scale their revenue by building a sales process, sales infrastructure and sales strategy with the right sales leadership.
Member for 4 Years
Tom Hagigh of Janney Montgomery Scott is a member of XPX Maryland
Tom Hagigh
CFP®, CEPA® - Financial Advisor
Janney Montgomery Scott
You need an experienced CERTIFIED FINANCIAL PLANNER™ and CEPA® to collaborate with the exit planning team for your business.
New Member
Stuart Welsh of EGT Advisors is a member of XPX Maryland
Stuart Welsh
EGT Advisors
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.
Member for 8 Years
Michael Case of M.A.Case & Associates, Northwestern Mutual is a member of XPX Maryland
Michael A. Case
Financial Advisor
M.A.Case & Associates, Northwestern Mutual
Your clients are in high tax brackets and looking to retain or pass on more of their income, scaling or planning to exit businesses which rely on partners or other key personnel or expecting a liquidity event.
Member for 1 Year
Scott Bass of Bengur Bryan & Co., Inc. is a member of XPX Maryland
Scott T. Bass
Managing Director
Bengur Bryan & Co., Inc.
You need merger and acquisition advice, private placements of equity and debt, and financial advisory services including valuations, fairness opinions and restructuring advice
Member for 8 Years
D. Michael Reid of Expense Reduction Analysts is a member of XPX Maryland
D. Michael Reid
Expense Reduction Analysts
A client needs to improve their bottom line in order to increase the value of their company.
Member for 8 Years
Greg Stone of Whiteford, Taylor & Preston, LLP is a member of XPX Maryland
Greg Stone
Patent and General Intellectual Property Attorney
Whiteford, Taylor & Preston, LLP
Your clients have created new products, services, or branding that should be protected against copying by third parties, and when they need to maximize valuation of intellectual property assets for an upcoming exit
New Member
Michele Walsh of Gordon Feinblatt LLC is a member of XPX Maryland
Michele Bresnick Walsh
Gordon Feinblatt LLC
Before you raise capital or sign any contract.
Member for 7 Years
Steve Edwards of Edwards Performance Solutions is a member of XPX Maryland
Steve Edwards
Edwards Performance Solutions
When operational performance needs to be improved for the organization. To include business processes and procedures, as well as cybersecurity programs, need to be assessed and improved.
New Member
Fred Eikenberg
Commercial Banking Group
Sandy Spring Bank
Any business or person is interested in buying or selling a business or real estate
Member for 4 Years
Mark Gaffin of The Gaffin Group is a member of XPX Maryland
Mark Gaffin
Managing Partner
The Gaffin Group
In need of robust, strategy-linked organic and inorganic growth opportunities - end to end M&A from search to screen, from structuring to close, to post-merger integration.
Member for 8 Years
Marty Krist
Wealth Planner
LPL Financial
You need planning that incorporates your business and personal considerations in a way that combines the best of personal services and the newest innovations.
Member for 2 Years
Brian Taylor of Sandy Spring Bank is a member of XPX Maryland
Brian C Taylor
Vice President Commercial Banking
Sandy Spring Bank
You need individualized financing solutions in the middle market that include; real estate acquisitions, equipment purchases, business acquisitions, inventory management and working capital solutions.
Member for 4 Years
Philippe Lerner of PL Consulting Bookkeeping Plus is a member of XPX Maryland
Philippe Lerner
PL Consulting Bookkeeping Plus
PL Consulting is a team of Full Time and Part Time highly trained bookkeepers who serve as the bookkeeping and live accounting arm for small businesses and CPA firms across the MD/DC/No. VA region.
Member for 8 Years
Glenn Solomon of Offit Kurman, P. A. is a member of XPX Maryland
Glenn D. Solomon
Offit Kurman, P. A.
You need a business lawyer to represent you in the transition, sale or purchase of a business who will act to protect your interests and as a facilitator to get the deal done, not as an obstructionist
Member for 5 Years
Clarke Langrall
Forecast Strategic Advisors
An owner needs an "architect" who creates "blueprints" that allow for an owner to gain the correct set of priorities and bring the correct advisors to achieve a successful exit
Member for 6 Years
Steven Heller
President/Managing General Partner
Heller Kowitz Insurance Advisors
Member for 5 Years
Shelley Lombardo of Evergreen Advisors is a member of XPX Maryland
Shelley J. Lombardo
Chief Operating Officer
Evergreen Advisors
Client has a challenge on the Corporate Finance portion of their business.
Member for 8 Years
Jeffrey Glaser Esq. of Saul Ewing Arnstein & Lehr LLP is a member of XPX Maryland
Jeffrey S. Glaser Esq.
Saul Ewing Arnstein & Lehr LLP
Clients need help structuring a transition
Member for 7 Years
Kelly Ennis
The Verve Partnership
You need a full Office/Workplace Strategey this includes: Real Esate Analysis, Organizational Culture Analysis as it pertains to how your employees work, interact and engage and a full Brand Analysis relating to Who you Are/What you Do/Why you Matter
New Member
Shaun Eddy of Oxford Planning Group, LLC is a member of XPX Maryland
Shaun Eddy
Owner & CEO
Oxford Planning Group, LLC
Oxford Planning Group, LLC provides solutions to help simplify our clients financial lives. We provide financial planning and investment planning advice to individuals, families and businesses.
Member for 5 Years
Robert Brando of Firstrust Bank is a member of XPX Maryland
Robert L Brando
SVP, SR Relationship Manager
Firstrust Bank
Your business owner needs assistance in managing their financial needs with a bank.
Member for 5 Years
Edward Kidner of Davis, Agnor, Rapaport & Skalny is a member of XPX Maryland
Edward F Kidner
Davis, Agnor, Rapaport & Skalny
Any time you have a tax, legal, M & A or estate planning need.
Member for 5 Years

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