Members

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.

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Timothy Ward of KatzAbosch is a member of XPX Maryland
Timothy D. Ward
Director
KatzAbosch

Call Me When... You need accounting/tax/valuation exit planning assistance or if your client is looking for a CPA/Consulting firm to assist them.

Member for 10 Years
Timothy Alvarez of United Growth Advisors is a member of XPX Maryland
Timothy Alvarez
CEO
United Growth Advisors

Call Me When... Someone has a sales or ops leader job opening, we will provide either a fractional or full-time employee to replace them. Additionally, anyone looking to build aligned and cohesive teams through DISC and The Five Behaviors.

New Member
Anabel Quintero
Asset & Wealth Management
MV Financial

Call Me When... you want an independent asset & wealth management firm and fiduciary that is data driven and offers conflict-free advice for investors that demand a higher standard. We act in your best interests all the time, not just some of the time.

Member for 2 Years
Michael Zuidema
Managing Director
Chesapeake Corporate Advisors

Call Me When... Valuation, Exit/ Succession Planning, M&A Advisory, Sell-side representation, capital strategy, capital raise, management buyout

Member for 4 Years
Augusto Martinez of Freedom Strategy is a member of XPX Maryland
Augusto J. Martinez
Principal
Freedom Strategy

Call Me When... You need fractional CFO/COO services, implementation of metrics-based compensation, preparing a business to sell, or M&A advisory.

Member for 3 Years
David Kuzma
Private Family Advisor
Aquilo Private Wealth Advisors

Call Me When... Your Client needs to plan on how to integrate their business, financial and personal life to achieve a life of purpose and want to make the world a better place.

Member for 5 Years
Mike Rolfes of 1RIVET is a member of XPX Maryland
Mike Rolfes
VP of Sales - IT
1RIVET

Call Me When... You need a clear understanding of Technical Debt and Modernization opportunities to maximize valuations for Buy or Sell side participants, and a Day 1 Technology partner to execute and deliver value.

New Member
Tom Hagigh of EPE Wealth Advisors is a member of XPX Maryland
Tom Hagigh
CFP®, CEPA® - Financial Advisor
EPE Wealth Advisors

Call Me When... You need an experienced CERTIFIED FINANCIAL PLANNER™ and CEPA® to collaborate with the exit planning team for your business.

Member for 2 Years
Timothy Lorber
CFO
Timothy J. Lorber, CPA

Call Me When... Business consultant and fractional CFO to businesses in transition

New Member
Edwards Holliday of Atlantic Leadership Group is a member of XPX Maryland
Edwards A. Holliday
President
Atlantic Leadership Group

Call Me When... Results through forward-thinking creativity and strategy for transitions/succession, practice management/growth, leadership development and productivity improvement.

Member for 10 Years
Jeff Kordela of Supporting Strategies - Chesapeake Region is a member of XPX Maryland
Jeff Kordela
Owner - Managing Director
Supporting Strategies - Chesapeake Region

Call Me When... Your books are unreliable and/or postponed and you need better information to support your decision-making, or if you’re overwhelmed because bookkeeping takes too much of your time.

Member for 5 Years
Dina Wasmer of Incite Creative is a member of XPX Maryland
Dina K. Wasmer
President & CMO
Incite Creative

Call Me When... 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.

Member for 8 Years
Micah Damareck of Singer Damareck  Real Estate is a member of XPX Maryland
Micah Damareck
Partner & Co-Founder
Singer Damareck Real Estate

Call Me When... you have questions regarding the real estate you are using to run your business. Maybe your lease is coming up and you might need less space, more space or you want to stay but aren't sure if what your landlord shared is in line with market...

New Member
Chris Marasco of Sandy Spring Bank is a member of XPX Maryland
Chris Marasco
Senior Vice President
Sandy Spring Bank

Call Me When... When you want a banker and bank that provides custom lending & deposit solutions and sound advice on how to structure and utilize those solutions effectively and efficiently.

Member for 8 Years
Fred Eikenberg
Commercial Banking
FNB

Call Me When... Any business or person is interested in buying, selling or financing a business or real estate

Member for 6 Years
Scott Douglas of Douglas Commercial is a member of XPX Maryland
Scott B Douglas
Broker
Douglas Commercial

Call Me When...

Member for 5 Years
Brian Taylor of Sandy Spring Bank is a member of XPX Maryland
Brian C Taylor
Vice President Commercial Banking
Sandy Spring Bank

Call Me When... 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 5 Years
Glenn Solomon of Offit Kurman, P. A. is a member of XPX Maryland
Glenn D. Solomon
Principal
Offit Kurman, P. A.

Call Me When... 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 7 Years
Richard Mahan
Partner
CohnReznick LLP

Call Me When... I am a partner in a CPA firm. I represent private equity and venture firms and their portfolio companies. Call me when you are in need of audit, tax or advisory services.

New Member
Jeffrey Agnor of Davis Agnor Rapaport & Skalny is a member of XPX Maryland
Jeffrey T. Agnor
Attorney
Davis Agnor Rapaport & Skalny

Call Me When... "If you are starting a business, own a business, or are looking to sell a business; I enjoy working with clients in all phases of their business life, from start-up through acquisition."

Member for 7 Years
Paul Khazansky
Principal
Cascade Capital

Call Me When... Background in finance and commercial real estate, including development and bridge-lending. Avid passive real estate investor.

New Member
John F. Eikenberg
CPA Principal
Leonard J Miller & Associates

Call Me When... you have a complex tax transaction to review.

New Member
Shelley Lombardo of Evergreen Advisors is a member of XPX Maryland
Shelley J. Lombardo
President
Evergreen Advisors

Call Me When... Client has a challenge on the Corporate Finance portion of their business.

Member for 10 Years
Philippe Lerner of PL Consulting Bookkeeping Plus is a member of XPX Maryland
Philippe Lerner
President
PL Consulting Bookkeeping Plus

Call Me When... 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 10 Years
Kimberly Prescott of Prescott HR is a member of XPX Maryland
Kimberly Prescott
President
Prescott HR

Call Me When... you have a client or prospect that has employees.

Member for 5 Years

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