Members

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.

Showing 89 Members
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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
Steven Plumlee of Certified CIO is a member of XPX Maryland
Steven Plumlee
CEO
Certified CIO

Call Me When... You have a client who is looking to have their computer infrastructure and applications better aligned with their business which results in more productivity and less downtime.

Member for 5 Years
Patrick Guthrie of AltaView Advisors LLC is a member of XPX Maryland
Patrick Guthrie
Director, Valuation Services
AltaView Advisors LLC

Call Me When... a valuation of business or interest in a business is needed for estate planning, financial reporting or management planning.

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
Shaun Eddy of Oxford Planning Group, LLC is a member of XPX Maryland
Shaun Eddy
Owner & CEO
Oxford Planning Group, LLC

Call Me When... 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 7 Years
John Baier
SVP SBA Lending
EagleBank

Call Me When... To find out information on use of SBA loans or conventional small business loans for in expansion projects, and business acquisitions.

Member for 4 Years
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
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

Call Me When... 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

Member for 1 Year
Tim Keffer of Windward Financial Advisors of Raymond James is a member of XPX Maryland
Tim Keffer
Associate Vice President, Investments
Windward Financial Advisors of Raymond James

Call Me When... We help privately held business owners looking to grow or transfer their busines, access the Capital Markets and meet their Financial Planning and Insurance needs.

Member for 5 Years
Mimi Schwarz of Your Daily Finances, LLC is a member of XPX Maryland
Mimi Schwarz
President
Your Daily Finances, LLC

Call Me When... You or a client want to place the accounting and bookkeeping in the hands of a professional you can trust

Member for 7 Years
Dan Flynn of Community Foundation of Howard County is a member of XPX Maryland
Dan Flynn
Director of Development, Marketing & Communications
Community Foundation of Howard County

Call Me When... your client needs is interested in philanthropy, needs information on charitable giving and/or wants to leave a legacy in the community

New Member
Duncan Brooks
Producer
Alliant Insurance Services, Inc.

Call Me When... Clients have issues with their insurance programs

Member for 1 Year
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
Jarred S Masterson
Senior Manager
CohnReznick

Call Me When... morning

New Member
Marty Krist
Wealth Planner
LPL Financial

Call Me When... 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 4 Years
William Ferguson of Baltimore Washington Business Brokers, LLC is a member of XPX Maryland
William Ferguson
CXO- Chief Experience Officer
Baltimore Washington Business Brokers, LLC

Call Me When... To prepare to sell, want to grow through acquisition, want an opinion of value or need assistance with turning your business around.

Member for 4 Years
David Stallings
Attorney
Niles, Barton & Wilmer, LLP

Call Me When... your clients anticipate a business succession or liquidity event because both significantly impact estate, trust, and asset transition planning.

Member for 4 Years
Edward Rothstein
Partner
Newport LLC

Call Me When... Fractional C-Suite opportunities, Strategic development and leadership opportunities, board positions, GovCon business development

Member for 2 Years
Chris Cocca of Strategic Sales Solutions, LLC is a member of XPX Maryland
Chris Cocca
President
Strategic Sales Solutions, LLC

Call Me When... 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 5 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
Andre Rogers
President
E3Insights

Call Me When... your company is in need of executive level support in the area of accounting, IT, or operations. As your company goes through a period of rapid growth or change, we can provide the part-time support needed without the full-time commitment.

Member for 3 Years
Pat Isaac of Capital Services, Inc. is a member of XPX Maryland
Pat Isaac
CEO
Capital Services, Inc.

Call Me When... We have helped thousands of organizations transition successfully through our Mergers & Acquisitions du-diligence process. Our Human Capital division is well known and respected.

Member for 9 Years
Robert Brando of Univest Bank & Trust Co. is a member of XPX Maryland
Robert L Brando
SVP, Relationship Manager, Commercial Banking
Univest Bank & Trust Co.

Call Me When... Your business owner needs assistance in managing their financial needs with a bank.

Member for 6 Years
Rosa M Scharf
Vice President SBA Relationship Manager
Univest Bank & Trust Co

Call Me When... I use my 30+ years experience to help people navigate the SBA lending programs. I can do up to 90% financing for business acquisitions and 100% of partner buyouts up to $5,000,000.

New Member
GREG BOUCHER of SWBC is a member of XPX Maryland
GREG BOUCHER
BANKER
SWBC

Call Me When... Home or investment property income is a consideration for growth equity or when as an HR advisor or benefits manager, you would like to provide discounts on mortgages for employees.

Member for 11 Years

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