Ted Smith

Wealth Advisor

Silver Spring, Maryland

Professional Profile

Call Me When

Call Me When... You are thinking about thinking about selling your business.

Contact Method

Cell: 609.462.8155 and tsmith@nextcapitalmgmt.com

Profession

  • Wealth Planner
  • Professional Certifications

    Chartered Alternative Investment Advisor

    Functional Expertise

  • Charitable giving
  • Compensation
  • Estate planning
  • Family business
  • Fiduciary
  • Investments
  • Philanthropy
  • Private equity
  • Private placements
  • Probate
  • Retirement
  • Risk management
  • SEC
  • Strategic planning
  • Tax
  • Trusts
  • Business Focus

    Transition Planning Certification

    Client Industries

  • Business Services
  • Computer/Electronics
  • Consumer Services
  • Financial Services
  • Health/Pharma/Biotech
  • Manufacturing
  • Media and Entertainment
  • Real Estate/Construction
  • Software/Internet
  • Telecommunications
  • Travel/Recreation/Leisure
  • Wholesale/Distribution
  • Client Results

    Membership

    DC Metro DC/EP Member

    Member Since

    New Member

    Sponsorship Type

    Chapter Leadership Role

    Why I'm a Member of XPX

    To be your advisor to you and your family when you are selling your business. We want to help you maximize what your family keeps when you do finally sell your business.

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