Profile – Exit Planning Exchange

Ted Smith

Wealth Advisor

Next Capital Management

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.