Emerging
Professionals

A New Generation of Learning, Relationship Building, and Success

What's New

All The Latest News

Many of the XPX – Exit Planning Exchange Chapters are launching unique membership and programming offerings for young and/or emerging professionals. 

This is an important constituency for XPX because these individuals represent the next generation for the advisory firms that are XPX members and sponsors—and the professionals who will support the next generation of member and sponsor clients.

Emerging professionals are forward-thinking people interested in expanding their skills. They are generally earlier in their exit planning careers (maybe early in overall career) and would benefit from a comfortable place to learn and network with other emerging professionals. This is less about age and more about experience level with exit planning.

This page includes information about who is involved at this level and a calendar of current and past events. 

Connect with and learn from seasoned experts in a variety of exit planning specialties.

Access and create your own customized content through XPX’s Knowledge Exchange.

Keep abreast of new trends and information that will impact the next generation of exit planning.

Develop personal relationships with like-minded young professionals who share your values and aspirations for success.

Just starting to build your advisory career? Many XPX Chapters now offer unique membership opportunities and programs to help younger and/or emerging professionals connect with each other, increase knowledge, and build relationships to accommodate the next generation of middle market clients. XPX’s Emerging Professionals can help you –

Emerging Professional Chairs

Showing 418 Members
Eric Cooper of Commonwealth Financial Group is a member of XPX Greater Boston
Eric A Cooper
CEPA, Financial Planner
Sooner Private Financial Council

Call Me When... your client is thinking about a transition. I help owners thoughtfully consider what a business transition personally, stress-test their financial efficacy of life-after-sale, & implement strategies to ensure they thrive through the exit & post-exit.

Member for 1 Year
Tom Roback of Blue Ridge ESOP Associates is a member of XPX Maryland
Tom Roback
CEO, Principal and Managing Director
Blue Ridge ESOP Associates

Call Me When... When a company needs a third party administrator for their ESOP and/or 401k retirement plan or guidance on implementing an ESOP.

Member for 9 Years
Anthony Macaluso of Belden Hill Partners is a member of XPX Fairfield County
Anthony D Macaluso
Vice President
Belden Hill Partners

Call Me When... Succession/liquidity planning options ("Consulting"), access to the debt or equity capital markets ("Corporate Finance"), or navigating the sale process for their business ("M&A Advisory").

Member for 6 Years
Ross A. Krajewski
Counsel
Hinckley, Allen & Snyder LLP

Call Me When... you are in need of estate planning, tax, and succession planning assistance.

New Member
Anapaula Lagarriga
Certified Business and Executive Coach
ActionCOACH

Call Me When... Business owner wants to set company up for exiting, growth,

Member for 1 Year
Bill Clement
Managing Partner
Southcoast Financial Partners, LLC

Call Me When... there is a weak finance function, lack of financial visibility, or lack of experienced CFO with M&A experience.

Member for 1 Year
Mark Pompeo
Senior Vice President
Live Oak Bank

Call Me When... Looking for Acquisition Funding of $20 Million or less

New Member
Robert Ludricks
Managing Director
Brown Brothers Harriman

Call Me When... a business owner wants to increase the business multiple

New Member
Rowe Blount
Client Advisor
C3 Financial Partners

Call Me When... it's convenient for you!

Member for 1 Year
Rusty Smith of EOS Worldwide is a member of XPX Houston
Rusty Smith
President
EOS Worldwide

Call Me When... Client needs greater clarity and focus, improved communication and alignment, increased accountability, improved decision-making, greater scalability and growth.

New Member
Cynthia Bergvall of Bee, Bergvall & Co is a member of XPX Philadelphia
Cynthia Bergvall
Director
Bee, Bergvall & Co

Call Me When... Your client needs due diligence or to prepare for due diligence and you need someone who will care for your clients well and integrate well with you.

Member for 4 Years
Kevin Spargo of Computer Services Unlimited, Inc. (CSU) is a member of XPX Maryland
Kevin Spargo
Vice President
Computer Services Unlimited, Inc. (CSU)

Call Me When... you need a network or cyber security assessment and support to make sure your IT infrastructure aligns with your business needs.

Member for 6 Years
MICHAEL METZ of TRUIST (Formerly SunTrust/BB&T) is a member of XPX DC Metro
MICHAEL A METZ
Commercial Banker
TRUIST (Formerly SunTrust/BB&T)

Call Me When... your established business client is dissatisfied with their current bank, or has a financing need over $1MM.

Member for 3 Years
Steven Reisberg
Principal
CLA

Call Me When... Your client needs to better understand their financial results and processes.

Member for 5 Years
Ahmad Alokush of Ahmadeus Technology is a member of XPX Tri-State
Ahmad Alokush
Technologist
Ahmadeus Technology

Call Me When... You need tech expert, in Cyber, Mobile, due diligence.

New Member
Chris McNeill
Partner
Blank Rome LLP

Call Me When... You need to start a new business, sell a business or have a contract reviewed or prepared

Member for 1 Year
John Charleston of Murphy Business Sales is a member of XPX Atlanta
John B. Charleston
Business Broker Intermediary - Murphy Franchise Owner
Murphy Business Sales

Call Me When... a business owner is interested in selling their business or receiving a valuation of their business; or when a prospective buyer is searching for a business to acquire.

New Member
Anthony Tomaro
Partner In-Charge of Consulting Group
Grassi & Co., CPA's P.C..

Call Me When... You want to get really to sell your company or looking to buy one

Member for 1 Year
John Owens of Greenberg Traurig, P.A. is a member of XPX South Florida
John D. Owens
Shareholder (Attorney)
Greenberg Traurig, P.A.

Call Me When... you need counsel regarding financing (venture capital, private equity, etc.), or exit/combination events for your company.

Member for 3 Years
Lamar Gresham of USI is a member of XPX Atlanta
Lamar Gresham
Private Risk Management
USI

Call Me When... you have a need for understanding of the exposures facing the non-financial assets of the financially successful individuals and families.

Member for 4 Years
Grant Templin
Private Wealth Advisor
Morgan Stanley

Call Me When... business owners need a wealth manager who understands their unique pre and post transaction needs and is experienced collaborating with their team of trusted advisors.

New Member
Srbo Radisavljevic
Partner
KRD Wealth Management LLC

Call Me When... Helping my clients achieve financial peace of mind.

New Member
Marc Bartolini
Commercial Real Estate Broker
Entre Commercial Realty LLC

Call Me When... There are any needs or questions in regards to commercial real estate. I'm happy to help in any way I can.

Member for 1 Year
Terry Ellis
Consultant
StrateZone, Inc.

Call Me When... there are human capital issues such as leadership, team dynamics, and delegation, or improvements are needed with organizational structure, process improvement, and customer satisfaction before a business can be sold at the highest value.

New Member
Anthony Festa of Marshall & Stevens is a member of XPX Tri-State
Anthony Festa
Director
Marshall & Stevens

Call Me When... You have a question or need with regards to any/all tangible asset (machinery or real estate) issues, including business valuation.

New Member

Emerging Professional Members

Showing 68 Members
Andrew Taffurelli of Floyd Advisory LLC is a member of XPX Tri-State
Andrew T Taffurelli
Senior Manager
Floyd Advisory LLC

Call Me When... (1) Parties to an M&A agreement dispute the Purchase Price; (2) M&A agreement contract language and closing statement risk assessments; (3) Financial reporting and accounting expert witness; (4) Fraud investigations.

New Member
Jonathan Hill of City National Bank is a member of XPX Tri-State
Jonathan Hill
Vice President
City National Bank

Call Me When... Wealth planning, asset management, debt placement or trust and estate execution or advice is needed.

New Member
Nick Ciampanelli of National Financial Network is a member of XPX Tri-State
Nick H. Ciampanelli
Financial Advisor
National Financial Network

Call Me When... Protecting & Growing a Client's Wealth.

Member for 1 Year
Alex Biega
Principal
Wincove Private Holdings

Call Me When... I am an investor in industrial business services in the 2M-30M of EBITDA.

New Member
Nezihe Anil of Newport LLC is a member of XPX Tri-State
Nezihe Gulriz (Gigi) Anil
Partner
Newport LLC

Call Me When... When a business needs to improve their operations or their leadership needs to develop leadership skills.

Member for 1 Year
Eric Cooper of Commonwealth Financial Group is a member of XPX Greater Boston
Eric A Cooper
CEPA, Financial Planner
Sooner Private Financial Council

Call Me When... your client is thinking about a transition. I help owners thoughtfully consider what a business transition personally, stress-test their financial efficacy of life-after-sale, & implement strategies to ensure they thrive through the exit & post-exit.

Member for 1 Year
Brian M Beneduce
VP, Client Advisor
Bernstein Private Wealth Management

Call Me When... a business owner inquires about cash management, retirement plan advisory, and transaction planning

Member for 1 Year
Bennett Rush of Dunn Rush & Co. LLC is a member of XPX Greater Boston
Bennett P. Rush
Analyst
Dunn Rush & Co. LLC

Call Me When... I assist in sell-side mergers and acquisitions of lower middle market companies. I am responsible for deal execution, including tasks such as modeling and finding potential buyers.

Member for 1 Year
Kevin Doyle
Senior Advisor
Kathmere Capital Management

Call Me When... Help guide business owners as they navigate complex financial situations by providing tailored financial planning, investment, business transition, and tax strategies, empowering them to make informed financial decisions that align with their goals.

New Member
Yvan Bodart
Principal, Investment Advisor
F.L. Putnam Investment Management Company

Call Me When... you have questions regarding investment management, financial planning, estate planning and general wealth management concerns.

New Member
John Mesko of Armanino LLP is a member of XPX Philadelphia
John Mesko
Senior Manager, Tax
Armanino LLP

Call Me When... Tax

Member for 5 Years
Derek J Cavanaugh
Family Wealth Associate
Pitcairn

Call Me When... Wealth Manager to UHNW Families

New Member
Daniel Toder
Manager
Preservation Capital Partners

Call Me When... You are looking for tax efficient solutions when your clients assets are sold.

New Member
Christian Sivel of Withum is a member of XPX Philadelphia
Christian Sivel
Manager
Withum

Call Me When... You have business valuation or advisory needs.

New Member
Zachary Taylor
Co-founder and Partner
Blue Herring LLC

Call Me When... Life or disability insurance is involved in a deal and or part of a plan for an owner.

New Member
Ellie Myers
Associate
Nutter McClennen & Fish LLP

Call Me When... I work with companies in a variety of industries through the life cycle of their businesses, counselling clients on both buy-side and sell-side mergers and acquisitions and representing emerging and established companies in VC/PE financings.

Member for 1 Year
Danny Baer of Floyd Advisory LLC is a member of XPX Greater Boston
Danny Baer
Senior Manager
Floyd Advisory LLC

Call Me When... 1) You need an accounting/valuation expert witness, 2) You need a business valuation, 3) You need a forensic investigation, or 4) You have business strategy or transaction advisory needs.

Member for 1 Year
Jack Penzi of Great Rock Capital is a member of XPX Fairfield County
Jack J Penzi
Director of Originations
Great Rock Capital

Call Me When... Asset-based lending opportunities

Member for 2 Years
Ahmad Alokush of Ahmadeus Technology is a member of XPX Tri-State
Ahmad Alokush
Technologist
Ahmadeus Technology

Call Me When... You need tech expert, in Cyber, Mobile, due diligence.

New Member
Christian Jensen of Jensen Law Firm LLC is a member of XPX Tri-State
Christian Jensen
Founder
Jensen Law Firm LLC

Call Me When... legal-business services

Member for 2 Years
Richard Brian Dickerson
Insurance Advisor
Independent

Call Me When... you need consult for your Business 0r Estate planning life Insurance options

New Member
Dennis Ladd
VP, Charitable Planning Consultant
FIDELITY Charitable

Call Me When... I support financial advisors, trust & estate attorneys, cpa's in Tri-State on all areas of philanthropy.

Member for 1 Year
Kevin Goldsmith
Managing partner
Fawn Lake Partners

Call Me When... Small business acquisition opportunities, particularly in the insurance industry

New Member
Andrew O'Brien
Director of Business Development
Vantage Real estate

Call Me When... na

Member for 1 Year
Mark E Lynch
Business Development Manager
Supporting Strategies

Call Me When... you or your client wants a secure, systematic approach to managing your books and need monthly financial reporting to make informed decisions to grow your business.

New Member
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