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                GROWTH. TRANSFER. LEGACY.

The Exit Planning Exchange Maryland Chapter is a local nonprofit association of advisors who provide professionalism, collaboration and principles to the heart of the middle market. Our members work with business owners in all stages of the private company life cycle: business value growth, business value transfer, and owner life and legacy.

XPX provides a unique combination of:


Featured memberS

Join Us!

If you are an advisor to owners and managers of companies in the lower middle market, XPX can be a powerful learning network for you! Our members represent twelve different professions but share core principles of collaboration, putting the client first, thinking long term, considering the human angle and continuous learning. Learn more about our membership benefits and options. 

Power of 5

One of our Chapter’s most popular offerings is our Power of 5 Networking Program. This members-only benefit brings together small groups of advisors from different disciplines and provides a series of structured meetings so you can get to know each other on a much deeper level than you can at your average networking meeting. Interested in learning more? Contact us

Collaboration Stories


XPX is about knowledge sharing and collaboration.  This is an opportunity for you to share your knowledge and experience with fellow advisors, and discover what others have contributed. 

To read more, please visit our Knowledge Exchange.


Through XPX, I have met many leaders in their respective fields - all focused on bringing true value to their clients. XPX is a great forum to meet and get to know other professionals who could bring additional value to my clients.

Mike Reid, Director, Expense Reduction Analysts

XPX Maryland has been a great platform for not only meeting a new set of valuable strategic partners for me and my clients, but is also giving me a deeper understanding of how to better communicate how one's brand value fits into the full business life cycle, including the exit planning strategy. 

Dina Wasmer, President & CMO, Incite Creative

I joined XPX because it provides me with opportunities I could not find in other organizations to expand my professional network with fantastic centers of influence that are focused on supporting business owners in creating sustainable and transferable value in their company. This unique platform enhances my ability to act as a trusted adviser to support and create value for my clients, which consist of business owners in all stages of their growth from startup to early stage capital raising, to venture capital financings, to a sale or IPO. The events are not only great for networking purposes, but are extremely informative and useful in my practice.

Michele Bresnick Walsh, Gordon Feinblatt LLC 


Membership in the Baltimore XPX provides me with a highly efficient means of maintaining contact with peers whose practice focus is advising owners of private companies in all aspects of exit planning, including addressing ownership issues and examining liquidity options.  I have found that the XPX presentations and group meetings have the added benefit of allowing members to engage with other professionals in the diverse fields which serve business owners as they navigate the difficult financial and emotional processes of ownership transition.

Greg Huff, Evergreen Advisors, LLC


The growth of XPX Maryland over the past two years shows there is a growing need for the collaboration of like-minded professionals on supporting business owners in creating sustainable and transferable value in their company.  The success of the organization is centered on our members that share common core values and work together. In addition to being a part of a strong and growing organization, I value the relationships I have built with other members and the different ways to be involved including Monthly Meetings, Networking Events, Affinity Groups and Power Networking. 

Shelley Lombardo,  Evergreen Advisors

Join our private XPX Maryland LinkedIn Group to stay in touch with us!

Chapter Events



Advisor Professions

Our diverse membership includes:




M&A Intermediaries 






Virtual Managers 

Insurance providers

Wealth Planners

 View our member directory

Advisor Principles

We are united by shared principles:

  1. Work collaboratively
  2. Put the client first
  3. Think long term
  4. Consider the human angle
  5. Always be learning

Learn more

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