Giving Back To Our Community
Our leaders demonstrate their dedication to the XPX mission and our local community by pitching in to ensure we have the best people in the room sharing the best content. They are role models for the kind of collaboration and long-term thinking that our members value. Please reach out to any of our leaders to learn how you too can gain visibility and influence as a volunteer for our chapter.
Chapter Leadership

Call Me When... You want a seasoned attorney to assist with any franchise related business, be it a franchisor or franchisee. I love helping start-ups!

Call Me When... You need to assist owners and key decision makers in defining roles and engaging talent as part of business growth and transition planning. Convert people strengths into business performance.

Call Me When... Bookkeeping, technical accounting, outsourced controller, compilation, reviews and advisory services to accounting firms.

Call Me When... You have commercial financing needs for Business Acquisitions, Real Estate purchases and Working Capital.

Call Me When... Human Capital Needs and Cost Containment/Outsourced HR

Call Me When... A business is looking to consider ownership change or set up a retirement plan.

Call Me When... A business owner is looking to sell their company, or just get some time back. We help them take their business to the next level and help them build processes and scale, so they can focus on growth and other more important matters.

Call Me When... You are looking for a CPA who will be a part of your team helping you plan ahead, manage your finances and plan for taxes.

Call Me When... Call me when you plan to sell your company or commercial real estate, now or in the future. I work with private companies in the lower mid-market.

Call Me When... A company needs flexible debt or minority equity for growth, add-on acquisitions, refinancings/ recaps, liquidity or dividends (must have $2.5mm+ of EBITDA).

Call Me When... you want to sell your company, understand the sale process and understand value.

Call Me When... You need a new story that gets your customer and the world to know just how awesome, different and valuable your business or organization really is.
Contact & Connect
Chapter Events
Gold Sponsors

You need a new story that gets your customer and the world to know just how awesome, different and valuable your business or organization really is.



You need to maximize a sale through deferral of immediate tax obligations and the creative growth of sales proceeds through variable investment, installment sale strategies. Our services are free of charge and can help all parties in a transaction.



You would like an objective view on an exit you might be considering from a seasoned accounting and consulting professional.



Someone has had or is preparing for a liquidity event and needs help evaluating their complete financial situation.
Silver Sponsors



You want a seasoned attorney to assist with any franchise related business, be it a franchisor or franchisee. I love helping start-ups!






You need more than a traditional wealth manager. BIP Wealth is constantly working and consistently innovating to make your money go further.



Neri Capital Partners are experts in assisting lower-middle market Business Owners to Determine, Build and Realize the value of their companies.



you want to sell your company, understand the sale process and understand value.



A business needs help with administrative tasks, bookkeeping, marketing or human resources on an as-needed basis. We have an Angel for that!



Wise and experienced counsel is needed, particularly in respect to ongoing business operations, or future acquisitions or sales.



You need to assist owners and key decision makers in defining roles and engaging talent as part of business growth and transition planning. Convert people strengths into business performance.