Leaders

Leaders

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

Showing 15 Members
Matt Losanno of Navitas Wealth Advisors is a member of XPX Atlanta
Matt Losanno
Wealth Manager
Navitas Wealth Advisors

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.

  • Board Member
  • Events Committee Co-Chair
  • Angela Rehkop of Financial Care Providers is a member of XPX Atlanta
    Angela R Rehkop
    ChFC, CFP
    Financial Care Providers

    Call Me When... Whenever you have a question about Comprehensive Financial Planning, Retirement Planning, Buy/Sell Funding, Investments, Long Term Care, Tax Related Strategies and Creative Options around financials.

  • Membership Engagement Committee Co-Chair
  • Derek Crevello of MSouth Capital is a member of XPX Atlanta
    Derek Crevello
    Managing Director
    MSouth Capital

    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).

  • Board Member
  • Sponsorship Committee Co-Chair
  • Josh Dukelow
    Gift Planning Officer
    Community Foundation for Greater Atlanta

    Call Me When... your client wants to reduce taxes and give back as part of the exit process.

  • Conference Committee Co-Chairs
  • Ashley Edwards of Insperity is a member of XPX Atlanta
    Ashley Edwards
    Certified Business Performance Advisor
    Insperity

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

  • Board Member
  • Membership Committee
  • Kevin Sledge of Synovus is a member of XPX Atlanta
    Kevin Sledge
    VP, Commercial Banker
    Synovus

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

  • Membership Engagement Committee Co-Chair
  • Jeff Armacost of Whole Brain Brands is a member of XPX Atlanta
    Jeff Armacost
    Brand Consultant, Builder, Storyteller
    Whole Brain Brands

    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.

  • Board Member
  • Marketing Committee Co-Chair
  • Anthony Chen of Lighthouse Financial Network, LLC is a member of XPX Atlanta
    Anthony Chen
    Financial Advisor
    Lighthouse Financial Network, LLC

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

  • President Elect
  • Board Member
  • Events Committee Co-Chair
  • Nikki Evans of Ridgeline Coaching is a member of XPX Atlanta
    Nikki Evans
    CEO
    Ridgeline Coaching

    Call Me When... Your clients have "people problems" and need a crystal clear vision, help communicating the vision, accountability and engagement systems to realize the vision and get out of their own way.

  • Conference Committee Co-Chairs
  • Robert Douglass of Corbet Capital Advisors is a member of XPX Atlanta
    Robert A Douglass
    Managing Partner
    Corbet Capital Advisors

    Call Me When... ...you are working with a business owner who is contemplating selling or recapitalizing their company. We can assist with pre-sale planning before the event and with wealth management after liquidity has been taken out of the company.

  • Conference Committee Co-Chairs
  • David Wright of Consilium is a member of XPX Atlanta
    David Wright
    Attorney
    Consilium

    Call Me When... M&A attorney

  • Governance Committee Co-Chair
  • Maria Forbes of FIREPOWER Business Catalyst, LLC. is a member of XPX Atlanta
    Maria C Forbes
    President, Chief Engagement Officer
    FIREPOWER Business Catalyst, LLC.

    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.

  • President
  • Board Member
  • Recruiting and Succession Committee Co-Chair
  • David Shavzin of The Value Track is a member of XPX Atlanta
    David Shavzin
    President
    The Value Track

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

  • Strategic Alliances Committee Co-Chair
  • Conference Committee Co-Chair
  • Chapter Secretary
  • Immediate Past President
  • Board Member & Co-Founder
  • Bob Tankesley of Neri Capital Partners is a member of XPX Atlanta
    Bob Tankesley
    M&A Advisor
    Neri Capital Partners

    Call Me When... Call me when you plan to sell your company (or make an acquisition), now or in the future. I work with private companies in the lower mid-market.

  • Board Member
  • Co-Founder
  • Membership Committee
  • Sabine Williams of Legacy CPA Services is a member of XPX Atlanta
    Sabine Williams
    CEO
    Legacy CPA Services

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

  • Treasurer
  • Chapter Events

    Virtual access
    Thu, Mar 28th, 2024 ⋅ 9:00am - 10:00am (EDT)
    Virtual access
    Mon, Apr 1st, 2024 ⋅ 12:00am - 11:00pm (EDT)
    Tue, Apr 9th, 2024 ⋅ 11:00am - 1:00pm (EDT)
    Fri, Apr 19th, 2024 ⋅ 8:30am - 9:30am (EDT)

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