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.
Leader Directory

Call Me When... You have a client whose company is institutionally backed and needs help communicating with their board, preparing to sell their business or preparing internal processes for rapid growth and scaling.
Call Me When... A business owner or investor in a business is having a liquidity event and needs help thinking through how to achieve long-term financial goals after an exit.


Call Me When... a business needs marketing and branding strategy to prepare for growth and acquisition. Or post-acquisition to address messaging and sales enablement for rapid growth.


Call Me When... an opportunity arises to engage a wealth management team that can guide you on maximizing the value of your business, advise you through the transition, and design a wealth management strategy to preserve your legacy.
Call Me When... Not sure what this refers to


Call Me When... You require all-inclusive wealth planning and investment management before and after an exit. My goal is to simplify my clients’ wealth planning, and investments complexity by providing organization, objectivity, education, and partnership.
Contact & Connect
Chapter Events
Founding Sponsors



you know an owner or executive of a privately held company in need of legal assistance in forming, growing or selling his or her business.



you need guidance on how to plan for your financial future as a result of a potential liquidity event.



Clients have needs to be addressed in an exit plan that involve life insurance.



working with a business owner who is considering selling their lower middle market company or is interested in growing inorganically through an acquisition.



Classically-trained commercial banker who will serve your clients the way you do - with purpose and passion



you have a need for holistic wealth planning and investment management before and after an exit.



You have questions about Federal or state tax planning or compliance, business valuations, entity structuring or mergers and acquisitions.



You need corporate legal assistance and are contemplating raising capital for an operating company, investing in an operating company (private equity or venture capital) or selling or buying a business.
Annual Sponsors



A business owner or investor in a business is having a liquidity event and needs help thinking through how to achieve long-term financial goals after an exit.






an opportunity arises to engage a wealth management team that can guide you on maximizing the value of your business, advise you through the transition, and design a wealth management strategy to preserve your legacy.