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
Chapter Events
Founding Sponsors
Classically-trained commercial banker who will serve your clients the way you do - with purpose and passion
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.
You need guidance on how to plan for your financial future as a result of a potential liquidity event.
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.
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.
You have a need for holistic wealth planning and investment management before and after an exit.
Annual Sponsors
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.
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.
512-426-9780