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.
Showing 8 members
Carrie L Dyckman
BGW CPA, PLLC
You are looking for tax planning and consulting, financial statements for lenders, bonding companies, private equity investors; you're 5 - 10 years away from retiring and you'd like to create the best enterprise value possible for the company.
Brandy B Milazzo
Sponsorship Chair Governance
Founding Partner, Owner
To prevent legal issues from becoming an obstacle to your professional and business success.
Area President - Carolinas
FocusCFO is a leader in embedded fractional CFO services. Guiding entrepreneurial leaders on their climb to sustainable, transferrable business value.
Retirement Wellness Strategies
Exiting leaders need solid guidance for personal health during the transition, after the transition, and new purpose in the next phase.
VR Mergers & Acquisitions
A business owner is considering selling their privately held business and seeking professional representation
A business advisor/consultant or investor needs a disciplined value growth strategy and action plan maximizing the enterprise value of client/portfolio businesses.
Senior Vice President
UBS Financial Services
You are trying to grow your business and planning for the eventual exit.
Ann Marie Williams
Events Chair Social
JP Morgan Private Bank
Investments, estate planning, liquidity events, managing cash