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... Call me when a business owner you know is feeling anxious or frustrated that they do not have access to the capital needed to run and grow their business.

Call Me When... Buying or selling their business, expansion through licensing or franchising, protecting their brand through trademarks, negotiate a lease, or generally has legal questions.

Call Me When... You need to prepare for business transition, have tax issues or need independent financial statements. We also have access to a full array of advisory services.

Call Me When... You have a business owner client needing help finding and fixing problems standing in the way of achieving greater success. I find and fix problems in business systems and processes.
Call Me When... You need help in succession planning, estate planning, tax planning or any audit or accounting needs.

Call Me When... You want thorough and personalized legal representation related to the purchase, sale, or operation of a business in a timely manner.
Contact & Connect
Chapter Events
Platinum Sponsors

You need help in succession planning, estate planning, tax planning or any audit or accounting needs.
Gold Sponsors



You need to prepare for business transition, have tax issues or need independent financial statements. We also have access to a full array of advisory services.
Silver Sponsors



Business Brokering for companies under $25M in sales



You have a business owner client needing help finding and fixing problems standing in the way of achieving greater success. I find and fix problems in business systems and processes.



there is a need for a credible commercial real property appraisal or valuation service. We provide an array of commercial property valuation services.



Your income tax liabilities personally or in your business are too high. Our mission is to help high net worth individuals and businesses reduce their biggest expense TAXES.



You want thorough and personalized legal representation related to the purchase, sale, or operation of a business in a timely manner.



want to implement a complete proven system with simple practical tools that helps organizations clarify their vision, become more disciplined in executing their vision and advance as a team.
Premier Members



You need an Independent Advisor who is an expert and a proven "Tax Avoidance Specialist", with over 46 years of experience with business owners and high net-worth individuals.



Scaling Business, ERP, IT Services, Cybersecurity, Regulatory Compliance



A business needs a financial leader to increase the value of the company