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.
Call Me When... You find a business owner who desires to exit their business, lacks a plan and is unsure of where to begin.
Call Me When... you're interested in learning more about retirement and financial wellness research
Call Me When... Call when you are planning any business succession or transaction including buying and selling businesses, equity and debt financing transactions, and reorganizations.
Call Me When... you come into contact with a business owner that needs assistance planning for the single most critically important emotional and financial event of their lives; the transition out of their business.
Call Me When... you or a client needs investment management, tax management, lending, corporate trustee, escrow banking, or estate planning services.
Call Me When... A client a starting a business, starting to think about selling or growing their business, or any tax related or financial decisions need to be considered.
Call Me When... you want to grow as a business, you are transitioning in your career, or you have litigation (and litigation avoidance) needs.
Call Me When... You need valuation of a business or business interest for tax compliance, management planning, financial reporting or litigation support.
Call Me When... your established business client is dissatisfied with their current bank, or has a financing need over $1MM.