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    © 2026 XPX Global LLC. All Rights Reserved.

  • Exit Planning Exchange
Exit Planning Exchange
Jul
07

XPX Northern California: Leverage Deals (Members Only)

Details

Date & Time

Tue, Jul 7th, 2026 â‹… 4:30pm - 7:00pm (PDT)

Location

Bernstein Private Wealth Management 555 California Street, Suite 4400 San Francisco, CA 94104

Tickets

XPX Northern California Members
$0.00
Guests

Registrants

30 people attended
Kelly Ackel Crug of Andersen is a member of XPX Northern California
Adrian Bray of Stellar Business Consulting Inc. is a member of XPX Northern California
BL
BL
LouAnn Conner of SagaciousThink is a member of XPX Northern California
+25

Join us for an interactive discussion about Leveraged Deals.


Speaker:


Marie Askew

Senior Loan Officer
LiveOak Bank

Marie Askew is a Top Producer at Live Oak bank and is highly regarded SBA & Conventional Lender in the Bay Area. With a proven track record of success, she is passionately dedicated to empowering owners, entrepreneurs, and buyers nationwide through expert financing solutions nationwide.

Marie excels in structuring loans, delivering creative, customized strategies for M&A, construction projects, and commercial real estate. Her strategic insight, client-first approach, and deep market knowledge consistently help clients secure funding efficiently and achieve growth goals.

A proud Benedictine University alumna and proven industry leader, Marie brings energy, professionalism, and outstanding results to every transaction.

Agenda:

4:30 - 5:00 Networking
5:00 - 6:45 Panel and Table Discussions
6:45 - 7:00 Wrap up and Close

Registration Fees:

XPX Northern California Members: $0. There will be drinks and light hors d’oeuvres.

There is no charge for this event but registration is required for catering planning and building access.

This is a Members Only event.  If you are new to XPX and would like to be our guest please contact Adrian Bray: abray@consultstellar.com +1-415-690-9713

Please apply to become a member at:

https://my.exitplanningexchange.com/application/northern-california

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Guests
Registrant lists may take up to 24 hours to update on Events pages.
Kelly Ackel Crug of Andersen is a member of XPX Northern California
Kelly Ackel Crug
Andersen
Adrian Bray of Stellar Business Consulting Inc. is a member of XPX Northern California
Adrian Bray
Stellar Business Consulting Inc.
BL
Brendan Lund
Lathrop GPM
LouAnn Conner of SagaciousThink is a member of XPX Northern California
Louann Conner
SagaciousThink
Bill Loew of Miles Consulting Group, Inc. is a member of XPX Northern California
Bill Loew
Miles Consulting Group, Inc.
Jay Jung of Embarc Advisors is a member of XPX Northern California
Jay Jung
Embarc Advisors
TJ
Tiffany Jones
Folsom Jackson LLP
AB
Anne Bisagno
Xantrion Inc.
RR
Roger Royse
Haynes and Boone,LLP
Stephen Dobrow of Primark Benefits is a member of XPX Northern California
Stephen Dobrow
Primark Benefits
Anthony Lugo of Mercer Advisors is a member of XPX Northern California
Anthony Lugo
Mercer Advisors
Brit Summerill of NOW CFO is a member of XPX Northern California
Brit Summerill
NOW CFO
Chris Andersen of Be Destined is a member of XPX Northern California
Chris Andersen
Be Destined
Nanda Nandkishore of Acacia Group, Inc. is a member of XPX Northern California
Nanda Nandkishore
Acacia Group, Inc.
SN
Syeda Nazifa Nawroj
MD
Michael Deboard
StrategyPlus Finance
Marie Askew of Live Oak Bank is a member of XPX Northern California
Marie Askew
Live Oak Bank
Paul Humphreys of ACT Capital Advisors is a member of XPX Northern California
Paul Humphreys
ACT Capital Advisors
SS
Steven Sherman
Sherman Business Law
Jonathan Rubens of Moscone Emblidge & Rubens LLP is a member of XPX Northern California
Jonathan Rubens
Moscone Emblidge & Rubens LLP
MM
Monika Miles
Miles Consulting Group
Danielle Louton of Summit Trail Advisors is a member of XPX Northern California
Danielle Louton
Summit Trail Advisors
MF
Mary Falvey
EG
Edward Grenville
Inspire Business Law Group, LLP
RN
Rod Nafrada
NOW CFO
Monika Pelz of Securieon Group is a member of XPX Northern California
Monika Pelz
Securieon Group
Martin Johnson of Sagemark is a member of XPX Northern California
Martin Johnson
Sagemark
BO
Brian Ogle
Avidbank
Jaco Grobbelaar of BroadVision Marketing is a member of XPX Northern California
Jaco Grobbelaar
BroadVision Marketing