Tri-State Platinum Sponsors

Tri-State Silver Sponsors





Clients are looking to build value through better accounting and finance, operations, and technology ahead of an exit
Tri-State Bronze Sponsors





You need a professional to discuss your business ownership exit planning options.





When considering business succession issues, retirement and when a business owner wants to take some chips off the table. When deciding when and how to incentive key employees





Buy or sell-side due diligence is needed. You need a part-time or interim CFO.The CFO needs to improve accounting operationsThe company needs a new accounting system.
Gold Sponsors





An owner is contemplating or has completed a sale or transfer of their company. My team and I provide advice and planning around the impact of the sale to their personal financial management.
Silver Sponsors





You are seeking financing to buy a business, or to pre-qualify a business for an upcoming sale.





Middle Market Commercial Banking Relationship Manager covering publicly and privately held companies +25 million in revenue.





You or your client seeks patient capital for expansion, acquisition, equipment, real estate and/or a second opinion on current financing strategy and structure.





You have any kind of banking need or general question.
Bronze Sponsors





A business owner is contemplating a transaction (Financing, Sale or Acquisition), even years in advance of a transaction so we can help the owner maximize shareholder value.





A client needs a valuation and/or support for a potential transaction and would like to work with a collaborative advisor.
XPX Chapters
Join Us As a Full Member!
If you are an advisor to owners and managers of companies in the lower middle market, XPX can be a powerful learning network for you! Our members represent twelve different professions but share core principles of collaboration, putting the client first, thinking long term, considering the human angle and continuous learning. Learn more about our membership benefits and options.
Power of Three
One of our Chapter’s most popular offerings is our Power of Three Networking Program. This members-only benefit brings together small groups of advisors from different disciplines and provides a series of structured meetings so you can get to know each other on a much deeper level than you can at your average networking meeting.
Interested in learning more? Please contact us.
XPX CT/ACG CT Meeting








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The Latest News – XPX Fairfield County
Latest – XPX Fairfield County
Business acquisitions are among the eligible uses for Small Business Administration (SBA) 7(a) loans. In fact, the SBA 7(a) program provides many advantages for acquiring an established business, including its attractive terms, allowing a buyer to finance up to 90% of total project costs. Eligible Project Costs for SBA 7(a) Loans Include The acquisition of…
In their book The Execution Premium, Harvard’s Norton and Kaplan stated that 80% of companies never achieve the full value of their strategy. That is a frightening statistic. In our experience, the greatest reason is that short term needs take precedence over long term strategic choices. So, what can leaders do differently to be among…
Our motto is “Speed is our weapon”. Every day I see this come to life with my clients from day 1 to closing. Here’s how we can help: Pre-qual listings within 24-48 hours upon receipt of your CIM, 3 years taxes and YTD financials Pre-qual buyers with our approving credit manager within 48 hours from…
Uncertainty…Has inflation peaked? Are we in a recession? Will the federal reserve increase rates? Will supply chain challenges be resolved? We have written often about the challenges business leaders face and the impact of uncertainty on strategy management. Two of our most recent articles on the subject were Strategic Thinking in Turbulent Times, May 2022…
Employee stock ownership plans (ESOP) give ownership interest to employees in the form of stock shares. We’re going to break down what this complex deal looks like, including the potential benefits and risks, and why it’s critical to have a strong team in place to successfully guide you through the process and to the finish…
Our small business survey shows that there’s ample opportunity for the next wave of business owners to acquire historically successful and sound businesses. 18% of small business owners said they’ve already taken steps to transition ownership of their business, and 29% said they expect to transition ownership in the next five years. https://info.liveoakbank.com/small-business-survey-results-download
Tri-State Platinum Sponsors





Tri-State Silver Sponsors





Clients are looking to build value through better accounting and finance, operations, and technology ahead of an exit
Tri-State Bronze Sponsors





You need a professional to discuss your business ownership exit planning options.





Buy or sell-side due diligence is needed. You need a part-time or interim CFO.The CFO needs to improve accounting operationsThe company needs a new accounting system.





When considering business succession issues, retirement and when a business owner wants to take some chips off the table. When deciding when and how to incentive key employees
Gold Sponsors





An owner is contemplating or has completed a sale or transfer of their company. My team and I provide advice and planning around the impact of the sale to their personal financial management.
Silver Sponsors





You have any kind of banking need or general question.
Middle Market Commercial Banking Relationship Manager covering publicly and privately held companies +25 million in revenue.





You or your client seeks patient capital for expansion, acquisition, equipment, real estate and/or a second opinion on current financing strategy and structure.





You are seeking financing to buy a business, or to pre-qualify a business for an upcoming sale.





Bronze Sponsors





A client needs a valuation and/or support for a potential transaction and would like to work with a collaborative advisor.





A business owner is contemplating a transaction (Financing, Sale or Acquisition), even years in advance of a transaction so we can help the owner maximize shareholder value.