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... your client needs tax, estate and financial planning from a wealth manager who has actual experience selling a company for mid-eight figures.
Call Me When... There is a need for commercial insurance and employee benefits consulting, with a focus on Captive Insurance.
Call Me When... You need legal advice on a corporate or business matter -- such as financing (debt or equity), buying, selling, investing in or operating a business -- or are interested in the federal Opportunity Zones capital gains tax program.
Call Me When... Always in the market for LMM deals in the industrial sector and investors who like this space.
Call Me When... You are seeking financing to buy a business, or to pre-qualify a business for an upcoming sale.
Call Me When... you need financial or tax due diligence services (buy-side or sell-side) in conjunction with an M&A transaction, from a reliable, experienced and responsive CPA.
Call Me When... Succession/liquidity planning options ("Consulting"), access to the debt or equity capital markets ("Corporate Finance"), or navigating the sale process for their business ("M&A Advisory").
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