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.
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Tri-State Gold Sponsors

Tri-State Silver Sponsors

You need help navigating complexity and want to pre-experience wealth creation decisions.

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.

Buy and Sell-Side Due Diligence, Outsourced Finance/Accounting, Digital Transformation (ERP, CRM, etc.)

Shareholders of a family-owned or closely held business are at or approaching a transition point relative to transferring ownership, management and/or control of the business.
Tri-State Bronze Sponsors


Business owners need to prepare their financial, operational and technical systems for a sale and when buyers have identified an acquisition target for diligence.

your client is seeking financing during all stages of their business life cycle around expansion, equipment, real estate, working capital, and purchasing or selling their business
Gold Sponsors
It seems we can't find what you're looking for.
Silver Sponsors

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.

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.
Bronze Sponsors

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