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 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



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.



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
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.






SBA lending, conventional lending, FX, Private Bank/Wealth Management



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