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Knowledge is power. Imagine what you could do with 24-hour access to a powerful learning community to help you stay up to date with the latest trends, insights, news, and best practices to share with your valued clients. XPX’s exclusive Knowledge Exchange is the one place where you can exchange knowledge with some of the industry’s most successful professionals with expertise in a wide variety of areas. Here are recent posts from our chapter activities and members:
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Tri-State Gold Sponsors

Tri-State Silver 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.

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.

You need help navigating complexity and want to pre-experience wealth creation decisions.
Tri-State Bronze Sponsors

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


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