Find Companies Dedicated to Your Success
XPX is proud to have sponsors dedicated to supporting our ongoing programs and events. We invite you to connect with them and to support their businesses. To learn more about sponsoring our chapter, please contact us.
Sponsor Directory
Tri-State Sponsors
Gold
Bronze
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
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
Gold Sponsors
A business valuation is needed for business planning, estate planning or litigation.
An intergenerational transition of leadership is to be planned, or are desirous of an immediate leadership transition for your family business.
an owner is on the fence with their offers. Bernstein can model their lifestyle goals to show how those offers will fit their desires and needs.
You or your clients to advice on P&C personal or commercial insurance. We help advise on the process of using insurance to protect assets.
Silver Sponsors
Silver Sponsors
You are seeking financing to buy a business, or to pre-qualify a business for an upcoming sale.
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
Bronze 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.
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.