A Wealth of Learning Opportunities – and Resources – at Your Fingertips
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:
News & Posts
Annual Summit Host
you have a client who is in need of sophisticated corporate legal advice and representation for a VC financing, Private Equity recap, and/or M&A event.
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.
Gold Sponsors
Silver Sponsors
A business is planning a significant transition.
When a company needs an Client Accounting Services Firm
when a business owner is interested in considering the sale of their business, wants to how the M&A process works, and how to increase the value of the company between now and a liquidity event.
A middle-market company or PE firm is in need of $2-$25MM for acquisition or other term debt to fuel growth. Loans, working capital lines, acquisition lines, equipment lines, and owner-occupied RE.
You are looking to develop a strategic plan to build the value of your business.
My team at BofA offers tailored capital solutions to help businesses expand, refinance, or prepare for a sale. We will design financing structures that align with your unique business objectives.
In an event of; Growth Initiatives, Merger & Acquisition, Exit Planning, Partnership Disputes, Debt or Investment Financing
Bronze Sponsors
your family business clients need help with strategic planning, profitability, organizational sustainability, professionalism, operating rhythm effectiveness and unexpected problem solving.
The tax structure of a transaction requires evaluation and understanding
You or a client needs experienced deal counsel for middle market transactions.