Tri-State Silver Sponsors
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.
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 need a professional to discuss your business ownership exit planning options.
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 have any kind of banking need or general question.
You are seeking financing to buy a business, or to pre-qualify a business for an upcoming sale.
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.
XPX Chapters
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If you are an advisor to owners and managers of companies in the lower middle market, XPX can be a powerful learning network for you! Our members represent twelve different professions but share core principles of collaboration, putting the client first, thinking long term, considering the human angle and continuous learning. Learn more about our membership benefits and options.
Power of Three
One of our Chapter’s most popular offerings is our Power of Three Networking Program. This members-only benefit brings together small groups of advisors from different disciplines and provides a series of structured meetings so you can get to know each other on a much deeper level than you can at your average networking meeting.
Interested in learning more? Please contact us.
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Chapter Events
Tri-State Silver Sponsors
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.
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.
You need a professional to discuss your business ownership exit planning options.
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 have any kind of banking need or general question.
Bronze Sponsors
A client needs a valuation and/or support for a potential transaction and would like to work with a collaborative advisor.
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.
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