Tri-State Platinum Sponsors

There are state and local tax matters.
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





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





You need a professional to discuss your business ownership exit planning options.





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 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.





Middle Market Commercial Banking Relationship Manager covering publicly and privately held companies +25 million in revenue.





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 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.
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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Business acquisitions are among the eligible uses for Small Business Administration (SBA) 7(a) loans. In fact, the SBA 7(a) program provides many advantages for acquiring an established business, including its attractive terms, allowing a buyer to finance up to 90% of total project costs. Eligible Project Costs for SBA 7(a) Loans Include The acquisition of…
Join our CEO Book Club on Tuesday February 7 at noon EST (on Zoom) to discuss the book “The Motive” by Patrick Lencioni. What is the essence of your job as a CEO? In his recent book “The Motive” best-selling author Patrick Lencioni analyzes reward-centered leadership as opposed to responsibility-centered leadership, and from there derives…
Here’s the hard truth about leadership: it either forces you to get stronger or slowly destroys your life. There is no in-between. This is why taking care of yourself as a leader is so critical. This is exactly what we will discuss at our interactive FREE CEO workshop on Tuesday, January 10 at noon EST….
“So far I have been a great CEO, but I am not sure that I am the best person to take my company to the next level,” confided this CEO of a fast-growing company. It looked like his recipe for success didn’t work anymore: he was constantly fighting fires and couldn’t streamline his operations. He was trying…
Are you satisfied with your 2022 growth? If so: congratulations! If you want to accelerate growth in 2023 though, and make it less painful / stressful for you, you will need a different approach. This is exactly the point of our upcoming CEO Growth Workshop on Tuesday December 6 at noon EST on the topic: “How…
“I have smart people but I underutilize their potential,” the CEO confessed. “I don’t know what I should do differently though. I feel like I am the #1 bottleneck in my organization.” My client was right: she was a genius with a thousand helpers, and she needed to become a genius maker in order to…
Chapter Events
Tri-State Platinum Sponsors





There are state and local tax matters.
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





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





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.
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 have any kind of banking need or general question.
Middle Market Commercial Banking Relationship Manager covering publicly and privately held companies +25 million in revenue.





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 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.