Tri-State Sponsors
Gold

Silver

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 help navigating complexity and want to pre-experience wealth creation decisions.

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.
Bronze


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

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
Gold Sponsors
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.
XPX Chapters
Join Us As a Full Member!
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.
XPX Open Mic Night: How to Turn your Biggest Losers into Winners
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Tri-State Gold Sponsors

Tri-State Silver Sponsors

Buy and Sell-Side Due Diligence, Outsourced Finance/Accounting, Digital Transformation (ERP, CRM, etc.)

You need help navigating complexity and want to pre-experience wealth creation decisions.

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.

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.
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.

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.

You are seeking financing to buy a business, or to pre-qualify a business for an upcoming sale.
Bronze Sponsors

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