Tri-State Platinum Sponsors

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





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.





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.
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










SBA lending, conventional lending, FX, Private Bank/Wealth Management





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.
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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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 CT/ACG CT Meeting








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🤔What is your question-to-statement ratio? 🎓Register for our CEO Workshop about “How to be a better coach for your team” on Tuesday, May 2nd at 12 pm EST on Zoom. Register now! 😓Leaders can’t be great CEOs UNLESS they spend less time giving advice, and more time asking great questions. The issue is that many…
Our borrowers often ask us, “Is it better to buy an established business or start up a business?” It’s a reasonable question for those looking to exit their current employment or invest in a business for another income stream. While it may make sense in specific industries to start a business, the benefits of purchasing…
🤔If your employees could choose their leader, would they choose you? 🎓This is one of the questions of “The CEO Test” by Adam Bryant and Kevin Sharer, which we will discuss at our free CEO Book Club on Tuesday, June 6 at noon EST / 6 pm CET on Zoom. Register now! 😓This no-nonsense book…
It felt like the only thing we could agree on, is that we couldn’t agree on anything. Have you been there before? We had been discussing our 10-year vision for 45 minutes with the board of directors, and the conversation was going in circles between two opposing views. I felt stuck. I was championing one…
Join our CEO Growth Workshop on Tuesday March 7 at noon EST (on Zoom) to learn about “How to have difficult and uncomfortable conversations – and how you can give more impactful developmental feedback.” 😖72% of employees think that their performance would improve with more feedback. And yet Gallup has found that only 26% of…
Happy New Year – and may 2023 be a prosperous and fulfilling year for you and yours! With that aspiration in mind, I’d like to pose an important question about goals, a big question we make a habit of sharing with our clients at this time of year. Every December, it seems, we set goals…
Chapter Events
Tri-State Platinum Sponsors





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.










SBA lending, conventional lending, FX, Private Bank/Wealth Management





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 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.