Giving Back To Our Community
Our leaders demonstrate their dedication to the XPX mission and our local community by pitching in to ensure we have the best people in the room sharing the best content. They are role models for the kind of collaboration and long-term thinking that our members value. Please reach out to any of our leaders to learn how you too can gain visibility and influence as a volunteer for our chapter.
Leader Directory
Call Me When... You or your clients need legal representation or advice on mergers and acquisitions, debt or equity financing, joint ventures, securities and corporate governance.
Call Me When... You have a client that is three to five years out from a sale and looking to maximize the value of their business.
Call Me When... Whenever you or a client need legal services; you or your client are buying or selling a business; family business planning; business and corporate services; estate planning and succession planning


Call Me When... Seasoned Private Wealth Manager helping owners plan for the single most critically important financial event of their lives.




Call Me When... You're looking for planning and advice for your personal and business needs.
Contact & Connect
Chapter Events
Tri-State Platinum Sponsors



Tri-State Silver Sponsors
Tri-State Bronze Sponsors



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



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



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
Silver Sponsors
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.