Find Companies Dedicated to Your Success
XPX is proud to have sponsors dedicated to supporting our ongoing programs and events. We invite you to connect with them and to support their businesses. To learn more about sponsoring our chapter, please contact us.
Sponsor Directory
Tri-State Sponsors
Gold
![Wiggin and Dana](https://www.exitplanningexchange.com/wp-content/uploads/2021/06/Wiggin-Logo.png)
Silver
![Citrin Cooperman Advisors](https://www.exitplanningexchange.com/wp-content/uploads/2024/10/Citrin-Cooperman-Generic-Logo.png)
![Citrin Cooperman Advisors](https://www.exitplanningexchange.com/wp-content/uploads/2024/10/Citrin-Cooperman-Generic-Logo.png)
![Citrin Cooperman Advisors](https://www.exitplanningexchange.com/wp-content/uploads/2024/10/Citrin-Cooperman-Generic-Logo.png)
Buy and Sell-Side Due Diligence, Outsourced Finance/Accounting, Digital Transformation (ERP, CRM, etc.)
![CFO Consulting Partners LLC](https://www.exitplanningexchange.com/wp-content/uploads/2023/02/CFO_-Consulting_logo_pms_V2-CMYK-1024x348.jpg)
![CFO Consulting Partners LLC](https://www.exitplanningexchange.com/wp-content/uploads/2023/02/CFO_-Consulting_logo_pms_V2-CMYK-1024x348.jpg)
![CFO Consulting Partners LLC](https://www.exitplanningexchange.com/wp-content/uploads/2023/02/CFO_-Consulting_logo_pms_V2-CMYK-1024x348.jpg)
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.
![Carter Morse & Goodrich](https://www.exitplanningexchange.com/wp-content/uploads/2021/06/CMG_LOGO_7694_7741_424_final-1024x251.jpg)
![Carter Morse & Goodrich](https://www.exitplanningexchange.com/wp-content/uploads/2021/06/CMG_LOGO_7694_7741_424_final-1024x251.jpg)
![Carter Morse & Goodrich](https://www.exitplanningexchange.com/wp-content/uploads/2021/06/CMG_LOGO_7694_7741_424_final-1024x251.jpg)
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.
![UBS Financial Services, Inc.](https://www.exitplanningexchange.com/wp-content/uploads/2024/10/ubs-bold-4c-2024-1024x363.jpg)
![UBS Financial Services, Inc.](https://www.exitplanningexchange.com/wp-content/uploads/2024/10/ubs-bold-4c-2024-1024x363.jpg)
![UBS Financial Services, Inc.](https://www.exitplanningexchange.com/wp-content/uploads/2024/10/ubs-bold-4c-2024-1024x363.jpg)
You need help navigating complexity and want to pre-experience wealth creation decisions.
Bronze
![TD Bank](https://www.exitplanningexchange.com/wp-content/uploads/2024/09/TDB_RGB_0-1024x370.jpg)
![TD Bank](https://www.exitplanningexchange.com/wp-content/uploads/2024/09/TDB_RGB_0-1024x370.jpg)
![TD Bank](https://www.exitplanningexchange.com/wp-content/uploads/2024/09/TDB_RGB_0-1024x370.jpg)
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
![Stony Hill Advisors](https://www.exitplanningexchange.com/wp-content/uploads/2024/07/stony-hill-logo-2-1024x263.png)
![Stony Hill Advisors](https://www.exitplanningexchange.com/wp-content/uploads/2024/07/stony-hill-logo-2-1024x263.png)
![Stony Hill Advisors](https://www.exitplanningexchange.com/wp-content/uploads/2024/07/stony-hill-logo-2-1024x263.png)
![Withum](https://www.exitplanningexchange.com/wp-content/uploads/2023/08/RGB-Withum-Advisory-Tax-Audit-1024x592.jpg)
![Withum](https://www.exitplanningexchange.com/wp-content/uploads/2023/08/RGB-Withum-Advisory-Tax-Audit-1024x592.jpg)
![Withum](https://www.exitplanningexchange.com/wp-content/uploads/2023/08/RGB-Withum-Advisory-Tax-Audit-1024x592.jpg)
Business owners need to prepare their financial, operational and technical systems for a sale and when buyers have identified an acquisition target for diligence.
Silver Sponsors
![Wealthspire Advisors](https://www.exitplanningexchange.com/wp-content/uploads/2021/06/Wealthspire-Advisors.jpg)
![Wealthspire Advisors](https://www.exitplanningexchange.com/wp-content/uploads/2021/06/Wealthspire-Advisors.jpg)
![Wealthspire Advisors](https://www.exitplanningexchange.com/wp-content/uploads/2021/06/Wealthspire-Advisors.jpg)
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.
![Webster Bank](https://www.exitplanningexchange.com/wp-content/uploads/2021/06/2017WebsterBankLogo_RGB_Final.jpeg.jpg)
![Webster Bank](https://www.exitplanningexchange.com/wp-content/uploads/2021/06/2017WebsterBankLogo_RGB_Final.jpeg.jpg)
![Webster Bank](https://www.exitplanningexchange.com/wp-content/uploads/2021/06/2017WebsterBankLogo_RGB_Final.jpeg.jpg)
you or your client seeks patient capital for expansion, acquisition, equipment, real estate and/or a second opinion on current financing strategy and structure.
![Live Oak Bank](https://www.exitplanningexchange.com/wp-content/uploads/2021/06/liveoak-primarylogo-green-indigo-01-1024x279.png)
![Live Oak Bank](https://www.exitplanningexchange.com/wp-content/uploads/2021/06/liveoak-primarylogo-green-indigo-01-1024x279.png)
![Live Oak Bank](https://www.exitplanningexchange.com/wp-content/uploads/2021/06/liveoak-primarylogo-green-indigo-01-1024x279.png)
You are seeking financing to buy a business, or to pre-qualify a business for an upcoming sale.
Bronze Sponsors
![Touchstone Advisors](https://www.exitplanningexchange.com/wp-content/uploads/2023/02/touchstoneAdvisorsLogo_3-2022-1024x261.jpg)
![Touchstone Advisors](https://www.exitplanningexchange.com/wp-content/uploads/2023/02/touchstoneAdvisorsLogo_3-2022-1024x261.jpg)
![Touchstone Advisors](https://www.exitplanningexchange.com/wp-content/uploads/2023/02/touchstoneAdvisorsLogo_3-2022-1024x261.jpg)
You need a professional to discuss your business ownership exit planning options.