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.
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Tri-State Silver Sponsors
If your client needs to build a more scalable, sustainable business that is easier to manage and measure. We develop and execute operations, technology, and people strategies.
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
Tri-State Bronze Sponsors
If your client needs to build a more scalable, sustainable business that is easier to manage and measure. We develop and execute operations, technology, and people strategies.
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
Long Island Bronze
You are planning to sell your company and want to make sure all your intellectual property (patents, trademarks, copyrights, etc.) are properly owned by your company,
You need a valuation of a business or assets, for transaction or management planning, tax compliance, financial reporting or litigation support.
You need help navigating complexity and want to pre-experience wealth creation decisions.
I can benefit a business person or a professional representing a business person given my expertise and experience in strategic planning, corporate financing and business operations.
A company needs an industrial/commercial property valuation, for a business transaction, estate planing, refinancing,disposition of asset, for corporate files.