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
Chapter Events
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.
Long Island Silver
You are looking for a new CFO or Controller via Friends of the Firm or looking for new tax professional or auditor
Long Island Bronze
A company needs an industrial/commercial property valuation, for a business transaction, estate planing, refinancing,disposition of asset, for corporate files.
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.
You need help navigating complexity and want to pre-experience wealth creation decisions.
You need a valuation of a business or assets, for transaction or management planning, tax compliance, financial reporting or litigation support.
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,