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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Call Me When... You need help navigating complexity and want to pre-experience wealth creation decisions.
Call Me When... you need a trusted legal business advisor.

Call Me When... You are looking to grow your business and prepare for selling or transitioning your business to new owners.

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



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



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