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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Gold Sponsors

We have helped thousands of organizations transition successfully through our Mergers & Acquisitions du-diligence process. Our Human Capital division is well known and respected.
Silver Sponsors


You have a client that has been approached by a buyer or who wants a deeper dive into the exit options. My CFO background also serves clients interested in growing and building business value.


Client has a challenge on the Corporate Finance portion of their business.

You need accounting/tax/valuation exit planning assistance or if your client is looking for a CPA/Consulting firm to assist them.

you have an issue involving business or corporate law, tax,estate planning or estate administration, business growth or business succession planning.

You or a client want to place the accounting and bookkeeping in the hands of a professional you can trust


A client needs help structuring their business and personal finances to keep the most money in their pocket.


You or your client needs a wealth management advisor who is a CERTIFIED FINANCIAL PLANNER™ professional who listens and takes time to understand the client’s story as well as their goals and aspirations.

clients need experienced counsel with business succession planning and mergers and acquisitions.