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
Call Me When... 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.
Call Me When... A client needs to improve their bottom line in order to increase the value of their company.
Call Me When... A client needs help structuring their business and personal finances to keep the most money in their pocket.
Call Me When... you or your client is interested in buying or selling a business.
Call Me When... At Capital Services, we provide our clients with unparalleled HR Consulting expertise with the goal of creating a "best-in-class" HR infrastructure to allow you to accomplish your goals and objectives
Call Me When... You have an issue involving business or corporate law, tax,estate planning or estate administration, business growth or business succession planning.
Call Me When... Client has a challenge on the Corporate Finance portion of their business.
Call Me When... you or your clients are in need of CMO or senior marketing leadership help increasing brand value via brand messaging, identity, and/or communicating brand value via qualitative and quantitative analytics and other KPIs.
Call Me When... clients need experienced counsel with business succession planning and mergers and acquisitions.
Call Me When... You have a client or prospect that has employees.
Call Me When... You have a business owner that is trying to prepare to exit their company / Individual or family in need of complex financial planning / individual with a desire to learn more about private investments
Call Me When... Your Client needs to plan on how to integrate their business, financial and personal life to achieve a life of purpose and want to make the world a better place.
Call Me When... You need accounting/tax/valuation exit planning assistance or if your client is looking for a CPA/Consulting firm to assist them.
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