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... have question on SBA funding to purchase a business, buyout a partner or expand.
Call Me When... you have a question regarding the way to maximize the outcome of a founder's exit, including how to value the company, family/exit considerations, how to prepare a company for sale and the best process to meet clients' objectives.
Call Me When... Investment banking, mergers and acquisition advisory, capital raising
Call Me When... In need of corporate and transactional advisory services
Call Me When... clients would like an advisor and partner in their banking. I am able to help with their lending needs; everything from office space, equipment, partner buy in/buy outs, and everything in between. I also specialize in cash mngmt. Value add so impt
Call Me When... Your business clients/prospects need to finance anything (Real Estate, Buyouts, Acquisitions, Working Capital, Equipment, etc.).
Call Me When... You are working with business owners/entrepreneurs that need help with pre-transaction planning.
Call Me When... Business owner is ready to sell their business (M&A Intermediary)
Call Me When... you are preparing for a sale, ownership transition, shareholder buyouts, or disputes
Contact & Connect
Chapter Events
Annual Sponsors
Your client needs tax planning, estate planning, or charitable giving advice in connection with a transaction
you have a question regarding the way to maximize the outcome of a founder's exit, including how to value the company, family/exit considerations, how to prepare a company for sale and the best process to meet clients' objectives.
you are looking for someone to build a collaborative team to assist an owner in strategic activities to build and more attractive and valuable business, or to assist in the sell side diligence support for a transaction.
You need an expert Specializing in Buy-Sell Agreements, Key Person Insurance, Deferred Compensation, and Estate Tax Planning to Safeguard Business Continuity.
We'd love to help when the obvious need for a fractional CFO services arise or more specifically when friends are having difficulty in obtaining timely, relevant, and accurate financial information.
Silver Sponsors
The client needs to add a professional sales team to grow revenues and drive exit value
You want to coordinate your business, personal, and charitable goals
Call me when a client needs GAAP Financials.
you need to build business value & growth through more effective customer and market expansion strategies.