Leaders

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

Showing 8 Members
Sponsorship Chair
John Dowd of Bernstein is a member of XPX Tri-State
John Dowd
Bernstein
Call me when... ....clients are approaching a liquidity event.
Emerging Professionals Committee
Program Committee
Christopher Coates of SES ESOP Strategies is a member of XPX New Jersey
Christopher Coates
Vice President
SES ESOP Strategies
Call me when... you are looking for employee stock ownership plan (ESOP) options for your company.
President
Jeanette Jordan of Withum is a member of XPX Tri-State
Jeanette Jordan
Partner
Withum
Call me when... Business owners need to prepare their financial, operational and technical systems for a sale and when buyers have identified an acquisition target for diligence.
Director
Jim Vigna
Vice President
Live Oak Bank
Call me when... you are seeking financing to buy our sell a business.
Programming Chair
Nada Reilly
Director
BDO USA LLP
Call me when... Valuation, succession planning, pre or post transaction needs, need for new accountant, tax support, restructuring, financial risk management
Membership Co-Chair
David DeMuth
Co-Founder & Senior Managing Director
CFO Consulting Partners LLC
Call me when... need financial planning for buy or sell side transactions
Emerging Professionals
Program Committee
Michael Givner of IMG Business Advisors is a member of XPX New Jersey
Michael Givner
President
IMG Business Advisors
Call me when... We are an M&A firm that specializes in business sales and exit strategies for small business owners with our "sweet spot" being companies with revenues between $5 million to $25 million.
Past President
Membership Committee
Michael Richmond of The DAK Group is a member of XPX New Jersey
Michael Richmond
Managing Director
The DAK Group
Call me when... You are looking to maximize the value of your business by selling your company, making an acquisition or looking to raise debt or equity.

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