Leaders

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 9 Members
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.

  • President
  • John Dowd of Bernstein is a member of XPX Tri-State
    John Dowd
    Bernstein

    Call Me When... Call me when....clients are approaching a liquidity event.

  • Sponsorship Chair
  • 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.

  • Past President
  • Membership Committee
  • Michael Givner of IMG Business Advisors is a member of XPX New Jersey
    Michael E 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.

  • Emerging Professionals
  • Program Committee
  • Christopher Coates of SES ESOP Strategies is a member of XPX New Jersey
    Christopher A. Coates
    Vice President
    SES ESOP Strategies

    Call Me When... you are looking for employee stock ownership plan (ESOP) options for your company.

  • Emerging Professionals Committee
  • Program Committee
  • 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

  • Programming Chair
  • David P DeMuth
    Co-Founder & Senior Managing Director
    CFO Consulting Partners LLC

    Call Me When... need financial planning for buy or sell side transactions

  • Membership Co-Chair
  • Harvey M. Katz
    Partner
    Fox Rothschild

    Call Me When... 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

  • Sponsorship Committee
  • Jim Vigna
    Vice President
    Live Oak Bank

    Call Me When... you are seeking financing to buy our sell a business.

  • Director
  • Tri-State Gold Sponsors

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    Tri-State Bronze Sponsors

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