Find Companies Dedicated to Your Success
XPX is proud to have sponsors dedicated to supporting our ongoing programs and events. We invite you to connect with them and to support their businesses. To learn more about sponsoring our chapter, please contact us.
Sponsor Directory
Tri-State Sponsors
Gold
![Wiggin and Dana](https://www.exitplanningexchange.com/wp-content/uploads/2021/06/Wiggin-Logo.png)
Silver
![Carter Morse & Goodrich](https://www.exitplanningexchange.com/wp-content/uploads/2021/06/CMG_LOGO_7694_7741_424_final-1024x251.jpg)
![Carter Morse & Goodrich](https://www.exitplanningexchange.com/wp-content/uploads/2021/06/CMG_LOGO_7694_7741_424_final-1024x251.jpg)
![Carter Morse & Goodrich](https://www.exitplanningexchange.com/wp-content/uploads/2021/06/CMG_LOGO_7694_7741_424_final-1024x251.jpg)
Shareholders of a family-owned or closely held business are at or approaching a transition point relative to transferring ownership, management and/or control of the business.
![CFO Consulting Partners LLC](https://www.exitplanningexchange.com/wp-content/uploads/2023/02/CFO_-Consulting_logo_pms_V2-CMYK-1024x348.jpg)
![CFO Consulting Partners LLC](https://www.exitplanningexchange.com/wp-content/uploads/2023/02/CFO_-Consulting_logo_pms_V2-CMYK-1024x348.jpg)
![CFO Consulting Partners LLC](https://www.exitplanningexchange.com/wp-content/uploads/2023/02/CFO_-Consulting_logo_pms_V2-CMYK-1024x348.jpg)
Buy or sell-side due diligence is needed. You need a part-time or interim CFO.The CFO needs to improve accounting operationsThe company needs a new accounting system.
![UBS Financial Services, Inc.](https://www.exitplanningexchange.com/wp-content/uploads/2024/10/ubs-bold-4c-2024-1024x363.jpg)
![UBS Financial Services, Inc.](https://www.exitplanningexchange.com/wp-content/uploads/2024/10/ubs-bold-4c-2024-1024x363.jpg)
![UBS Financial Services, Inc.](https://www.exitplanningexchange.com/wp-content/uploads/2024/10/ubs-bold-4c-2024-1024x363.jpg)
You need help navigating complexity and want to pre-experience wealth creation decisions.
![Citrin Cooperman Advisors](https://www.exitplanningexchange.com/wp-content/uploads/2024/10/Citrin-Cooperman-Generic-Logo.png)
![Citrin Cooperman Advisors](https://www.exitplanningexchange.com/wp-content/uploads/2024/10/Citrin-Cooperman-Generic-Logo.png)
![Citrin Cooperman Advisors](https://www.exitplanningexchange.com/wp-content/uploads/2024/10/Citrin-Cooperman-Generic-Logo.png)
Buy and Sell-Side Due Diligence, Outsourced Finance/Accounting, Digital Transformation (ERP, CRM, etc.)
Bronze
![Stony Hill Advisors](https://www.exitplanningexchange.com/wp-content/uploads/2024/07/stony-hill-logo-2-1024x263.png)
![Stony Hill Advisors](https://www.exitplanningexchange.com/wp-content/uploads/2024/07/stony-hill-logo-2-1024x263.png)
![Stony Hill Advisors](https://www.exitplanningexchange.com/wp-content/uploads/2024/07/stony-hill-logo-2-1024x263.png)
![Withum](https://www.exitplanningexchange.com/wp-content/uploads/2023/08/RGB-Withum-Advisory-Tax-Audit-1024x592.jpg)
![Withum](https://www.exitplanningexchange.com/wp-content/uploads/2023/08/RGB-Withum-Advisory-Tax-Audit-1024x592.jpg)
![Withum](https://www.exitplanningexchange.com/wp-content/uploads/2023/08/RGB-Withum-Advisory-Tax-Audit-1024x592.jpg)
Business owners need to prepare their financial, operational and technical systems for a sale and when buyers have identified an acquisition target for diligence.
![TD Bank](https://www.exitplanningexchange.com/wp-content/uploads/2024/09/TDB_RGB_0-1024x370.jpg)
![TD Bank](https://www.exitplanningexchange.com/wp-content/uploads/2024/09/TDB_RGB_0-1024x370.jpg)
![TD Bank](https://www.exitplanningexchange.com/wp-content/uploads/2024/09/TDB_RGB_0-1024x370.jpg)
your client is seeking financing during all stages of their business life cycle around expansion, equipment, real estate, working capital, and purchasing or selling their business
Gold Sponsors
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