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... 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.
Call Me When... A Company Healthy or Stressed wishes to Sell or Mergeneeds new financing Senior and below.
Call Me When... your client is looking to make a charitable donation in advance of a business exit.
Call Me When... You need an established M&A or private equity legal advisor.
Call Me When... Any organization is seeking to increase EBITDA by lowering their business costs
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Chapter Events
Tri-State Gold Sponsors
Tri-State Silver Sponsors
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.
Tri-State Bronze Sponsors
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
You need a professional to discuss your business ownership exit planning options.
Business owners need to prepare their financial, operational and technical systems for a sale and when buyers have identified an acquisition target for diligence.
Gold Sponsors
there are complex tax compliance and consulting planning, primarily involving personal income, fiduciary, charitable and estate and generational wealth transfer tax issues.
you or your client needs help planning for a liquidity event such as a sale, IPO, or merger. We are a nationally recognized team that helps owners make important decisions for them and their families.
Mass Affluent and HNW clients are re-thinking their financial and wealth goals due to life changes, market volatility or a liquidity event and need wealth management services.
Silver Sponsors
there are complex tax compliance and consulting planning, primarily involving personal income, fiduciary, charitable and estate and generational wealth transfer tax issues.
you or your client needs help planning for a liquidity event such as a sale, IPO, or merger. We are a nationally recognized team that helps owners make important decisions for them and their families.
Mass Affluent and HNW clients are re-thinking their financial and wealth goals due to life changes, market volatility or a liquidity event and need wealth management services.
Bronze Bronze Sponsors
there are complex tax compliance and consulting planning, primarily involving personal income, fiduciary, charitable and estate and generational wealth transfer tax issues.
you or your client needs help planning for a liquidity event such as a sale, IPO, or merger. We are a nationally recognized team that helps owners make important decisions for them and their families.
Mass Affluent and HNW clients are re-thinking their financial and wealth goals due to life changes, market volatility or a liquidity event and need wealth management services.