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
![Kevin Kettell of Appraisal Economics is a member of XPX Tri-State](https://www.exitplanningexchange.com/wp-content/uploads/2022/06/KevinK-Headshot-300x300.jpg)
![Craig Bartner of Expense Reduction Analysts is a member of XPX New York](https://www.exitplanningexchange.com/wp-content/uploads/2022/06/ERA-Bartner-HeadShot-October-2021.jpg)
Call Me When... Any organization is seeking to increase EBITDA by lowering their business costs
Call Me When... You need an established M&A or private equity legal advisor.
![Allan Tepper, CPA of CFO Consulting Partners LLC is a member of XPX Tri-State](https://www.exitplanningexchange.com/wp-content/uploads/2021/05/allan-tepper-cpa-32401720.png)
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.
![Jack Hendler of Avalon Net Worth Group is a member of XPX Tri-State](https://www.exitplanningexchange.com/wp-content/uploads/2021/08/Jack-Hendler-Headshot.jpg)
Call Me When... A Company Healthy or Stressed wishes to Sell or Mergeneeds new financing Senior and below.
![Danielle Kelly of Fidelity Charitable is a member of XPX Tri-State](https://www.exitplanningexchange.com/wp-content/uploads/2022/02/Kelly_Danielle.jpg)
Call Me When... your client is looking to make a charitable donation in advance of a business exit.
![Sharon Bender of Webster Bank is a member of XPX Tri-State](https://www.exitplanningexchange.com/wp-content/uploads/2023/03/sharon-bender-200x200.jpg)
Contact & Connect
Chapter Events
Tri-State Gold Sponsors
Tri-State Silver Sponsors
![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.
Tri-State Bronze Sponsors
![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.
![Touchstone Advisors](https://www.exitplanningexchange.com/wp-content/uploads/2023/02/touchstoneAdvisorsLogo_3-2022-1024x261.jpg)
![Touchstone Advisors](https://www.exitplanningexchange.com/wp-content/uploads/2023/02/touchstoneAdvisorsLogo_3-2022-1024x261.jpg)
![Touchstone Advisors](https://www.exitplanningexchange.com/wp-content/uploads/2023/02/touchstoneAdvisorsLogo_3-2022-1024x261.jpg)
You need a professional to discuss your business ownership exit planning options.
Gold Sponsors
you or a client are in need of full service accounting or tax services.
![Texas Next Capital](https://www.exitplanningexchange.com/wp-content/uploads/2021/08/Texas-Next-Smaller.png)
![Texas Next Capital](https://www.exitplanningexchange.com/wp-content/uploads/2021/08/Texas-Next-Smaller.png)
![Texas Next Capital](https://www.exitplanningexchange.com/wp-content/uploads/2021/08/Texas-Next-Smaller.png)
![Texas Next Capital](https://www.exitplanningexchange.com/wp-content/uploads/2021/08/Texas-Next-Smaller.png)
![Texas Next Capital](https://www.exitplanningexchange.com/wp-content/uploads/2021/08/Texas-Next-Smaller.png)
![Texas Next Capital](https://www.exitplanningexchange.com/wp-content/uploads/2021/08/Texas-Next-Smaller.png)
![Texas Next Capital](https://www.exitplanningexchange.com/wp-content/uploads/2021/08/Texas-Next-Smaller.png)
a business owner is evaluating selling his or her business.
You are transitioning a private business and require complex planning to preserve your wealth.
Silver Sponsors
you or a client are in need of full service accounting or tax services.
![Texas Next Capital](https://www.exitplanningexchange.com/wp-content/uploads/2021/08/Texas-Next-Smaller.png)
![Texas Next Capital](https://www.exitplanningexchange.com/wp-content/uploads/2021/08/Texas-Next-Smaller.png)
![Texas Next Capital](https://www.exitplanningexchange.com/wp-content/uploads/2021/08/Texas-Next-Smaller.png)
![Texas Next Capital](https://www.exitplanningexchange.com/wp-content/uploads/2021/08/Texas-Next-Smaller.png)
![Texas Next Capital](https://www.exitplanningexchange.com/wp-content/uploads/2021/08/Texas-Next-Smaller.png)
![Texas Next Capital](https://www.exitplanningexchange.com/wp-content/uploads/2021/08/Texas-Next-Smaller.png)
![Texas Next Capital](https://www.exitplanningexchange.com/wp-content/uploads/2021/08/Texas-Next-Smaller.png)
a business owner is evaluating selling his or her business.
You are transitioning a private business and require complex planning to preserve your wealth.
Bronze Bronze Sponsors
you or a client are in need of full service accounting or tax services.
![Texas Next Capital](https://www.exitplanningexchange.com/wp-content/uploads/2021/08/Texas-Next-Smaller.png)
![Texas Next Capital](https://www.exitplanningexchange.com/wp-content/uploads/2021/08/Texas-Next-Smaller.png)
![Texas Next Capital](https://www.exitplanningexchange.com/wp-content/uploads/2021/08/Texas-Next-Smaller.png)
![Texas Next Capital](https://www.exitplanningexchange.com/wp-content/uploads/2021/08/Texas-Next-Smaller.png)
![Texas Next Capital](https://www.exitplanningexchange.com/wp-content/uploads/2021/08/Texas-Next-Smaller.png)
![Texas Next Capital](https://www.exitplanningexchange.com/wp-content/uploads/2021/08/Texas-Next-Smaller.png)
![Texas Next Capital](https://www.exitplanningexchange.com/wp-content/uploads/2021/08/Texas-Next-Smaller.png)
a business owner is evaluating selling his or her business.
You are transitioning a private business and require complex planning to preserve your wealth.