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... You need an established M&A or private equity legal advisor.
Call Me When... your client is looking to make a charitable donation in advance of a business exit.
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... 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
Business owners need to prepare their financial, operational and technical systems for a sale and when buyers have identified an acquisition target for diligence.
You need a professional to discuss your business ownership exit planning options.
Gold Sponsors
You need your Business Insurance quoted whether it's for a new venture or to reducing overhead expenses.
Certified Strategy Planner - call me when you need a strategic plan to win in your market and get the results you desire.
You have questions about ESOPs or clients who may be interested in learning whether an ESOP may be an appropriate strategy to address their planning needs.
A Company Healthy or Stressed wishes to Sell or Mergeneeds new financing Senior and below.
Silver Sponsors
You need your Business Insurance quoted whether it's for a new venture or to reducing overhead expenses.
Certified Strategy Planner - call me when you need a strategic plan to win in your market and get the results you desire.
You have questions about ESOPs or clients who may be interested in learning whether an ESOP may be an appropriate strategy to address their planning needs.
A Company Healthy or Stressed wishes to Sell or Mergeneeds new financing Senior and below.
Bronze Bronze Sponsors
You need your Business Insurance quoted whether it's for a new venture or to reducing overhead expenses.
Certified Strategy Planner - call me when you need a strategic plan to win in your market and get the results you desire.
You have questions about ESOPs or clients who may be interested in learning whether an ESOP may be an appropriate strategy to address their planning needs.
A Company Healthy or Stressed wishes to Sell or Mergeneeds new financing Senior and below.