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... 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.
Contact & Connect
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
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
you are ready to address how an employee benefits package customized to your corporate culture can build additional value when you are ready to transfer your business.
you want financial peace of mind and a clear and realistic vision of your financial future.
you are considering using a trust pre or post liquidity for tax, asset protection, or other reasons.
You or your company needs to explore options on selling or prior to retirement planning. Goldberg Heinze specializes in manufacturing companies, metalworking, companies up to $25M in revenue.
Silver Sponsors
you are ready to address how an employee benefits package customized to your corporate culture can build additional value when you are ready to transfer your business.
you want financial peace of mind and a clear and realistic vision of your financial future.
you are considering using a trust pre or post liquidity for tax, asset protection, or other reasons.
You or your company needs to explore options on selling or prior to retirement planning. Goldberg Heinze specializes in manufacturing companies, metalworking, companies up to $25M in revenue.
Bronze Bronze Sponsors
you are ready to address how an employee benefits package customized to your corporate culture can build additional value when you are ready to transfer your business.
you want financial peace of mind and a clear and realistic vision of your financial future.
you are considering using a trust pre or post liquidity for tax, asset protection, or other reasons.
You or your company needs to explore options on selling or prior to retirement planning. Goldberg Heinze specializes in manufacturing companies, metalworking, companies up to $25M in revenue.