A Wealth of Learning Opportunities – and Resources – at Your Fingertips
Knowledge is power. Imagine what you could do with 24-hour access to a powerful learning community to help you stay up to date with the latest trends, insights, news, and best practices to share with your valued clients. XPX’s exclusive Knowledge Exchange is the one place where you can exchange knowledge with some of the industry’s most successful professionals with expertise in a wide variety of areas. Here are recent posts from our chapter activities and members:
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Tri-State Gold Sponsors

Tri-State Silver Sponsors

You need help navigating complexity and want to pre-experience wealth creation decisions.
If you need to combine great people and great technology to implify your business success.

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.

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.

Buy and Sell-Side Due Diligence, Outsourced Finance/Accounting, Digital Transformation (ERP, CRM, etc.)
Tri-State Bronze Sponsors

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

You need valuation of a business or business interest for tax compliance, management planning, financial reporting or litigation support.

You are looking for tools and training to help you start more strategic conversations with business owners.
there's a question or concern involving human resources or benefits, especially when considering a merger, acquisition, or sale of a business
....You have a trusted relationship who desires to divest his/her business and requires a competent, knowledgeable and transparent advisor to help navigate through the transaction
you need help putting together a strategic plan, need accountability implementing your plan &/or when you and your team need training/coaching in various areas of your business.
Silver Sponsors

You need valuation of a business or business interest for tax compliance, management planning, financial reporting or litigation support.

You are looking for tools and training to help you start more strategic conversations with business owners.
there's a question or concern involving human resources or benefits, especially when considering a merger, acquisition, or sale of a business
....You have a trusted relationship who desires to divest his/her business and requires a competent, knowledgeable and transparent advisor to help navigate through the transaction
you need help putting together a strategic plan, need accountability implementing your plan &/or when you and your team need training/coaching in various areas of your business.
Bronze Bronze Sponsors

You need valuation of a business or business interest for tax compliance, management planning, financial reporting or litigation support.

You are looking for tools and training to help you start more strategic conversations with business owners.
there's a question or concern involving human resources or benefits, especially when considering a merger, acquisition, or sale of a business
....You have a trusted relationship who desires to divest his/her business and requires a competent, knowledgeable and transparent advisor to help navigate through the transaction
you need help putting together a strategic plan, need accountability implementing your plan &/or when you and your team need training/coaching in various areas of your business.