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:
News & Posts
Tri-State Gold Sponsors
Tri-State Silver Sponsors
commercial lending, bank deposits, treasury management services needs a bank
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.
If you need to combine great people and great technology to implify your business success.
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
An owner is contemplating or has completed a sale or transfer of their company. My team and I provide advice and planning around the impact of the sale to their personal financial management.
You need help navigating complexity and want to pre-experience wealth creation decisions.
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.
Gold Sponsors
looking for tax-advantaged real estate solutions. This includes 1031 Exchange input, Opportunity Zone input, or solutions that are complementary (i.e. other tax mitigating strategies).
you or your client wants a secure, systematic approach to managing your books and need monthly financial reporting to make informed decisions to grow your business.
PSA Insurance & Financial Services is the region's leading independent insurance brokerage and risk management firm with more than 140 experts as trusted advisors to you and your business,
You require assistance At the Intersection of Law and Accounting; I can help with assessing transactions from valuing business interests to investigating financial representations in due diligence.
a CXO or Owner want to increase cash flow to meet unfunded business needs, capital expenses, or want to increase EBITDA to increase business sale value.
Silver Sponsors
looking for tax-advantaged real estate solutions. This includes 1031 Exchange input, Opportunity Zone input, or solutions that are complementary (i.e. other tax mitigating strategies).
you or your client wants a secure, systematic approach to managing your books and need monthly financial reporting to make informed decisions to grow your business.
PSA Insurance & Financial Services is the region's leading independent insurance brokerage and risk management firm with more than 140 experts as trusted advisors to you and your business,
You require assistance At the Intersection of Law and Accounting; I can help with assessing transactions from valuing business interests to investigating financial representations in due diligence.
a CXO or Owner want to increase cash flow to meet unfunded business needs, capital expenses, or want to increase EBITDA to increase business sale value.
Bronze Bronze Sponsors
looking for tax-advantaged real estate solutions. This includes 1031 Exchange input, Opportunity Zone input, or solutions that are complementary (i.e. other tax mitigating strategies).
you or your client wants a secure, systematic approach to managing your books and need monthly financial reporting to make informed decisions to grow your business.
PSA Insurance & Financial Services is the region's leading independent insurance brokerage and risk management firm with more than 140 experts as trusted advisors to you and your business,
You require assistance At the Intersection of Law and Accounting; I can help with assessing transactions from valuing business interests to investigating financial representations in due diligence.
a CXO or Owner want to increase cash flow to meet unfunded business needs, capital expenses, or want to increase EBITDA to increase business sale value.