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
Showing 15 Members
Launch Committee
Dan Hinde
Director of Business Development
BACS
Call me when... You need GREAT IT service, Cyber Security or Digital Transformation services.
Launch Committee
Al Statz
M&A Advisor | President
Exit Strategies Group, Inc.
Call me when... An owner of a $5-100M revenue company is considering a sale, recapitalization or management buyout. All conversations remain confidential.
Secretary
Sponsorship Chair
Launch Committee
Martin Johnson
Planner
Sagemark
Call me when... A business owner needs an exit plan and is worried about taxes
Launch Committee
Terry Hill
Partner
BPM LLP
Call me when... A founder is looking to recap or sell their business but hasn't yet invested in an accounting / finance infrastructure that mirrors the sophistication and speed of the investors / buyers with whom they will work diligently to garner interest.
Treasurer
Membership Chair
Launch Committee
Brit Summerill
Partner
NOW CFO
Call me when... Your company is growing faster than your accounting department, or you are not getting clean and clear financial information on a timely basis.
Launch Committee
Anthony Lugo
Wealth Advisor
Mercer Advisors
Call me when... You are considering the sale or or purchase of a business and want the support of a family office to help with taxes, estate planning, retirement, and investments.
Launch Committee
Dylan Malot
Principal
Bernstein
Call me when... A business seller is about to exit within 36 months and needs advice on pre-transaction tax savings and post transaction capital allocation.
Launch Committee
Robert Thomas
Partner
WithumSmith+Brown, PC
Call me when... We ensure your financial information tells the same story you share with investors
President
Launch Committee
Adrian Bray
CEO
Stellar Business Consulting Inc.
Call me when... 3 or more years ahead of a transition to prepare the business, leadership and owners for their desired outcome.
Launch Committee
Programming Chair
Launch Committee
Stephen Dobrow
President
Primark Benefits
Call me when... Expert advice and consultation on retirement plan issues
Launch Committee
Tyler Cella
Private Banker
J.P. Morgan
Call me when... You need advice and resources regarding personal strategic planning around the sale, exit, or transfer of a business, pre-liquidity planning, trust and estate planning, and wealth management.
Launch Committee
Jonathan Rubens
Partner
Moscone Emblidge & Rubens LLP
Call me when... A business needs to work with an attorney to prepare to be acquired
Launch Committee
Monika Pelz
Business Advisory Services
Securieon Group
Call me when... You know a business owner of, or investor in, a mid to late-stage co. with $10mil to $100mil revenue in need a clear succession plan. Whether preparing for an exit, recapitalization, or leadership transition, we develop tailored growth strategies.
Communications & Marketing Committee
Launch Committee
Jaco Grobbelaar
Founder & CEO
BroadVision Marketing
Call me when... an owner wants to optimize their company's marketing engine and business value before they exit.
