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
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
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
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
Communications & Marketing Committee
Jaco Grobbelaar
Founder & CEO
BroadVision Marketing
Call me when... a business owner wants to exit but he is the rainmaker or the valuation is too low. We work with advisors & owners to create the needed marketing engines to exit.
Launch Committee
Al Statz
M&A Advisor | President
Exit Strategies Group, Inc.
Call me when... The owners of a $5-50M revenue company are contemplating a sale, recapitalization or share transfer.
Launch Committee
Anthony Lugo
Wealth Advisor
Mercer Advisors
Call me when... A business owner/founder or first time buyer is looking for a team/advisor to help them make better financial decisions, mitigate taxes, invest beyond public assets, and help them manage their wealth like a family office.
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
Joseph 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
Monika Pelz
Managing Director
Moss Adams
Call me when... you need an expert in financial statement audits for M&A or your bank, US GAAP compliance, or guidance in the CPG, Food & Beverage, Manufacturing, and Retail industries.
Launch Committee
Launch Committee
Robert Thomas
Partner
WithumSmith+Brown, PC
Call me when... We ensure your financial information tells the same story you share with investors
Launch Committee
Martin Johnson
Planner
Sagemark
Call me when... A business owner needs an exit plan and is worried about taxes
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
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.
Launch Committee
Stephen Dobrow
President
Primark Benefits
Call me when... Expert advice and consultation on retirement plan issues
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