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

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

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.

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.

Secretary

Sponsorship Chair

Launch Committee

Martin Johnson

Planner

Sagemark

Call me when... A business owner needs an exit plan and is worried about taxes

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

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.

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

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

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

Robert Thomas

Partner

WithumSmith+Brown, PC

Call me when... We ensure your financial information tells the same story you share with investors

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.

Launch Committee

Programming Chair