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 11 Members
Director
Diane DeCesare
Partner
Armanino LLP
Call me when... You need a trusted advisor to work with your team to maximize cash flow through reduction to tax and understanding of financial terms of the deal.
Director
Bryan McGrath
Senior Director
BNY Mellon Wealth Management
Call me when...
A family, client,or contact is looking to sell a business and needs the expertise of tax minimization, planning, escrow, or investment wealth strategies.
Treasurer
Martin Abo
Certified Public Accountants / Litigation & Forensic Consultants
Abo and Company, LLC / Abo Cipolla Financial Forensics, LLC
Call me when... Credible pro-active and not reactive business/financial/tax/financial forensics/ligation support/other dispute resolution service and/or valuations are required
Co-President
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Matt Kardish
Manager
Stephano Slack LLC
Call me when... You need M&A financial due diligence advisory on the buy side or sell side, or general financial advisory/strategic exit planning
Director
Max McCauley
Principal Attorney
Offit Kurman, P.A.
Call me when... you have any legal questions for your business from start-up through daily operations to wind-down.
Secretary
Susan Rosner
Managing Partner
Calder Associates
Call me when... when you need a trusted intermediary to sell a business,raise funds to grow your business or grow a business through acquisition.
Co-President
Joanne Murray
Esquire
Antheil Maslow & MacMinn, LLP
Call me when... you need a business lawyer to help with developing and implementing a succession plan (including buy-sell agreements), forming new entities, drafting any kind of business contracts.
Vice President & Membership Chair
Karl Berger
President
Fractal Sales Solutions
Call me when... Business owner acknowledges that they need a new approach to grow their business. This could be part of an exit plan, or a company transformation.
President Emeritus
Steve Economou
Principal
Grassi & Co,
Call me when... Ownership transition, preparing for sale, shareholder buyouts
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