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

Call Me When... Ownership transition, preparing for sale, shareholder buyouts

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.

Call Me When... Strategic Solutions Group is a multi-faceted workforce development company and an authorized Sandler Training center.

Call Me When... You need advice on how to manage the risks, taxes and complexities that accompany significant financial and business success

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
Call Me When... Your clients are heading towards a liquidity event. I can help transition towards that liquidity event by providing fiduciary expertise, investment advice and BNY Mellon's resources

Call Me When... You are considering the purchase or sale of a business or want to plan for an exit.

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.
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