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... Strategic Solutions Group is a multi-faceted workforce development company and an authorized Sandler Training center.
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... when you need a trusted intermediary to sell a business,raise funds to grow your business or grow a business through acquisition.
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... you are considering the purchase or sale of a business or want to plan for an exit.
Call Me When... Ownership transition, preparing for sale, shareholder buyouts
Call Me When... You want to discuss using and Employee Stock Ownership Plan (ESOP) as a succession planning/exit strategy.
Call Me When... You need advice on how to manage the risks, taxes and complexities that accompany significant financial and business success
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Chapter Events
Silver Sponsors
Bronze Sponsors
there is a need for bespoke wealth management services for families that have accumulated significant wealth and are looking for a sincere, caring and optimistic advisor that truly cares about her clients.
You need a financial projection of your retirement income to help make your money last as long as you do; or, you want a better 401(k) or retirement plan for your company.
I assist in sell-side mergers and acquisitions of lower middle market companies. I am responsible for deal execution, including tasks such as modeling and finding potential buyers.
you need a CPA with extensive knowledge of accounting, tax planning and preparation, investments, private equity and M&A