August Summer Social at Hundred Mile Brewing Company in Tempe
We closed out the summer at Hundred Mile Brewing in Tempe, and it was exactly the kind of evening we hoped for – great turnout, easy conversation, and a real sense of how much this community has grown since our spring launch. Thank you to everyone who came out to relax, reconnect, and meet a few new faces along the way.
Up next: our Fall lineup of programs begins on September 17th. If you’re an exit planning advisor in the Phoenix area and haven’t connected with us yet, join us!
July Lunch and Learn at Engelman Berger
With the summer heat in full swing, XPX Phoenix members and guests attended an intimate Lunch and Learn presentation July 23rd at the law offices of Engelman Berger, one of our chapter’s Gold Sponsors. Presenters Shelley Detwiller DiGiacomo and Juliet Peters discussed the ABA Deal Points Study and how those deal points impact business exits in the private middle market.
Plenty of interaction as well as great education – the hallmarks of a successful XPX event!
July Coffee Meetup at Provision
On July 7th, XPX Phoenix members and guests met up for our second Coffee Meet-Up, this time at Provision – an easy, low-key morning built for real conversation, not another meeting-room presentation. Warm mornings, warmer conversation, and plenty of exit planning insight to go around.
Community
Launch Board
Showing 37 Members
David Ogurek
New Member
Director
Caber Hill Advisors
Call me when... any private business owner is interested in selling
Juan Ros
Member for 1 year
Partner
Forum Financial Management, LP
Call me when... you’re thinking about transitioning your business, creating a lasting legacy through philanthropy, or want a strategic plan to align your wealth with your values.
Juliet Peters
Member for 1 year
Founding Attorney
Framework Legal PLLC
Call me when... you need general counsel for business formation and contract issues, mergers and acquisitions, intellectual property, regulatory issues and more!
John-Paul Reiger
Member for 1 year
Relationship Manager
National Christian Foundation Southwest
Call me when... When you have a complex asset that you may have the opportunity to liquidate and you want to see how you can impact your generosity and your tax liability.
Erik Schlesinger
Member for 1 year
CEO
Build Scale Prosper
Call me when...
you have a client looking to buy or sell a business. I help them maximize value, avoid common pitfalls, and ensure a deal that aligns with their financial and legacy goals.
Sam Bachstein
Member for 11 months
Partner
HCVT LLP
Call me when...
there is a need for a financial statement audit or financial due diligence, including a buy/sell transaction
Mitcheel Marrujo
Member for 11 months
Manager - Valuation Advisory
WilliamsMarston
Call me when... Your client requires financial advisory services for business valuation, transaction assessments, stock option compensation, complex financial securities, and/or navigating exit strategies to maximize value.
Ryan Armstrong
Member for 11 months
President
Transworld Business Advisors
Call me when... We guide owners through the exit process, offering business evaluations and preparing them with the knowledge and strategies needed for a successful transition.
John Marino
Member for 10 months
CSG Partners, LLC
Call me when...
You are thinking of a liquidity event for your business
Shelley Detwiller DiGiacomo
Member for 10 months
Partner
Engelman Berger, P.C.
Call me when... You are: buying or selling a business (or preparing to); acquiring or selling assets; or need guidance on contracts or agreements.
Matthew Kanter
Member for 9 months
Senior Manager, Tax
Mariner
Call me when...
Call me when you need a trusted tax partner to help structure transitions, reduce tax drag, and align owners’ financial, family, and charitable priorities.
Darren Griffith
Member for 8 months
Agency Partner
Acrisure
Call me when... Please don't hesitate to contact me for any assistance or guidance you may need regarding Employer Group Benefits consulting or advisement
George Henderson
Member for 7 months
Senior Vice President, Investments Officer
P.H.X. Wealth Management Group of Wells Fargo Advisors
Call me when...
You need a holistic wealth management team that focuses on business owners.
Scott Holman
New Member
Wealth Strategist
Ironwood Family Wealth Advisors
Call me when... Your business is 3-5 years from exit or you need help with any finance question
Amber Ramirez
New Member
VP, Development
Arizona Community Foundation
Call me when... you'd like to explore charitable solutions as part of your business owners' exits
Shelli Hendricks
New Member
Executive Coach
Blue Horizon Solutions LLC
Call me when... senior leaders and business owners want to gain perspective, lead with clarity and drive meaningful impact.
Gabriel Gasca
New Member
SBA Commercial Loan Officer
Midwest Regional Bank
Call me when... your client needs growth capital up to $5MM for acquiring a business/partner buyout, purchasing CRE, equipment, inventory or general SBA lending expertise.
Stuart Wachs
New Member
Founder & CEO
Impact Group Growth Services
Call me when... A business is looking to grow, when they are struggling to frow, have an actionable strategy and need a A-Player aligned leadership team
Joe Cusack
New Member
Managing Director and Broker
Northern Arizona Business Brokers
Call me when... Main Street Business Owner looks to exit
Brooks Crandell
New Member
Attorney
MORRIS HALL PLLC
Call me when...
you have estate planning or other trust questions
Seema Pervez
New Member
Commercial Banker
Bell Bank
Call me when... VP/Commercial Banker at Bell Bank, helping Arizona business owners navigate growth, acquisitions, and financing while building strong, long-term relationships.
Jennifer Smiljanich
New Member
Senior Advisor
SJS Investment Services
Call me when... you have a client looking for a trusted partner to plan for what comes after a sale. We empower clients to build a better life through comprehensive investment planning.
Stephen Boatwright
New Member
Shareholder
Gallagher & Kennedy
Call me when... You need assistance from an attorney to buy/sell/merge/fund or recapitalize your business
Michael DiGrazia
New Member
Director, Senior Institutional Consultant
Legacy Wealth Management
Call me when... you need a wealth management team to expand your professional advisory team and want to ensure they work together on your behalf. My team helps business owners with financing, transitioning and managing their wealth in in a tax efficient manner.
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