Find Companies Dedicated to Your Success
XPX is proud to have sponsors dedicated to supporting our ongoing programs and events. We invite you to connect with them and to support their businesses. To learn more about sponsoring our chapter, please contact us.
Sponsor Directory
Gold Sponsors
![Tarlow Breed Hart & Rodgers, PC](https://www.exitplanningexchange.com/wp-content/uploads/2021/06/TBHR-logo.jpg)
Silver Sponsors
![Dunn Rush & Co. LLC](https://www.exitplanningexchange.com/wp-content/uploads/2021/06/Dunn_Rush_NEW-1024x309.jpg)
![Dunn Rush & Co. LLC](https://www.exitplanningexchange.com/wp-content/uploads/2021/06/Dunn_Rush_NEW-1024x309.jpg)
![Dunn Rush & Co. LLC](https://www.exitplanningexchange.com/wp-content/uploads/2021/06/Dunn_Rush_NEW-1024x309.jpg)
when a business owner is interested in considering the sale of their business, wants to how the M&A process works, and how to increase the value of the company between now and a liquidity event.
![One 8 Solutions, LLC](https://www.exitplanningexchange.com/wp-content/uploads/2024/07/one8_logo_tagline_2024_2400.png)
![One 8 Solutions, LLC](https://www.exitplanningexchange.com/wp-content/uploads/2024/07/one8_logo_tagline_2024_2400.png)
![One 8 Solutions, LLC](https://www.exitplanningexchange.com/wp-content/uploads/2024/07/one8_logo_tagline_2024_2400.png)
When a company needs an Client Accounting Services Firm
![Middlesex Savings Bank](https://www.exitplanningexchange.com/wp-content/uploads/2021/06/7521MDLSX_LogoEvolution_Primary-withTag-003-1-1024x433.jpg)
![Middlesex Savings Bank](https://www.exitplanningexchange.com/wp-content/uploads/2021/06/7521MDLSX_LogoEvolution_Primary-withTag-003-1-1024x433.jpg)
![Middlesex Savings Bank](https://www.exitplanningexchange.com/wp-content/uploads/2021/06/7521MDLSX_LogoEvolution_Primary-withTag-003-1-1024x433.jpg)
You need bank financing for a company based in New England with under $200MM in revenues. We provide financing for M&A, equity recaps, leverage cash flow deals and traditional business needs.
![LGA, LLP](https://www.exitplanningexchange.com/wp-content/uploads/2023/02/lga_logo_PMS_High_Res_JPEG-1024x346.jpg)
![LGA, LLP](https://www.exitplanningexchange.com/wp-content/uploads/2023/02/lga_logo_PMS_High_Res_JPEG-1024x346.jpg)
![LGA, LLP](https://www.exitplanningexchange.com/wp-content/uploads/2023/02/lga_logo_PMS_High_Res_JPEG-1024x346.jpg)
You have a client who could benefit by proactively managing their company to minimize financial risk, optimize value, understand their results, be proactively prepared for an eventual exit, and ensure efficient access to debt and equity.
![McLane Middleton](https://www.exitplanningexchange.com/wp-content/uploads/2021/06/000817-MCL_Logo.jpg)
![McLane Middleton](https://www.exitplanningexchange.com/wp-content/uploads/2021/06/000817-MCL_Logo.jpg)
![McLane Middleton](https://www.exitplanningexchange.com/wp-content/uploads/2021/06/000817-MCL_Logo.jpg)
A business is planning a significant transition.
![Mohamed-Merola Private Wealth](https://www.exitplanningexchange.com/wp-content/uploads/2024/02/SnipImage-1-1024x472.jpg)
![Mohamed-Merola Private Wealth](https://www.exitplanningexchange.com/wp-content/uploads/2024/02/SnipImage-1-1024x472.jpg)
![Mohamed-Merola Private Wealth](https://www.exitplanningexchange.com/wp-content/uploads/2024/02/SnipImage-1-1024x472.jpg)
A mature business owner needs help quantifying what the value of their business means to them and their family and developing a transition strategy around that need.
![ROCG Consulting](https://www.exitplanningexchange.com/wp-content/uploads/2021/06/Logo_ROCG-Consulting_10.31.16-1024x284.jpg)
![ROCG Consulting](https://www.exitplanningexchange.com/wp-content/uploads/2021/06/Logo_ROCG-Consulting_10.31.16-1024x284.jpg)
![ROCG Consulting](https://www.exitplanningexchange.com/wp-content/uploads/2021/06/Logo_ROCG-Consulting_10.31.16-1024x284.jpg)
when you need a catalyst in guiding business owners to discover their personal values, goals and objectives, to ensure their end-in-mind objectives are met upon their business exit and/or transition
![The Weber Group at Merrill Lynch Wealth Management](https://www.exitplanningexchange.com/wp-content/uploads/2023/11/merrill_lkup1_white_The-Weber-Group-006.png)
![The Weber Group at Merrill Lynch Wealth Management](https://www.exitplanningexchange.com/wp-content/uploads/2023/11/merrill_lkup1_white_The-Weber-Group-006.png)
![The Weber Group at Merrill Lynch Wealth Management](https://www.exitplanningexchange.com/wp-content/uploads/2023/11/merrill_lkup1_white_The-Weber-Group-006.png)
You are seeking guidance on developing a transition strategy for the sale of a business, taking a company public, or to leverage your personal balance sheet to create liquidity.
Bronze Sponsors
![San Antonio Business Journal](https://www.exitplanningexchange.com/wp-content/uploads/2021/06/San-Antonio-Business-Journal-Logo.png)
![San Antonio Business Journal](https://www.exitplanningexchange.com/wp-content/uploads/2021/06/San-Antonio-Business-Journal-Logo.png)
![San Antonio Business Journal](https://www.exitplanningexchange.com/wp-content/uploads/2021/06/San-Antonio-Business-Journal-Logo.png)
![](https://www.exitplanningexchange.com/wp-content/uploads/2023/09/jdsm.png)
![](https://www.exitplanningexchange.com/wp-content/uploads/2023/09/jdsm.png)
![](https://www.exitplanningexchange.com/wp-content/uploads/2023/09/jdsm.png)
![Sales San Antonio, LLC](https://www.exitplanningexchange.com/wp-content/uploads/2023/06/SCG-Logo.png)
![Sales San Antonio, LLC](https://www.exitplanningexchange.com/wp-content/uploads/2023/06/SCG-Logo.png)
![Sales San Antonio, LLC](https://www.exitplanningexchange.com/wp-content/uploads/2023/06/SCG-Logo.png)
![](https://www.exitplanningexchange.com/wp-content/uploads/2022/06/BOSA_TPB_logo_RGB-1024x553.png)
![](https://www.exitplanningexchange.com/wp-content/uploads/2022/06/BOSA_TPB_logo_RGB-1024x553.png)
![](https://www.exitplanningexchange.com/wp-content/uploads/2022/06/BOSA_TPB_logo_RGB-1024x553.png)
![Vistage](https://www.exitplanningexchange.com/wp-content/uploads/2023/06/vistage-logo.jpg)
![Vistage](https://www.exitplanningexchange.com/wp-content/uploads/2023/06/vistage-logo.jpg)
![Vistage](https://www.exitplanningexchange.com/wp-content/uploads/2023/06/vistage-logo.jpg)
![Hancock Whitney](https://www.exitplanningexchange.com/wp-content/uploads/2023/08/HW_Logos_FINAL_Full_Color-1024x1024.jpg)
![Hancock Whitney](https://www.exitplanningexchange.com/wp-content/uploads/2023/08/HW_Logos_FINAL_Full_Color-1024x1024.jpg)
![Hancock Whitney](https://www.exitplanningexchange.com/wp-content/uploads/2023/08/HW_Logos_FINAL_Full_Color-1024x1024.jpg)