2023 Summit
Navigating Detours on the Road to Success
Location
The Club at Sonterra
Date
Thursday, September 21st, 2023
Advisor Directory
Get to know the advisors from XPX attending this year's Summit - Click on an advisor's name to contact them now.
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Summit Sponsors
Platinum




We use creative, out of the box thinking to assist clients - We Solve Problems! In addition, Our Job is to put money in your pocket!
Gold



You have HR, Employee Benefit, Payroll, Risk Management needs. We have decrease the amount of time it takes to close a sale of a small business by up to 45 days.



We help owners and founders sell their businesses confidentially and for maximum value






Silver












I work with my PNC Private Bank partners, as well as with outside partners, to offer our clients financial solutions that meet the needs of them and their families.



Sandler Training offer sales development services to companies through: sales training, sales management coaching and sales consulting.
Bronze



You need a business valuation or forensic accounting to assist you in making critical financial decisions



you need an experienced lead VC/PE investor, a M&A advisor specialist, or discreet C-level operational support.



You have a client exploring the possiblity of selling the business, I can provide a complimentary Opinion of Value and general guidance of what to expect from the selling process.



I have owned companies in manufacturing, distribution and services, along with well over 10,000 hours of coaching business owners. I will understand your business and your objectives.






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