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.
Chapter Leadership
Call Me When... ...you are working with a business owner who is contemplating selling or recapitalizing their company. We can assist with pre-sale planning before the event and with wealth management after liquidity has been taken out of the company.
Call Me When... You need a new story that gets your customer and the world to know just how awesome, different and valuable your business or organization really is.
Call Me When... Bookkeeping, technical accounting, outsourced controller, compilation, reviews and advisory services to accounting firms.
Call Me When... A business owner is looking to sell their company, or just get some time back. We help them take their business to the next level and help them build processes and scale, so they can focus on growth and other more important matters.
Call Me When... Your clients have "people problems" and need a crystal clear vision, help communicating the vision, accountability and engagement systems to realize the vision and get out of their own way.
Call Me When... Whenever you have a question about Comprehensive Financial Planning, Retirement Planning, Buy/Sell Funding, Investments, Long Term Care, Tax Related Strategies and Creative Options around financials.
Call Me When... you want to sell your company, understand the sale process and understand value.
Call Me When... your client wants to reduce taxes and give back as part of the exit process.
Call Me When... A business is looking to consider ownership change or set up a retirement plan.
Call Me When... Human Capital Needs and Cost Containment/Outsourced HR
Call Me When... You need to assist owners and key decision makers in defining roles and engaging talent as part of business growth and transition planning. Convert people strengths into business performance.
Call Me When... You have commercial financing needs for Business Acquisitions, Real Estate purchases and Working Capital.
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