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... You want to get more from your business and create more value. We provide a simple yet powerful set of tools called EOS to help owners gain Vision, Traction and grow a healthy leadership team aligned with the company's Vision.

Call Me When... Expert guidance is needed in the buying, selling, leasing, investing and/or development of commercial real estate.

Call Me When... You need help with with buy/sell, retirement plans, key person, personal financial planning, philanthropy, or asset protection.

Call Me When... You need an experienced professional who is a highly effective communicator both in the board room and the stock room. Where creative ideas on business exit and business continuation planning that maximize owner/partners family opportunity are key!

Call Me When... Considering buying or selling a business, franchise, or commercial property.

Call Me When... You need to reach your full Potential in your Business or Exit Strategy. I can help maximise your Profits, Cashflow and overall Business Efficiency

Call Me When... You need assistance with banking and finance issues.

Call Me When... A business owner would like to develop a plan that would maximize their business value, minimize their taxes and transfer their business to who they would like to transfer it to within their time frame
Contact & Connect
Chapter Events
Silver Sponsors

You want to grow or assess your intellectual property portfolio
Inaugural Sponsors






You are seeking objective, comprehensive financial planning advice from a fiduciary.






You need an experienced professional who is a highly effective communicator both in the board room and the stock room. Where creative ideas on business exit and business continuation planning that maximize owner/partners family opportunity are key!



You are ready to set ambitious personal and business goals and ready to get the professional coaching to achieve them.



Considering buying or selling a business, franchise, or commercial property.



You encounter a growing company that needs bookkeeping services. 540.421.7824



You need a solutions oriented merger & acquisition lawyer or general business/corporate counsel for your company or business.



You have CPA questions. Small business accounting, tax planning and tax preparation.



You need to reach your full Potential in your Business or Exit Strategy. I can help maximise your Profits, Cashflow and overall Business Efficiency



A friend or client needs full service Opportunity Zone (Tax) Strategies or Investments. Also, contact me when a client is planning to create a substantial capital gain and would like to discuss deferral options and future CG liability forgiveness.