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 are looking for employee stock ownership plan (ESOP) options for your company.
Call Me When... need financial planning for buy or sell side transactions
Call Me When... Valuation, succession planning, pre or post transaction needs, need for new accountant, tax support, restructuring, financial risk management
Call Me When... you are seeking financing to buy our sell a business.
Call Me When... You are looking to maximize the value of your business by selling your company, making an acquisition or looking to raise debt or equity.
Call Me When... When considering business succession issues, retirement and when a business owner wants to take some chips off the table. When deciding when and how to incentive key employees
Call Me When... We are an M&A firm that specializes in business sales and exit strategies for small business owners with our "sweet spot" being companies with revenues between $5 million to $25 million.
Call Me When... Call me when....clients are approaching a liquidity event.
Call Me When... Business owners need to prepare their financial, operational and technical systems for a sale and when buyers have identified an acquisition target for diligence.
Contact & Connect
Chapter Events
Tri-State Gold Sponsors
Tri-State Silver Sponsors
Buy or sell-side due diligence is needed. You need a part-time or interim CFO.The CFO needs to improve accounting operationsThe company needs a new accounting system.
Tri-State Bronze Sponsors
Business owners need to prepare their financial, operational and technical systems for a sale and when buyers have identified an acquisition target for diligence.
You need a professional to discuss your business ownership exit planning options.
When considering business succession issues, retirement and when a business owner wants to take some chips off the table. When deciding when and how to incentive key employees
Gold Sponsors
There is an opportunity to participant in events, meetings etc. Open to any and all communication
clients are exploring options for the transition of ownership to the next generation, key man/woman or to an external buyer.
Call me when you want to sell your company, get a valuation of your company, learn about the sale process or need help making an acquisition.
Bronze Sponsors
There is an opportunity to participant in events, meetings etc. Open to any and all communication
clients are exploring options for the transition of ownership to the next generation, key man/woman or to an external buyer.
Call me when you want to sell your company, get a valuation of your company, learn about the sale process or need help making an acquisition.