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
We guide sellers and buyers through every facet of the transaction; from planning and enhancing operations pre-sale through the confidential marketing, negotiations and due diligence.
In a nutshell, what I do is take a look at your business from the buyers perspective. Buyers want to buy great companies. I help business owners understand the true value of their business and help them make their companies great.
Call me when you have a Lower-to-Middle Market company that would like Buyside or Sell-side services in Tech, Blockchain, Digital Marketing, GovCon, Digital Transformation, etc
Certified Exit Planning Advisor helping individuals and Business Owners with financial analysis and wealth management
Middle Market Commercial Banking Relationship Manager covering publicly and privately held companies +25 million in revenue.
Bronze Sponsors
We guide sellers and buyers through every facet of the transaction; from planning and enhancing operations pre-sale through the confidential marketing, negotiations and due diligence.
In a nutshell, what I do is take a look at your business from the buyers perspective. Buyers want to buy great companies. I help business owners understand the true value of their business and help them make their companies great.
Call me when you have a Lower-to-Middle Market company that would like Buyside or Sell-side services in Tech, Blockchain, Digital Marketing, GovCon, Digital Transformation, etc
Certified Exit Planning Advisor helping individuals and Business Owners with financial analysis and wealth management
Middle Market Commercial Banking Relationship Manager covering publicly and privately held companies +25 million in revenue.