Put The Power of XPX Membership to Work For You - and Your Clients

The Exit Planning Exchange –  XPX Tri-State Chapter is a local nonprofit association of diverse professional advisors collaborating to help their private company clients build business value, transfer ownership and create a legacy of success in their lives and their communities.

XPX Chapters

Exit Planning Exchange XPX Tri-State Chapters!

The Tri-State Chapters include exit planning associations in New York,  Hartford CTFairfield County CT,  New Jersey and Long Island. Each Chapter below is an active community that also benefits from shared activities, membership and sponsorship opportunities.

Jacobs, Walker, Rice & Barry, LLC
Shareholder
Gardner Law
Senior Director, Wealth Management Services
BNYMellon
CFP
The Trust Company
The Carroll Law Firm
Senior Vice President
UBS Financial Services Inc
Managing Partner
KD-Partners Business Brokerage and Valuation Services
President
JDSM Enterprises, Inc.
Bookkeeper
Mustard Design
MSS Vending
Managing Partner
The Catalyst Consulting Group, LLC
Vice President - Commercial Middle Market Banking
First Midwest Bank
Managing Director & CFO
Integrated Growth Advisors

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The Latest News – XPX Tri-State

Latest – XPX Tri-State

XPX Content of Exit Planning Exchange is a member of XPX
Mikal Schalk

These plugins will allow our website visitor or guest to post or upload content from the fronted Using frontend post Plugin. In these cases, you don’t have to update the content, again and again, the guests can easily update the content by using a frontend editor. Now you need one guy to review that content…

By Tom Aiken While more companies transact and store their business off premises, SaaS companies have seen a run up in their valuations. Since 2015, the SaaS market continues to grow—18% annually—while 99% of organizations are using at least one cloud solution to drive demand. From an investor perspective, SaaS companies provide a dependable revenue…

Stephen Davis of Safe Harbor Asset Management is a member of XPX Tri-State

As a business owner, you’ve spent years building and ensuring your company’s success.  For most, it came at the cost of sacrificing time away from family, experiencing financial burdens to cover operations, and enduring the emotional toll it takes is dedication. Given what it took, it must hurt when you find out you have a…

Robert Brody of Brody and Associates, LLC is a member of XPX Tri-State

By Robert G. Brody and Luis A. Torres   The Biden Administration’s unbridled support of Labor continues.  National Labor Relations  Board (NLRB) General Counsel Jennifer Abruzzo, the NLRB’s chief prosecutor, released an advice memorandum on May 25, 2022, arguing that the Board has improperly been allowing employers to ban unions from accessing portions of their…

Robert Brody of Brody and Associates, LLC is a member of XPX Tri-State

By Robert J. Brody and Luis A. Torres   California passed two laws that require diversity for certain corporate boards.  The first required diversity based on gender and the second for “underrepresented communities.”  The  effective date and required amount of representation varies based on board size.  In two separate actions, each law was found unconstitutional….

Stephen Davis of Safe Harbor Asset Management is a member of XPX Tri-State

I have created a campaign to support feeding Ukraine’s Refugee’s through the World Central Kitchen (WCK). I wish to express my solidarity with the people of Ukraine and especially my  friends and colleagues. To stand with them and offer support in whatever way I can in their time of need. Having access to food and…

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Upcoming Chapter Events

01
Jul
Fri, Jul 1st, 2022 (EDT)
Your Group Leader Will Reach Out to Set a Date / Time to meet
19
Jul
Tue, Jul 19th, 2022 6:00pm (EDT)
Town Bar & Kitchen Room: Rooftop lounge - 80 Elm Street, Morristown, NJ
27
Jul
Wed, Jul 27th, 2022 10:50am (EDT)
Virtual at 11 AM EDT - you'll receive call-in instructions upon registering
01
Aug
Mon, Aug 1st, 2022 (EDT)
Your Group Leader Will Reach Out to Set a Date / Time to meet

Our Members

Senior Vice President
RBC Wealth Management
Partner
Fox Rothschild
Private Wealth Advisor
William Blair
Managing Director
RJ Reuter Business Consulting
Sr. Managing Director
CFO Consulting Partners LLC