Help build a strong, local business ecosystem
Join the trusted advisors who share a collaborative, long-term mindset.
Our members are not just individual accountants, attorneys, wealth planners, investors, or exit planners; they’re a collaboration of experienced, proven professional advisors who know they can accomplish more for their businesses, their private company clients – and the entire community – when they collaborate together. Membership in XPX is for those who –
- Understand the vital role that established private companies play in helping building our local communities.
- Are focused on building relationships versus conducting transactions.
- See the big picture. They know that they can better serve their clients by having access to a trusted community of professional advisors who can help build business value, manage succession, and build owner legacy.
- Represent one of our 12 Advisor Professions (Accountants, Attorneys, Bankers, Coaches, Consultants, Insurance Providers, Investors, M&A Intermediaries, Non-profits, Valuators, Virtual Managers, Wealth Planners).
- Uphold the highest standards of professional integrity.
- See the value of having an open network to ensure there is no single approach or solutions provider to assisting private company owners.
- Know the business environment is always changing and need to keep abreast of the latest information to meet their clients demand.
- Are sponsored by existing XPX members.
- Adhere to our Five Core Advisor Principles (Work Collaboratively, Put The Client first, Think Long Term, Consider The Human Angle, & Always Be Learning).
Connecticut Individual Memberships
Fairfield County
Emerging Professional Membership
- Fairfield County
- Hartford
Fairfield County
Emerging Professional-
Fairfield County
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Hartford
Tri-State Individual Memberships
Tri-State
Membership
- Conneticut
- Long Island
- New Jersey
- New York
Tri-State
Emerging Professional Membership
- Conneticut
- Long Island
- New Jersey
- New York
Tri-State
Membership-
Connecticut
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Long Island
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New Jersey
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New York
Tri-State
Emerging Professional-
Connecticut
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Long Island
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New Jersey
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New York
Advisor Professions
Accountants
Attorneys
Bankers
Coaches
Consultants
Insurance Providers
Investors
M&A Intermediaries
Non-Profits
Valuators
Virtual managers
Wealth Planners
Why Join?
We hope that you will become an active member of our chapter and take advantage of the valuable benefits we offer as an organization:
Resources
You’ll learn from great content and programming. “What I know, What I don’t know, What I don’t know that I don’t know. XPX helps me get this right.”
Relationships
You’ll expand your network with people who are genuine, inviting, and welcome collaboration. “We’re givers, not takers (and givers get more in the long run)”.
Visibility
You’ll raise your profile by sharing your knowledge in meetings, networking, and contributing to our on-line Owners’ Academy knowledge base. “I know the guy/gal! who can help”.
Principles
You’ll find a group of like-minded advisors who share our values of collaboration, client first, long-term thinking, focus on the human factor, and continuous learning. “It’s about the quality of the people in the room.”
Chapter Events
Tri-State Gold Sponsors

Tri-State Silver Sponsors

You need help navigating complexity and want to pre-experience wealth creation decisions.

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.

Buy and Sell-Side Due Diligence, Outsourced Finance/Accounting, Digital Transformation (ERP, CRM, etc.)

Shareholders of a family-owned or closely held business are at or approaching a transition point relative to transferring ownership, management and/or control of the business.
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.

your client is seeking financing during all stages of their business life cycle around expansion, equipment, real estate, working capital, and purchasing or selling their business
Gold Sponsors
It seems we can't find what you're looking for.
Silver Sponsors

you or your client seeks patient capital for expansion, acquisition, equipment, real estate and/or a second opinion on current financing strategy and structure.

You are seeking financing to buy a business, or to pre-qualify a business for an upcoming sale.

An owner is contemplating or has completed a sale or transfer of their company. My team and I provide advice and planning around the impact of the sale to their personal financial management.
Bronze Sponsors

You need a professional to discuss your business ownership exit planning options.