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

The Exit Planning Exchange –  XPX Long Island 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.

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Welcome to XPX Long Island

We’re entering our second program year and applaud the vibrant community of advisors to privately-held businesses that we have grown and continue to develop. We are a collaborative group of professionals from Long Island who serve business owners to improve outcomes and experiences when contemplating an exit. 

Interested in Joining XPX Long Island?

If you are an advisor to owners and managers of companies in the lower middle market, XPX can be a powerful learning network for you! Our members represent twelve different professions but share core principles of collaboration, putting the client first, thinking long term, considering the human angle and continuous learning. Learn more about our membership benefits and options 

Advisor Professions

Accountants

Attorneys

Bankers

Coaches

Consultants

Insurance Providers

Investors

M&A Intermediaries

Non-Profits

Valuators

Virtual managers

Wealth Planners

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The Latest News – XPX Long Island

Latest – XPX Long Island

Cheryl Centeno of XPX Global is a member of XPX

Is inflation on the horizon? Are there any red flags in the economy? How does this impact our clients’ businesses? Join us on October 1st and hear first hand from a senior investment strategist who worked at the Federal Reserve Bank of New York. Roosevelt Bowman with Bernstein Private Wealth Management helps business owners across…

Gershon Morgulis of Imperial Advisory - Outsourced CFOs and Advisors is a member of XPX Long Island

Happy to announce that Imperial Advisory has been named Best Business Consultant by Long Island Business News! Thank you to everyone that voted for us. Proud to have been a part of this amazing achievement that was made possible by the great team of Fractional CFOs that we have. If you or anyone you know…

Aug. 23, 2021

Cheryl Centeno of XPX Global is a member of XPX

We can’t wait for you to experience the cleaner, brighter and more user-friendly feel of our new platform! The site is designed to give you and your company greater visibility. Here are three things you should know: Emails from XPX will now come from my.exitplanningexchange.com—please adjust your email settings! Your new profile can have a…

Gershon Morgulis of Imperial Advisory - Outsourced CFOs and Advisors is a member of XPX Long Island

WEST HEMPSTEAD, N.Y. (June 2021) — Imperial Advisory, a fractional CFO and C-suite advisory firm, announced that Robert Doyle has been named partner. In his new role, Doyle will expand his work supporting the firm’s business development and advisory activity, while assuming managerial responsibilities alongside Imperial Founder and Principal Gershon Morgulis.  Since joining Imperial in 2019 as a Portfolio CFO, Doyle has been an amazing resource whose corporate and financial acumen has enhanced the capabilities of Imperial clients across different  sectors. Leveraging…

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

Program produced by XPX Long Island. Long Island Case Study Part 6: Financing Growth and Liquidity his discussion will focus on third-party capital options for Companies exploring liquidity or growth capital. Our panel of experts (Private Equity and Lenders) will focus on what steps a business should—and should not—take to prepare for and attract lending…

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

Program produced by XPX Long Island. XPX long island case study part 5: Defining success- what is it you really want from an exit? The owners of HiTech, our case study company, are looking for ways to create additional value in their business in pursuit of a profitable exit. Transforming their operations will be a…

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Our Members

Financial advisor
4Thought Financial Group, Inc
Managing Director
Carter Morse & Goodrich
President
Hunt Corporate Services, Inc.
VP - Sr. Business Banking Manager
Capital One Bank
CEO
Protegrity Advisors, LLC

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