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.

XPX Chapters

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 

Our 2022 Fall Kickoff Event

Advisor Professions






Insurance Providers


M&A Intermediaries



Virtual managers

Wealth Planners

Get the Latest News

The Latest News – XPX Long Island

Latest – XPX Long Island

Adam Brier of CBIZ is a member of XPX Long Island

USI reduces rising insurance premiums for an NYC middle-market law firm and saves over $250,000 while providing tax-deferred programs for their highly compensated employees. See the overview below.   https://www.linkedin.com/posts/adamjbrier_usi-helps-nyc-law-firm-reduce-premiums-by-activity-6927608012081647616-6Tiu?utm_source=linkedin_share&utm_medium=member_desktop_web

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

With the supply chain and labor shortages caused by the pandemic, the blockage of the Suez Canal (remember that?), and the ongoing war between Russia and Ukraine, prices have gone through the roof. And while the Fed may claim some of it is transitory, many of us know exactly what it is: Inflation! But what…

Cheryl Centeno of XPX Global is a member of XPX

Program produced by XPX Tri-State. The Exit Planning Exchange (“XPX”) Tri-State – covering New York (New York City & Long Island), Connecticut (Fairfield & Hartford), and New Jersey – is holding a regional virtual event from 4-6PM on Wednesday, March 16, 2022 to examine the three main aspects that influence a deal – business environment,…

Adam Brier of CBIZ is a member of XPX Long Island

Take Control of Insurance Pricing Premiums continue to increase for certain commercial insurance lines, while coverage terms have become more restrictive. Companies that take a passive approach — simply responding to quotes from underwriters — frequently receive coverage that’s both inadequate and overpriced. Watch this video to learn how organizations can leverage data to proactively…

Maurice Palagonia of Mercer is a member of XPX Long Island

The pandemic has altered almost all aspects of the employee experience, changing everything from where people work to how they interact with clients, colleagues, and customers. Considering the size and scope of these changes now is a critical time to determine if your employee value proposition (EVP) is still compelling and if your total rewards strategy…

Diane Johnston of UBS Financial Services, Inc. is a member of XPX Long Island

Scaling Black-Owned Businesses: From Startup To Full Potential Wednesday, February 9 | 12:00 p.m. EST Helping Black entrepreneurs thrive is critical to closing the racial wealth gap. Join us for a conversation on how to eliminate barriers that prevent Black-owned businesses from reaching their full potential. Globe columnist Shirley Leung will moderate the discussion with Visible…


Tri-State Silver Sponsors

Tri-State Bronze Sponsors

Long Island Silver

Long Island Bronze


Upcoming Chapter Events

Wed, Sep 28th, 2022 10:50am (EDT)
Virtual at 11 AM EDT - you'll receive call-in instructions upon registering
Sat, Oct 1st, 2022 (EDT)
Your Group Leader Will Reach Out to Set a Date / Time to meet
Fri, Oct 14th, 2022 8:30am (EDT)
Heritage Club at Bethpage - 99 Quaker Meeting House Road | Farmingdale, NY 11735

Our Members

Protegrity Advisors, LLC
Sr. Vice President - Sr. Relationship Manager
Bank of America
Managing Member
Executive Strategies Group LLC
Senior Vice President – Wealth Management
UBS Financial Services, Inc.
Managing Director
Carter Morse & Goodrich

Why I'm an XPX Member