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

The Exit Planning Exchange –  XPX Long Island Chapter is a community of trusted advisors that collaborate 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

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

Chapter Events

Tri-State Gold Sponsors

Tri-State Silver Sponsors

Tri-State Bronze Sponsors

Community

Upcoming Chapter Events

Our Members

Imperial Advisory - Fractional CFOs and Advisors
Fractional CFO & Consultant
Morgan Stanley Private Wealth Management
Managing Director
Rivkin Radler LLP
Mr.
Stony Hill Advisors
Chief Product Officer and M&A Advisor
Imperial Advisory
CFO

Why I'm an XPX Member