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

Name: XPX Long Island - Mind Over Money
Start: 2025-05-02T08:30:00-04:00
End: 2025-05-02T10:00:00-04:00
Location: Heritage Club at Bethpage|Tillinghast Reception Room| - 99 Quaker Meeting House Road | Farmingdale, NY 11735

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

Advisor Principles

Put The Client First

Work Collaboratively

Think Long Term

Consider The Human Angle

Always Be Learning

Get the Latest News

The Latest News – XPX Long Island

Latest – XPX Long Island

Owner Life & Legacy

So You Are Thinking Of Selling Your Business – Planning Well in Advance

Becky Creavin

Bison Wealth

1 year ago

So you are thinking of selling your business… or someone you know is. Before you even look at an offer there are steps you

Feb 22, 2024 1 min read Long Island

Business Value Growth

Maximize Benefit Programs Amid Economic Uncertainty – CBIZ

Adam Brier

CBIZ

1 year ago

The decisions employers make regarding their benefits offerings during this period of economic uncertainty will likely have lasting impacts on their finances, their employees’

Jun 6, 2023 2 min read Long Island

Member News

CBIZ – Health Care Study 2023

Adam Brier

CBIZ

2 years ago

CBIZ Health Care Survey Shows Employers Prioritize Recruiting and Retaining Talent in Hot Job Market Survey also finds employers are prioritizing stemming the rising

Mar 17, 2023 2 min read Long Island

Business Value Growth

CFO Guide – Conquering the Talent Crunch

Adam Brier

CBIZ

2 years ago

The economic rebound has made the competition for skilled, technical professionals more challenging. A May 2021 report from Robert Half stated that 93% of

Mar 6, 2023 1 min read Long Island

Business Value Growth

What are advantages of Benchmarking Benefits plans during a M&A Acquisition in the middle market

Adam Brier

CBIZ

2 years ago

Benchmarking benefits plans during a M&A acquisition in the middle market can provide several advantages, including: Identify cost savings opportunities: By comparing benefits plans

Feb 14, 2023 1 min read Long Island

Business Value Growth

Hidden Insurance Coverage Risks of Mergers & Acquisitions

Adam Brier

CBIZ

2 years ago

Mergers and acquisitions (M&A) have become an influential business strategy as leaders look for opportunities to accelerate growth and gain market share. As these

Feb 6, 2023 4 min read Long Island

Contact & Connect

Chapter Events

XPX Long Island - Mind Over Money

May 2, 2025 ⋅ 8:30am - 10:00am (EDT)

XPX Long Island - Spring Networking Event

May 13, 2025 ⋅ 5:00pm - 7:00pm (EDT)

Featured

XPX Next 2025

Jul 15, 2025 ⋅ 1:00pm - 5:00pm (EDT)

More Events

For even more opportunities to connect with XPX Members check out our Cross-Chapter events.

Tri-State Gold Sponsors

Tri-State Silver Sponsors

Tri-State Bronze Sponsors

Community

Upcoming Chapter Events

Jul

Featured

XPX Next 2025

Tue ⋅ 1:00pm - 5:00pm (EDT)

Virtual, Swapcard login info sent prior to the event

May

XPX Long Island - Mind Over Money

Fri ⋅ 8:30am - 10:00am (EDT)

Heritage Club at Bethpage|Tillinghast Reception Room| - 99 Quaker Meeting House Road | Farmingdale, NY 11735

May

XPX Long Island - Spring Networking Event

Tue ⋅ 5:00pm - 7:00pm (EDT)

Seasons 52 Garden City 630 Old Country Rd Suite L02, Garden City, NY 11530

May

Virtual access

XPX - Making the Most of Your Membership

Wed ⋅ 10:50am - 11:30am (EDT)

Virtual at 11 AM EDT - you'll receive call-in instructions upon registering

Our Members

Matthew Lucas

Big Step Coaching

Principal / President

Rachel Partain

Forchelli Deegan Terrana LLP

Partner

Peter Manzi

Bank of America Private Bank

Managing Director and Private Client Advisor

Greg Demetriou

Lorraine Gregory Corp

CEO

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

XPX Chapters

Welcome to XPX Long Island

Interested in Joining XPX Long Island?

Our 2022 Fall Kickoff Event

Advisor Professions

Advisor Principles

So You Are Thinking Of Selling Your Business – Planning Well in Advance

Maximize Benefit Programs Amid Economic Uncertainty – CBIZ

CBIZ – Health Care Study 2023

CFO Guide – Conquering the Talent Crunch

What are advantages of Benchmarking Benefits plans during a M&A Acquisition in the middle market

Hidden Insurance Coverage Risks of Mergers & Acquisitions

Chapter Events

More Events

Tri-State Gold Sponsors

Tri-State Silver Sponsors

Tri-State Bronze Sponsors

Community

Upcoming Chapter Events

Our Members

Why I'm an XPX Member

Make XPX Part of Your Business Plans

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Learn

Account

Connect

Help & Support