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

Name: XPX Tri-State Summit 2026 | Vision 2026: Future-Proofing the Middle Market Space
Start: 2026-03-24T13:00:00-04:00
End: 2026-03-24T19:00:00-04:00
Location: The Offices of CLA | One Grand Central Place | 60 East 42nd Street | Suite 5100 | New York, NY 10165

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

Business Value Growth

The Trapped at Work Act: What Employers Need to Know

Robert Brody

Brody and Associates, LLC

3 days ago

New York recently enacted legislation affecting certain employment agreements and repayment obligations. Employers need to re-evaluate their “claw back” agreements with their employees. This

Mar 12, 2026 4 min read Connecticut Long Island New Jersey New York Tri-State

Business Value Growth

Connecticut Supreme Court Rules Security Screenings are ‘Hours Worked’

Robert Brody

Brody and Associates, LLC

1 month ago

February 5, 2026, the Connecticut Supreme Court unanimously ruled that employees must be compensated for time spent undergoing security screenings on their employer’s premises.

Feb 13, 2026 3 min read Connecticut Long Island New Jersey New York Tri-State

Business Value Growth

California Introduces “Workplace Know Your Rights Act” Implementing Immigration-Related Protections

Robert Brody

Brody and Associates, LLC

1 month ago

Effective February 1, 2026, California’s “Workplace Know Your Rights Act,” SB 294, introduces new requirements for California employers. The legislation makes substantial changes to

Feb 6, 2026 3 min read Connecticut Long Island New Jersey New York Tri-State

Business Value Growth

2026 Updates: What Employers Need to Know

Robert Brody

Brody and Associates, LLC

1 month ago

As 2026 opens, employers face a host of legal changes impacting pay practices, employee classification, leave policies, workplace protections, and technology use. Staying ahead

Jan 29, 2026 13 min read Connecticut Long Island New Jersey New York Tri-State

Business Value Growth

Multistate Worker Protection Alliance: The Beginning of a National Trend?

Robert Brody

Brody and Associates, LLC

1 month ago

The Connecticut Department of Labor (DOL) has joined a multistate worker protection alliance with the labor departments of Delaware, New Jersey, Maryland, Pennsylvania, and

Jan 21, 2026 3 min read Connecticut Long Island New Jersey New York Tri-State

Business Value Growth

California’s Captive Audience Ban Preempted

Robert Brody

Brody and Associates, LLC

2 months ago

On November 13, 2024, the National Labor Relations Board (NLRB) overturned a 75 year old precedent by restricting captive audience meetings. Previously under the

Dec 17, 2025 3 min read Connecticut Long Island New Jersey New York Tri-State

Contact & Connect

Chapter Events

XPX Tri-State Summit 2026 | Vision 2026: Future-Proofing the Middle Market Space

Mar 24, 2026 ⋅ 1:00pm - 7:00pm (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

Mar

XPX Tri-State Summit 2026 | Vision 2026: Future-Proofing the Middle Market Space

Tue ⋅ 1:00pm - 7:00pm (EDT)

The Offices of CLA | One Grand Central Place | 60 East 42nd Street | Suite 5100 | New York, NY 10165

Mar

Virtual access

XPX Members-Only Cross-Chapter Power Networking (networking led My Biz Worth, virtual)

Tue ⋅ 4:00pm - 5:15pm (EDT)

Virtual on Zoom - you'll receive a Zoom link to access the program

Apr

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

Apr

Virtual access

XPX Advisor Exchange

Tue ⋅ 4:00pm - 5:15pm (EDT)

Virtual on Zoom - you'll receive a Zoom link to access the program

Jun

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

Aug

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

Carmen Sebro

Summit Revere Capital

Managing Partner

Jim Vigna

Live Oak Bank

Vice President

Andrew Ritter

Wiggin and Dana LLP

Partner

Peggy Frye

Glenayr Family Advisors

Founder

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

The Trapped at Work Act: What Employers Need to Know

Connecticut Supreme Court Rules Security Screenings are ‘Hours Worked’

California Introduces “Workplace Know Your Rights Act” Implementing Immigration-Related Protections

2026 Updates: What Employers Need to Know

Multistate Worker Protection Alliance: The Beginning of a National Trend?

California’s Captive Audience Ban Preempted

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

Explore

Learn

Account

Connect

Help & Support