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 

Advisor Professions

Accountants

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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

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

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…

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Our Members

Director
BDO USA LLP
Managing Member
Executive Strategies Group LLC
SVP
City National Bank
Managing Director
Carter Morse & Goodrich
President
Hunt Corporate Services, Inc.

Why I'm an XPX Member

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