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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
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The Latest News – XPX Long Island
Latest – 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
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…
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,…
March 21st, 2022
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…
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…
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…
Chapter Events
Tri-State Silver Sponsors
Clients are looking to build value through better accounting and finance, operations, and technology ahead of an exit
Tri-State Bronze Sponsors
You need a professional to discuss your business ownership exit planning options.
Buy or sell-side due diligence is needed. You need a part-time or interim CFO.The CFO needs to improve accounting operationsThe company needs a new accounting system.
When considering business succession issues, retirement and when a business owner wants to take some chips off the table. When deciding when and how to incentive key employees
Long Island Silver
You are looking for a new CFO or Controller via Friends of the Firm or looking for new tax professional or auditor
Long Island Bronze
You need help navigating complexity and want to pre-experience wealth creation decisions.
You need a valuation of a business or assets, for transaction or management planning, tax compliance, financial reporting or litigation support.
A company needs an industrial/commercial property valuation, for a business transaction, estate planing, refinancing,disposition of asset, for corporate files.
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