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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.
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The Latest News – XPX Long Island
Latest – XPX Long Island
Is inflation on the horizon? Are there any red flags in the economy? How does this impact our clients’ businesses? Join us on October 1st and hear first hand from a senior investment strategist who worked at the Federal Reserve Bank of New York. Roosevelt Bowman with Bernstein Private Wealth Management helps business owners across…
Happy to announce that Imperial Advisory has been named Best Business Consultant by Long Island Business News! Thank you to everyone that voted for us. Proud to have been a part of this amazing achievement that was made possible by the great team of Fractional CFOs that we have. If you or anyone you know…
We can’t wait for you to experience the cleaner, brighter and more user-friendly feel of our new platform! The site is designed to give you and your company greater visibility. Here are three things you should know: Emails from XPX will now come from my.exitplanningexchange.com—please adjust your email settings! Your new profile can have a…
Aug. 20, 2021
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 work supporting the firm’s business development and advisory activity, while assuming managerial responsibilities alongside Imperial Founder and Principal Gershon Morgulis. Since joining Imperial in 2019 as a Portfolio CFO, Doyle has been an amazing resource whose corporate and financial acumen has enhanced the capabilities of Imperial clients across different sectors. Leveraging…
Program produced by XPX Long Island. Long Island Case Study Part 6: Financing Growth and Liquidity his discussion will focus on third-party capital options for Companies exploring liquidity or growth capital. Our panel of experts (Private Equity and Lenders) will focus on what steps a business should—and should not—take to prepare for and attract lending…
Program produced by XPX Long Island. XPX long island case study part 5: Defining success- what is it you really want from an exit? The owners of HiTech, our case study company, are looking for ways to create additional value in their business in pursuit of a profitable exit. Transforming their operations will be a…
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Tri-State Silver Sponsors
If your client needs to build a more scalable, sustainable business that is easier to manage and measure. We develop and execute operations, technology, and people strategies.
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
Tri-State Bronze Sponsors
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
If your client needs to build a more scalable, sustainable business that is easier to manage and measure. We develop and execute operations, technology, and people strategies.
Long Island Bronze
You are planning to sell your company and want to make sure all your intellectual property (patents, trademarks, copyrights, etc.) are properly owned by your company,
A company needs an industrial/commercial property valuation, for a business transaction, estate planing, refinancing,disposition of asset, for corporate files.
I can benefit a business person or a professional representing a business person given my expertise and experience in strategic planning, corporate financing and business operations.
You need a valuation of a business or assets, for transaction or management planning, tax compliance, financial reporting or litigation support.
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