XPX Isn’t for Everyone
XPX is only for those who share our collaborative, long-term mindset.
Our members are not just individual accountants, attorneys, wealth planners, investors, or exit planners; they’re a collaboration of experienced, proven professional advisors who know they can accomplish more for their businesses, their private company clients – and the entire community – when they collaborate together. Membership in XPX is only for those who –
- Understand the vital role that established private companies play in helping building our local communities.
- Are focused on building relationships versus conducting transactions.
- See the big picture. They know that they can better serve their clients by having access to a trusted community of professional advisors who can help build business value, manage succession, and build owner legacy.
- Represent one of our 12 Advisor Professions (Accountants, Attorneys, Bankers, Coaches, Consultants, Insurance Providers, Investors, M&A Intermediaries, Non-profits, Valuators, Virtual Managers, Wealth Planners).
- Uphold the highest standards of professional integrity.
- See the value of having an open network to ensure there is no single approach or solutions provider to assisting private company owners.
- Know the business environment is always changing and need to keep abreast of the latest information to meet their clients demand.
- Are sponsored by existing XPX members.
- Adhere to our Five Core Advisor Principles (Work Collaboratively, Put The Client first, Think Long Term, Consider The Human Angle, & Always Be Learning).
Membership Options
Long Island Membership: $350 (includes complimentary events in our Chapter)
Tri-State Membership: $550 (includes complimentary events in all CT, NY, NJ Chapters)
Long Island Emerging Professional Membership: $195 (includes complimentary events in our Chapter) New to the Exit Planning space, converts to regular membership 3 years after joining.
Tri-State Emerging Professional Membership: $295 (includes complimentary events in all CT, NY, NJ Chapters) New to the Exit Planning space, converts to regular membership 3 years after joining.
Corporate Group Memberships: 3-4 join: $900 ($50 off) 5-9 join: $1,375 ($75 off) 10+ join: $2,500 ($100 off) ** All memberships must be processed at the same time and will have the same join and expiration dates.
Current members who transfer to Tri-State Membership will have their membership extended by the amount of time left on their existing local membership.
Long Island Individual Memberships
Tri-State Individual Memberships
Tri-State
Membership-
Connecticut
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Long Island
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New Jersey
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New York
Tri-State
Emerging Professional-
Connecticut
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Long Island
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New Jersey
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New York
Corporate Group Memberships
Corporate
Group Memberships-
3-4 Members
Corporate
Group Memberships-
5-9 Members
Corporate
Group Memberships-
10+ Members
Advisor Professions
Accountants
Attorneys
Bankers
Coaches
Consultants
Insurance Providers
Investors
M&A Intermediaries
Non-Profits
Valuators
Virtual managers
Wealth Planners
Why Join?
We hope that you will become an active member of our chapter and take advantage of the valuable benefits we offer as an organization:
Resources
You’ll learn from great content and programming. “What I know, What I don’t know, What I don’t know that I don’t know. XPX helps me get this right.”
Relationships
You’ll expand your network with people who are genuine, inviting, and welcome collaboration. “We’re givers, not takers (and givers get more in the long run)”.
Visibility
You’ll raise your profile by sharing your knowledge in meetings, networking, and contributing to our on-line Owners’ Academy knowledge base. “I know the guy/gal! who can help”.
Principles
You’ll find a group of like-minded advisors who share our values of collaboration, client first, long-term thinking, focus on the human factor, and continuous learning. “It’s about the quality of the people in the room.”
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
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
You need a professional to discuss your business ownership exit planning options.
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 a valuation of a business or assets, for transaction or management planning, tax compliance, financial reporting or litigation support.
You need help navigating complexity and want to pre-experience wealth creation decisions.
A company needs an industrial/commercial property valuation, for a business transaction, estate planing, refinancing,disposition of asset, for corporate files.