Giving Back To Our Community
Our leaders demonstrate their dedication to the XPX mission and our local community by pitching in to ensure we have the best people in the room sharing the best content. They are role models for the kind of collaboration and long-term thinking that our members value. Please reach out to any of our leaders to learn how you too can gain visibility and influence as a volunteer for our chapter.
Leader Directory
![Mimi Bishop of MGXW Consulting is a member of XPX Long Island](https://www.exitplanningexchange.com/wp-content/uploads/2024/07/Mimi-Headshot.jpg)
Call Me When... You need to establish leadership philosophy, implement leadership and team development, co-elevate, navigate change management
![Gary Occhipinti of Bank of America is a member of XPX Long Island](https://www.exitplanningexchange.com/wp-content/uploads/2021/12/Profile-Pic-1.jpg)
Call Me When... You're looking for the following financing: commercial, mixed use, SBA or CIRA real estate, acquire a business, equipment or line of credit. If you manage third party funds or want a competitive quote to transition your deposit banking relationship.
![Jeffrey Berkman of Falcon Rappaport & Berkman PLLC is a member of XPX Long Island](https://www.exitplanningexchange.com/wp-content/uploads/2022/11/Jeffrey-Berkman-Headshot.png)
Call Me When... you need a corporate attorney with extensive experience in M&A, business succession, securities law matters, employment incentive plans, outside general counsel services & other business law matters.
Call Me When... You need to establish leadership philosophy, implement leadership and team development, co-elevate, navigate change management
![Richard Strautman of Picus Enterprises, LLC is a member of XPX Long Island](https://www.exitplanningexchange.com/wp-content/uploads/2022/09/2022-RLS-LinkedIn-Photo-Cropped-Small.jpg)
![Richard Strautman of Picus Enterprises, LLC is a member of XPX Long Island](https://www.exitplanningexchange.com/wp-content/uploads/2022/09/2022-RLS-LinkedIn-Photo-Cropped-Small.jpg)
Call Me When... You are looking to grow your business and prepare for selling or transitioning your business to new owners.
Call Me When... You’re in need of finance/accounting expert talent- whether it's bandwidth augmentation, accounting process optimization, financial reconciliation, transaction due diligence, ERP optimization etc! Within 24 hours, we'll have a match from our network!
Contact & Connect
Chapter Events
Tri-State Gold Sponsors
Tri-State Silver Sponsors
![CFO Consulting Partners LLC](https://www.exitplanningexchange.com/wp-content/uploads/2023/02/CFO_-Consulting_logo_pms_V2-CMYK-1024x348.jpg)
![CFO Consulting Partners LLC](https://www.exitplanningexchange.com/wp-content/uploads/2023/02/CFO_-Consulting_logo_pms_V2-CMYK-1024x348.jpg)
![CFO Consulting Partners LLC](https://www.exitplanningexchange.com/wp-content/uploads/2023/02/CFO_-Consulting_logo_pms_V2-CMYK-1024x348.jpg)
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.
Tri-State Bronze Sponsors
![Touchstone Advisors](https://www.exitplanningexchange.com/wp-content/uploads/2023/02/touchstoneAdvisorsLogo_3-2022-1024x261.jpg)
![Touchstone Advisors](https://www.exitplanningexchange.com/wp-content/uploads/2023/02/touchstoneAdvisorsLogo_3-2022-1024x261.jpg)
![Touchstone Advisors](https://www.exitplanningexchange.com/wp-content/uploads/2023/02/touchstoneAdvisorsLogo_3-2022-1024x261.jpg)
You need a professional to discuss your business ownership exit planning options.
![Withum](https://www.exitplanningexchange.com/wp-content/uploads/2023/08/RGB-Withum-Advisory-Tax-Audit-1024x592.jpg)
![Withum](https://www.exitplanningexchange.com/wp-content/uploads/2023/08/RGB-Withum-Advisory-Tax-Audit-1024x592.jpg)
![Withum](https://www.exitplanningexchange.com/wp-content/uploads/2023/08/RGB-Withum-Advisory-Tax-Audit-1024x592.jpg)
Business owners need to prepare their financial, operational and technical systems for a sale and when buyers have identified an acquisition target for diligence.