Put The Power of XPX Membership to Work For You - and Your Clients

The Exit Planning Exchange –  XPX New Jersey 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 New Jersey

We launched in early 2017 and look forward to creating a vibrant community of advisors to privately-held businesses in northern New Jersey area. We are part of a Tri-State region with our Chapters in New York and Connecticut. Tri-State memberships are available now that entitle you to attend the events in these two geographies.

Want to Get Involved?

Our Chapter will need volunteers to help us with events, membership and sponsorship. If you’re interested in getting involved, please contact us.

Power of Five

One of our Chapter’s most popular offerings is our Power of 5 Networking Program. This members-only benefit brings together small groups of advisors from different disciplines and provides a series of structured meetings so you can get to know each other on a much deeper level than you can at your average networking meeting.

Interested in Joining XPX New Jersey?

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

Attorneys

Bankers

Coaches

Consultants

Insurance Providers

Investors

M&A Intermediaries

Non-Profits

Valuators

Virtual managers

Wealth Planners

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The Latest News – XPX New Jersey

Latest – XPX New Jersey

Tri-State Silver Sponsors

No Sponsors Found

Tri-State Bronze Sponsors

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Our Members

Managing Member
Maldjian Law Group LLC - Intellectual Property Counsel
Senior Partner
The Founders Group
Director
CFO Consulting Partners LLC
Partner
Krietzberg Wealth Management
Director of Strategic Initiatives
Glenmede Trust Company

Why I'm an XPX Member

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