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

The Exit Planning Exchange –  XPX New Jersey Chapter is a community of trusted advisors that collaborate 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






Insurance Providers


M&A Intermediaries



Virtual managers

Wealth Planners

Get the Latest News

The Latest News – XPX New Jersey

Latest – XPX New Jersey

Business owners are increasingly considering their timelines and options for a business transition. Consistent with prior years, that transition event is frequently a sale due to supply and demand factors. The majority of businesses are owned by baby boomers who are rapidly approaching the age of retirement. A financial crisis and pandemic in the last…

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,…

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…

Program produced by XPX New Jersey. When SPACs Attack The New Jersey chapter is excited to continue our programming year with another thoughtful and insightful meeting. Our chapter is growing and welcoming professional advisors who help business owners plan for a successful exit. As we continue to examine many of the different planning considerations and…

Produced by XPX New Jersey With public equity markets continuing to rise, many of us are curious if the private market valuations should rise as well. Too many owners are struggling and questioning their future and with that are considering an exit. But will their valuations justify an exit? What is the current read on…

Program produced by XPX Tri-State. Post-Election Analysis XPX Tri-State – covering New York (New York City & Long Island), Connecticut (Fairfield & Hartford), and New Jersey – meeting with core coverage areas including: The state of the economy and business environment, nationally and regionally. Wealth planning, the corresponding tax implications and how the specific factors play into the merger…


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Upcoming Chapter Events

Virtual access
Wed, Apr 24th, 2024 ⋅ 10:50am - 11:30am (EDT)
Virtual at 11 AM EDT - you'll receive call-in instructions upon registering
Virtual access
Thu, May 16th, 2024 ⋅ 4:55pm - 6:00pm (EDT)
Virtual - you'll receive login info upon registration
Virtual access
Thu, May 16th, 2024 ⋅ 4:55pm - 6:00pm (EDT)
Virtual - you'll receive login info upon registration

Our Members

Glenmede Trust Company
Director of Strategic Initiatives
Contract CFO
UpLift Profits
The Founders Group
Senior Partner
DZS Capital LLC

Why I'm an XPX Member