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?
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
Get the Latest News
The Latest News – XPX New Jersey
Latest – XPX New Jersey
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,…
Mar 21, 2022
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
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…
Nov 24, 2020
Program produced by XPX New Jersey. The Election and the M&A Market 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…
Chapter Events
Tri-State Platinum Sponsors



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.