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

Pricing

New Jersey Membership: $350.00 / year

Tri-State Membership: $550.00 / year (CT, NY, NJ, LI).

New Jersey Individual – Emerging Professional: $195.00 / year. New or limited experience to the Exit Planning space Membership.

Tri-State Individual – Emerging Professional: $295.00 / year. New or limited experience to the Exit Planning space Membership (CT, NY, NJ, LI).

Local Chapter Corporate Group Memberships: 3-4 Members: $900.00 ($50.00 off). 5-9 Members: $1,375.00 ($75.00 off). 10+ Members: $2,500.00 ($100.00 off) **All memberships must be processed at the same time and will have the same join and expiration dates. This membership level applies to the local chapter offering this option. This is not a National Corporate Membership.

Current members who transfer to Tri-State Membership will have their membership extended by the amount of time left on their existing local membership.

New Jersey Individual Memberships

Individual

Membership
$ 350
00 Yearly
  • Complimentary Events

Individual

Emerging Professional
$ 195
00 Yearly
  • Complimentary Events

Tri-State Individual Memberships

Tri-State

Membership
$ 550
00 Yearly
  • Connecticut
  • Long Island
  • New Jersey
  • New York

Tri-State

Emerging Professional
$ 295
00 Yearly
  • Connecticut
  • Long Island
  • New Jersey
  • New York

Corporate Group Memberships

Corporate

Group Memberships
$ 900
00 Yearly
  • 3-4 Members
$50 OFF

Corporate

Group Memberships
$ 1,375
00 Yearly
  • 5-9 Members
$75 OFF

Corporate

Group Memberships
$ 2,500
00 Yearly
  • 10+ Members
$100 OFF

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.” 

Tri-State Silver Sponsors

No Sponsors Found

Tri-State Bronze Sponsors

Connect with us.

Menu