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

The Exit Planning Exchange –  XPX Tri-State 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

Exit Planning Exchange XPX Tri-State Chapters!

The Tri-State Chapters include exit planning associations in New York,  Hartford CTFairfield County CT,  New Jersey and Long Island. Each Chapter below is an active community that also benefits from shared activities, membership and sponsorship opportunities.

Wiggin and Dana
Leadership Role
Touchstone Advisors
Leadership Role
Director At Large
Managing Partner
Carter Morse & Goodrich
Leadership Role
Chairman Emeritus
Martin DeCruze & Co. LLP
Leadership Role
Sr. Managing Director
CFO Consulting Partners LLC
Leadership Role
Director At Large

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The Latest News – XPX Tri-State

Latest – XPX Tri-State

From appliances to sofas, Americans aren’t used to empty shelves or waiting weeks for their purchases. But the pandemic continues to disrupt the supply chain, shuttering factories, creating logjams at ports, and exacerbating a truck driver shortage. This event will bring together regional leaders – L.L. Bean CEO Stephen Smith, Massachusetts Port Authority CEO Lisa…

Dec. 16, 2021
Michelle Orr of Live Oak Bank is a member of XPX Connecticut

Live Oak Bank is the #1 SBA Lender in the Nation.  We provide M&A financing as well as owner occupied commercial real estate loans with attractive terms.  Please contact me to discuss specific financing needs.   Thanks, Michelle Orr Vice President, Sr. Loan Officer 203-461-5097 sba_general_mergers_acquisition_brochure_orr sba_general_commercial_real_estate_brochure

Cheryl Centeno of XPX Global is a member of XPX

Perhaps no “market” has been more active in the last couple of years than Special Purpose Acquisition Corporations better known as SPAC’s. In the first quarter of 2021 alone, close to $30 Billion made its way into the public market through SPAC’s. Since then, the market has cooled a bit, but it is still considered…

Cheryl Centeno of XPX Global is a member of XPX

A good offense always necessitates a good defense. Core mantra across all sports. So no surprise that in business the same holds true. It has been called many names, The Talent Tsunami, The Great Resignation, the Big Quit, or maybe best, The Great Discontent. Regardless, the war for Talent is very real. And while virtually…

Our Members

Financial Services Professional
Certified Financial Services, LLC
CFO Consulting Partners, LLC
Principal / President
Big Step Coaching
Senior Vice President
National Valuation Manager
Appraisal Economics