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.

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

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The Latest News – XPX Tri-State

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Our Members

Sr. Managing Director
CFO Consulting Partners LLC
Business Development Advisor
Long Point Capital
VP SBA Business Development
TD Bank
Principal
Forctis Advisory Inc.
Founder and Managing Member
Brody and Associates, LLC
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