At XPX, learning and networking go hand in hand
XPX Tri-State promotes peer learning, networking and visibility for our members, while creating an environment that fosters collaboration on behalf of our clients. Topics cover all three phases of the private company life cycle: business value growth, business value transfer and owner life and legacy.
Find Events Across The Tri-State Area
New York, New Jersey, Hartford CT and Fairfield County CT
Past Events
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Tri-State Gold Sponsors

Tri-State Silver 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.

Shareholders of a family-owned or closely held business are at or approaching a transition point relative to transferring ownership, management and/or control of the business.

You need help navigating complexity and want to pre-experience wealth creation decisions.

Buy and Sell-Side Due Diligence, Outsourced Finance/Accounting, Digital Transformation (ERP, CRM, etc.)
Tri-State Bronze Sponsors

your client is seeking financing during all stages of their business life cycle around expansion, equipment, real estate, working capital, and purchasing or selling their business


Business owners need to prepare their financial, operational and technical systems for a sale and when buyers have identified an acquisition target for diligence.