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.

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.

XPX Chapters

Trust & Estate Planning: How Business Owners Can Keep What They Have Earned

XPX is about knowledge sharing and collaboration.  This is an opportunity for you to share your knowledge and experience with fellow advisors, and discover what others have contributed. To read more, please visit our Owners’ Academy 

Want To Get Involved?

Our Chapter will need volunteers to help us with events, membership and sponsorship. If you’re interested in getting involved, please contact us

Atlanta

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 learning more? Contact us!

Interested in Joining XPX New York?

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

Advisor Principles

Work Collaboratively

Put The Client First

Think Long Term

Consider The Human Angle

Always Be Learning

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The Latest News – XPX New York

Latest – XPX New York

Tri-State Silver Sponsors

Tri-State Bronze Sponsors

Our Members

Member
Preservation Capital Partners, LLC
Partner
Anchin Block & Anchin LLP
Fouder
Dynamic Business Growth
COO
Family Office Advisory Services
Principal
Sirota Law Firm, PC
Testimonials

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