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

The Exit Planning Exchange –  XPX Long Island 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.

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

Welcome to XPX Long Island

We’re entering our second program year and applaud the vibrant community of advisors to privately-held businesses that we have grown and continue to develop. We are a collaborative group of professionals from Long Island who serve business owners to improve outcomes and experiences when contemplating an exit. 

Interested in Joining XPX Long Island?

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

Put The Client First

Work Collaboratively

Think Long Term

Consider The Human Angle

Always Be Learning

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The Latest News – XPX Long Island

Latest – XPX Long Island

Tri-State Silver Sponsors

Tri-State Bronze Sponsors

Long Island Bronze

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Our Members

Managing Director
Carter Morse & Goodrich
Business Development Advisor
Long Point Capital
Private Wealth Advisor
William Blair

Why I'm an XPX Member

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