About Our XPX Long Island Memberships

We invite you to consider membership in XPX Long Island! The Exit Planning Exchange – XPX Long Island is a unique multi-disciplinary association of professional advisors who work collaboratively to help owners build valuable businesses and assist them in preparing and executing a successful transition. We welcome qualified individuals and firms as members.

Are You a Good Fit for XPX Long Island?

Membership is subject to approval to ensure that you are a good fit with our community in terms of the focus of your business and your fit with our values. Our membership application requires two references, with at least one of them being an active XPX member from an organization other than the applicant’s organization. 

You’ll be a good fit for our association if you:

  • Work Directly With Owners and/or senior managers of companies in the lower middle market (roughly $5-100 million in revenues).

  • Share the Core XPX Principles (Work collaboratively, Put the client first, Think long term, Consider the human angle, and Always be learning).

  • Are an experienced advisor in one of our 12 member professions (Accountants, Attorneys, Bankers, Coaches, Consultants, Insurance Providers, Investors, M&A Intermediaries, Non-profits, Valuators, Virtual Managers, Wealth Planners).

Membership Options

Long Island Membership: $350 (includes complimentary events in our Chapter)

Tri-State Membership: $550 (includes complimentary events in all CT, NY, NJ Chapters)

Long Island Emerging Professional Membership: $195 (includes complimentary events in our Chapter) 

Tri-State Emerging Professional  Membership: $295 (includes complimentary events in all CT, NY, NJ Chapters)

Corporate Group Memberships: 3-4 join: $900 ($50 off) 5-9 join: $1,375 ($75 off) 10+ join: $2,500 ($100 off) ** All memberships must be processed at the same time and will have the same join and expiration dates. 

Current members who transfer to Tri-State Membership will have their membership extended by the amount of time left on their existing local membership.

Long Island Individual Memberships

Long Island

Membership
$ 350
00 Yearly
  • Complimentary Events

Long Island

Emerging Professional
$ 195
00 Yearly
  • Complimentary Events

Tri-State Individual Memberships

Tri-State

Membership
$ 550
00 Yearly
  • Connecticut
  • Long Island
  • New Jersey
  • New York

Tri-State

Emerging Professional
$ 295
00 Yearly
  • Connecticut
  • Long Island
  • New Jersey
  • New York

Corporate Group Memberships

Corporate

Group Memberships
$ 900
00 Yearly
  • 3-4 Members
$50 OFF

Corporate

Group Memberships
$ 1,375
00 Yearly
  • 5-9 Members
$75 OFF

Corporate

Group Memberships
$ 2,500
00 Yearly
  • 10+ Members
$100 OFF

Why Join?

We hope that you will become an active member of our chapter and take advantage of the valuable benefits we offer as an organization:

Resources

You’ll learn from great content and programming. “What I know, What I don’t know, What I don’t know that I don’t know. XPX helps me get this right.”

Relationships

You’ll expand your network with people who are genuine, inviting, and welcome collaboration. “We’re givers, not takers (and givers get more in the long run)”.

Visibility

You’ll raise your profile by sharing your knowledge in meetings, networking, and contributing to our on-line Owners’ Academy knowledge base. “I know the guy/gal! who can help”.

Principles

You’ll find a group of like-minded advisors who share our values of collaboration, client first, long-term thinking, focus on the human factor, and continuous learning. “It’s about the quality of the people in the room.” 

Tri-State Silver Sponsors

Tri-State Bronze Sponsors

Long Island Bronze

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