About Our XPX Long Island Leaders
The leaders of the Exit Planning Exchange – XPX Long Island Chapter include prominent professionals in the local market. The board supports the Chapter’s work to build a focused, strong community of the best advisors to privately-held businesses. The primary activities of the local board are programming, membership and sponsorship. Feel free to contact any of these leaders or our Administrator to get more involved in our Chapter!
Leader Directory
Leadership Role
Programing Chair
Director of Business Development and Head of the Friends of the Firm Program
EisnerAmper
Leadership Role
Power of Five Chair
Leadership Role
Sponsorship Chair
Leadership Role
Program Committee
Leadership Role
President
Leadership Role
Membership Chair
Chapter Events
Wed, Apr 28th, 2021
Sat, May 1st, 2021
Thu, May 6th, 2021
Tri-State Silver Sponsors
Bernstein
Learn More
About Bernstein
Contact Me When... Call me when....clients are approaching a liquidity event.
Tri-State Bronze Sponsors
CFO Consulting Partners LLC
Learn More
About CFO Consulting Partners LLC
Contact Me When... 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.
Citrin Cooperman, LLC
Learn More
About Citrin Cooperman, LLC
Contact Me When... If your client needs to build a more scalable, sustainable business that is easier to manage and measure. We develop and execute operations, technology, and people strategies.
Fox Rothschild
Learn More
About Fox Rothschild
Contact Me When... When considering business succession issues, retirement and when a business owner wants to take some chips off the table. When deciding when and how to incentive key employees
Long Island Bronze
Greiner Maltz Co of Long Island
Learn More
About Greiner Maltz Co of Long Island
Contact Me When... A company needs an industrial/commercial property valuation, for a business transaction, estate planing, refinancing,disposition of asset, for corporate files.
Eagle Business Solutions
Learn More
About Eagle Business Solutions
Contact Me When... ...you have questions as to how to maximize the value of your company (improve the mission of your not-for-profit)
BDO USA LLP
Learn More
About BDO USA LLP
Contact Me When... You need a valuation of a business or assets, for transaction or management planning, tax compliance, financial reporting or litigation support.
Carter, DeLuca & Farrell, LLP, Intellectual Property Law Firm
Learn More
About Carter, DeLuca & Farrell, LLP, Intellectual Property Law Firm
Contact Me When... you are planning to sell your company and want to make sure all your intellectual property (patents, trademarks, copyrights, etc.) are properly owned by your company,