About Our Members

Members of the Exit Planning Exchange – XPX Long Island Chapter are a select group of expert advisors to privately-held businesses. These diverse experts are chosen by their peers for their expertise and shared values that include: Work collaboratively, Put the client first, Think long term, Consider the human angle and Always be learning.

It’s easy to find an expert by using the search box or these handy directories to choose from 12 professions, 75+ areas of functional expertise and 20 client industry categories. Feel free to reach out to the advisors with the expertise you seek. Contact us for further assistance.

Member Directory

    • Profession
    • Functional Expertise
    • Client Industries
    Principal
    Citrin Cooperman

    You have a client with an Estate or Trusts with tax compliance needs, or a Fiduciary or Beneficiary with questions about the management of the Estate or Trust.

    SVP
    City National Bank

    Business is looking for funding to acquire another business, finance growth, buy real estate, equipment financing, refinance to improve cash flow and looking for advice on succession planning.

    EVP
    Eugene A. Bartow Insurance Agency, Inc.

    someone needs an insurance expert to make sure that the insurance program covers all the potential risks and claim scenarios.

    CEO
    Protegrity Advisors, LLC

    Selling a company or acquiring another is a complex undertaking, and we manage the entire process and spend the time required to understand our clients' businesses.

    President
    Hunt Corporate Services, Inc.

    Commercial real estate is a major component of your decision-making.

    Financial advisor
    4Thought Financial Group, Inc

    A client needs a comprehensive financial plan

    Financial Advisor
    Morgan Stanley

    Our team, The Founders Group at Morgan Stanley, works with business owners, individuals/families and non-profits to help organize, prioritize and simplify their financial affairs.

    Managing Director
    Carter Morse & Goodrich

    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.

    Managing Member
    Executive Strategies Group LLC

    I can benefit a business person or a professional representing a business person given my expertise and experience in strategic planning, corporate financing and business operations.

    President
    Reorganization Alternatives Group. Ltd.

    you need operational and financial restructuring plans developed and implemented to increase profitability.

    President
    Mitlin Financial, Inc.

    You have clients that need to navigate the next phase of their life or career. We can assist them in determining the next steps and bringing the team together to determine an exit strategy.

    Principal
    Citrin Cooperman

    You have a client with an Estate or Trusts with tax compliance needs, or a Fiduciary or Beneficiary with questions about the management of the Estate or Trust.

    SVP
    City National Bank

    Business is looking for funding to acquire another business, finance growth, buy real estate, equipment financing, refinance to improve cash flow and looking for advice on succession planning.

    EVP
    Eugene A. Bartow Insurance Agency, Inc.

    someone needs an insurance expert to make sure that the insurance program covers all the potential risks and claim scenarios.

    CEO
    Protegrity Advisors, LLC

    Selling a company or acquiring another is a complex undertaking, and we manage the entire process and spend the time required to understand our clients' businesses.

    President
    Hunt Corporate Services, Inc.

    Commercial real estate is a major component of your decision-making.

    Financial advisor
    4Thought Financial Group, Inc

    A client needs a comprehensive financial plan

    Financial Advisor
    Morgan Stanley

    Our team, The Founders Group at Morgan Stanley, works with business owners, individuals/families and non-profits to help organize, prioritize and simplify their financial affairs.

    Managing Director
    Carter Morse & Goodrich

    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.

    Managing Member
    Executive Strategies Group LLC

    I can benefit a business person or a professional representing a business person given my expertise and experience in strategic planning, corporate financing and business operations.

    President
    Reorganization Alternatives Group. Ltd.

    you need operational and financial restructuring plans developed and implemented to increase profitability.

    President
    Mitlin Financial, Inc.

    You have clients that need to navigate the next phase of their life or career. We can assist them in determining the next steps and bringing the team together to determine an exit strategy.

    Tri-State Silver Sponsors

    Tri-State Bronze Sponsors

    Long Island Bronze

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