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Join

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We invite you to consider membership in XPX [chapter_name]!

The Exit Planning Exchange [chapter_name] 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.

Membership Options

New York Membership: $350

Tri-State Membership: $550 (CT, NY, NJ, LI)

New York-Individual Young Professional Under 40 Membership: $195

Tri-State Individual -Young Professional Under 40 Membership: $295 (CT, NY, NJ, LI)

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.

A Good Fit?

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 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. 

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.” 

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