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

The Exit Planning Exchange –  XPX Tri-State 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

Exit Planning Exchange XPX Tri-State Chapters!

The Tri-State Chapters include exit planning associations in New York,  Hartford CTFairfield County CT,  New Jersey and Long Island. Each Chapter below is an active community that also benefits from shared activities, membership and sponsorship opportunities.

Management Consultant
Wildly Successful Consulting Group
Attorney
Wiggin and Dana
Owner
Van Ham and Tan Financial
Project Manager
GZA Environmental, Inc.
Caramagno & Associates
President
Momentum Advanced Planning
Commercial Relationship Manager
MIdland States Bank
Managing Director
Human Capital Advisors
Principal
NeriCap
SVP
Citizens Bank
Senior Managing Director
CFO Consulting Partners LLC
Leadership Role
Sponsorshp Chair
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Director
CFO Consulting Partners, LLC
Associate
Integrated Financial Concepts
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