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

The Exit Planning Exchange –  XPX Long Island Chapter is a community of trusted advisors that collaborate to help their private company clients build business value, transfer ownership and create a legacy of success in their lives and their communities.

XPX Chapters

Welcome to XPX Long Island

We’re entering our second program year and applaud the vibrant community of advisors to privately-held businesses that we have grown and continue to develop. We are a collaborative group of professionals from Long Island who serve business owners to improve outcomes and experiences when contemplating an exit.

Interested in Joining XPX Long Island?

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 

Our 2022 Fall Kickoff Event

Advisor Professions

Accountants

Attorneys

Bankers

Coaches

Consultants

Insurance Providers

Investors

M&A Intermediaries

Non-Profits

Valuators

Virtual managers

Wealth Planners

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The Latest News – XPX Long Island

Latest – XPX Long Island

The decisions employers make regarding their benefits offerings during this period of economic uncertainty will likely have lasting impacts on their finances, their employees’ expectations, and their ability to attract and retain talent — all of which can affect the organization’s overall health. To ensure continued success, employers should critically evaluate each and every area…

CBIZ Health Care Survey Shows Employers Prioritize Recruiting and Retaining Talent in Hot Job Market Survey also finds employers are prioritizing stemming the rising costs of medical plans and the inclusion of mental healthcare services Business Wire CLEVELAND — March 15, 2023 CBIZ (NYSE: CBZ), a leading national provider of insurance, financial and advisory services,…

The economic rebound has made the competition for skilled, technical professionals more challenging. A May 2021 report from Robert Half stated that 93% of companies are struggling to find skilled staff—meanwhile, current conditions for business growth and transformation can’t be missed. In finance, talent shortages have been no small challenge for today’s CFO. Dynamic companies…

Benchmarking benefits plans during a M&A acquisition in the middle market can provide several advantages, including: Identify cost savings opportunities: By comparing benefits plans with industry benchmarks, it is possible to identify cost savings opportunities that can help optimize benefit plans and reduce overall costs. Ensure competitive benefits: Benchmarking can help ensure that the benefits…

Mergers and acquisitions (M&A) have become an influential business strategy as leaders look for opportunities to accelerate growth and gain market share. As these transactions happen in a more condensed time frame than ever, all parties are rushed to perform proper due diligence. Don’t let a merger or acquisition void your insurance coverage, The following…

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Community

Upcoming Chapter Events

27
Mar
Virtual access
Wed, Mar 27th, 2024 ⋅ 10:50am - 11:30am (EDT)
Virtual at 11 AM EDT - you'll receive call-in instructions upon registering
28
Mar
Thu, Mar 28th, 2024 ⋅ 5:30pm - 7:30pm (EDT)
Pickleball America, 140 Atlantic Street, Stamford, CT 06901
04
Apr
Thu, Apr 4th, 2024 ⋅ 8:30am - 10:00am (EDT)
Heritage Club at Bethpage - 99 Quaker Meeting House Road | Farmingdale, NY 11735
11
Apr
Virtual access
Thu, Apr 11th, 2024 ⋅ 9:55am - 11:00am (EDT)
Virtual - you'll receive login info upon registration
16
Apr
Virtual access
Tue, Apr 16th, 2024 ⋅ 4:55pm - 6:00pm (EDT)
Virtual - you'll receive login info upon registration
02
May
Thu, May 2nd, 2024 ⋅ 4:30am - 6:30am (EDT)
TBD

Our Members

Sr. Vice President - Sr. Relationship Manager
Bank of America
Managing Director
Carter Morse & Goodrich
Director of Business Development and Head of the Friends of the Firm Program
EisnerAmper
Managing Director, Senior Wealth Advisor, & President of Colony Business Owner Services
The Colony Group
Partner In-Charge of Consulting Group
Grassi & Co., CPA's P.C..

Why I'm an XPX Member