At XPX, learning and networking go hand in hand
XPX Long Island promotes peer learning, networking and visibility for our members, while creating an environment that fosters collaboration on behalf of our clients. Topics cover all three phases of the private company life cycle: business value growth, business value transfer and owner life and legacy.
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Tri-State Gold Sponsors
Tri-State Silver Sponsors
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.
Tri-State Bronze Sponsors
Business owners need to prepare their financial, operational and technical systems for a sale and when buyers have identified an acquisition target for diligence.
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
You need a professional to discuss your business ownership exit planning options.
Gold Sponsors
Your client is looking to put more in their pocket and less in the IRS'. Our firm focuses on helping clients climb the mountain of tax efficiency on their assets during pre and post retirement.
a business owner wants to exit but they have no Personal Financial Plan and no strategy to turn their proceeds into a sustainable income stream.
you have a business to sell and want the new owners to preserve the business name and treat the employees well.
You need to establish leadership philosophy, implement leadership and team development, co-elevate, navigate change management
Silver Sponsors
Your client is looking to put more in their pocket and less in the IRS'. Our firm focuses on helping clients climb the mountain of tax efficiency on their assets during pre and post retirement.
a business owner wants to exit but they have no Personal Financial Plan and no strategy to turn their proceeds into a sustainable income stream.
you have a business to sell and want the new owners to preserve the business name and treat the employees well.
You need to establish leadership philosophy, implement leadership and team development, co-elevate, navigate change management
Bronze Sponsors
You are looking for a new CFO or Controller via Friends of the Firm or looking for new tax professional or auditor