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The Exit Planning Exchange Long Island Chapter holds events throughout greater Long Island. 

Our association events promote peer learning, networking and visibility for our members in the local private company advisor community.  Topics cover all three phases of the private company life cycle: business value growth, business value transfer and owner life and legacy. 

Upcoming events

    • October 21, 2020
    • 10:50 AM - 11:30 AM (EDT)
    • Virtual at 11 AM EDT - you'll receive call-in instructions upon registering

    Virtual meeting at 11 AM ET

    Welcome to XPX!

    Please join us at this quick monthly web meeting with members from across the country and learn how to get the most out of your membership.

    You’ll learn:

    • Where to find the resources and information you need to be the best advisor
    • How to share content to increase your visibility in our community
    • How to maximize the effectiveness and visibility of your profile on our site
    • How to manage your profile, registrations and payments through the website

    Your guides will be Mary Adams, XPX Executive Director, and Angie Ellis, XPX Chapter Administrator.

    (We hold these meetings the third Wednesday of every month at 11 AM ET. If you can’t make this meeting, please let us know in the registration form and we’ll add you to next month’s meeting). Non-members welcome to listen in too!

    • November 01, 2020
    • (EDT)
    • Sign up for this virtual program by the first of the month


    DEADLINE TO SIGN UP IS november 1, 2020 AT 4:00 PM ET

    This month's suggested discussion topic:

    Share a collaboration story where you've worked successfully with advisor(s) to deliver better outcomes for your client

    XPX Members rely on each other for advice and connections. This program helps spark virtual conversations in our network.

    Here's how the Power Networking works:

    • We'll match you with a group of around five fellow members of from other XPX Chapters
    • We'll try to balance members from different professions (Accountant, Attorney, Banker, Wealth Advisor, Consultant, etc)
    • Your group can set the virtual meeting for any time in the morning, afternoon or over cocktails
    • Your only commitment is to meet with your group at least once during the month for at least an hour. If the group decides to meet more than once, all the better
    The Power of 5 is just one more way we fulfill the promise of XPX of powerful inter-disciplinary connections and learning. You might even find a great resource for your clients!

    When you register, let us know if you have an account to host video conferencing for your group for at least a full hour.

    Let me know if you have any question please email me directly,

    Nkrumah Pierre, Power Networking Chair

    • November 17, 2020
    • 4:00 PM - 6:00 PM (EST)
    • Virtual - connection details sent upon registration

    The Exit Planning Exchange (“XPX”) Tri-State - covering New York (New York City & Long Island), Connecticut (Fairfield & Hartford), and New Jersey - is holding a regional Zoom event from 4-6PM on Tuesday, November 17, 2020. This is truly a “go to” meeting with core coverage areas including:

    The state of the economy and business environment, nationally and regionally.

    Wealth planning, the corresponding tax implications and how the specific factors play into the merger & acquisition environment as we close out 2020 and leading into 2021.

    Our Speaker

    Philip J. Lane is an associate professor of economics at Fairfield University

    Phil joined the University in 1981 as one two additions to the department to substitute for the retirement of Fr. William Hohmann, S.J. His undergraduate degree is from Providence College, his masters from Northeastern University and his Ph.D. from Tufts University, all in economics. Phil was the teacher of the year at Fairfield University and inducted into ASN in 1990. He was the chair of the department for 9 years. Phil has been a faculty member and mentor in the Ignatian Residential College for 15 years as well as serving as the academic director for 6 years. For the last 16 years, he has guided the University’s team in the College Fed Challenge at the Federal Reserve Bank of New York with the complete support of his department.

    The coverage areas will be followed by breakout sessions to facilitate interactive dialogue. And if that was not enough, we will close out the evening with a Zoom cocktail hour (unfortunately it is BYOB)!

    Please join our line-up of experts for this ‘rapid Fire” format:


    Each member is encouraged to bring a guest (FREE) for this event. Guests can be registered at the time of the member registration.

Past events

October 02, 2020 XPX Long Island - Virtual Business
October 01, 2020 XPX Long Island Members - October Session Power Networking
September 16, 2020 XPX Orientation
September 11, 2020 XPX Long Island - “Where are we now? Advising clients in the New Normal”
September 01, 2020 XPX Long Island Members - September Session Power Networking
August 19, 2020 XPX Orientation
July 15, 2020 XPX Orientation
July 01, 2020 XPX Long Island Members - July Session Power Networking
June 17, 2020 XPX Orientation
June 12, 2020 XPX Long Island - “PeopleCo Manufacturing” Winding Down our Case Study
May 20, 2020 XPX Orientation
May 01, 2020 XPX Long Island - This too shall pass… planning a successful exit during uncertainty
April 29, 2020 XPX Advisor Exchange - EBITDAC, Disruption and Hiring Remotely
April 22, 2020 XPX Advisor Exchange
April 15, 2020 XPX Advisor Exchange - Supply Chains, Presenting Remotely and Business Value
April 15, 2020 XPX New Member Orientation
April 08, 2020 XPX Advisor Exchange - How to have difficult conversations
April 01, 2020 XPX Advisor Exchange - M&A, Employment law, Healthcare, Courage
March 25, 2020 XPX Advisor Forum
March 18, 2020 Virtual Meeting on Virtual Meetings
March 18, 2020 XPX New Member Orientation
March 06, 2020 XPX Long Island: Negotiating Strategies – How can I get what I need and want?
February 19, 2020 XPX New Member Orientation
February 07, 2020 XPX Long Island: Successful Exit Stories
January 29, 2020 XPX TRI-STATE SUMMIT 2020 | NEW YORK CITY
January 15, 2020 XPX New Member Orientation
January 03, 2020 XPX Long Island: Business valuations – What is the business really worth?
December 18, 2019 XPX New Member Orientation
December 06, 2019 XPX Long Island: Wealth Management Planning – How much do I really need?
November 13, 2019 XPX New Member Orientation
November 01, 2019 XPX Long Island: Estate and Tax Planning Options – Focus on after tax proceeds
October 04, 2019 XPX Long Island: Managing Family Dynamics – How can the family prepare for success?
September 06, 2019 XPX Long Island Chapter Launch Event
August 14, 2019 XPX Long Island - Summer Cocktail Party
June 07, 2019 XPX Long Island Info Session
May 03, 2019 XPX Long Island Info Session

Next Chapter Events


We could not have quality programming without our sponsors!


Launch Sponsors

At XPX, I find really great people network with, and I enjoy being able to prospect with a cadre of experienced and accomplished high level advisors, at one location, where you can learn about their expertise at a much deeper level People at XPX tend to be more worldly not only due to the nature of the M&A biz — but as they hail from multiple disciplines over their years of experience.

XPX differs from other networking learning orgs in that it maintains a heavy focus on education but also is a group where pure professionalism is weighed more highly than just prospecting, with experienced professionals looking to gain an understanding of what you do and how you do it as opposed to just making a sale.

I have developed multiple tax clients and projects, but more importantly I value the fantastic relationships that I know over time will not only produce lots of new business but enable me to confidently refer to others e.g., attorneys in the group — and enable me to look good when I recommend. I love going to XPX for the social side, for the power networking groups –one of mine splintered off into an ongoing mastermind group sharing business ideas and mindfully addressing challenges — and, of course, the learning."

— BOB COHEN - CPA, Wealth Planner, Expert in Taxation and M&A, Corporate Division & Reorganization, Partnerships, Retirement Planning

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