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              GROWTH. TRANSFER. LEGACY.

EVENTS

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

    • September 06, 2019
    • 8:30 AM - 10:00 AM
    • The Offices of Capital One, 1307 Walt Whitman Rd, Melville, NY 11747
    Register

    Introduction to XPX Long Island

    We are excited to launch XPX 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. 

    Our first event is an introduction to XPX for professional advisors and includes the following agenda:

    • Review XPX principles, values and advisor types
    • What makes XPX unique and membership benefits
    • Overview of 2019/2020 program calendar and case study
    • Introduction of launch committee members
    • Introduction to Tri-State and National XPX
    • Questions and Answers

    Date: September 6, 2019
    Time: 8:30 AM  to 10:00 AM
    Location: The Offices of Capital One, 1307 Walt Whitman Rd, Melville, NY 11747

    This is a FREE event with Continental Breakfast served.
    Registration is required.
     This is a secure building so you’ll have to provide a photo ID to the guards. All visitors parking is in the front of the building and entrance is in the front. 

    Thank you to our Event Sponsor! 



    About XPX Long Island

    XPX is all about collaboration, learning and building relationships to serve our clients. XPX members are professional service providers who assist with business value growth, exit and succession planning, business value transfer, and business owner life and legacy. Assisting business owners through all stages of the company life cycle, XPX members put their clients first by collaborating as a team in order to provide clear, coordinated advice.

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