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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

    • April 01, 2020
    • 12:00 PM
    • Virtual at Noon EDT, Login info sent upon registration
    Register


    PROGRAM FOR ALL IN OUR XPX COMMUNITY!


    During the crisis, we’ll be convening a virtual discussion at noon EDT each Wednesday.

    The format will be a rapid fire set of seven-minute updates from experts in our community. Our guests this week will share what they are seeing in: 

    When you register, please share any specific topics you'd like us to address in future meetings. We also welcome suggestions on thought leaders.  Feel free to contact Mary Adams

    • April 03, 2020
    • 8:30 AM - 10:00 AM
    • The Offices of Carter DeLuca & Farrell - 576 Broad Hollow Road, Melville, NY 11747

    XPX Long Island Chapter hosts monthly meeting that are focused on deep learning and networking with fellow advisors to privately-held businesses. Our speakers and attendees are experts who focus on particular aspects of the private company life cycle including business value growth, business value transfer and owner life and legacy.

    At this meeting, you can expect to:

    • Learn how to better serve your clients
    • Meet new contacts in the private company market
    • Get visibility with your existing network of contacts
    • Gain an appreciation of the power of the XPX Advisor Principles

    Hope you'll join us!


    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. 


    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.

    • April 08, 2020
    • 12:00 PM
    • Virtual at noon EDT, Login info sent upon registration
    Register


    PROGRAM FOR ALL IN OUR XPX COMMUNITY!


    During the crisis, we’ll be convening a virtual discussion at noon EDT each Wednesday.

    The format will be a rapid fire set of seven-minute updates from experts in our community about topics such as:

    • Employment law implications of the latest legislation from Washington
    • Dealing with lenders and investors
    • How to preserve corporate value in this crisis
    • Supply chain outlook
    • Stakeholder communications
    • And many more....

    When you register, please share any specific topics you'd like us to address in this and future meetings. We also welcome suggestions on thought leaders.  Feel free to contact Mary Adams

    • April 15, 2020
    • 11:00 AM - 11:30 AM
    • Virtual - you'll receive call-in instructions upon registering
    Register

    Welcome to XPX!

    Please join us at this quick monthly web meeting with other new 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 resources (especially our private video library) with your clients
    • 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)


    • May 01, 2020
    • 8:30 AM - 10:00 AM
    • The Offices of Capital One, 1307 Walt Whitman Rd, Melville, NY 11747

    XPX Long Island Chapter hosts monthly meeting that are focused on deep learning and networking with fellow advisors to privately-held businesses. Our speakers and attendees are experts who focus on particular aspects of the private company life cycle including business value growth, business value transfer and owner life and legacy.

    At this meeting, you can expect to:

    • Learn how to better serve your clients
    • Meet new contacts in the private company market
    • Get visibility with your existing network of contacts
    • Gain an appreciation of the power of the XPX Advisor Principles

    Hope you'll join us!


    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. 


    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.

    • June 05, 2020
    • 8:30 AM - 10:00 AM
    • The Offices of Capital One, 1307 Walt Whitman Rd, Melville, NY 11747

    XPX Long Island Chapter hosts monthly meeting that are focused on deep learning and networking with fellow advisors to privately-held businesses. Our speakers and attendees are experts who focus on particular aspects of the private company life cycle including business value growth, business value transfer and owner life and legacy.

    At this meeting, you can expect to:

    • Learn how to better serve your clients
    • Meet new contacts in the private company market
    • Get visibility with your existing network of contacts
    • Gain an appreciation of the power of the XPX Advisor Principles

    Hope you'll join us!


    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. 


    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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OUR SPONSORS

We could not have quality programming without our sponsors!

Founding Launch Sponsor

LAUNCH SPONSORS

LONG ISLAND SPONSOR - BRONZE

PLATINUM & TRI-STATE SUMMIT 2020 HOST SPONSOR

Tri-State Sponsors - Bronze

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