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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

    • August 01, 2021
    • ? - 4:00 PM (EDT)
    • Your Group Leader Will Reach Out to Set a Date / Time
    Register


     august POWER NETWORKING

    THE PROGRAM RUNS ALL MONTH
    DEADLINE TO SIGN UP IS august 1, 2021



    XPX Long Island & Philadelphia Members,

    New for August, your Power Networking Chairs are joining forces in this virtual environment and offering you an opportunity to broaden your network and get to know members in another chapter.  Please sign up for the August power networking today!

    If you have any questions, please feel free to reach out to your Power Networking Chairs:

    Nkrumah Pierre, Long Island Board Member, Power Networking Chair
    Phone: (212) 891- 4073
    nkrumah.pierre@eisneramper.com

    Sean-Tamba Matthew, Philadelphia Board Member, Power Networking Chair Phone: (215) 508-7705
    stma@sesesop.com

    =============================================================

    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.

    If you have any questions, please feel free to reach out to your Power Networking Chairs:

    Nkrumah Pierre, Long Island Board Member, Power Networking Chair
    Phone: (212) 891- 4073
    nkrumah.pierre@eisneramper.com

    Sean-Tamba Matthew, Philadelphia Board Member, Power Networking Chair
    Phone: (215) 508-7705
    stma@sesesop.com


    • August 02, 2021
    • ? - 9:00 AM (EDT)
    • Your Group Leader Will Reach Out to Set a Date / Time
    Register



    Your Group Leader Will Reach Out to Set a Date / Time

    AUGUST POWER NETWORKING
    THE PROGRAM RUNS ALL MONTH
    DEADLINE TO SIGN UP IS AUGUST 01, 2021


    XThe Cross-Chapter program is a supplement to local XPX Chapter power networking. Please visit your Chapter website for more information. Use this Cross-Chapter option if you want to meet members from other parts of the country. You are welcome to participate in both programs if you want. Here's how it works:

    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 us

    • August 11, 2021
    • 5:30 PM - 7:30 PM (EDT)
    • Port Washington Yacht Club- 1 Yacht Club Dr, Port Washington, NY 11050
    Register





    We are excited to announce that after a year of virtual meetings, XPX Long Island is hosting an in-person networking event.

    Join us for an evening of outdoor summer networking with fellow professionals interested in the exit planning space. Invite a colleague who would benefit from learning about XPX Long Island.

    Attire is smart summer attire (shirts with collar required and shorts/summer dresses)

    Registration Fees:

    XPX Long Island & Tri-State Members & Guest: $49.00 per person. (Member and guest much register at the same time).  Long Island/Tri-State members are required to attend to be eligible for the reduced guest fee.)

    Other XPX Members: $65.00

    Non-Members $75.00

    Fee includes open bar and a smorgasbord of small plates, stations and hors d’oeuvres.

    Refund Policy: You may request to cancel your registration for a full refund, up to 72 hours before the date and time of the event. We are unable to issue a credit towards another meeting or individual.


    .

    ===============================================


    TRI-STATE SILVER:



    TRI-STATE BRONZE:







    LONG ISLAND BRONZE:













    • August 25, 2021
    • 10:50 AM - 11:30 AM (EDT)
    • Virtual at 11 AM EDT - you'll receive call-in instructions upon registering
    Register

    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 fourth 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!


    • September 02, 2021
    • ? - 9:00 AM (EDT)
    • Your Group Leader Will Reach Out to Set a Date / Time
    Register



    Your Group Leader Will Reach Out to Set a Date / Time

    SEPTEMBER POWER NETWORKING
    THE PROGRAM RUNS ALL MONTH
    DEADLINE TO SIGN UP IS SEPTEMBER 01, 2021


    XThe Cross-Chapter program is a supplement to local XPX Chapter power networking. Please visit your Chapter website for more information. Use this Cross-Chapter option if you want to meet members from other parts of the country. You are welcome to participate in both programs if you want. Here's how it works:

    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 us

Past events

July 28, 2021 XPX Orientation
July 01, 2021 XPX Long Island & Philadelphia Members Joint Power Networking - July
July 01, 2021 All XPX - Member Cross-Chapter Signup deadline for member power networking - July
June 30, 2021 XPX Orientation
June 02, 2021 XPX Global - Member Cross-Chapter Signup deadline for member power networking - June
June 01, 2021 XPX Long Island & Philadelphia Members Joint Power Networking in June- Signup deadline for member power networking
May 26, 2021 XPX Orientation
May 07, 2021 XPX Long Island Case Study -Financing Growth and Liquidity
May 01, 2021 XPX Members - Cross-Chapter Signup deadline for member power networking
May 01, 2021 NEW! XPX Long Island & Philadelphia Members Joint Power Networking in May & June- Signup deadline for member power networking
April 28, 2021 XPX Long Island -Members Only- Hosted Trivia & Networking Night
April 28, 2021 XPX Orientation
April 09, 2021 XPX Long Island Case Study - Defining Success: What is it You Really Want From an Exit?
March 24, 2021 XPX Emerging Professionals: When Advisors Collide
March 17, 2021 XPX Orientation
March 05, 2021 XPX Long Island Case Study: Operations – Scalable Business Models that Maximize Profits
March 01, 2021 XPX Long Island Members - March Session Power Networking
February 17, 2021 XPX Orientation
February 05, 2021 XPX Long Island Case Study: Focus on Growth – Building Sales & Enhancing Effectiveness
February 01, 2021 XPX Long Island Members - February Session Power Networking
January 20, 2021 XPX Orientation
January 08, 2021 XPX Members - January Cross-Chapter Power Networking Options
January 08, 2021 XPX Long Island: Case study session 2
January 01, 2021 XPX Long Island Members - January Session Power Networking
December 16, 2020 XPX Orientation
December 04, 2020 XPX Long Island - It’s back! The XPX Long Island Case Study for 2020-2021
December 01, 2020 XPX Members - December Cross-Chapter Power Networking
December 01, 2020 XPX Long Island Members - December Session Power Networking
November 18, 2020 XPX Orientation
November 17, 2020 XPX Tri-State Post Election Deep Dive
November 01, 2020 XPX Long Island Members - November Session Power Networking
October 21, 2020 XPX Orientation
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

OUR SPONSORS

We could not have quality programming without our sponsors!

Tri-State Silver

Tri-State Bronze

LONG ISLAND BRONZE

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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