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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

    • August 19, 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!

Past events

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

  • August 19, 2020 10:50 AM
    Virtual at 11 AM EDT - you'll receive call-in instructions upon registering


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