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The Exit Planning Exchange New Jersey Chapter holds events in northern New Jersey. 

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 New Jersey events are listed below. See also our full Tri-State Calendar.

Upcoming events

    • June 01, 2020
    • 4:00 PM (EDT)
    • June 30, 2020
    • 9:00 PM (EDT)
    • Virtual - coordinate details with your assigned group

    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 your XPX Chapter
    • 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
    These groups will help us all to get to know one another, discuss the client issues we are encountering, and collectively, perhaps, come to some solutions for a client.

    Suggested discussion topics this month include: 

    • How you are adapting your work processes to current conditions
    • Trends you are seeing as your clients and the economy open up
    • Stories about the best/worst/most inspiring situations you've experienced this month
    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,

    John Dowd, President

    Cross-Chapter Program also available for those who are interested
    • June 17, 2020
    • 10:50 AM - 11:30 AM (EDT)
    • Virtual at 11 AM EDT - you'll receive call-in instructions upon registering

    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 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). Non-members welcome to listen in too!

Past events

May 27, 2020 XPX New Jersey -The Reopening Process for the Business Community
May 20, 2020 XPX Orientation
April 29, 2020 XPX New Jersey - Industry Updates and Best Practices During the Crisis
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 18, 2020 XPX New Jersey - POSTPONED - Owner Success Story
February 19, 2020 XPX New Member Orientation
February 19, 2020 XPX New Jersey - Inside a Family Office
January 29, 2020 XPX TRI-STATE SUMMIT 2020 | NEW YORK CITY
January 22, 2020 XPX New Jersey - War Stories from the Trenches
January 15, 2020 XPX New Member Orientation
December 18, 2019 XPX New Member Orientation
December 18, 2019 XPX New Jersey - Top 10 ways to improve the value of your business
November 20, 2019 XPX New Jersey - The Deal Closed so What’s Next?
November 13, 2019 XPX New Member Orientation
October 16, 2019 XPX New Jersey - Family Dynamics
September 18, 2019 XPX New Jersey - The Private Equity Playbook
July 16, 2019 XPX New Jersey - Summer Cocktail Party
June 19, 2019 XPX New Jersey - Pulling the Trigger! How to start the transition process
May 15, 2019 XPX New Jersey - It’s all about the people! How to Enhance the Management Team
April 17, 2019 XPX New Jersey - Building the Perfect Advisory Team
March 20, 2019 XPX New Jersey - It’s All About the People! How to enhance the management team
February 20, 2019 XPX New Jersey - Middle Market M&A and Capital Markets Update
January 16, 2019 XPX New Jersey - Transitioning to Outside Buyers
December 19, 2018 XPX New Jersey - Keeping Employees Motivated Through Equity Incentive Plans
November 14, 2018 XPX New Jersey - Transitioning to Insiders: Family Business Planning and Business Continuity
October 17, 2018 XPX New Jersey - Current State of Capital Markets and Financing Options
September 26, 2018 XPX New Jersey - Defining Success: Exploring the Owner’s Objectives in a Transition
July 17, 2018 XPX New Jersey - Summer Cocktail Party
June 20, 2018 XPX New Jersey - Next Steps? What’s the Best Plan Moving Forward?
May 16, 2018 XPX New Jersey - The Transaction Process – Tricks of the Trade from Investment Bankers
April 18, 2018 XPX New Jersey - Transaction Process
March 28, 2018 XPX New Jersey - Moving Closer to a Sale? What Estate Planning Techniques Can Help Owners Keep What They Have Earned?
March 21, 2018 XPX New Jersey - Moving Closer to a Sale? What Estate Planning Techniques Can Help Owners Keep What They Have Earned?
February 21, 2018 XPX New Jersey - Operational Efficiencies
January 17, 2018 XPX New Jersey - Operational Efficiencies
January 09, 2018 XPX Tri-State Cocktail Networking Reception
December 20, 2017 XPX Tri-State: New Jersey - Valuation – What could the business be worth…and why?
November 15, 2017 XPX Tri-State: New Jersey - Strategic Options Review:
October 18, 2017 XPX Tri-State: New Jersey - Managing Family Dynamics – The Good, The Bad and The Ugly
September 20, 2017 XPX Tri-State: New Jersey Case Study Series & Breakfast
July 26, 2017 XPX New Jersey – Summer Celebration
June 27, 2017 XPX NJ & ACG NJ Announce Joint Event, June 27th at LPS Industries - Register Today!
May 03, 2017 XPX New Jersey Inauguration! Newly Launched Chapter of the Exit Planning Exchange


Tri-state sponsor - Gold

Tri-State Sponsors - Bronze

New Jersey Sponsor - 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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