Help build a strong, local business ecosystem
Join the trusted advisors who share a collaborative, long-term mindset.
Our members are not just individual accountants, attorneys, wealth planners, investors, or exit planners; they’re a collaboration of experienced, proven professional advisors who know they can accomplish more for their businesses, their private company clients – and the entire community – when they collaborate together. Membership in XPX is for those who –
- Understand the vital role that established private companies play in helping building our local communities.
- Are focused on building relationships versus conducting transactions.
- See the big picture. They know that they can better serve their clients by having access to a trusted community of professional advisors who can help build business value, manage succession, and build owner legacy.
- Represent one of our 12 Advisor Professions (Accountants, Attorneys, Bankers, Coaches, Consultants, Insurance Providers, Investors, M&A Intermediaries, Non-profits, Valuators, Virtual Managers, Wealth Planners).
- Uphold the highest standards of professional integrity.
- See the value of having an open network to ensure there is no single approach or solutions provider to assisting private company owners.
- Know the business environment is always changing and need to keep abreast of the latest information to meet their clients demand.
- Are sponsored by existing XPX members.
- Adhere to our Five Core Advisor Principles (Work Collaboratively, Put The Client first, Think Long Term, Consider The Human Angle, & Always Be Learning).
New Jersey Individual Memberships
Tri-State Individual Memberships
Tri-State
Membership-
Connecticut
-
Long Island
-
New Jersey
-
New York
Tri-State
Emerging Professional-
Connecticut
-
Long Island
-
New Jersey
-
New York
Advisor Professions
Accountants
Attorneys
Bankers
Coaches
Consultants
Insurance Providers
Investors
M&A Intermediaries
Non-Profits
Valuators
Virtual managers
Wealth Planners
Why Join?
We hope that you will become an active member of our chapter and take advantage of the valuable benefits we offer as an organization:
Resources
You’ll learn from great content and programming. “What I know, What I don’t know, What I don’t know that I don’t know. XPX helps me get this right.”
Relationships
You’ll expand your network with people who are genuine, inviting, and welcome collaboration. “We’re givers, not takers (and givers get more in the long run)”.
Visibility
You’ll raise your profile by sharing your knowledge in meetings, networking, and contributing to our on-line Owners’ Academy knowledge base. “I know the guy/gal! who can help”.
Principles
You’ll find a group of like-minded advisors who share our values of collaboration, client first, long-term thinking, focus on the human factor, and continuous learning. “It’s about the quality of the people in the room.”
Contact & Connect
Chapter Events
Tri-State Gold Sponsors
Tri-State Silver Sponsors
Buy or sell-side due diligence is needed. You need a part-time or interim CFO.The CFO needs to improve accounting operationsThe company needs a new accounting system.
Tri-State Bronze Sponsors
When considering business succession issues, retirement and when a business owner wants to take some chips off the table. When deciding when and how to incentive key employees
Business owners need to prepare their financial, operational and technical systems for a sale and when buyers have identified an acquisition target for diligence.
You need a professional to discuss your business ownership exit planning options.
Gold Sponsors
You have a client that has questions about their corporate legal structure, their transaction, or a dispute
The client may be overpaying for products and services. We provide strategic cost advisory in over 50+ different cost categories and maximize the value of our clients' spend.
Whenever a Company is looking for information about ESOPs or when shareholder in a privately-held business is looking for a liquidity event.
Someone needs operational improvement, sales management consulting, financial management, debt and equity sourcing, M&A advisory services as well as turnaround and distressed asset management work
Helping small to lower middle market businesses in healthy or distressed situations with performance optimization, asset maximization, turnaround management, and liquidation.
Bronze Sponsors
You have a client that has questions about their corporate legal structure, their transaction, or a dispute
The client may be overpaying for products and services. We provide strategic cost advisory in over 50+ different cost categories and maximize the value of our clients' spend.
Whenever a Company is looking for information about ESOPs or when shareholder in a privately-held business is looking for a liquidity event.
Someone needs operational improvement, sales management consulting, financial management, debt and equity sourcing, M&A advisory services as well as turnaround and distressed asset management work
Helping small to lower middle market businesses in healthy or distressed situations with performance optimization, asset maximization, turnaround management, and liquidation.