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We invite you to consider membership in XPX New York.

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XPX is a unique multi-disciplinary community of professional advisors who work collaboratively to help owners build valuable businesses and assist them in preparing and executing a successful transition. We welcome qualified individuals and firms that support private companies and their owners. The diversity of our membership is visible in our Marketplace (check it out and imagine adding your name and expertise there!)

Membership in XPX is subject to approval of a submitted application and requires:

  • Two references, with at least one of them being an active XPX member from an organization other than the applicant’s organization;

  • Relevant expertise as a practitioner providing valued services to privately held businesses, their owners and/or managers;

  • A proven client base.

We hope that you will become an active member of our chapter and take advantage of the many benefits we offer as an organization.

New New York Membership: $350
Tri-State Membership $550: (CT, NY, NJ)

New York-Individual Young Professional Under 35 Membership: $195
Tri-State Individual -Young Professional Under 35 Membership: $295 (CT, NY, NJ)

Click to Apply Now!

12 Good Reasons to Join!

  1. Become a better advisor – At XPX, you’ll gain a holistic understanding of the full life cycle of the privately-held business in our KX-Knowledge Exchange

  2. Learn from experts – XPX chapters host a variety of programs that include speakers, panels, roundtables and networking with experts in the private company market. 

  3. Learn from owners –XPX programming includes owners as speakers and special Owners Academy programs where owners share their business and life experiences.

  4. Be a market leader – XPX boards and committees are a great way to build trusted relationships and contribute the success of a local chapter.

  5. Raise your profile as an expert – XPX members are featured in our directory with links to LinkedIn and their own websites—and can share articles, blogs and videos in our KX-Knowledge Exchange

  6. Network with local experts – XPX chapters all sponsor power networking programs so you can meet and really get to know your fellow members.

  7. Find the right expert from another field – XPX has a diverse community. Find just the right expert to meet your needs in our Advisor Directory.

  8. Take advantage of special programming – Chapter activities include programs like affinity groups and board of advisors referral services.

  9. Annual Summit –XPX Boston holds an annual one-day Summit that attracts members from all the chapters.

  10. Certification and Tools – We expose our members to the best training, tools and certifications for the private company market via our Tool Directory.

  11. Raise your company’s profile – Sponsorship is a great way to get visibility in your local market and contribute to the XPX mission of supporting the owners of privately-held businesses.

  12. Stay in Touch –Our monthly newsletter provides a summary of the latest posts by our members and the calendar of upcoming events around our network.

Click to Apply Now!

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"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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