Carter Morse & Goodrich Renews Sponsorship of Tri-State XPX

We’re proud to share that Carter Morse & Goodrich has renewed its sponsorship of the Tri-State Exit Planning Exchange (XPX) chapter for the 2025–2026 program year.

XPX is a trusted network of advisors dedicated to supporting privately held businesses through thoughtful, strategic exit planning. Their chapters foster strong, collaborative local business ecosystems where professionals work together to deliver better outcomes for business owners.

At CMG, we believe successful transitions are built on preparation, alignment, and the right team of advisors. We’re honored to support an organization that brings those elements together so effectively.

Looking forward to another year of learning, collaboration, and helping business owners plan for what’s next.