Login


Here you can see all the events we host across the Tri-State area in New York, New Jersey, Hartford CT and Fairfield County CT. 

Upcoming events

    • September 14, 2017
    • 8:00 AM - 9:30 AM
    • Bernstein, 1345 Avenue of the Americas, New York, NY, (Between 54th and 55th Streets)

    The New York chapter is growing and welcoming professional advisors who help business owners plan for a successful exit. We will be following a case study approach that proved highly successful last year. In this first breakfast meeting we will be introducing the case study and reviewing the issues and opportunities that surround the case for the 2017-2018 XPX program year. Our ‘client’ is a partnership that wants to position itself for an exit in two to three years. As with most companies, there are some issues that need to be resolved to make the transition, and ultimate exit, a success.

    September’s event will be a round table discussion that will set the foundation for the rest of the year. This highly interactive session will break down the case into several core areas that surround exit planning – management transition, operational improvements, financial planning, strategy development, etc.

    As an association of experienced advisory professionals for business owners and their companies, we are all focused on delivering the highest level of subject matter expertise to our clients and we would value your expertise and insights as we set up for the rest of the year!

    We invite you to join us for this exciting event and for the entire series this year! The case will be available shortly.

    Below is our schedule of events for the coming programming year, each of which build upon the prior event and each with a focus on our ‘client.'

    To make it easy to remember, we’ll always meet on the 2nd Thursday morning of each month from September through July 2018, so please set up a recurring calendar appointment now so you won’t miss an XPX breakfast!

    September 14, 2017

    October 12

    November 9

    December 14

    January 11, 2018

    February 8

    March 8

    April 12

    May 10

    June 14

    July 12

    Investment

    XPX NY and Tri-State Members in good standing are complimentary.

    Chapter memberships are only $350/year and tri-state memberships $550/year

    Not a member yet?

    Simply pay the following one-time event fee to join us.

    Then, if you decide before the following monthly breakfast to buy a membership, we’ll credit the meeting fee towards your membership purchase.

    Per meeting event fees are as follows:

    Non-members early bird through 9/11: $75

    After 9/11: $90

    At the door: $100 non-members

    Attendance is complimentary for XPX NY and Tri-State Members, but pre-registration online is a must for security clearance and catering planning.

    Event Timing:

    8:00-8:30am Registration, networking and continental breakfast available

    8:30-9:30am Featured speakers, Ramsey Goodrich: Managing Partner, -Carter Morse & Mathias and T.J. Hope: Director, Valuation Advisory-Stout Risius Ross, LLC and Q&A

    The room will remain available until 10am, so plan to stay for a 2nd cup of coffee and further networking if your schedule allows!

    • September 20, 2017
    • 8:00 AM - 10:00 AM
    • The offices of Fox Rothschild LLP - 49 Market Street, Morristown, NJ

    The New Jersey chapter is growing and welcoming professional advisors who help business owners plan for a successful exit. We will be following a case study approach that proved highly successful last year. In this first breakfast meeting we will be introducing the case study and reviewing the issues and opportunities that surround the case for the 2017-2018 XPX program year. Our ‘client’ is a partnership that wants to position itself for an exit in two to three years. As with most companies, there are some issues that need to be resolved to make the transition, and ultimate exit, a success.

    September’s event will be a round table discussion that will set the foundation for the rest of the year. This highly interactive session will break down the case into several core areas that surround exit planning – management transition, operational improvements, financial planning, strategy development, etc.

    As an association of experienced advisory professionals for business owners and their companies, we are all focused on delivering the highest level of subject matter expertise to our clients and we would value your expertise and insights as we set up for the rest of the year!

    We invite you to join us for this exciting event and for the entire series this year! The case will be available shortly.

    Below is our schedule of events for the coming programming year, each of which build upon the prior event and each with a focus on our ‘client.'

    To make it easy to remember, we’ll always meet on the 3rd Wednesday morning of each month from September through June 2018, so please set up a recurring calendar appointment now so you won’t miss an XPX breakfast!

    September 20

    October 18

    November 15

    December 20

    January 17

    February 21

    March 21

    April 18

    May 16

    June 20


    Investment

    XPX NJ and Tri-State Members in good standing are complimentary.

    Chapter memberships are only $350/year and tri-state memberships $550/year

    Not a member yet?

    Simply pay the following one-time event fee to join us.

    Then, if you decide before the following monthly breakfast to buy a membership, we’ll credit the meeting fee towards your membership purchase.

Past events

July 27, 2017 XPX Tri-State CT Hartford Year End Party
July 26, 2017 XPX New Jersey – Summer Celebration
July 19, 2017 XPX Tri-State CT: Closing Cocktail Party
June 27, 2017 XPX NJ & ACG NJ Announce Joint Event, June 27th at LPS Industries - Register Today!
June 21, 2017 XPX Tri-State New York - Assessing Strategic Options:
June 21, 2017 XPX Tri-State CT (Hartford) - Planning for the Exit
June 16, 2017 XPX Tri-State CT: Assessing Strategic Options
June 13, 2017 XPX CT Hartford & ACG CT Event, June 13th - Yard Goats Game - Register Today!
May 19, 2017 XPX Tri-State CT: Good Fences Make Good Neighbors
May 17, 2017 XPX Tri-State New York-Good Fences Make Good Neighbors
May 17, 2017 XPX Tri-State CT (Hartford) - Good Fences Make Good Neighbors
May 03, 2017 XPX New Jersey Inauguration! Newly Launched Chapter of the Exit Planning Exchange
April 21, 2017 XPX Tri-State CT: Financing Growth Part 2
April 19, 2017 XPX Tri-State New York: Defining Success
April 19, 2017 XPX Tri-State CT (Hartford) - Financing Growth
March 17, 2017 XPX Tri-State CT: Financing Growth Part 1
March 15, 2017 XPX Tri-State New York: Defining Success
March 15, 2017 XPX Tri-State CT (Hartford) - Financing Growth Part 1
February 15, 2017 XPX Tri-State New York: Operations
February 15, 2017 XPX Tri-State CT: Using LinkedIn to Grow your business
February 03, 2017 XPX Tri-State CT: Successful Exits
January 20, 2017 XPX Tri-State CT: Operations
December 21, 2016 XPX Tri-State New York: Focus on Growth
December 16, 2016 XPX Tri-State CT: Focus on Growth
November 18, 2016 XPX Tri-State CT: Managing Management
November 17, 2016 XPX Tri-State New York: Managing Management
October 21, 2016 XPX Tri-State CT: Creating a Strategic Plan to Maximize Value
October 19, 2016 XPX Tri-State New York: Creating a Strategic Plan to Maximize Value
September 16, 2016 XPX Tri-State CT: Case Study
September 13, 2016 XPX Tri-State New York: Case Study Series & Luncheon
July 20, 2016 XPX CT: Closing Cocktail Party!
June 23, 2016 XPX CT: Deepening Your Referral Connections
June 17, 2016 XPX CT: Legal Documents
May 20, 2016 XPX CT: Due Diligence Preparation and Pitfalls
April 28, 2016 XPX NY Metro - The Private Capital Ecosystem
April 22, 2016 XPX CT: The Next Big Idea
March 18, 2016 XPX CT: Investment Banking Process
February 25, 2016 XPX NY Metro - The Importance of Revisiting The Benefits of ESOP’s To Business Owners
February 16, 2016 XPX NY Metro - Part 2: Our Advisor Network Matrix
February 05, 2016 XPX CT: Successful Exit Stories - Joint Meeting with ACG CT
January 22, 2016 XPX CT: Business Valuations
December 18, 2015 XPX CT: Estate Planning Options
November 20, 2015 XPX CT: Wealth Management Planning
November 11, 2015 XPX NY Metro - Save the Date!
October 16, 2015 XPX CT: Managing Family Dynamics – How can the family prepare for success?
September 18, 2015 XPX CT - Breakfast Meeting

GOLD SPONSORS

SILVER SPONSORS

BRONZE SPONSORS

MEMBER SPONSORS

TESTIMONIALS

The most valuable part of my participation with XPX is the education about exit planning that I have received from attending meetings and from all the members. XPX is a very approachable group. Everyone is willing and interested in an exchange of ideas. I especially like the Power of Three which enables you to get to know other members better.

Dick Albu, Albu Consulting LLC

I really enjoy the small group interactions at XPX which is different from other organizations. I have also received an engagement from a XPX member.

Alan Booth, Executive Leadership Advisor

XPX offers excellent content based seminars specifically geared towards professionals focusing on the sale or transition of a business. The diverse topics and membership provide strong networking opportunities. Both the targeted content and diverse membership, focusing on bringing advisors together as a team to help the client, help XPX stand out from other organizations.

Michael Clear, Wiggin and Dana

Copyright XPX Global LLC | Terms-of-Use | Privacy-Policy