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• XPX New Jersey: The Election and the M&A Market

  • When
    October 28, 2020
  •  
    11:50 AM - 1:00 PM (EDT)
  • Location
    Virtual - connection details sent upon registration
  • Registered
    15 registrants

  Register

  What Does it All Mean?
  

  The New Jersey chapter is excited to continue our programming year with another thoughtful and insightful meeting. Our chapter is growing and welcoming professional advisors who help business owners plan for a successful exit. As we continue to examine many of the different planning considerations and decisions an owner needs to face, our members participate in this interactive discussion. We welcome your attendance at our next meeting.

  The New Jersey chapter is ready to support our members and their guests as we continue to manage through the pandemic. We have established a virtual meeting environment to allow our members to participate safely and engage with others during this time. This month our discussion will be lead by Valentina Midura, a Senior Managing Director with BDO Capital Advisors, LLC as well as Mark Borda, a Director within Citrin Cooperman’s Transaction Advisory Services. Our meeting will address the upcoming election and its impact on the M&A market. What is the current state of the M&A market and will the election impact an acceleration of transactions before year end? What should advisors know to guide their clients properly during this time? How would the M&A environment change after an election or is it business as usual? Will there be an increase pickup in deal’s closing before year end in 2020 or will many buyers subscribe to the wait and see model? Our discussion will be led by industry leaders with insight to these questions and many more.

  This highly interactive session will allow for participation by attendees in a collaborative format. 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. We invite you to join us for this exciting event and for the entire series this year! Please register for this highly informative event. Final information for the Zoom webinar will be sent to all of those registered.

  About Valentina Midura:

  Ms. Midura is a Co-Founder and Senior Managing Director at BDO Capital Advisors with more than 20 years of investment banking experience. Ms. Midura advises privately held and family-owned businesses with transaction structures including leveraged recapitalizations, shareholder transitions, management buy-outs, exclusive sales, corporate divestitures and private placements. Ms. Midura has closed transactions in a variety of industry segments including Manufacturing & Distribution, Healthcare & Life Sciences, Business Services and Technology, Media & Telecom. Geographically, Ms. Midura is focused on managing BDO Capital’s relationships and clientele along the Eastern Seaboard.

  About Mark Borda, CPA, CFA

  Mark provides pre-acquisition financial diligence services and post-closing integration services to private equity and corporate acquires. Mark also provides a comprehensive offering of buy-side and sell-side financial due diligence services to his clients focusing on middle-market and lower middle-market transactions.

  Mark's finance and accounting background includes extensive experience in M&A advisory, audit/assurance and industry/corporate finance related roles. Prior to joining Citrin Cooperman, Mark worked in M&A advisory at a highly-specialized financial consulting firm in Philadelphia.

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• XPX New Jersey Members - November Session Power Networking

  • When
    November 01, 2020
  •  
    (EDT)
  • Location
    Sign up for this virtual program by the first of the month
  • Registered
    5 registrants

  Register

  
  

  
  

  november POWER NETWORKING
  

  THE PROGRAM RUNS ALL MONTH
  DEADLINE TO SIGN UP IS november 1, 2020 AT 4:00 PM ET
  

  This month's suggested discussion topic:

  Share a collaboration story where you've worked successfully with advisor(s) to deliver better outcomes for your client

  
  

  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 from other XPX Chapters
  • 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

  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 questions, please email me directly.

  Charlie Melita, Power Networking Chair

  
  

  Cross-Chapter Program also available for those who are interested

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• XPX New York Members - November Session Power Networking

  • When
    November 01, 2020
  •  
    (EDT)
  • Location
    Virtual this month - coordinate details with your assigned group
  • Registered
    4 registrants

  Register

  
  

  november POWER NETWORKING
  

  THE PROGRAM RUNS ALL MONTH
  DEADLINE TO SIGN UP IS november 1, 2020 AT 4:00 PM ET
  

  This month's suggested discussion topic:

  Share a collaboration story where you've worked successfully with advisor(s) to deliver better outcomes for your client

  
  

  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 from other XPX Chapters
  • 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

  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 questions, please email me directly.

  Jeff Rogoff, Power Networking Chair

  
  

  Cross-Chapter Program also available for those who are interested

  Show details
• XPX Connecticut Chapters Power of 5, November Session

  • When
    November 01, 2020
  •  
    (EDT)
  • Location
    Virtual this month - coordinate details with your assigned group
  • Registered
    23 registrants

  Register

  
  

  november POWER NETWORKING
  

  THE PROGRAM RUNS ALL MONTH
  DEADLINE TO SIGN UP IS november 1, 2020 AT 4:00 PM ET
  

  This month's suggested discussion topic:

  Share a collaboration story where you've worked successfully with advisor(s) to deliver better outcomes for your client

  
  

  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 from other XPX Chapters
  • 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

  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.

  Questions?  Please contact us directly by clicking on our names listed below.
  

  See you soon!

  Stephen Ronan, XPX CT Fairfield Power of Five Chair

  Brian Fischer, XPX CT Hartford Power of Five Chair

  
  

  Cross-Chapter Program also available for those who are interested
  

  Show details
• XPX Tri-State Post Election Deep Dive

  • When
    November 17, 2020
  •  
    4:00 PM - 6:00 PM (EST)
  • Location
    Virtual - connection details sent upon registration
  • Registered
    20 registrants

  Register

  The Exit Planning Exchange (“XPX”) Tri-State - covering New York (New York City & Long Island), Connecticut (Fairfield & Hartford), and New Jersey - is holding a regional Zoom event from 4-6PM on Tuesday, November 17, 2020. This is truly a “go to” meeting with core coverage areas including:

  The state of the economy and business environment, nationally and regionally.

  Wealth planning, the corresponding tax implications and how the specific factors play into the merger & acquisition environment as we close out 2020 and leading into 2021.

  Our Speaker

  Philip J. Lane is an associate professor of economics at Fairfield University
  

  Phil joined the University in 1981 as one two additions to the department to substitute for the retirement of Fr. William Hohmann, S.J. His undergraduate degree is from Providence College, his masters from Northeastern University and his Ph.D. from Tufts University, all in economics. Phil was the teacher of the year at Fairfield University and inducted into ASN in 1990. He was the chair of the department for 9 years. Phil has been a faculty member and mentor in the Ignatian Residential College for 15 years as well as serving as the academic director for 6 years. For the last 16 years, he has guided the University’s team in the College Fed Challenge at the Federal Reserve Bank of New York with the complete support of his department.
  
  

  The coverage areas will be followed by breakout sessions to facilitate interactive dialogue. And if that was not enough, we will close out the evening with a Zoom cocktail hour (unfortunately it is BYOB)!

  Please join our line-up of experts for this ‘rapid Fire” format:

  
  
  

  
  

  BRING A GUEST!!!

  Each member is encouraged to bring a guest (FREE) for this event. Guests can be registered at the time of the member registration.

  
  

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• XPX Orientation

  • When
    November 18, 2020
  •  
    10:50 AM - 11:30 AM (EST)
  • Location
    Virtual at 11 AM EDT - you'll receive call-in instructions upon registering

  Register

  Virtual meeting at 11 AM ET

  
  

  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 content to increase your visibility in our community
  • 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!

  
  

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