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• XPX Hartford: Improving Business Value

  • When
    December 18, 2019
  •  
    8:00 AM - 10:00 AM
  • Location
    The Hartford Club, 46 Prospect St, Hartford, CT
  • Registered
    22 registrants

  Register

  Join us for a lively discussion on ways to improve enterprise value using real life examples from our expert panel. Our special guest speakers include Brian Kerrigan (Partner, Whittlesey) and Jon Anderson (President, Sidehill Group).
  
  

  Our Speakers:

  Jon Anderson, President of Sidehill Consulting

  Jon Anderson started Sidehill Consulting in 2009, which creates and implements sustainable and rapid growth for small and mid-sized businesses. He began his career in Silicon Valley in the early 1980’s “boom or bust” period. Having always worked under heavy change requirements, Jon quickly developed the skill and passion for solving the complex challenges that keep sales organizations from performing at their best, and gained the reputation of a “sales fixer.”
  
  

  Brian Kerrigan, Partner at Whittlesey

  Brian Kerrigan is a partner with Whittlesey in their Hartford office. He has provided tax compliance and consulting services for large public and privately held companies throughout New England for more than 17 years. He is skilled in managing tax computations for larger corporations operating in federal and multi-state tax environments, and has extensive experience with mergers and acquisitions of both private and publicly held companies.

  Show details
• XPX New Jersey - Top 10 ways to improve the value of your business

  • When
    December 18, 2019
  •  
    8:00 AM - 10:00 AM
  • Location
    The offices of Fox Rothschild LLP - 49 Market Street, Morristown, NJ
  • Registered
    23 registrants

  Register

  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.

  Our December meeting will focus on “Top 10 Ways to Improve the Value of Your Business” In this session, we will explore some real-life examples of organizations which looked to increase their value prior to sale. We will examine the multiple areas for the company owners to review – customer concentration, management teams, product development among others.

  To honor the “Season of Giving”, we are offering all current members the opportunity to invite one guest to our December meeting. The guest must not have attended any of our meetings in the past. Please email John Dowd (jdowd@bernstein.com) your guest’s information.

  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!

  To make it easy to remember, we’ll always meet on the 3rd Wednesday morning of each month through June 2020, so please set up a recurring calendar appointment now so you won’t miss an XPX breakfast!
  
  

  Parking Suggestions:

  Ann Bank Parking Garage
  41 Bank Street, Morristown, NJ

  OR

  DeHart Street Parking Garage
  14 Maple Ave, Morristown, NJ

  Show details
• XPX New Member Orientation

  • When
    December 18, 2019
  •  
    11:00 AM - 11:30 AM
  • Location
    Virtual - you'll receive call-in instructions upon registering

  Register

  Welcome to XPX!

  Please join us at this quick web meeting to meet other new 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 resources (especially our private video library) with your clients
  • 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 second 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)

  
  

  Show details
• XPX Fairfield - Growth Strategies: Dealing with Disruption, Distraction and Division

  • When
    December 20, 2019
  •  
    7:30 AM - 9:30 AM
  • Location
    The Shore and Country Club, 220 Gregory Boulevard, Norwalk, CT
  • Registered
    37 registrants

  Register

  A key to enhancing the value of a company at exit is to first create strategies for growth. But the road to achieve this objective is not a smooth one. We’ll take a look at some common growth challenges that confront many businesses and discuss with our audience how they are experienced and addressed. Our panel consists of three diverse experts: a private equity CEO; a Principal, Practice Leader - Strategy & Business Transformation for a leading accounting/advisory firm; and a former Fortune 500 business executive who’s running a business strategy consulting practice. This panel promises an interactive discussion that will explore cases studies collected from their experiences, and the important lessons learned.

  Our Speakers:

  Chuck Dubois, CEO Acceleteq

  Chuck Dubois is CEO of Acceleteq, a PE-backed investment company focused on acquiring and building businesses in life-sciences and industrial technologies and

  Dubois Consulting, LLC, which provides strategic support to small businesses, including sales and marketing, growth, and exit strategies

  Prior experience includes CEO of Environmental & Analysis Sector and Executive Board Member at global life-saving technology conglomerate Halma plc; President of Diba Industries – a manufacturer of fluid-handling components used in Life Science and Scientific Instrumentation; and Vice President of Sales & Marketing, Perma Pure, a manufacturer of highly selective separations technologies used in Medical, Scientific, Environmental, and Fuel Cell applications.

  Stephen E. Ronan, Principal of Citrin Cooperman

  Steve Ronan is a principal and the leader of Citrin Cooperman’s Strategy & Business Transformation Practice. He is an experience professional in the theory and execution of improving business value. Steve has partnered with a range of companies, from Fortune 100 to middle-market, to develop and implement strategies that improve profitability, create scalable businesses, and strengthen customer relationships. His projects have created over $100M in value through top-line growth and bottom-line savings. Steve’s experience includes strategic planning, process improvement, and organizational transformation. Previously, Steve owned a boutique consulting firm and was a senior manager at Deloitte Consulting.

  Fred Ventresca, CEO of Value Creation Partners, LLC
  

  

  Fred Ventresca is CEO of Value Creation Partners, a strategy and growth consulting firm for businesses preparing for, or undergoing, a significant transformation. Expertise areas are strategy, culture, function, performance and growth. Clients range from mid-sized firms to Fortune 500 companies in diverse industries, including: manufacturing, services, construction, software and renewable energy.

  Previously, Fred held Senior Leadership positions in Corporate Development, Business Development and Strategic Management with four iconic Fortune 1000 firms - General Electric, Con Edison, Schneider Electric and Osram.

  He is recognized for innovative commercial excellence strategy that was adopted nationally while part of GE’s largest sales organization.

  Show details
• XPX Hartford - War Stories from the Trenches (investment bankers share stories of deals gone bad and ways to avoid issues)

  • When
    January 15, 2020
  •  
    8:00 AM - 10:00 AM
  • Location
    The Hartford Club, 46 Prospect St, Hartford, CT

  XPX Hartford Chapter hosts monthly meeting that are focused on deep learning and networking with fellow advisors to privately-held businesses. Our speakers and attendees are experts who focus on particular aspects of the private company life cycle including business value growth, business value transfer and owner life and legacy.

  At this meeting, you can expect to:

  • Learn how to better serve your clients
  • Meet new contacts in the private company market
  • Get visibility with your existing network of contacts
  • Gain an appreciation of the power of the XPX Advisor Principles

  Hope you'll join us!

  Show details
• XPX New Jersey - War Stories from the Trenches (investment bankers share stories of deals gone bad and ways to avoid issues)

  • When
    January 22, 2020
  •  
    8:00 AM - 10:00 AM
  • Location
    The offices of Fox Rothschild LLP - 49 Market Street, Morristown, NJ

  XPX New Jersey Chapter hosts monthly meeting that are focused on deep learning and networking with fellow advisors to privately-held businesses. Our speakers and attendees are experts who focus on particular aspects of the private company life cycle including business value growth, business value transfer and owner life and legacy.

  At this meeting, you can expect to:

  • Learn how to better serve your clients
  • Meet new contacts in the private company market
  • Get visibility with your existing network of contacts
  • Gain an appreciation of the power of the XPX Advisor Principles

  Hope you'll join us!

  Parking Suggestions:

  Ann Bank Parking Garage
  41 Bank Street, Morristown, NJ

  OR

  DeHart Street Parking Garage
  14 Maple Ave, Morristown, NJ

  Show details
• XPX TRI-STATE SUMMIT 2020 | NEW YORK CITY

  • When
    January 29, 2020
  •  
    1:30 PM - 7:00 PM
  • Location
    KMPG Conference Center, 345 Park Avenue, New York City, NY
  • Registered
    5 registrants

  Register

  Join us at our 2020 Summit!

  Limited opportunities for table sponsorship – Tri-State Summit 2020

  Reserve your table now for the Tri-State Summit 2020.

  This is a special half-day event designed with business owners in mind. The program covers the full life cycle of the privately-held business:

  • Business Value Growth
  • Business Value Transfer
  • Owner Life and Legacy

  Panelists will include personal stories and examples from business owners, different types of buyers and selected experts. Your invitation to colleagues and clients will help them learn about the challenges and opportunities across the business life cycle. And it will showcase the power of your vision, expertise and network as part of the XPX ecosystem.

  Registration is currently open for full- or half-table sponsorships. Your sponsorship provides the following benefits:

  • Your own full/half table (with logo table sign) for 8/4 attendees
  • Your company’s logo on the Summit website and emails
  • Featured full/half page ad in our program

  Tables provided on a first come, first served basis. Reserve yours now to make sure you start the year off right with for your clients and for your business. 

  Agenda:

  1:30 p.m.   - Registration Opens/Light Refreshments

  2:00 – 2:45 – Keynote Speaker

  2:45 – 3:30 – Panel 1 – Growth :
  Allan Grafman, President of Archie Comics

  3:30 – 3:50 – Break/Networking

  4:00 – 4:45 – Panel 2 – Transfer:
  Robert Gerstel, AG Adjustments (TriVest)
  Terry Hannafin, Carter Morse & Goodrich

  4:45 – 5:30 – Panel 3 – Life and Legacy: 
  Mike Minihan, BX3 Capital

  5:30 - 7:00  Networking Reception

  Further programming information to come soon!

  Show details
• XPX Fairfield - Joint Event with ACG CT Breakfast Meeting: A Different Perspective on Exit Planning

  • When
    February 07, 2020
  •  
    7:30 AM - 10:30 AM
  • Location
    Sheraton Stamford Hotel, 700 East Main Street, Stamford,CT

  This year marks the 8th joint Exit Planning Exchange Connecticut (XPX Connecticut) and Connecticut Chapter of the Association for Corporate Growth meeting on exit planning.

  Stay tuned for further information.

  Show details
• XPX New York: Case Study – War Stories from the Trenches

  • When
    February 13, 2020
  •  
    8:15 AM - 9:45 AM
  • Location
    Bernstein, 1345 Avenue of the Americas, New York, NY, (Between 54th and 55th Streets)

  XPX New York Metro Chapter hosts monthly meeting that are focused on deep learning and networking with fellow advisors to privately-held businesses. Our speakers and attendees are experts who focus on particular aspects of the private company life cycle including business value growth, business value transfer and owner life and legacy.

  At this meeting, you can expect to:

  • Learn how to better serve your clients
  • Meet new contacts in the private company market
  • Get visibility with your existing network of contacts
  • Gain an appreciation of the power of the XPX Advisor Principles

  Hope to see you there!

  Show details
• XPX Hartford - Save the Date!

  • When
    February 19, 2020
  •  
    8:00 AM - 10:00 AM
  • Location
    The Hartford Club, 46 Prospect St, Hartford, CT

  XPX Hartford Chapter hosts monthly meeting that are focused on deep learning and networking with fellow advisors to privately-held businesses. Our speakers and attendees are experts who focus on particular aspects of the private company life cycle including business value growth, business value transfer and owner life and legacy.

  At this meeting, you can expect to:

  • Learn how to better serve your clients
  • Meet new contacts in the private company market
  • Get visibility with your existing network of contacts
  • Gain an appreciation of the power of the XPX Advisor Principles

  Hope you'll join us!

  Show details
• XPX New Jersey - Save the date!

  • When
    February 19, 2020
  •  
    8:00 AM - 10:00 AM
  • Location
    The offices of Fox Rothschild LLP - 49 Market Street, Morristown, NJ

  XPX New Jersey Chapter hosts monthly meeting that are focused on deep learning and networking with fellow advisors to privately-held businesses. Our speakers and attendees are experts who focus on particular aspects of the private company life cycle including business value growth, business value transfer and owner life and legacy.

  At this meeting, you can expect to:

  • Learn how to better serve your clients
  • Meet new contacts in the private company market
  • Get visibility with your existing network of contacts
  • Gain an appreciation of the power of the XPX Advisor Principles

  Hope you'll join us!

  Parking Suggestions:

  Ann Bank Parking Garage
  41 Bank Street, Morristown, NJ

  OR

  DeHart Street Parking Garage
  14 Maple Ave, Morristown, NJ

  Show details
• XPX New York: Case Study – Family Offices – How they really work

  • When
    March 12, 2020
  •  
    8:15 AM - 9:45 AM
  • Location
    Bernstein, 1345 Avenue of the Americas, New York, NY, (Between 54th and 55th Streets)

  XPX New York Metro Chapter hosts monthly meeting that are focused on deep learning and networking with fellow advisors to privately-held businesses. Our speakers and attendees are experts who focus on particular aspects of the private company life cycle including business value growth, business value transfer and owner life and legacy.

  At this meeting, you can expect to:

  • Learn how to better serve your clients
  • Meet new contacts in the private company market
  • Get visibility with your existing network of contacts
  • Gain an appreciation of the power of the XPX Advisor Principles

  Hope to see you there!

  Show details
• XPX New Jersey - Family Offices – how they really work (forming one, single family vs. multi family, benefits and drawbacks)

  • When
    March 18, 2020
  •  
    8:00 AM - 10:00 AM
  • Location
    The offices of Fox Rothschild LLP - 49 Market Street, Morristown, NJ

  XPX New Jersey Chapter hosts monthly meeting that are focused on deep learning and networking with fellow advisors to privately-held businesses. Our speakers and attendees are experts who focus on particular aspects of the private company life cycle including business value growth, business value transfer and owner life and legacy.

  At this meeting, you can expect to:

  • Learn how to better serve your clients
  • Meet new contacts in the private company market
  • Get visibility with your existing network of contacts
  • Gain an appreciation of the power of the XPX Advisor Principles

  Hope you'll join us!

  Parking Suggestions:

  Ann Bank Parking Garage
  41 Bank Street, Morristown, NJ

  OR

  DeHart Street Parking Garage
  14 Maple Ave, Morristown, NJ

  Show details
• XPX CONNECTICUT SUMMIT 2020

  • When
    March 18, 2020
  •  
    1:30 PM - 7:00 PM
  • Location
    New Haven Lawn Club - 193 Whitney Ave, New Haven, CT 06511
  • Registered
    2 registrants

  Register

  Join us at our 2020 Connecticut Summit!

  Limited opportunities for table sponsorship – Connecticut Summit 2020

  Reserve your table now for the Connecticut Summit 2020.

  This is a special half-day event designed with business owners in mind. The program covers the full life cycle of the privately-held business:

  • Business Value Growth
  • Business Value Transfer
  • Owner Life and Legacy

  Panelists will include personal stories and examples from business owners, different types of buyers and selected experts. Your invitation to colleagues and clients will help them learn about the challenges and opportunities across the business life cycle. And it will showcase the power of your vision, expertise and network as part of the XPX ecosystem.

  Registration is currently open for full- or half-table sponsorships. Your sponsorship provides the following benefits:

  • Your own full/half table (with logo table sign) for 8/4 attendees
  • Your company’s logo on the Summit website and emails
  • Featured full/half page ad in our program

  Tables provided on a first come, first served basis. Reserve yours now to make sure you start the year off right with for your clients and for your business. 

  Agenda:

  1:30 p.m.   - Registration Opens/Light Refreshments

  2:00 – 2:45 – Keynote Speaker 

  2:45 – 3:30 – Panel 1 – Growth

  3:30 – 3:50 – Break/Networking

  4:00 – 4:45 – Panel 2 – Transfer

  4:45 – 5:30 – Panel 3 – Life and Legacy

  5:30 - 7:00  Networking Reception

  Further programming information to come soon!

  Show details
• XPX Fairfield - Family Offices – how they really work (forming one, single family vs. multi family, benefits and drawbacks)

  • When
    March 20, 2020
  •  
    7:30 AM - 9:30 AM
  • Location
    The Shore and Country Club, 220 Gregory Boulevard, Norwalk, CT

  XPX Fairfield Chapter hosts monthly meeting that are focused on deep learning and networking with fellow advisors to privately-held businesses. Our speakers and attendees are experts who focus on particular aspects of the private company life cycle including business value growth, business value transfer and owner life and legacy.
  

  
  

  At this meeting, you can expect to:

  • Learn how to better serve your clients
  • Meet new contacts in the private company market
  • Get visibility with your existing network of contacts
  • Gain an appreciation of the power of the XPX Advisor Principles

  Hope you'll join us!

  Show details
• XPX New York: Owner Success Story

  • When
    April 09, 2020
  •  
    8:15 AM - 9:45 AM
  • Location
    Bernstein, 1345 Avenue of the Americas, New York, NY, (Between 54th and 55th Streets)

  XPX New York Metro Chapter hosts monthly meeting that are focused on deep learning and networking with fellow advisors to privately-held businesses. Our speakers and attendees are experts who focus on particular aspects of the private company life cycle including business value growth, business value transfer and owner life and legacy.

  At this meeting, you can expect to:

  • Learn how to better serve your clients
  • Meet new contacts in the private company market
  • Get visibility with your existing network of contacts
  • Gain an appreciation of the power of the XPX Advisor Principles

  Hope to see you there!

  Show details
• XPX Hartford - Owner Success Story (how did they plan for and execute their exit and what is next for the owner)

  • When
    April 15, 2020
  •  
    8:00 AM - 10:00 AM
  • Location
    The Hartford Club, 46 Prospect St, Hartford, CT

  XPX Hartford Chapter hosts monthly meeting that are focused on deep learning and networking with fellow advisors to privately-held businesses. Our speakers and attendees are experts who focus on particular aspects of the private company life cycle including business value growth, business value transfer and owner life and legacy.

  At this meeting, you can expect to:

  • Learn how to better serve your clients
  • Meet new contacts in the private company market
  • Get visibility with your existing network of contacts
  • Gain an appreciation of the power of the XPX Advisor Principles

  Hope you'll join us!

  Show details
• XPX Fairfield - Owner Success Story (how did they plan for and execute their exit and what is next for the owner)

  • When
    April 17, 2020
  •  
    7:30 AM - 9:30 AM
  • Location
    The Shore and Country Club, 220 Gregory Boulevard, Norwalk, CT

  XPX Fairfield Chapter hosts monthly meeting that are focused on deep learning and networking with fellow advisors to privately-held businesses. Our speakers and attendees are experts who focus on particular aspects of the private company life cycle including business value growth, business value transfer and owner life and legacy.
  

  
  

  At this meeting, you can expect to:

  • Learn how to better serve your clients
  • Meet new contacts in the private company market
  • Get visibility with your existing network of contacts
  • Gain an appreciation of the power of the XPX Advisor Principles

  Hope you'll join us!

  Show details
• XPX New Jersey - Owner Success Story (how did they plan for and execute their exit and what is next for the owner)

  • When
    April 22, 2020
  •  
    8:00 AM - 10:00 AM
  • Location
    The offices of Fox Rothschild LLP - 49 Market Street, Morristown, NJ

  XPX New Jersey Chapter hosts monthly meeting that are focused on deep learning and networking with fellow advisors to privately-held businesses. Our speakers and attendees are experts who focus on particular aspects of the private company life cycle including business value growth, business value transfer and owner life and legacy.

  At this meeting, you can expect to:

  • Learn how to better serve your clients
  • Meet new contacts in the private company market
  • Get visibility with your existing network of contacts
  • Gain an appreciation of the power of the XPX Advisor Principles

  Hope you'll join us!

  Parking Suggestions:

  Ann Bank Parking Garage
  41 Bank Street, Morristown, NJ

  OR

  DeHart Street Parking Garage
  14 Maple Ave, Morristown, NJ

  Show details
• XPX New York: Succession Planning – how to build a great management team and succession plan before the deal

  • When
    May 14, 2020
  •  
    8:15 AM - 9:45 AM
  • Location
    Bernstein, 1345 Avenue of the Americas, New York, NY, (Between 54th and 55th Streets)

  XPX New York Metro Chapter hosts monthly meeting that are focused on deep learning and networking with fellow advisors to privately-held businesses. Our speakers and attendees are experts who focus on particular aspects of the private company life cycle including business value growth, business value transfer and owner life and legacy.

  At this meeting, you can expect to:

  • Learn how to better serve your clients
  • Meet new contacts in the private company market
  • Get visibility with your existing network of contacts
  • Gain an appreciation of the power of the XPX Advisor Principles

  Hope to see you there!

  Show details
• XPX Fairfield - Succession Planning – how to build a great management team and succession plan before the deal

  • When
    May 15, 2020
  •  
    7:30 AM - 9:30 AM
  • Location
    The Shore and Country Club, 220 Gregory Boulevard, Norwalk, CT

  XPX Fairfield Chapter hosts monthly meeting that are focused on deep learning and networking with fellow advisors to privately-held businesses. Our speakers and attendees are experts who focus on particular aspects of the private company life cycle including business value growth, business value transfer and owner life and legacy.
  

  
  

  At this meeting, you can expect to:

  • Learn how to better serve your clients
  • Meet new contacts in the private company market
  • Get visibility with your existing network of contacts
  • Gain an appreciation of the power of the XPX Advisor Principles

  Hope you'll join us!

  Show details
• XPX Hartford - Succession Planning – how to build a great management team and succession plan before the deal

  • When
    May 20, 2020
  •  
    8:00 AM - 10:00 AM
  • Location
    The Hartford Club, 46 Prospect St, Hartford, CT

  XPX Hartford Chapter hosts monthly meeting that are focused on deep learning and networking with fellow advisors to privately-held businesses. Our speakers and attendees are experts who focus on particular aspects of the private company life cycle including business value growth, business value transfer and owner life and legacy.

  At this meeting, you can expect to:

  • Learn how to better serve your clients
  • Meet new contacts in the private company market
  • Get visibility with your existing network of contacts
  • Gain an appreciation of the power of the XPX Advisor Principles

  Hope you'll join us!

  Show details
• XPX New Jersey - Succession Planning – how to build a great management team and succession plan before the deal

  • When
    May 20, 2020
  •  
    8:00 AM - 10:00 AM
  • Location
    The offices of Fox Rothschild LLP - 49 Market Street, Morristown, NJ

  XPX New Jersey Chapter hosts monthly meeting that are focused on deep learning and networking with fellow advisors to privately-held businesses. Our speakers and attendees are experts who focus on particular aspects of the private company life cycle including business value growth, business value transfer and owner life and legacy.

  At this meeting, you can expect to:

  • Learn how to better serve your clients
  • Meet new contacts in the private company market
  • Get visibility with your existing network of contacts
  • Gain an appreciation of the power of the XPX Advisor Principles

  Hope you'll join us!

  Parking Suggestions:

  Ann Bank Parking Garage
  41 Bank Street, Morristown, NJ

  OR

  DeHart Street Parking Garage
  14 Maple Ave, Morristown, NJ

  Show details
• XPX New York: Irrational Fear of Firing – what really happens to management, owners, employees after the deal

  • When
    June 11, 2020
  •  
    8:15 AM - 9:45 AM
  • Location
    Bernstein, 1345 Avenue of the Americas, New York, NY, (Between 54th and 55th Streets)

  XPX New York Metro Chapter hosts monthly meeting that are focused on deep learning and networking with fellow advisors to privately-held businesses. Our speakers and attendees are experts who focus on particular aspects of the private company life cycle including business value growth, business value transfer and owner life and legacy.

  At this meeting, you can expect to:

  • Learn how to better serve your clients
  • Meet new contacts in the private company market
  • Get visibility with your existing network of contacts
  • Gain an appreciation of the power of the XPX Advisor Principles

  Hope to see you there!

  Show details
• XPX Hartford - Irrational Fear of Firing – what really happens to management, owners, employees after the deal (Hint: more investment in talent, not firing)

  • When
    June 17, 2020
  •  
    8:00 AM - 10:00 AM
  • Location
    The Hartford Club, 46 Prospect St, Hartford, CT

  XPX Hartford Chapter hosts monthly meeting that are focused on deep learning and networking with fellow advisors to privately-held businesses. Our speakers and attendees are experts who focus on particular aspects of the private company life cycle including business value growth, business value transfer and owner life and legacy.

  At this meeting, you can expect to:

  • Learn how to better serve your clients
  • Meet new contacts in the private company market
  • Get visibility with your existing network of contacts
  • Gain an appreciation of the power of the XPX Advisor Principles

  Hope you'll join us!

  Show details
• XPX New Jersey - Irrational Fear of Firing – what really happens to management, owners, employees after the deal (Hint: more investment in talent, not firing)

  • When
    June 17, 2020
  •  
    8:00 AM - 10:00 AM
  • Location
    The offices of Fox Rothschild LLP - 49 Market Street, Morristown, NJ

  XPX New Jersey Chapter hosts monthly meeting that are focused on deep learning and networking with fellow advisors to privately-held businesses. Our speakers and attendees are experts who focus on particular aspects of the private company life cycle including business value growth, business value transfer and owner life and legacy.

  At this meeting, you can expect to:

  • Learn how to better serve your clients
  • Meet new contacts in the private company market
  • Get visibility with your existing network of contacts
  • Gain an appreciation of the power of the XPX Advisor Principles

  Hope you'll join us!

  Parking Suggestions:

  Ann Bank Parking Garage
  41 Bank Street, Morristown, NJ

  OR

  DeHart Street Parking Garage
  14 Maple Ave, Morristown, NJ

  Show details
• XPX Fairfield - Irrational Fear of Firing – what really happens to management, owners, employees after the deal (Hint: more investment in talent, not firing)

  • When
    June 19, 2020
  •  
    7:30 AM - 9:30 AM
  • Location
    The Shore and Country Club, 220 Gregory Boulevard, Norwalk, CT

  XPX Fairfield Chapter hosts monthly meeting that are focused on deep learning and networking with fellow advisors to privately-held businesses. Our speakers and attendees are experts who focus on particular aspects of the private company life cycle including business value growth, business value transfer and owner life and legacy.
  

  
  

  At this meeting, you can expect to:

  • Learn how to better serve your clients
  • Meet new contacts in the private company market
  • Get visibility with your existing network of contacts
  • Gain an appreciation of the power of the XPX Advisor Principles

  Hope you'll join us!

  Show details
• XPX New York: Closing Cocktail Party

  • When
    July 09, 2020
  •  
    8:15 AM - 9:45 AM
  • Location
    TBD

  Stay tuned!

  Show details