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• XPX Hartford - Pulling the Trigger - How to start the transition process

  • When
    June 19, 2019
  •  
    8:00 AM - 10:00 AM
  • Location
    The Hartford Club, 46 Prospect St, Hartford, CT
  • Registered
    25 registrants

  Register

  Now that you have decided on a direction, what can you do to prepare for a transaction? It is important to start the process early and focus on leaving a well-run, clean company for the next owners.
  
  In this session we will explore:

  • Leaving your legacy
  • Cleaning up the books and records, while preparing for due diligence
  • Making sure the financials are clean
  • Tax planning - avoiding pitfalls
    
    

  Speakers:

  Mike Liapakis, Tax Managing Director – KPMG
  Andy Koutroumanis, Senior Tax Manager – KPMG

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• XPX New Jersey - Pulling the Trigger! How to start the transition process

  • When
    June 19, 2019
  •  
    8:00 AM - 10:00 AM
  • Location
    The offices of Fox Rothschild LLP - 49 Market Street, Morristown, NJ
  • Registered
    32 registrants

  Register

  The New Jersey 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.

  Too many times owners deliberate a go-forward plan for months, maybe even years. This focus on deciding the right course for them and the organization could be done with limited consideration for the actual execution of this path. When owners reach a decision on a go-forward plan, what should be their next steps? How do they actually prepare for a transition or an transaction?

  Our discussion will cover the many considerations an owner faces when finally deciding to move forward. How should they address their family legacy? What financial audits should be done and how proactive should the company be? Are there tax planning efforts that can be addresses at the very start of the process?

  Please join Andrew Finkle, CPA, JD, LLM – Partner, Transaction Advisory Services with Marcum Accountants and Advisors, as he leads our discussion.

  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 2019, 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

  
  

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• XPX Fairfield - Building the Perfect Advisory Team

  • When
    June 21, 2019
  •  
    7:30 AM - 9:30 AM
  • Location
    The Shore and Country Club, 220 Gregory Boulevard, Norwalk, CT
  • Registered
    54 registrants

  Register

  Come to this interactive program lead by chapter president Michael Clear. We will explore building the perfect advisory team and will discuss:

  • Various timelines for effective exit planning
  • Who should be part of the company’s advisory team and how should that team build-up and change during the timeline
  • Who are the best quarterbacks to lead the transition process? Should quarterbacks change depending on the phase of the exit?
  • Strategies to use when an advisor needs to be supplemented
  • How do professional teams work more effectively together towards a common goal

  Don’t miss this great opportunity to learn (and explain to others) the best time for you to be referred into an advisory team working towards a business sale. The program will utilize the expertise of a number of our members who will be in attendance.

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• XPX New York - Networking Cocktail Reception

  • When
    June 26, 2019
  •  
    5:30 PM - 7:30 PM
  • Location
    The Terrace Club, 25 W 51st st., 7th floor, New York, NY
  • Registered
    23 registrants

  Register

  
  

  Join XPX New York for an evening of outdoor networking with fellow professionals interested in the exit planning space in the heart of Manhattan.  This event is a unique opportunity to reconnect with colleagues and create new relationships. Bring plenty of business cards!

  When: Wednesday, June 26, 2019

  Time: 5:30 PM – 7:30 PM

  Location: The Terrace Club, 25 W 51st st., 7th floor, New York, NY

  Investment: XPX Members $100 
  Non-Members $130

  New Member Promotion:  Join One or All XPX Tri-State Chapters by June 15 & Get 2 FREE months of membership. Questions, contact Angie Ellis at angie@exitplanningexchange.com
  

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• XPX Fairfield: Closing Cocktail Party

  • When
    July 17, 2019
  •  
    5:30 PM - 7:30 PM
  • Location
    The Shore and Country Club, 220 Gregory Boulevard, Norwalk, CT

  A CELEBRATION - XPX FAIRFIELD CLOSING COCKTAIL PARTY!

  
  Join us for our annual summer evening of outdoor summer networking with fellow professionals interested in the exit planning space. Invite a colleague who would benefit from learning about XPX Fairfield.
  

  We will have an open bar, appetizers and a hot dinner buffet.

  If it rains we have space inside the club.

  
  

  
  

  View from the Outdoor Patio!

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• XPX New Jersey - Summer Cocktail Party

  • When
    July 17, 2019
  •  
    5:30 PM - 7:30 PM
  • Location
    TBD

  Celebrate the summer with quality networking! 
  

  Stay tuned!

  
  

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• 2nd Annual XPX Hartford & ACG CT - Beer & BBQ Party

  • When
    July 24, 2019
  •  
    5:30 PM - 7:30 PM
  • Location
    Stony Creek Brewery (The Celebration Room), Branford CT
  • Registered
    15 registrants

  Register

  
  

  Don’t miss an opportunity to network with Hartford XPX and ACG professionals in this popular joint event at Stoney Creek Brewery.

  

  Relax away from work and enjoy this state of the art brewery in a laid back environment. Sample a variety of craft beers including IPAs, Lagers, Ales & Stouts and seasonal unique brews.

  Enjoy good food, conversation, and beer.  This event is a unique opportunity to connect with colleagues, create new relationships and celebrate the summer.  Don't forget to bring business cards!

  
  Attire is summer casual. Registration fee includes food and open bar.

  INVESTMENT

  XPX Members:
  Member of XPX Hartford & Tri-State: $55.00
  Young Member of XPX CT & Tri-State: $45.00
  Member of Other XPX Chapter: $65.00

  ACG Members: Registration code required to get rates below.
  Member of ACG CT: $55.00 - BEER2019
  Young Member of ACG CT: $45.00 - BBQ2019
  Member of Other ACG Chapter: $65.00 - Summer2019

  
  

  Non-Members & Guests:
  $75.00 (expires July 22)
  $95.00 (after July 22)

  
  

  
  

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