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GROWTH. TRANSFER. LEGACY.

EVENTS

Find events across the Tri-State area in New York, New Jersey, Hartford CT and Fairfield County CT. 

Upcoming events

    • October 28, 2020
    • 11:50 AM - 1:00 PM (EDT)
    • Virtual - connection details sent upon registration
    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.

    • November 01, 2020
    • (EDT)
    • Sign up for this virtual program by the first of the month
    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
    • November 01, 2020
    • (EDT)
    • Virtual this month - coordinate details with your assigned group
    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
    • November 01, 2020
    • (EDT)
    • Virtual this month - coordinate details with your assigned group
    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

    • November 17, 2020
    • 4:00 PM - 6:00 PM (EST)
    • Virtual - connection details sent upon registration
    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.


    • November 18, 2020
    • 10:50 AM - 11:30 AM (EST)
    • 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!


Past events

October 23, 2020 XPX Fairfield & Hartford Joint Meeting: Case Study – Preparing Companies for the Exit: Getting the financial house in order
October 21, 2020 XPX Orientation
October 08, 2020 XPX New York: What Does Your Digital Brand Look Like Heading Into 2021?
October 01, 2020 XPX New York Members - October Session Power Networking
October 01, 2020 XPX New Jersey Members - October Session Power Networking
October 01, 2020 XPX Connecticut October Session Power of 5
September 25, 2020 XPX Fairfield - Where Are We Now? Advising Clients in the New Normal
September 24, 2020 XPX NJ/ACG NJ: Beer Show & Tell Networking Event
September 23, 2020 XPX Hartford: Top 10 Sales and Marketing Strategies for 2021
September 16, 2020 XPX Orientation
September 10, 2020 XPX New York Season Opening Doubleheader – Transacting M&A in the Fog of the Impending Election and Covid-19
September 01, 2020 XPX Connecticut September Session Power of 5
September 01, 2020 XPX New Jersey Members - September Session Power Networking
September 01, 2020 XPX New York Members - September Session Power Networking
August 19, 2020 XPX Orientation
August 01, 2020 XPX New Jersey Members - August Session Power Networking
July 27, 2020 XPX CONNECTICUT VIRTUAL SUMMIT WEEK: July 27 - July 30, 2020
July 22, 2020 3rd Annual XPX CT & ACG CT - Beer Tasting!
July 15, 2020 XPX Orientation
July 14, 2020 XPX New Jersey: Year-end programming virtual networking cocktail celebration!
July 09, 2020 XPX New York: Federal and Multi-state Tax Update
July 01, 2020 XPX Connecticut July Session Power of 5
July 01, 2020 XPX New York Members - July Session Power Networking
July 01, 2020 XPX New Jersey Members - July Session Power Networking
June 24, 2020 XPX New Jersey - Update on the Capital Markets
June 19, 2020 XPX Fairfield & Hartford Joint Meeting - Repositioning for the Future: Preparing to Emerge Stronger in the Post-Covid World
June 17, 2020 XPX Orientation
June 11, 2020 XPX New York: Alternative tax and real estate strategies
May 27, 2020 XPX New Jersey -The Reopening Process for the Business Community
May 20, 2020 XPX Orientation
May 15, 2020 XPX Fairfield & Hartford Joint Meeting - Business Valuations in the Post-Covid World
May 14, 2020 XPX New York: Positioning in a time of COVID
April 29, 2020 XPX New Jersey - Industry Updates and Best Practices During the Crisis
April 29, 2020 XPX Advisor Exchange - EBITDAC, Disruption and Hiring Remotely
April 23, 2020 Virtual XPX New York: Ownership Succession & the ESOP Value Proposition
April 22, 2020 XPX Advisor Exchange
April 17, 2020 Virtual Event - XPX Fairfield - Covid-19: Reassessing the Exit Planning Environment
April 15, 2020 XPX Advisor Exchange - Supply Chains, Presenting Remotely and Business Value
April 15, 2020 XPX New Member Orientation
April 08, 2020 Virtual Event - XPX Hartford: Top things business owners should do now
April 08, 2020 XPX Advisor Exchange - How to have difficult conversations
April 01, 2020 XPX Advisor Exchange - M&A, Employment law, Healthcare, Courage
March 25, 2020 XPX Advisor Forum
March 18, 2020 Virtual Meeting on Virtual Meetings
March 18, 2020 XPX New Member Orientation
March 18, 2020 XPX New Jersey - POSTPONED - Owner Success Story
March 12, 2020 XPX New York: POSTPONED - Federal and Multi-state Tax Update
February 19, 2020 XPX New Member Orientation
February 19, 2020 XPX New Jersey - Inside a Family Office
February 19, 2020 XPX Hartford - Don’t Let Them Take a Byte: Defending Your Data Bit by Bit
February 13, 2020 XPX New York: Employee ownership as an Exit Plan
February 07, 2020 XPX Fairfield - Joint Event with ACG CT Breakfast Meeting
January 29, 2020 XPX TRI-STATE SUMMIT 2020 | NEW YORK CITY
January 22, 2020 XPX New Jersey - War Stories from the Trenches
January 15, 2020 XPX New Member Orientation
January 15, 2020 XPX Hartford - When Good Deals Go Bad – Pitfalls to Avoid During the Sale Process
December 20, 2019 XPX Fairfield - Growth Strategies: Dealing with Disruption, Distraction and Division
December 18, 2019 XPX New Member Orientation
December 18, 2019 XPX New Jersey - Top 10 ways to improve the value of your business
December 18, 2019 XPX Hartford: Improving Business Value
December 12, 2019 XPX New York: Legacy and Charitable Planning
November 25, 2019 9th Annual CT Economic Forum | Keynote CT Governor Ned Lamont
November 20, 2019 XPX Hartford - THE DEAL CLOSED SO WHAT’S NEXT? – OWNER CONSIDERATIONS AFTER THE TRANSACTION (LEGAL, TAX AND CHARITY)
November 20, 2019 XPX New Jersey - The Deal Closed so What’s Next?
November 15, 2019 XPX Fairfield - The Deal closed so what’s next? – Owner considerations for life after the transaction (management transition plan, owner legacy, charity)
November 14, 2019 XPX New York: Pre-Transaction Planning: Key Considerations Ahead of a Sale
November 13, 2019 XPX New Member Orientation
October 18, 2019 XPX Fairfield - Lamentations of Labor, Employment and Benefits Attorneys in the World of M&A
October 16, 2019 XPX Hartford: Family Dynamics – What really matters for multi-generational family sellers and how some things are more important than money.
October 16, 2019 XPX New Jersey - Family Dynamics
October 10, 2019 XPX New York: Approaching the Sale – When family’s consider an exit transaction and the underlying dynamics at play
September 20, 2019 XPX Fairfield - The PE Playbook – How Investors Grow the Top and Bottom Line
September 18, 2019 XPX Hartford - The PE Playbook: How Private Equity focuses on Growth
September 18, 2019 XPX New Jersey - The Private Equity Playbook
September 12, 2019 XPX New York: The PE Playbook – How Private Equity focuses on growth (Topline Sales, Bottom line Profit, & Acquisitions)
July 24, 2019 2nd Annual XPX Hartford & ACG CT - Beer & BBQ Party
July 17, 2019 XPX Fairfield: Closing Cocktail Party
July 16, 2019 XPX New Jersey - Summer Cocktail Party
June 26, 2019 XPX New York - Networking Cocktail Reception
June 21, 2019 XPX Fairfield - Building the Perfect Advisory Team
June 19, 2019 XPX Hartford - Pulling the Trigger - How to start the transition process
June 19, 2019 XPX New Jersey - Pulling the Trigger! How to start the transition process
May 17, 2019 XPX Fairfield - Navigating the Digital Marketing Maze – How Advisors can Grow Their Professional Practice
May 15, 2019 XPX Hartford - It’s All About The People - How to Enhance the Management Team
May 15, 2019 XPX New Jersey - It’s all about the people! How to Enhance the Management Team
May 09, 2019 XPX New York - Cyber Insurance – Managing the Risk of Cybersecurity Breaches through Insurance
April 17, 2019 XPX New Jersey - Building the Perfect Advisory Team
April 17, 2019 XPX Hartford - Improving Operations to Maximize Value
April 12, 2019 XPX Fairfield - Transitioning to Insiders – Family Business Planning and Continuity
April 11, 2019 XPX New York - PROTECTING YOUR CLIENTS FROM DISASTER
March 20, 2019 XPX New Jersey - It’s All About the People! How to enhance the management team
March 20, 2019 XPX Hartford - Building the right advisory team at the right time of a business cycle
March 15, 2019 XPX Fairfield - Recapitalization as an Alternative to Selling
March 14, 2019 XPX New York - Why Your Clients Should Be Knowledgeable About Blockchain
February 20, 2019 XPX Hartford - Navigating the Digital Marketing Maze – Educational seminar for XPX advisors to help grow their professional practice
February 20, 2019 XPX New Jersey - Middle Market M&A and Capital Markets Update
February 14, 2019 XPX New York - Support and Services for Owners who have Sold their Business
February 01, 2019 XPX Fairfield - Joint Event with ACG CT Breakfast Meeting: A Different Perspective on Exit Planning
January 18, 2019 XPX Fairfield - It's all about the people - How to enhance the management team
January 16, 2019 XPX New Jersey - Transitioning to Outside Buyers
January 16, 2019 XPX Hartford - Transitioning to Outsiders – Strategic Buyers and Private Equity
January 10, 2019 XPX New York - The Tax Man Cometh - Selling Your Business in 2019
December 19, 2018 XPX Hartford - ESOPs as an Exit Plan: What you don't know may surprise you
December 19, 2018 XPX New Jersey - Keeping Employees Motivated Through Equity Incentive Plans
December 14, 2018 XPX Fairfield - ESOPs as a Succession Planning and Wealth Creation Tool for Business Owners
December 13, 2018 XPX New York - Recapitalization as an Alternative to Selling
November 29, 2018 XPX Hartford and ACG CT Event, November 29, 2018
November 19, 2018 8th Annual CT Economic Forum | Presented by XPX CT, CTTMA & ACG CT
November 16, 2018 XPX Fairfield - Building the Perfect Advisory Team
November 14, 2018 XPX Hartford - Transitioning to Insiders: Family Business Planning & Business Continuity
November 14, 2018 XPX New Jersey - Transitioning to Insiders: Family Business Planning and Business Continuity
November 08, 2018 XPX New York - Buy/Sell agreements
October 19, 2018 XPX Fairfield -Defining Success: Exploring Owner Objectives with a Transition
October 17, 2018 XPX Hartford - Exploring Owner Goals and Objectives with a Transition
October 17, 2018 XPX New Jersey - Current State of Capital Markets and Financing Options
October 11, 2018 XPX New York - Current state of the M&A markets and financing options
September 26, 2018 XPX New Jersey - Defining Success: Exploring the Owner’s Objectives in a Transition
September 21, 2018 XPX Fairfield - Current State of Capital Markets and Financing Options
September 19, 2018 XPX Hartford - Current State of Capital Markets and Financing Options
September 13, 2018 XPX New York - Fall Kickoff with Cocktail Reception!
July 25, 2018 XPX Hartford & ACG CT - Beer & BBQ Party
July 18, 2018 XPX Fairfield: Closing Cocktail Party
July 17, 2018 XPX New Jersey - Summer Cocktail Party
June 20, 2018 XPX Hartford - Perspectives from a Private Equity Investor
June 20, 2018 XPX New Jersey - Next Steps? What’s the Best Plan Moving Forward?
June 14, 2018 XPX New York - Perspectives from a Private Equity Investor
May 23, 2018 XPX Hartford - Trusts and Estates planning – How can owners keep what they have earned
May 18, 2018 XPX Fairfield - Tricks of the Trade from Investment Bankers
May 16, 2018 XPX New Jersey - The Transaction Process – Tricks of the Trade from Investment Bankers
May 10, 2018 XPX New York - Corporate Image – How a branding tune up can revitalize your family business
April 20, 2018 XPX Fairfield - Trust and Estate Planning: Helping Business Owners Keep What They Have Earned
April 19, 2018 XPX New York - Trust and Estate Planning: How Business Owners Can Keep What They Have Earned
April 18, 2018 XPX New Jersey - Transaction Process
April 18, 2018 XPX Hartford - Management Review
March 28, 2018 XPX New Jersey - Moving Closer to a Sale? What Estate Planning Techniques Can Help Owners Keep What They Have Earned?
March 21, 2018 XPX Hartford - Management Review
March 21, 2018 XPX New Jersey - Moving Closer to a Sale? What Estate Planning Techniques Can Help Owners Keep What They Have Earned?
March 16, 2018 XPX Fairfield - B2B Revenue Growth thru Social Media
March 08, 2018 XPX New York - Corporate Image – How a branding tune up can revitalize your family business
February 21, 2018 XPX New Jersey - Operational Efficiencies
February 14, 2018 XPX Hartford - Operational Efficiencies
February 08, 2018 XPX New York - Management Review – Hire Family Members or Professional Managers?
February 02, 2018 XPX Fairfield - Joint Event with ACG CT Breakfast Meeting
January 19, 2018 XPX Fairfield - Operational Efficiencies
January 17, 2018 XPX New Jersey - Operational Efficiencies
January 17, 2018 XPX Hartford - Operational Efficiencies
January 11, 2018 XPX New York - Operational Efficiencies
January 09, 2018 XPX Tri-State Cocktail Networking Reception
December 20, 2017 XPX Tri-State: Hartford Valuation - What could the business be worth...and why?
December 20, 2017 XPX Tri-State: New Jersey - Valuation – What could the business be worth…and why?
December 15, 2017 XPX Tri-State: Fairfield County - Strategic Options: What Makes the Most Sense
December 14, 2017 XPX Tri-State - New York: Business Valuations: What is the business worth? And why?
December 06, 2017 XPX Hartford and ACG Hartford Joint Event
November 20, 2017 7th Annual CT Economic Forum | Presented by XPX CT & CTTM & ACG CT
November 17, 2017 XPX Tri-State: Fairfield County - Business Valuations: What is the business worth? And why?
November 15, 2017 XPX Tri-State: Hartford Strategic Options Review:
November 15, 2017 XPX Tri-State: New Jersey - Strategic Options Review:
November 09, 2017 XPX Tri-State: New York - Strategic Options Review:
October 20, 2017 XPX Tri-State: Fairfield County - Managing Family Dynamics:
October 18, 2017 XPX Tri-State: New Jersey - Managing Family Dynamics – The Good, The Bad and The Ugly
October 18, 2017 XPX Tri-State: Hartford Managing Family Dynamics: The Good, The Bad and The Ugly
October 12, 2017 XPX Tri-State: New York - Managing Family Dynamics - The Good, The Bad and The Ugly
September 20, 2017 XPX Tri-State: Hartford Case Introduction
September 20, 2017 XPX Tri-State: New Jersey Case Study Series & Breakfast
September 15, 2017 XPX Tri-State: Fairfield County Case Introduction
September 14, 2017 XPX Tri-State: New York Case Study Series & Breakfast
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
October 16, 2015 XPX CT: Managing Family Dynamics – How can the family prepare for success?
September 18, 2015 XPX CT - Breakfast Meeting

Bronze Tri-State 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

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