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XPX New Jersey Inauguration! Newly Launched Chapter of the Exit Planning Exchange

  • May 03, 2017
  • 8:00 AM - 10:00 AM
  • The offices of Sobel & Co CPA - 293 Eisenhower Pkwy, Livingston, NJ 07039


XPX New Jersey Chapter Launch Event

You are cordially invited to the launch event for the New Jersey Chapter of the Exit Planning Exchange (“XPX”). This event will give you an opportunity to meet with like-minded professionals who serve the business owner community. 

The Exit Planning Exchange is a multi-disciplinary professional organization aimed at providing education and networking opportunities to those who serve private company owners. XPX members help owners build sustainable businesses and help them plan and execute successful exits.

Our members include bankers, investment bankers, lawyers, accountants, wealth advisors, management consultants, valuation experts, executive coaches, and insurance professionals. Our cultural is one of cooperation, and sharing of both knowledge and business.

XPX was founded ten years ago in Boston, and has grown with chapters in New York, Connecticut, Maryland, Washington, D.C., Philadelphia, Chicago and now New Jersey.

New Jersey Chapter Launch Committee:

Kenneth Bagner, Sobel & Co. LLC

Andrew Bess, Daroth Capital

John Dowd, Bernstein

Adam Grenker, Fox Rothschild, LLP

Stephen Goldberg, Sun Business Valuations

Laquita Jewett, Citrin Cooperman

Harvey Katz, Fox Rothschild, LLP

Mark Lingerfield, Management Planning, Inc.

Carolyn Lloyd-Cohen, Preferred Pensions LLC

Tracy McSweeney-Child Sherman Wells Sylvester & Stamelman LLP

Michael Richmond, The DAK Group, Ltd.

Carolyn Simon, Regent Atlantic

Thank you to our Program Sponsor:

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