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                GROWTH. TRANSFER. LEGACY.

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XPX Tri-State: New York Case Study Series & Breakfast

  • September 14, 2017
  • 8:00 AM - 9:30 AM
  • Bernstein, 1345 Avenue of the Americas, New York, NY, (Between 54th and 55th Streets)


  • XPX New York Board Of Director Referral Required.

The New York chapter is growing and welcoming professional advisors who help business owners plan for a successful exit. We will be following a case study approach that proved highly successful last year. In this first breakfast meeting we will be introducing the case study and reviewing the issues and opportunities that surround the casefor the 2017-2018 XPX program year. Our ‘client’ is a partnership that wants to position itself for an exit in two to three years. As with most companies, there are some issues that need to be resolved to make the transition, and ultimate exit, a success.

Click here for the Case Study.

September’s event will be a round table discussion that will set the foundation for the rest of the year. This highly interactive session will break down the case into several core areas that surround exit planning – management transition, operational improvements, financial planning, strategy development, etc.

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 as we set up for the rest of the year!

We invite you to join us for this exciting event and for the entire series this year! 

Below is our schedule of events for the coming programming year, each of which build upon the prior event and each with a focus on our ‘client.'

To make it easy to remember, we’ll always meet on the 2nd Thursday morning of each month from September through July 2018, so please set up a recurring calendar appointment now so you won’t miss an XPX breakfast!

October 12 Managing Family Dynamics – The Good, The Bad and The Ugly
November 9 Strategic Options Review – What makes the most sense?
December 14 Valuation – What could the business be worth…and why?
January 4 Evening Networking Event
January 11 Operational Efficiencies – How can I maximize value in the short term?
February 8 Successful Exit Stories as told by Owner(s) with Experience
March 8 Management Review – Hire Family Members or Professional Managers
April 12 How Can Owners Keep What They Have Earned
May 10 Transaction Process – Tricks of the Trade from Investment Bankers
June 14 Perspectives from a Private Equity Investor
July 12 Closing Cocktail Party – A celebration of a great year at XPX


XPX NY and Tri-State Members in good standing are complimentary.

Chapter memberships are only $350/year and tri-state memberships $550/year

Not a member yet?

Simply pay the following one-time event fee to join us.

Then, if you decide before the following monthly breakfast to buy a membership, we’ll credit the meeting fee towards your membership purchase.

Per meeting event fees are as follows:

Non-members early bird through 9/11: $75

After 9/11: $90

At the door: $100 non-members

Attendance is complimentary for XPX NY and Tri-State Members, but pre-registration online is a must for security clearance and catering planning.

Event Timing:

8:00-8:30am Registration, networking and continental breakfast available

8:30-9:30am Featured speakers, Ramsey Goodrich: Managing Partner, -Carter Morse & Mathias and T.J. Hope: Director, Valuation Advisory-Stout Risius Ross, LLC and Q&A

The room will remain available until 10am, so plan to stay for a 2nd cup of coffee and further networking if your schedule allows!

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