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                GROWTH. TRANSFER. LEGACY.

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XPX New York: Approaching the Sale – When family’s consider an exit transaction and the underlying dynamics at play

  • October 10, 2019
  • 8:15 AM - 9:45 AM
  • 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

Our Speaker: Professor Daniel G. Van Der Vliet - John and Dyan Smith Executive Director of Family Business | Cornell University

Daniel G. Van Der Vliet is the John and Dyan Smith Executive Director Family Business at Cornell University. Founded in 2014, the Smith Family Business Initiative is housed in the Cornell College of Business and provides education, networking and research for family business owners, successors and students from across the globe. Previously, as director of the Family Business Initiative @ UVM from 2003-2014, Dann worked with owners and their successors to find solutions that work for both family and business. He developed and taught the Leading and Managing the Family and Closely Held Business course at the University of Vermont from 2004 - 2013. Previously, as founding Director of the Vermont Business Center from 2004-2008, Dann oversaw the launch and growth of the executive education curriculum and management development seminars at UVM in addition to establishing custom trainings offered by the University of Vermont School of Business. Dann is co-founder of the Global Family Enterprise Case Competition, the only competition dedicated entirely to family business. He serves on the Board of Directors for the Green Mountain Club, steward of Vermont's Long Trail, America’s first long-distance hiking trail and is past President of the Burlington Sunrise Rotary Club.

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