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              GROWTH. TRANSFER. LEGACY.

EVENTS

The Exit Planning Exchange Long Island Chapter holds events throughout greater Long Island. 

Our association events promote peer learning, networking and visibility for our members in the local private company advisor community.  Topics cover all three phases of the private company life cycle: business value growth, business value transfer and owner life and legacy. 

Upcoming events

    • June 12, 2020
    • 8:20 AM - 9:30 AM (EDT)
    • Virtual - connection details sent upon registration
    Register

    PLEASE LOG IN EARLY TO BE READY FOR 8:30 START TIME

    As we close out our Long Island Chapter for the 2019/2020 session we will circle back to our case study and finalize considerations for the family and business. You can expect to learn:

    * The journey to closing from an investment banking process

    * How to get the right results from negotiating strategies

    * Due diligence preparation and pitfalls - war stories

    *What legal documents mean and the important role they play


    Our Speakers:

    Christine Malafi, Senior Partner - Campolo, Middleton & McCormick, LLP

    Christine Malafi chairs the Corporate Department at Campolo, Middleton & McCormick, LLP, which was recently recognized by Forbes as a Top Trusted Corporate Law Firm in America. Her practice focuses on mergers and acquisitions, corporate governance, routine and complex transactions, labor and employment issues (including sexual harassment prevention policies and training), and other business matters, as well as municipal, insurance coverage, and fraud issues. She routinely represents buyers and sellers in multimillion dollar transactions (from technology companies to manufacturers to healthcare businesses) and serves in a general counsel role for many of the firm’s internationally-based clients.

    Gregg Schor, Chief Executive Officer - Protegrity Advisors

    Gregg Schor has over 25 years of experience managing mergers and acquisitions, corporate development, legal, operations, and human resources. He has previously held senior management positions at companies that were acquired by IBM, Microsoft, and EMC, including Deputy and General Counsel, SVP Corporate Development, SVP Human Resources, and Director of European Operations. As a result, he brings a very unique perspective, having been on all sides of M&A transactions and in a variety of roles.

    Gregg received a J.D. from St. John’s University School of Law and a Diploma on International and Comparative Law for study in Russia and Poland from the University of San Diego School of Law. He also completed the Mergers and Acquisitions Executive Education Program at the Wharton School of the University of Pennsylvania.

    Jeffrey L. Bass, M.A., M.P.A. - Executive Strategies Group LLC

    Mr. Bass is CEO of Executive Strategies Group LLC, a strategic business advisory Firm serving corporate executive management and boards of directors. He also served a Nassau County Planning Commissioner and was formerly Trustee of the Incorporated Village of Great Neck, New York where he also served on the Planning Board and Board of Zoning Appeals. He is also a member of the Hamlet on Olde Oyster Bay Homeowner Association Board of Directors.

    Previously, Mr. Bass was Principal in Charge of the Strategic Business Planning and Advisory Services practice at Margolin, Winer & Evens LLP, a leading Certified Public Accounting and Business Advisory Firm with offices located in Garden City and Manhattan.

    Jeff Stern, Principal - Eagle Business Solutions

    Jeff Stern is a CPA, a Master Black Belt, and an Eagle Scout. His career spanned 30 years in Corporate America with Banks like JP Morgan Chase (nee Chemical Bank, nee Manufacturers Hanover Trust), Coopers & Lybrand, and Deloite. He has led teams from 2 to 300 in operations, product development and strategy and for the past 12 years he has been providing practical advice to business leaders and companies, in all industry segments. EBS is committed to help clients emphasize their strengths, understand their shortfalls, and to work closely with them to improve and excel.



    About XPX Long Island

    XPX is all about collaboration, learning and building relationships to serve our clients. XPX members are professional service providers who assist with business value growth, exit and succession planning, business value transfer, and business owner life and legacy. Assisting business owners through all stages of the company life cycle, XPX members put their clients first by collaborating as a team in order to provide clear, coordinated advice.

    • June 17, 2020
    • 10:50 AM - 11:30 AM (EDT)
    • Virtual at 11 AM EDT - you'll receive call-in instructions upon registering
    Register

    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 resources (especially our private video library) with your clients
    • 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

May 20, 2020 XPX Orientation
May 01, 2020 XPX Long Island - This too shall pass… planning a successful exit during uncertainty
April 29, 2020 XPX Advisor Exchange - EBITDAC, Disruption and Hiring Remotely
April 22, 2020 XPX Advisor Exchange
April 15, 2020 XPX Advisor Exchange - Supply Chains, Presenting Remotely and Business Value
April 15, 2020 XPX New Member Orientation
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 06, 2020 XPX Long Island: Negotiating Strategies – How can I get what I need and want?
February 19, 2020 XPX New Member Orientation
February 07, 2020 XPX Long Island: Successful Exit Stories
January 29, 2020 XPX TRI-STATE SUMMIT 2020 | NEW YORK CITY
January 15, 2020 XPX New Member Orientation
January 03, 2020 XPX Long Island: Business valuations – What is the business really worth?
December 18, 2019 XPX New Member Orientation
December 06, 2019 XPX Long Island: Wealth Management Planning – How much do I really need?
November 13, 2019 XPX New Member Orientation
November 01, 2019 XPX Long Island: Estate and Tax Planning Options – Focus on after tax proceeds
October 04, 2019 XPX Long Island: Managing Family Dynamics – How can the family prepare for success?
September 06, 2019 XPX Long Island Chapter Launch Event
August 14, 2019 XPX Long Island - Summer Cocktail Party
June 07, 2019 XPX Long Island Info Session
May 03, 2019 XPX Long Island Info Session

Next Chapter Events

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