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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

    • February 01, 2021
    • ? - 4:00 PM (EST)
    • Sign up for this virtual program by the first of the month
    Register


    FEBRUARY POWER NETWORKING

    THE PROGRAM RUNS ALL MONTH
    DEADLINE TO SIGN UP IS febrUARY 1, 2021 AT 4:00 PM ET



    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 question please email me directly,

    Nkrumah Pierre, Power Networking Chair


    • February 01, 2021
    • ? - 4:00 PM (EST)
    • Sign up for this virtual program by the first of the month
    Register



    FEBRUARY POWER NETWORKING
    THE PROGRAM RUNS ALL MONTH
    DEADLINE TO SIGN UP IS FEBRUARY 01, 2021 AT 4:00PM ET


    XThe Cross-Chapter program is a supplement to local XPX Chapter power networking. Please visit your Chapter website for more information. Use this Cross-Chapter option if you want to meet members from other parts of the country. You are welcome to participate in both programs if you want. Here's how it works:

    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 question please email us

    • February 05, 2021
    • 8:45 AM - 10:15 AM (EST)
    • Virtual - connection details will be sent prior to the event
    Register
    Case Study: Focus on Growth – Building Sales & Enhancing Effectiveness


    HiTech owners want to grow the business to make it salable in a few years. A key area of focus should be the sales organization. The company needs a sales organization that can succeed after the owners exit the business. How can the owners create an effective organization that is not dependent on them?

    In this presentation, we will discuss building a sales organization that potential buyers will consider an asset, not a liability. To make the company salable, the owners will need to shed their day to day sales responsibilities. They must recruit a sales leader, develop a sales team, and create the necessary tools and systems to support the sales effort. This is usually a multi-year process.

    Our Speaker:


    David Wallace, Wallace Management Group

    David is a seasoned executive and entrepreneur who generates confidence and trust. Through deep experience, analytical approach and intense focus on processes and solutions, he excels at crafting the master organization behind the sales effort. With David’s people skills, he builds strong relationships and has a passion for teaching/sharing his knowledge and expertise with others. By combining these talents, David has founded three successful companies: Wallace Management Group (which helps companies remove obstacles to sales productivity), The Sales Management Group (works with CEOs and sales leaders to create powerful sales organizations), and MarketLINK (sales enablement programs for F500 companies.


    Virtual Event Pricing:

    Non-members:
    $45.00 Same Day Registration
    $30.00 Regular Fee
    $25.00 Early Bird (through 2/2)

    Other XPX Chapter Members: $10.00

    XPX Long Island  and Tri-State Members in good standing are complimentary, so join Today!

    BRING A FIRST TIME GUEST TO XPX!

    Long Island and Tri-State members are encouraged to bring a first time guest (FREE) for this event. Contact angie@exitplanningexchange.com to register your guest.

    ===============================================


    TRI-STATE SILVER:



    TRI-STATE BRONZE:







    LONG ISLAND BRONZE:









    • February 17, 2021
    • 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!


    • March 05, 2021
    • 8:45 AM - 10:15 AM (EST)
    • Virtual - connection details will be sent prior to the event
    Register

    Details to come soon, please check back!




    Virtual Event Pricing:

    Non-members:
    $45.00 Same Day Registration
    $30.00 Regular Fee
    $25.00 Early Bird (through 3/2)

    Other XPX Chapter Members: $10.00

    XPX Long Island  and Tri-State Members in good standing are complimentary, so join Today!

    BRING A FIRST TIME GUEST TO XPX!

    Long Island and Tri-State members are encouraged to bring a first time guest (FREE) for this event. Contact angie@exitplanningexchange.com to register your guest.

    ===============================================


    TRI-STATE SILVER:



    TRI-STATE BRONZE:







    LONG ISLAND BRONZE:









    • April 09, 2021
    • 8:45 AM - 10:15 AM (EDT)
    • Virtual - connection details will be sent prior to the event
    Register

    Details to come soon, please check back!




    Virtual Event Pricing:

    Non-members:
    $45.00 Same Day Registration
    $30.00 Regular Fee
    $25.00 Early Bird (through 4/6)

    Other XPX Chapter Members: $10.00

    XPX Long Island  and Tri-State Members in good standing are complimentary, so join Today!

    BRING A FIRST TIME GUEST TO XPX!

    Long Island and Tri-State members are encouraged to bring a first time guest (FREE) for this event. Contact angie@exitplanningexchange.com to register your guest.

    ===============================================


    TRI-STATE SILVER:



    TRI-STATE BRONZE:







    LONG ISLAND BRONZE:









    • May 07, 2021
    • 8:45 AM - 10:15 AM (EDT)
    • Virtual - connection details will be sent prior to the event
    Register

    Details to come soon, please check back!




    Virtual Event Pricing:

    Non-members:
    $45.00 Same Day Registration
    $30.00 Regular Fee
    $25.00 Early Bird (through 5/4)

    Other XPX Chapter Members: $10.00

    XPX Long Island  and Tri-State Members in good standing are complimentary, so join Today!

    BRING A FIRST TIME GUEST TO XPX!

    Long Island and Tri-State members are encouraged to bring a first time guest (FREE) for this event. Contact angie@exitplanningexchange.com to register your guest.

    ===============================================


    TRI-STATE SILVER:



    TRI-STATE BRONZE:







    LONG ISLAND BRONZE:









    • June 04, 2021
    • 8:45 AM - 10:15 AM (EDT)
    • Virtual - connection details will be sent prior to the event
    Register

    Details to come soon, please check back!




    Virtual Event Pricing:

    Non-members:
    $45.00 Same Day Registration
    $30.00 Regular Fee
    $25.00 Early Bird (through 6/1)

    Other XPX Chapter Members: $10.00

    XPX Long Island  and Tri-State Members in good standing are complimentary, so join Today!

    BRING A FIRST TIME GUEST TO XPX!

    Long Island and Tri-State members are encouraged to bring a first time guest (FREE) for this event. Contact angie@exitplanningexchange.com to register your guest.

    ===============================================


    TRI-STATE SILVER:



    TRI-STATE BRONZE:







    LONG ISLAND BRONZE:









Past events

January 20, 2021 XPX Orientation
January 08, 2021 XPX Members - January Cross-Chapter Power Networking Options
January 08, 2021 XPX Long Island: Case study session 2
January 01, 2021 XPX Long Island Members - January Session Power Networking
December 16, 2020 XPX Orientation
December 04, 2020 XPX Long Island - It’s back! The XPX Long Island Case Study for 2020-2021
December 01, 2020 XPX Long Island Members - December Session Power Networking
December 01, 2020 XPX Members - December Cross-Chapter Power Networking
November 18, 2020 XPX Orientation
November 17, 2020 XPX Tri-State Post Election Deep Dive
November 01, 2020 XPX Long Island Members - November Session Power Networking
October 21, 2020 XPX Orientation
October 02, 2020 XPX Long Island - Virtual Business
October 01, 2020 XPX Long Island Members - October Session Power Networking
September 16, 2020 XPX Orientation
September 11, 2020 XPX Long Island - “Where are we now? Advising clients in the New Normal”
September 01, 2020 XPX Long Island Members - September Session Power Networking
August 19, 2020 XPX Orientation
July 15, 2020 XPX Orientation
July 01, 2020 XPX Long Island Members - July Session Power Networking
June 17, 2020 XPX Orientation
June 12, 2020 XPX Long Island - “PeopleCo Manufacturing” Winding Down our Case Study
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

OUR SPONSORS

We could not have quality programming without our sponsors!

LONG ISLAND BRONZE

At XPX, I find really great people network with, and I enjoy being able to prospect with a cadre of experienced and accomplished high level advisors, at one location, where you can learn about their expertise at a much deeper level People at XPX tend to be more worldly not only due to the nature of the M&A biz — but as they hail from multiple disciplines over their years of experience.

XPX differs from other networking learning orgs in that it maintains a heavy focus on education but also is a group where pure professionalism is weighed more highly than just prospecting, with experienced professionals looking to gain an understanding of what you do and how you do it as opposed to just making a sale.

I have developed multiple tax clients and projects, but more importantly I value the fantastic relationships that I know over time will not only produce lots of new business but enable me to confidently refer to others e.g., attorneys in the group — and enable me to look good when I recommend. I love going to XPX for the social side, for the power networking groups –one of mine splintered off into an ongoing mastermind group sharing business ideas and mindfully addressing challenges — and, of course, the learning."

— BOB COHEN - CPA, Wealth Planner, Expert in Taxation and M&A, Corporate Division & Reorganization, Partnerships, Retirement Planning


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