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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

    • December 06, 2019
    • 8:30 AM - 10:00 AM
    • The offices of Carter, DeLuca & Farrell LLP, 576 Broad Hollow Road, Melville, NY 11747
    Register

    Everyone can name multiple things they hold dear, but what matters most? The process of prioritizing what truly matters has been an eye-opening experience for numerous business owners and families. When forced to rank priorities, an owner may have to decide if spending more time with family outweighs maximizing profits in the business. Or weighing the feelings of control and recognition that come with business ownership against time—time to travel, volunteer, learn something new, or pursue other personal goals.

    What does this prioritization process have to do with selling a business? Often, a well-structured sale can help an entrepreneur fulfill his top priorities. And, when the business owner recognizes how the deal will help her achieve what matters she is likelier to consummate the transaction with confidence.

    In this session you will:

    • Evaluate priorities and translate into a financial road map
    • Unlock value for various time horizons
    • Learn to make money meaningful, not just numbers


    Our Speaker: Diane Johnston, Financial Advisor - Bernstein Private Wealth Management

    Diane Johnston is a Vice President and Financial Advisor at Bernstein Private Wealth Management in the New York office. Diane’s focus is offering institutional quality wealth management to entrepreneurs, families and institutions, as well as their respective trusts, estates, foundations, endowments and pension plans. Before joining the firm in 2018, she was a director and senior investment leader at Willis Towers Watson, a global consulting firm. Prior to consulting, Diane was a director at WHV Investments, a VP at OppenheimerFunds, and a director at Fidelity Management & Research. Her 20-plus year career in capital markets also included roles in investment banking, trading and private offerings. Diane holds a BA in economics from Sewanee: The University of the South, and an Executive Certificate in business administration from the Mendoza College of Business at the University of Notre Dame. Diane is also a board member of UNITAS, an international humanitarian organization united to fight against human trafficking, and a member of The Knickerbocker Chapter of the National Society of the Daughters of the American Revolution. She is an active member of Save the Sound to support healthier and cleaner water in the Long Island Sound and metro New York Region. Diane and her family live in Port Washington, NY, and she enjoys her dogs, the water, running and her rose garden.


    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.

    • December 18, 2019
    • 11:00 AM - 11:30 AM
    • Virtual - you'll receive call-in instructions upon registering
    Register

    Welcome to XPX!

    Please join us at this quick web meeting to meet other new 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 second 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)


    • January 03, 2020
    • 8:30 AM - 10:00 AM
    • TBD

    XPX Long Island 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
    • Gain an appreciation of the power of the XPX Advisor Principles

    Hope you'll join us!


    This is a secure building so you’ll have to provide a photo ID to the guards. 
    All visitors parking is in the front of the building and entrance is in the front. 


    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.

    • January 29, 2020
    • 1:30 PM - 7:00 PM
    • KMPG Conference Center, 345 Park Avenue, New York City, NY
    Register

    Join us at our 2020 Summit!

    Limited opportunities for table sponsorship – Tri-State Summit 2020

    Reserve your table now for the Tri-State Summit 2020.

    This is a special half-day event designed with business owners in mind. The program covers the full life cycle of the privately-held business:

    • Business Value Growth
    • Business Value Transfer
    • Owner Life and Legacy

    Panelists will include personal stories and examples from business owners, different types of buyers and selected experts. Your invitation to colleagues and clients will help them learn about the challenges and opportunities across the business life cycle. And it will showcase the power of your vision, expertise and network as part of the XPX ecosystem.

    Registration is currently open for full- or half-table sponsorships. Your sponsorship provides the following benefits:

    • Your own full/half table (with logo table sign) for 8/4 attendees
    • Your company’s logo on the Summit website and emails
    • Featured full/half page ad in our program

    Tables provided on a first come, first served basis. Reserve yours now to make sure you start the year off right with for your clients and for your business. 

    Agenda:

    1:30 p.m.   - Registration Opens/Light Refreshments

    2:00 – 2:45 – Keynote Speaker

    2:45 – 3:30 – Panel 1 – Growth

    3:30 – 3:50 – Break/Networking

    4:00 – 4:45 – Panel 2 – Transfer

    4:45 – 5:30 – Panel 3 – Life and Legacy

    5:30 - 7:00  Networking Reception

    Further programming information to come soon!

    • February 07, 2020
    • 8:30 AM - 10:00 AM
    • The Offices of Carter DeLuca & Farrell - 576 Broad Hollow Road, Melville, NY 11747

    XPX Long Island 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
    • Gain an appreciation of the power of the XPX Advisor Principles

    Hope you'll join us!


    This is a secure building so you’ll have to provide a photo ID to the guards. 
    All visitors parking is in the front of the building and entrance is in the front. 


    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.

    • March 06, 2020
    • 8:30 AM - 10:00 AM
    • The Offices of Carter DeLuca & Farrell - 576 Broad Hollow Road, Melville, NY 11747

    XPX Long Island 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
    • Gain an appreciation of the power of the XPX Advisor Principles

    Hope you'll join us!


    This is a secure building so you’ll have to provide a photo ID to the guards. 
    All visitors parking is in the front of the building and entrance is in the front. 


    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.

    • April 03, 2020
    • 8:30 AM - 10:00 AM
    • The Offices of Carter DeLuca & Farrell - 576 Broad Hollow Road, Melville, NY 11747

    XPX Long Island 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
    • Gain an appreciation of the power of the XPX Advisor Principles

    Hope you'll join us!


    This is a secure building so you’ll have to provide a photo ID to the guards. 
    All visitors parking is in the front of the building and entrance is in the front. 


    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.

    • May 01, 2020
    • 8:30 AM - 10:00 AM
    • The Offices of Capital One, 1307 Walt Whitman Rd, Melville, NY 11747

    XPX Long Island 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
    • Gain an appreciation of the power of the XPX Advisor Principles

    Hope you'll join us!


    This is a secure building so you’ll have to provide a photo ID to the guards. 
    All visitors parking is in the front of the building and entrance is in the front. 


    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 05, 2020
    • 8:30 AM - 10:00 AM
    • The Offices of Capital One, 1307 Walt Whitman Rd, Melville, NY 11747

    XPX Long Island 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
    • Gain an appreciation of the power of the XPX Advisor Principles

    Hope you'll join us!


    This is a secure building so you’ll have to provide a photo ID to the guards. 
    All visitors parking is in the front of the building and entrance is in the front. 


    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.

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OUR SPONSORS

We could not have quality programming without our sponsors!

Founding Launch Sponsor

LAUNCH SPONSORS

LONG ISLAND SPONSOR - BRONZE

PLATINUM & TRI-STATE SUMMIT 2020 HOST SPONSOR

Tri-State Sponsors - Bronze

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