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GROWTH. TRANSFER. LEGACY.

EVENTS

The Exit Planning Exchange New Jersey Chapter holds events in northern New Jersey. 

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. 

Our New Jersey events are listed below. See also our full Tri-State Calendar.

Upcoming events

    • October 28, 2020
    • 11:50 AM - 1:00 PM (EDT)
    • Virtual - connection details sent upon registration
    Register

    What Does it All Mean?

    The New Jersey chapter is excited to continue our programming year with another thoughtful and insightful meeting. Our chapter is growing and welcoming professional advisors who help business owners plan for a successful exit. As we continue to examine many of the different planning considerations and decisions an owner needs to face, our members participate in this interactive discussion. We welcome your attendance at our next meeting.

    The New Jersey chapter is ready to support our members and their guests as we continue to manage through the pandemic. We have established a virtual meeting environment to allow our members to participate safely and engage with others during this time. This month our discussion will be lead by Valentina Midura, a Senior Managing Director with BDO Capital Advisors, LLC as well as Mark Borda, a Director within Citrin Cooperman’s Transaction Advisory Services. Our meeting will address the upcoming election and its impact on the M&A market. What is the current state of the M&A market and will the election impact an acceleration of transactions before year end? What should advisors know to guide their clients properly during this time? How would the M&A environment change after an election or is it business as usual? Will there be an increase pickup in deal’s closing before year end in 2020 or will many buyers subscribe to the wait and see model? Our discussion will be led by industry leaders with insight to these questions and many more.

    This highly interactive session will allow for participation by attendees in a collaborative format. 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. We invite you to join us for this exciting event and for the entire series this year! Please register for this highly informative event. Final information for the Zoom webinar will be sent to all of those registered.

    About Valentina Midura:

    Ms. Midura is a Co-Founder and Senior Managing Director at BDO Capital Advisors with more than 20 years of investment banking experience. Ms. Midura advises privately held and family-owned businesses with transaction structures including leveraged recapitalizations, shareholder transitions, management buy-outs, exclusive sales, corporate divestitures and private placements. Ms. Midura has closed transactions in a variety of industry segments including Manufacturing & Distribution, Healthcare & Life Sciences, Business Services and Technology, Media & Telecom. Geographically, Ms. Midura is focused on managing BDO Capital’s relationships and clientele along the Eastern Seaboard.

    About Mark Borda, CPA, CFA

    Mark provides pre-acquisition financial diligence services and post-closing integration services to private equity and corporate acquires. Mark also provides a comprehensive offering of buy-side and sell-side financial due diligence services to his clients focusing on middle-market and lower middle-market transactions.

    Mark's finance and accounting background includes extensive experience in M&A advisory, audit/assurance and industry/corporate finance related roles. Prior to joining Citrin Cooperman, Mark worked in M&A advisory at a highly-specialized financial consulting firm in Philadelphia.

    • November 01, 2020
    • (EDT)
    • Sign up for this virtual program by the first of the month
    Register



    november POWER NETWORKING

    THE PROGRAM RUNS ALL MONTH
    DEADLINE TO SIGN UP IS november 1, 2020 AT 4:00 PM ET

    This month's suggested discussion topic:

    Share a collaboration story where you've worked successfully with advisor(s) to deliver better outcomes for your client


    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 questions, please email me directly.

    Charlie Melita, Power Networking Chair


    Cross-Chapter Program also available for those who are interested
    • November 17, 2020
    • 4:00 PM - 6:00 PM (EST)
    • Virtual - connection details sent upon registration
    Register

    The Exit Planning Exchange (“XPX”) Tri-State - covering New York (New York City & Long Island), Connecticut (Fairfield & Hartford), and New Jersey - is holding a regional Zoom event from 4-6PM on Tuesday, November 17, 2020. This is truly a “go to” meeting with core coverage areas including:

    The state of the economy and business environment, nationally and regionally.

    Wealth planning, the corresponding tax implications and how the specific factors play into the merger & acquisition environment as we close out 2020 and leading into 2021.

    Our Speaker

    Philip J. Lane is an associate professor of economics at Fairfield University

    Phil joined the University in 1981 as one two additions to the department to substitute for the retirement of Fr. William Hohmann, S.J. His undergraduate degree is from Providence College, his masters from Northeastern University and his Ph.D. from Tufts University, all in economics. Phil was the teacher of the year at Fairfield University and inducted into ASN in 1990. He was the chair of the department for 9 years. Phil has been a faculty member and mentor in the Ignatian Residential College for 15 years as well as serving as the academic director for 6 years. For the last 16 years, he has guided the University’s team in the College Fed Challenge at the Federal Reserve Bank of New York with the complete support of his department.

    The coverage areas will be followed by breakout sessions to facilitate interactive dialogue. And if that was not enough, we will close out the evening with a Zoom cocktail hour (unfortunately it is BYOB)!

    Please join our line-up of experts for this ‘rapid Fire” format:




    BRING A GUEST!!!

    Each member is encouraged to bring a guest (FREE) for this event. Guests can be registered at the time of the member registration.


    • November 18, 2020
    • 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!


Past events

October 21, 2020 XPX Orientation
October 01, 2020 XPX New Jersey Members - October Session Power Networking
September 24, 2020 XPX NJ/ACG NJ: Beer Show & Tell Networking Event
September 16, 2020 XPX Orientation
September 01, 2020 XPX New Jersey Members - September Session Power Networking
August 19, 2020 XPX Orientation
August 01, 2020 XPX New Jersey Members - August Session Power Networking
July 15, 2020 XPX Orientation
July 14, 2020 XPX New Jersey: Year-end programming virtual networking cocktail celebration!
July 01, 2020 XPX New Jersey Members - July Session Power Networking
June 24, 2020 XPX New Jersey - Update on the Capital Markets
June 17, 2020 XPX Orientation
May 27, 2020 XPX New Jersey -The Reopening Process for the Business Community
May 20, 2020 XPX Orientation
April 29, 2020 XPX New Jersey - Industry Updates and Best Practices During the Crisis
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 18, 2020 XPX New Jersey - POSTPONED - Owner Success Story
February 19, 2020 XPX New Member Orientation
February 19, 2020 XPX New Jersey - Inside a Family Office
January 29, 2020 XPX TRI-STATE SUMMIT 2020 | NEW YORK CITY
January 22, 2020 XPX New Jersey - War Stories from the Trenches
January 15, 2020 XPX New Member Orientation
December 18, 2019 XPX New Member Orientation
December 18, 2019 XPX New Jersey - Top 10 ways to improve the value of your business
November 20, 2019 XPX New Jersey - The Deal Closed so What’s Next?
November 13, 2019 XPX New Member Orientation
October 16, 2019 XPX New Jersey - Family Dynamics
September 18, 2019 XPX New Jersey - The Private Equity Playbook
July 16, 2019 XPX New Jersey - Summer Cocktail Party
June 19, 2019 XPX New Jersey - Pulling the Trigger! How to start the transition process
May 15, 2019 XPX New Jersey - It’s all about the people! How to Enhance the Management Team
April 17, 2019 XPX New Jersey - Building the Perfect Advisory Team
March 20, 2019 XPX New Jersey - It’s All About the People! How to enhance the management team
February 20, 2019 XPX New Jersey - Middle Market M&A and Capital Markets Update
January 16, 2019 XPX New Jersey - Transitioning to Outside Buyers
December 19, 2018 XPX New Jersey - Keeping Employees Motivated Through Equity Incentive Plans
November 14, 2018 XPX New Jersey - Transitioning to Insiders: Family Business Planning and Business Continuity
October 17, 2018 XPX New Jersey - Current State of Capital Markets and Financing Options
September 26, 2018 XPX New Jersey - Defining Success: Exploring the Owner’s Objectives in a Transition
July 17, 2018 XPX New Jersey - Summer Cocktail Party
June 20, 2018 XPX New Jersey - Next Steps? What’s the Best Plan Moving Forward?
May 16, 2018 XPX New Jersey - The Transaction Process – Tricks of the Trade from Investment Bankers
April 18, 2018 XPX New Jersey - Transaction Process
March 28, 2018 XPX New Jersey - Moving Closer to a Sale? What Estate Planning Techniques Can Help Owners Keep What They Have Earned?
March 21, 2018 XPX New Jersey - Moving Closer to a Sale? What Estate Planning Techniques Can Help Owners Keep What They Have Earned?
February 21, 2018 XPX New Jersey - Operational Efficiencies
January 17, 2018 XPX New Jersey - Operational Efficiencies
January 09, 2018 XPX Tri-State Cocktail Networking Reception
December 20, 2017 XPX Tri-State: New Jersey - Valuation – What could the business be worth…and why?
November 15, 2017 XPX Tri-State: New Jersey - Strategic Options Review:
October 18, 2017 XPX Tri-State: New Jersey - Managing Family Dynamics – The Good, The Bad and The Ugly
September 20, 2017 XPX Tri-State: New Jersey Case Study Series & Breakfast
July 26, 2017 XPX New Jersey – Summer Celebration
June 27, 2017 XPX NJ & ACG NJ Announce Joint Event, June 27th at LPS Industries - Register Today!
May 03, 2017 XPX New Jersey Inauguration! Newly Launched Chapter of the Exit Planning Exchange

Tri-state - Silver

Tri-State - Bronze

New Jersey - 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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