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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

    • June 19, 2019
    • 8:00 AM - 10:00 AM
    • The offices of Fox Rothschild LLP - 49 Market Street, Morristown, NJ

    The New Jersey 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.

    Too many times owners deliberate a go-forward plan for months, maybe even years. This focus on deciding the right course for them and the organization could be done with limited consideration for the actual execution of this path. When owners reach a decision on a go-forward plan, what should be their next steps? How do they actually prepare for a transition or an transaction?

    Our discussion will cover the many considerations an owner faces when finally deciding to move forward. How should they address their family legacy? What financial audits should be done and how proactive should the company be? Are there tax planning efforts that can be addresses at the very start of the process?

    Please join Andrew Finkle, CPA, JD, LLM – Partner, Transaction Advisory Services with Marcum Accountants and Advisors, as he leads our discussion.

    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!

    To make it easy to remember, we’ll always meet on the 3rd Wednesday morning of each month through June 2019, so please set up a recurring calendar appointment now so you won’t miss an XPX breakfast!

    Parking Suggestions:

    Ann Bank Parking Garage
    41 Bank Street, Morristown, NJ


    DeHart Street Parking Garage
    14 Maple Ave, Morristown, NJ

    • July 17, 2019
    • 5:30 PM - 7:30 PM
    • TBD

    Celebrate the summer with quality networking! 

    Stay tuned!

Past events

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 sponsor - Gold

Tri-State Sponsors - Bronze

New Jersey Sponsor - 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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