Here are the events we hold in New Jersey. View our full Tri-State Calendar.

Upcoming events

    • May 03, 2017
    • 8:00 AM - 10:00 AM
    • The offices of Sobel & Co CPA - 293 Eisenhower Pkwy, Livingston, NJ 07039

    XPX New Jersey Chapter Launch Event

    You are cordially invited to the launch event for the New Jersey Chapter of the Exit Planning Exchange (“XPX”). This event will give you an opportunity to meet with like-minded professionals who serve the business owner community. 

    The Exit Planning Exchange is a multi-disciplinary professional organization aimed at providing education and networking opportunities to those who serve private company owners. XPX members help owners build sustainable businesses and help them plan and execute successful exits.

    Our members include bankers, investment bankers, lawyers, accountants, wealth advisors, management consultants, valuation experts, executive coaches, and insurance professionals. Our cultural is one of cooperation, and sharing of both knowledge and business.

    XPX was founded ten years ago in Boston, and has grown with chapters in New York, Connecticut, Maryland, Washington, D.C., Philadelphia, Chicago and now New Jersey.

    New Jersey Chapter Launch Committee:

    Kenneth Bagner, Sobel & Co. LLC

    Andrew Bess, Daroth Capital

    John Dowd, Bernstein

    Adam Grenker, Fox Rothschild, LLP

    Stephen Goldberg, Sun Business Valuations

    Laquita Jewett, Citrin Cooperman

    Harvey Katz, Fox Rothschild, LLP

    Mark Lingerfield, Management Planning, Inc.

    Carolyn Lloyd-Cohen, Preferred Pensions LLC

    Tracy McSweeney-Child Sherman Wells Sylvester & Stamelman LLP

    Michael Richmond, The DAK Group, Ltd.

    Carolyn Simon, Regent Atlantic

    Thank you to our Program Sponsor:

Tri-State Events


"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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