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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

    • January 29, 2020
    • 1:30 PM - 7:00 PM
    • KMPG Conference Center, 345 Park Avenue, New York City, NY
    • 0

    We're excited to announce that our Tri-State 2020 Summit is officially SOLD OUT. Due to full capacity, onsite registration will not be available.

    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.

    PROGRAM:

    Keynote Speaker: Jeff Mortimer, BNY Mellon Wealth Management

    Panel 1 : Growth
    Moderator: Ramsey Goodrich, Carter, Morse & Goodrich
    Panelists:
    Andrew Bonanno, Kohlberg & Company 
    Cyrus Lam,  KPMG
    Polly Mack, Riverside Partners
    Richard P. Prestegaard, High Road Capital Partners

    Panel 2: Transfer
    Moderator: Tara Thompson Popernik, Wealth Strategies Group of AB Bernstein
    Panelists:
    Robert Gerstel, AG Adjustments (TriVest)
    Terry Hannafin, Carter Morse & Goodrich
    Eilis Meagher, Finn Dixon & Herling LLP

    Panel 3 : Life and Legacy
    Moderator: Warren Abkowitz, KPMG
    Panelists:
    Allan Grafman, CEO, All Media Ventures
    Thomas Livaccari, UBS
    Mike Minihan, BX3 Capital

    AGENDA:
    1:30pm Check-In | Networking | Light Refreshments
    2:00pm Keynote Speaker
    2:45pm Panel 1: Growth
    3:30pm Break|Networking
    4:00pm Panel 2: Transfer
    4:45pm Panel 3: Life & Legacy
    5:30pm Network Reception

    For further information, please visit Tri-State 2020 Summit.

    THANK YOU TO OUR SUMMIT SPONSORS:

    Summit Host Sponsor:
    KPMG

    Summit-Table Sponsors:
    AB Bernstein
    CFO Consulting Partners
    William Blair

    Summit-Half Table Sponsors:
    BDO
    blumshapiro
    Carter Deluca & Farrell
    CFO Consulting Partners
    Citrin Cooperman, LLC
    Gerber Finance Inc. 
    Osage Advisors, LLC
    Preservation Capital Partners
    Rockport Investment Partners
    Touchstone

    • February 19, 2020
    • 8:00 AM - 10:00 AM
    • The offices of Fox Rothschild LLP - 49 Market Street, Morristown, NJ

    XPX New Jersey 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!

    Parking Suggestions:

    Ann Bank Parking Garage
    41 Bank Street, Morristown, NJ

    OR

    DeHart Street Parking Garage
    14 Maple Ave, Morristown, NJ

    • February 19, 2020
    • 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 with 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)


    • March 18, 2020
    • 8:00 AM - 10:00 AM
    • The offices of Fox Rothschild LLP - 49 Market Street, Morristown, NJ

    XPX New Jersey 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!

    Parking Suggestions:

    Ann Bank Parking Garage
    41 Bank Street, Morristown, NJ

    OR

    DeHart Street Parking Garage
    14 Maple Ave, Morristown, NJ

    • April 22, 2020
    • 8:00 AM - 10:00 AM
    • The offices of Fox Rothschild LLP - 49 Market Street, Morristown, NJ

    XPX New Jersey 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!

    Parking Suggestions:

    Ann Bank Parking Garage
    41 Bank Street, Morristown, NJ

    OR

    DeHart Street Parking Garage
    14 Maple Ave, Morristown, NJ

    • May 20, 2020
    • 8:00 AM - 10:00 AM
    • The offices of Fox Rothschild LLP - 49 Market Street, Morristown, NJ

    XPX New Jersey 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!

    Parking Suggestions:

    Ann Bank Parking Garage
    41 Bank Street, Morristown, NJ

    OR

    DeHart Street Parking Garage
    14 Maple Ave, Morristown, NJ

    • June 17, 2020
    • 8:00 AM - 10:00 AM
    • The offices of Fox Rothschild LLP - 49 Market Street, Morristown, NJ

    XPX New Jersey 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!

    Parking Suggestions:

    Ann Bank Parking Garage
    41 Bank Street, Morristown, NJ

    OR

    DeHart Street Parking Garage
    14 Maple Ave, Morristown, NJ

Past events

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

PLATINUM & TRI-STATE SUMMIT 2020 HOST SPONSOR

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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