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GROWTH. TRANSFER. LEGACY.

EVENTS

The Exit Planning Exchange New York Chapter holds events in mid-town Manhattan. 

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. 

View more events on our XPX Tri-State Calendar

Upcoming events

    • January 10, 2019
    • 8:15 AM - 9:45 AM
    • Bernstein, 1345 Avenue of the Americas, New York, NY, (Between 54th and 55th Streets)
    Register

    In this session, we will hear from an owner who has sold his business. The discussion will cover the good and the bad, the emotional rollercoaster owners experience, his experience with his advisors, and what pitfalls to avoid.

    • February 14, 2019
    • 8:15 AM - 9:45 AM
    • Bernstein, 1345 Avenue of the Americas, New York, NY, (Between 54th and 55th Streets)
    Register

    Several organizations exist for business owners who have sold their business and come into life changing wealth. Tiger 21 is a peer membership organization for high-net-worth wealth creators. The organization currently has more than 500 Members across North America and London, collectively managing approximately $51 billion in assets. The group holds monthly meetings that provide its members with a confidential peer forum in which to explore a range of critical issues including investment strategies, wealth preservation, philanthropy, estate planning, health issues, and family governance.


    • March 14, 2019
    • 8:15 AM - 9:45 AM
    • Bernstein, 1345 Avenue of the Americas, New York, NY, (Between 54th and 55th Streets)
    Register

    Businesses that are established by two or more founders commonly face a point when one founder wants or needs to exit the business before the other. A useful tool in those situations is a buy/sell agreement, hopefully set up early on in the business, which determines the terms and valuation to allow the remaining owner to buy out his partner. In this session we will explore:

    When is the right time to implement a buy/sell agreement?

    How is valuation determined?

    What is the alternative to a buy/sell agreement?


    • April 11, 2019
    • 8:15 AM - 9:45 AM
    • Bernstein, 1345 Avenue of the Americas, New York, NY, (Between 54th and 55th Streets)
    Register

    When seeking to attract capital into your business, owners need to understand the language and motivation of institutional investors. Owner often don’t understand that selling to investors is entirely different than selling to customers. In this session we will cover:

    How to position your company to investors and where it sits relative to larger companies in its industry

    Being candid about the company’s shortfalls and areas for improvement

    How to approach financing sources


    • May 09, 2019
    • 8:15 AM - 9:45 AM
    • Bernstein, 1345 Avenue of the Americas, New York, NY, (Between 54th and 55th Streets)
    Register

    No company should execute a transaction without professional help. In this session we will explore:

    • Who really needs to be a part of the company’s advisory team?
    • How to find qualified advisors
    • How can things go wrong?
    • Going it alone




    • June 13, 2019
    • 5:30 PM - 7:00 PM
    • TBD
    Register
    Close out the end of the season with and kickoff the summer with XPX NY’s beginning of summer cocktail party and networking event.




Past events

December 13, 2018 XPX New York - Recapitalization as an Alternative to Selling
November 08, 2018 XPX New York - Buy/Sell agreements
October 11, 2018 XPX New York - Current state of the M&A markets and financing options
September 13, 2018 XPX New York - Fall Kickoff with Cocktail Reception!
June 14, 2018 XPX New York - Perspectives from a Private Equity Investor
May 10, 2018 XPX New York - Corporate Image – How a branding tune up can revitalize your family business
April 19, 2018 XPX New York - Trust and Estate Planning: How Business Owners Can Keep What They Have Earned
March 08, 2018 XPX New York - Corporate Image – How a branding tune up can revitalize your family business
February 08, 2018 XPX New York - Management Review – Hire Family Members or Professional Managers?
January 11, 2018 XPX New York - Operational Efficiencies
January 09, 2018 XPX Tri-State Cocktail Networking Reception
December 14, 2017 XPX Tri-State - New York: Business Valuations: What is the business worth? And why?
November 09, 2017 XPX Tri-State: New York - Strategic Options Review:
October 12, 2017 XPX Tri-State: New York - Managing Family Dynamics - The Good, The Bad and The Ugly
September 14, 2017 XPX Tri-State: New York Case Study Series & Breakfast
June 21, 2017 XPX Tri-State New York - Assessing Strategic Options:
May 17, 2017 XPX Tri-State New York-Good Fences Make Good Neighbors
April 19, 2017 XPX Tri-State New York: Defining Success
March 15, 2017 XPX Tri-State New York: Defining Success
February 15, 2017 XPX Tri-State New York: Operations
December 21, 2016 XPX Tri-State New York: Focus on Growth
November 17, 2016 XPX Tri-State New York: Managing Management
October 19, 2016 XPX Tri-State New York: Creating a Strategic Plan to Maximize Value
September 13, 2016 XPX Tri-State New York: Case Study Series & Luncheon
April 28, 2016 XPX NY Metro - The Private Capital Ecosystem
February 25, 2016 XPX NY Metro - The Importance of Revisiting The Benefits of ESOP’s To Business Owners
February 16, 2016 XPX NY Metro - Part 2: Our Advisor Network Matrix

TRI-STATE SPONSORS

"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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