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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 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: Tara Thompson Popernik, Wealth Strategies Group of AB Bernstein
    Panelists:
    Andrew Bonanno, Kohlberg & Company
    Polly Mack, Riverside Partners
    Richard P. Prestegaard, High Road Capital Partners

    Panel 2: Transfer
    Moderator: Cyrus Lam,  KPMG
    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

    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 13, 2020
    • 8:15 AM - 9:45 AM
    • Bernstein, 1345 Avenue of the Americas, New York, NY, (Between 54th and 55th Streets)
    Register

    Employee ownership is an option that many exiting business owners ignore or are not aware of, yet for many, it is the approach that can best achieve their financial and non-financial goals. This seminar will walk through the benefits of broad based ownership and why business owners should add employee ownership to the options they are considering in their exit. We will provide an overview of the various forms of employee ownership, including Employee Stock Ownership Plans (ESOPs), employee ownership trusts, and worker cooperatives as well as the process a transition to employee ownership entails.

    Our Speaker:

    David Hammer, Executive Director - ICA Group

    David Hammer is the Executive Director of the ICA Group and a leading practitioner of employee buyouts of small business. He has assisted in the conversion, launch and growth of dozens of employee-owned firms and social enterprises.

    David joined the ICA Group in 2008 and served as a Senior Business Consultant until assuming the position of Executive Director in June 2013. David earned a Master’s of Science from the Labor Relations and Research Center at the University of Massachusetts, Amherst and a Bachelor’s degree in History from the University of Massachusetts, Amherst.

    • 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 12, 2020
    • 8:15 AM - 9:45 AM
    • Bernstein, 1345 Avenue of the Americas, New York, NY, (Between 54th and 55th Streets)

    XPX New York Metro 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 to see you there!

    • April 09, 2020
    • 8:15 AM - 9:45 AM
    • Bernstein, 1345 Avenue of the Americas, New York, NY, (Between 54th and 55th Streets)

    XPX New York Metro 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 to see you there!

    • May 14, 2020
    • 8:15 AM - 9:45 AM
    • Bernstein, 1345 Avenue of the Americas, New York, NY, (Between 54th and 55th Streets)

    XPX New York Metro 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 to see you there!

    • June 11, 2020
    • 8:15 AM - 9:45 AM
    • Bernstein, 1345 Avenue of the Americas, New York, NY, (Between 54th and 55th Streets)

    XPX New York Metro 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 to see you there!

    • July 09, 2020
    • 8:15 AM - 9:45 AM
    • TBD

    Stay tuned!

Past events

January 15, 2020 XPX New Member Orientation
December 18, 2019 XPX New Member Orientation
December 12, 2019 XPX New York: Legacy and Charitable Planning
November 14, 2019 XPX New York: Pre-Transaction Planning: Key Considerations Ahead of a Sale
November 13, 2019 XPX New Member Orientation
October 10, 2019 XPX New York: Approaching the Sale – When family’s consider an exit transaction and the underlying dynamics at play
September 12, 2019 XPX New York: The PE Playbook – How Private Equity focuses on growth (Topline Sales, Bottom line Profit, & Acquisitions)
June 26, 2019 XPX New York - Networking Cocktail Reception
May 09, 2019 XPX New York - Cyber Insurance – Managing the Risk of Cybersecurity Breaches through Insurance
April 11, 2019 XPX New York - PROTECTING YOUR CLIENTS FROM DISASTER
March 14, 2019 XPX New York - Why Your Clients Should Be Knowledgeable About Blockchain
February 14, 2019 XPX New York - Support and Services for Owners who have Sold their Business
January 10, 2019 XPX New York - The Tax Man Cometh - Selling Your Business in 2019
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

PLATINUM & TRI-STATE SUMMIT 2020 HOST SPONSOR

Tri-State Sponsor - Gold

TRI-State SPONSORS 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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