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EVENTS

Here's our New York event list. View more events on our XPX Tri-State Calendar

Upcoming events

    • May 17, 2017
    • 12:00 PM - 2:00 PM
    • AllianceBernstein L.P., 1345 Avenue of the Americas, New York, NY, (Between 54th and 55th Streets)

    Good Fences Make Good Neighbors

    A successful exit is about more than finding the right buyer and the right price. A company’s corporate governance documents should contain appropriate rights and restrictions to ensure the business stays on track, your partners remain your partners and exit process is streamlined when the time comes.


    Speakers

    Scott Kaufman, Partner, Wiggin and Dana

    James Greifzu, Associate, Wiggin and Dana



    Click here for the Case Study.


    Investment

    XPX NY and Tri-State Members in good standing are complimentary.

    Non-members early bird through 5/15: $75

    After 5/15: $90

    At the door: $100 non-members and complimentary for XPX NY and Tri-State Members.

    Lunch will be served.


    • June 14, 2017
    • 12:00 PM - 2:00 PM
    • AllianceBernstein L.P., 1345 Avenue of the Americas, New York, NY, (Between 54th and 55th Streets)

    Planning For the Exit


    Stay tuned!


    Click here for the Case Study.



    Investment

    XPX NY and Tri-State Members in good standing are complimentary.

    Non-members early bird through 6/12: $75

    After 6/12: $90

    At the door: $100 non-members and complimentary for XPX NY and Tri-State Members.

    Lunch will be served.


Chapter Events

SPONSORS

TRI-STATE MEMBER 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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