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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

    • April 01, 2020
    • 12:00 PM
    • Virtual at Noon EDT, Login info sent upon registration
    Register


    PROGRAM FOR ALL IN OUR XPX COMMUNITY!


    During the crisis, we’ll be convening a virtual discussion at noon EDT each Wednesday.

    The format will be a rapid fire set of seven-minute updates from experts in our community. Our guests this week will share what they are seeing in: 

    When you register, please share any specific topics you'd like us to address in future meetings. We also welcome suggestions on thought leaders.  Feel free to contact Mary Adams

    • April 08, 2020
    • 12:00 PM
    • Virtual at noon EDT, Login info sent upon registration
    Register


    PROGRAM FOR ALL IN OUR XPX COMMUNITY!


    During the crisis, we’ll be convening a virtual discussion at noon EDT each Wednesday.

    The format will be a rapid fire set of seven-minute updates from experts in our community about topics such as:

    • Employment law implications of the latest legislation from Washington
    • Dealing with lenders and investors
    • How to preserve corporate value in this crisis
    • Supply chain outlook
    • Stakeholder communications
    • And many more....

    When you register, please share any specific topics you'd like us to address in this and future meetings. We also welcome suggestions on thought leaders.  Feel free to contact Mary Adams

    • 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.

    An ESOP can provide significant benefits to shareholders, management and employees of a privately- owned businesses by creating wealth, stimulating employee engagement, increasing business liquidity, protecting income and assets, diversifying ownership and increasing overall corporate stability.

    In this session, we will discuss:

    • Insights on when businesses should consider an ESOP
    • How ESOPS can maximize economic and tax benefits compared to alternative options
    • The implementation of an ESOP
    • Valuation methods, repurchase liabilities and key players involved in ESOP transactions

    Our Speakers:

    John N. Vitucci, Principal & ESOP Practice Leader - PKF O’Connor Davies


    John N. Vitucci has more than 30 years of experience working with Fortune 500 corporations & private business in all areas of employee benefits, executive compensation and ERISA. John is currently an Adjunct Professor at Columbia University where he teaches Pensions & ERISA and Oral Communications for Actuaries in the Actuarial Master’s Program. He is also an Adjunct Professor at Baruch College where he teaches Deferred Compensation in the Master of Science in Taxation Program.



    Harvey Katz, Partner, Co-Chair Employee Benefits & Compensation Department - Fox Rothschild LLP


    Harvey Katz represents clients in all aspects of pension, executive compensation and employee benefits law. He frequently represents employers, trustees and lenders in connection with employee stock ownership plans (ESOPs) on compliance, fiduciary and transactional matters as well as the use of ESOPs in connection with business acquisitions.


    • April 15, 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 monthly 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 third 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)


    • 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

March 25, 2020 XPX Advisor Forum
March 18, 2020 Virtual Meeting on Virtual Meetings
March 18, 2020 XPX New Member Orientation
March 12, 2020 XPX New York: POSTPONED - Federal and Multi-state Tax Update
February 19, 2020 XPX New Member Orientation
February 13, 2020 XPX New York: Employee ownership as an Exit Plan
January 29, 2020 XPX TRI-STATE SUMMIT 2020 | NEW YORK CITY
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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