At XPX, learning and networking go hand in hand
XPX New York promotes peer learning, networking and visibility for our members, while creating an environment that fosters collaboration on behalf of our clients. Topics cover all three phases of the private company life cycle: business value growth, business value transfer and owner life and legacy.
Given the many requests to deepen our professional relationships, your current Power Networking group will remain in place through the end of the year. New groups will be formed in January 2022 for XPX members. If you’d like to join a Power Networking group, please contact your Power Networking Chair, Kevin Kettell at kkettell@appraisaleconomics.com
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View our full Tri-State Calendar for additional events in Fairfield CT, Hartford CT as well as Long Island and New Jersey.
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Tri-State Gold Sponsors
Tri-State Silver Sponsors
Buy or sell-side due diligence is needed. You need a part-time or interim CFO.The CFO needs to improve accounting operationsThe company needs a new accounting system.
Tri-State Bronze Sponsors
When considering business succession issues, retirement and when a business owner wants to take some chips off the table. When deciding when and how to incentive key employees
You need a professional to discuss your business ownership exit planning options.
Business owners need to prepare their financial, operational and technical systems for a sale and when buyers have identified an acquisition target for diligence.
Gold Sponsors
there are complex tax compliance and consulting planning, primarily involving personal income, fiduciary, charitable and estate and generational wealth transfer tax issues.
you or your client needs help planning for a liquidity event such as a sale, IPO, or merger. We are a nationally recognized team that helps owners make important decisions for them and their families.
Mass Affluent and HNW clients are re-thinking their financial and wealth goals due to life changes, market volatility or a liquidity event and need wealth management services.
Silver Sponsors
there are complex tax compliance and consulting planning, primarily involving personal income, fiduciary, charitable and estate and generational wealth transfer tax issues.
you or your client needs help planning for a liquidity event such as a sale, IPO, or merger. We are a nationally recognized team that helps owners make important decisions for them and their families.
Mass Affluent and HNW clients are re-thinking their financial and wealth goals due to life changes, market volatility or a liquidity event and need wealth management services.
Bronze Bronze Sponsors
there are complex tax compliance and consulting planning, primarily involving personal income, fiduciary, charitable and estate and generational wealth transfer tax issues.
you or your client needs help planning for a liquidity event such as a sale, IPO, or merger. We are a nationally recognized team that helps owners make important decisions for them and their families.
Mass Affluent and HNW clients are re-thinking their financial and wealth goals due to life changes, market volatility or a liquidity event and need wealth management services.