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XPX Videos

The videos here were produced by XPX Chapters, Members and Sponsors. 

Many of the Chapter videos also link to full-length programs for business owners and their advisors. For information on accessing the full-length programs click here.

Members: Have a video to share? Send the info to our Chapter Administrator, Angie Ellis, and we'll load it for you. Include a synopsis to increase the video search-ability!

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  • September 20, 2020 9:57 AM | Cheryl Centeno (Administrator)

    Program produced by XPX Philadelphia.


    Stepping into the Void: 

    Option for Helping Clients


    Speaker: Laura Queen

    When was the last time you heard, "I just need a simple agreement; or a quick review of my balance sheet, or 10 minutes of advice on how to address an employee concern?; only to find that - "simple" means restructuring the entire operating agreement, your client's entire financial recording keeping system is contained in a shoebox, or the employee concern may result in a class-action lawsuit.  Like us, you are undoubtedly called upon to help clients who don't-know-what-they-don't-know. What are your success strategies for bridging these gaps? What have you learned from your experiences that could help others? What secret wisdom would you like from your fellow XPXers? This is your opportunity to share your experiences and learn from (and about) others.




  • September 19, 2020 8:26 PM | Cheryl Centeno (Administrator)

    Program produced by XPX New England.

    Alternatives to M&A

    Recaps, Generational Transfers, ESOPs, Targeting a Single-Buyer & More


    The status of the M&A market has become uncertain for a number of industries for a number of reasons. Business owners planning a traditional exit event may not find the market they were anticipating even just a few months ago in the constantly changing landscape of late. What’s next in these conditions? What alternatives are there for a business owner? Join XPX NE for a discussion about various alternatives to the traditional M&A process. Our panel consists of seasoned advisors who routinely guide companies through various alternative transactions, including:

    • Recapitalizations
    • Management buyouts
    • Generational transfers
    • Employee Stock Ownership Plans (ESOPs)
    • Alternative strategies to the typical M&A process

     



  • September 13, 2020 6:16 PM | Cheryl Centeno (Administrator)

    Program produced by XPX Long Island.


    Where Are We Now? Advising Clients in the "New Normal"


    It’s been over six months since the world abruptly pivoted to a virtual reality, and we are unlikely to return to normal for many months.

    • Now is a time to reassess and reevaluate.
    • Who is buying? What is trending with multiples?
    • How have valuations changed?
    • Which industries are seeing the most activity?
    • What is a typical deal structure?
    • What is motivating owners to take action now?
    • How are lenders responding? What is typical leverage?

    Please join us as our panelists share their front-line views on the current state of deals. What’s new and what’s still changing.


    Meet Our Panel:

    Diana Hopkins, Director - BDO

    Diana is a Director in the Valuation and Business Analytics practice, leading the NY Business Valuation team. She has significant experience performing valuations for public and private clients, for a variety of purposes including mergers and acquisitions, financial reporting and tax planning, management planning, bankruptcy and litigation and dispute advisory. She has valued business enterprises, intangible assets and debt and equity securities.

    Prior to joining BDO, Ms. Hopkins held positions in advisory practices of Grant Thornton LLP and Huron Consulting Group. She has a B.S. in Business Administration for the State University at Albany and is Chartered Financial Analyst.

    Gary Occhipinti, Sr. Business Banking Manager - Capital One 

    Gary’s an award-winning business banking executive, who’s well-known for analytics, lending, negotiating and leading change management initiatives on large scale projects.

    Gary graduated w/ a bachelor’s in Marketing and Psychology. He attained his MBA in Global Business Leadership w/ a concentration in International Trade.

    Throughout his career, he's worked for organizations like Cornish Associates, Collette Operators and JPMorgan. He’s held titles including: Area Manager, Director of Leasing/Sales, Product Manager & National Sales Manager.

    Gary is currently a Sr. Business Banking Manger at Capital One, where he advises clients on way to increase cashflow, maximize profitability and streamline their day-to-day operations.

    Jill T. Braunstein, Corporate & Securities Attorney - Morrit Hock & Hamroff LLP

    Jill Braunstein is a corporate and securities attorney at Moritt Hock & Hamroff LLP. Jill has acted as a trusted business advisor to public and private companies, business owners, entrepreneurs, investors, and private equity funds for over twenty years. She counsels businesses in all stages of growth, commencing from formation to representing them in connection with capital raising transactions, including private equity, debt, and venture capital transactions, and mergers and acquisitions. Jill also provides legal advice on a variety of general corporate and commercial matters, including organizational structuring, board advisory and corporate governance, privacy issues, risk management, compensation arrangements, business succession planning, strategic partnerships, and other business matters.


    Brandon Richter, Partner - Hamilton Robinson Capital Partners

    Brandon C. Richter is a Partner at Hamilton Robinson Capital Partners. He joined the firm in 2010 and has led transactions, overseen portfolio company investments and is a member of the investment and management committees. Brandon currently serves as a director on the boards of Custom Engineered Wheels, GrayMatter and Tanknology. Prior to joining HRCP, he worked in the Mergers and Acquisitions group at Bank of America Merrill Lynch on deals across a variety of industry verticals. He began his career at Goldman Sachs in the technology division. Brandon received a B.S. in Electrical and Computer Engineering from Cornell University and his MBA from the Johnson School at Cornell University.




  • September 13, 2020 6:11 PM | Cheryl Centeno (Administrator)

    Program produced by XPX New York.

    Transacting M&A in the Fog of the Impending Election and Covid-19

    Jon Zefi, Principal at EisnerAmper LLP, will take us through an analysis of selling your business and transacting in a Trump vs Biden administration with Covid-19 as a backdrop. Between tax considerations and due diligence processes, major shifts could be afoot depending on who occupies the White House come this January. Jon share his views on what these major differences could be. We look forward to having a robust Q&A to engage with the attendees.

    With any remainder time we plan to have networking breakout sessions as attendees “mingle” in the world of Zoom.

    Our Speaker:

    Jon Zefi, Principal - EisnerAmper LLP

    Jon Zefi is a Principal and a member of the Tax Advisory Services Group of Eisner Amper. Widely recognized as an expert in state and local in addition to federal and international tax matters, Jon has provided tax planning and compliance advice to public companies and privately held businesses, with a focus on mergers and acquisitions, restructuring transactions, tax rate minimization, tax risk mitigation, transfer pricing, and corporate taxation (Subchapters C and S). Jon has represented clients in domestic and international corporate reorganizations; acquisitions and divestitures; joint ventures and technology transfers; and private equity and investment funds.




  • September 08, 2020 11:38 PM | Cheryl Centeno (Administrator)

    Program produced by XPX Atlanta

    Lessons Learned by Successful Sellers

    Business exits require careful consideration of multiple factors and lots of work leading up to and through the transaction. Even with the best planning, exits often pose substantial challenges and opportunities for owners and their advisors to collaborate effectively in achieving a successful closing.

    Join XPX Atlanta to hear firsthand from business owners who've experienced their own exit journeys as they share their "war stories" from the exit trenches. Learnings from the twists and turns of their personal exit stories will provide insights to help address key realities that arise during the exit process.

    Moderator:

    Lauren Fernandez, Principal - The Fernandez Company

    Lauren Fernandez leads The Fernandez Company, a consulting firm which develops new revenue channels for companies by creating franchise programs, licensing opportunities and consumer product lines. She is a trusted brand consultant and legal advisor in the restaurant and hospitality industry, from start-ups to multinational companies.

    Lauren holds an undergraduate degree from Stetson University, as well as a Juris Doctorate and MBA from Emory University. A Florida native, she has called Atlanta home for almost two decades.






  • August 20, 2020 1:50 PM | Cheryl Centeno (Administrator)

    Program produced by XPX Tri-State.


    XPX CT Virtual Summit Day 4: Keynote Fireside Chat with 

    Cindi Bigelow, President & CEO Bigelow Tea









    Introduction by: Ramsey Goodrich, Carter Morse & Goodrich

    Fire Chat Moderator: Dick Albu, Albu Consulting LLC



  • August 20, 2020 9:31 AM | Cheryl Centeno (Administrator)





    Program produced by XPX Fairfield County and XPX Hartford.


    XPX CT Virtual Summit Day 3: Owner Life and Legacy


    Moderator: Michael Clear, Wiggin and Dana

    Panelists:

    Keith Michaelson, Lovins Group

    Francois de Visscher, FODIS

    Gavin Watson, Former Co-owner of Watson Inc.



  • August 19, 2020 2:36 PM | Cheryl Centeno (Administrator)

    Program produced by XPX Fairfield County and XPX Hartford.


    XPX CT Virtual Summit Day 2: Business Value Transfer


    Moderator: Steven Pappas, Touchstone Advisors

    Panelists:

    Capri Brighenti, Miller Farms

    Tom Heide, Heide & Company

    Michael Rocheleau, PTA Plastics



  • August 19, 2020 9:46 AM | Cheryl Centeno (Administrator)

    Program produced by XPX Fairfield County and XPX Hartford.

    XPX CT Virtual Summit Day 1: Business Value Growth

    Moderator:  Steve Ronan, Citrin Cooperman

    Panelists:

    Paul Decelles, YardeZone Inc.

    Brian Kerrigan, Whittlesey

    Nicole Russo, Microboard Processing, Inc



  • August 18, 2020 2:25 PM | Cheryl Centeno (Administrator)
    Program produced by XPX New England.


    Our Speaker:

    Amy A. Zuccarello, Partner, Sullivan & Worcester LLP

    Please join XPX New England for an informative presentation on corporate bankruptcy, including the Small Business Reorganization Act of 2019, together with a discussion of out-of-court restructuring alternatives for companies in distress, featuring Sullivan & Worcester Partner Amy A. Zuccarello.  In her presentation, Ms. Zuccarello will focus on the economic effects that the COVID-19 shut-down has had on small businesses in a variety of industries, and tactics business owners can employ not only to protect their companies but also to help them recover.



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