XPX Chapters
Exit Planning Exchange XPX Tri-State Chapters!
The Tri-State Chapters include exit planning associations in New York, Hartford CT, Fairfield County CT, New Jersey and Long Island. Each Chapter below is an active community that also benefits from shared activities, membership and sponsorship opportunities.
Showing 4 Members
Terence Hannafin
Vice President
Managing Director
Carter Morse & Goodrich
Call me when... Shareholders of a family-owned or closely held business are at or approaching a transition point relative to transferring ownership, management and/or control of the business.
Joseph VonEhr
Treasurer Connecticut Sponsor Chair
Director
CFO Consulting Partners
Call me when... Seeking strategic or tactical CFO support (part-time, interim or consulting) or M&A and exit planning transaction advisory
Jill Braunstein
Sponsor Chair
Partner
Abrams Fensterman, LLP
Call me when... you need a trusted legal business advisor; advise on M&A, business succession planning, capital raising, employment agreements, equity compensation plans and other general counsel matters.
Diane Johnston
Chair
Senior Vice President – Wealth Management
UBS Financial Services, Inc.
Call me when...
You need help navigating complexity and want to pre-experience wealth creation decisions.
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The Latest News – XPX Tri-State
Latest – XPX Tri-State
Recent data shows the gender pay gap in the United States widened slightly in 2026, an outcome that should concern employers not only from
The New York City council is considering a proposal to raise the City’s minimum wage to $30 per hour, a proposal Mayor Zohran Mamdani
The National Labor Relations Board (NLRB) officially reinstated the 2020 pre-Biden joint employer standard, making joint employer status less likely to be found. The
As part of an emergency certification bill, Connecticut passed a new warehouse quota law effective July 1, 2026. Connecticut joins California, New York, Minnesota,
New York recently enacted legislation affecting certain employment agreements and repayment obligations. Employers need to re-evaluate their “claw back” agreements with their employees. This
February 5, 2026, the Connecticut Supreme Court unanimously ruled that employees must be compensated for time spent undergoing security screenings on their employer’s premises.
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Upcoming Chapter Events
Thu ⋅ 8:30am - 10:00am (EDT)
Wiggin and Dana LLP | 437 Madison Avenue, 35th Floor New York, New York 10022
Fri ⋅ 8:30am - 10:00am (EDT)
Heritage Club at Bethpage|Tillinghast Reception Room| - 99 Quaker Meeting House Road | Farmingdale, NY 11735
Wed ⋅ 10:50am - 11:30am (EDT)
Virtual at 11 AM EDT - you'll receive call-in instructions upon registering