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.
Leader Directory
Call Me When... Seeking strategic or tactical CFO support (part-time, interim or consulting) or M&A and exit planning transaction advisory
Call Me When... A business owner is contemplating a transaction (Financing, Sale or Acquisition), even years in advance of a transaction so we can help the owner maximize shareholder value.
Call Me When... You need a professional to discuss your business ownership exit planning options.
Call Me When... You need help navigating complexity and want to pre-experience wealth creation decisions.
Call Me When... a company recognizes the opportunity or the need to drive increased business value through talent management strategies. I know how to build value through people.
Call Me When... 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.
The Latest News – XPX Tri-State
Latest – XPX Tri-State
Last month, the Boston Regional Office of the National Labor Relations Board (the “NLRB”) ruled that members of the Dartmouth men’s basketball team are employees and as such have the right to unionize. Wasting no time, yesterday, the Dartmouth men’s basketball team voted 13-2 to unionize. Many educational industry onlookers saw this as the necessary…
On February 21, 2024, the National Labor Relations Board (“NLRB”) ruled that Home Depot violated the National Labor Relations Act (“NLRA”) by terminating an employee who refused to remove the hand-drawn letters “BLM” (Black Lives Matter) from their work apron. This employee was one of several employees who concurrently drew BLM on their work aprons….
In our prior article, the details of the new test for determining who is an employee and who is an independent contractor was laid out click here. As of last week, that rule is effective. Now clients are asking how we got here and what comes next. Here are our thoughts. Effective March 11,…
Effective March 12, 2024, New York Labor Law prohibits employers from requiring employees and job applicants to provide information about their personal accounts. If you think this sounds familiar, you are right. This idea has been in place in various states for years; now New York is joining in! Under the new legislation, “personal accounts”…
Attention all Paycheck Protection Program (“PPP”) loan borrowers, the Federal Bureau of Investigation is combing through PPP loan records to identify borrowers who committed fraud related to the program, and they are not alone. The U.S. Small Business Administration (the “SBA”) is auditing all PPP loans of $2 million or more, and the Department of…
Whistleblowers can blow their whistles a little louder tonight. The Supreme Court’s recent ruling, Murray v. UBS Securities, LLC, decided that an employee may prove a whistleblower retaliation claim without showing that their employer acted with retaliatory intent. As a result, it is now easier for employees to succeed on whistleblower retaliation claims under the…
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