KMPG Conference Center

345 Park Avenue, New York City, NY

WEDNESDAY, JANUARY 29, 2020 1:30 PM - 7:00 PM


We're excited to announce that our Tri-State 2020 Summit is officially SOLD OUT.

There will be no day of ticket sales available on the day of. There is assign seating and regretfully cannot accept walk-ins.

We apologize for any inconvenience and hope to see you at our CT Summit on March 18th. Reserve your table NOW for XPX Connecticut Summit 2020.

This is a special half-day event designed with business owners in mind. The program covers the full life cycle of the privately-held business:

  • Business Value Growth
  • Business Value Transfer
  • Owner Life and Legacy

Panelists will include personal stories and examples from business owners, different types of buyers and selected experts. Your invitation to colleagues and clients will help them learn about the challenges and opportunities across the business life cycle. And it will showcase the power of your vision, expertise and network as part of the XPX ecosystem.


Keynote Speaker: Jeff Mortimer, BNY Mellon Wealth Management

Panel 1 : Growth
Moderator: Ramsey Goodrich, Carter, Morse & Goodrich
Andrew Bonanno, Kohlberg & Company 
Cyrus Lam,  KPMG
Polly Mack, The Riverside Company
Richard P. Prestegaard, High Road Capital Partners

Panel 2: Transfer
Moderator: Tara Thompson Popernik, Wealth Strategies Group of AB Bernstein
Robert Gerstel, AG Adjustments (TriVest)
Terry Hannafin, Carter Morse & Goodrich
Eilis Meagher, Finn Dixon & Herling LLP

Panel 3 : Life and Legacy
Moderator: Warren Abkowitz, KPMG
Allan Grafman, CEO, All Media Ventures
Thomas Livaccari, UBS
Mike Minihan, BX3 Capital

1:30pm Check-In | Networking | Light Refreshments
2:00pm Keynote Speaker
2:45pm Panel 1: Growth
3:30pm Break|Networking
4:00pm Panel 2: Transfer
4:45pm Panel 3: Life & Legacy
5:30pm Network Reception

TriState Members $135.00 
Other Chapter Members $160.00
Non-Members 199.00

No refunds or credits will be given for cancellations.


Limited registration is still available for full- or half-table sponsorships. Your sponsorship provides the following benefits:

  • Your own full/half table (with logo table sign) for 8/4 attendees
  • Your company’s logo on the Summit website and emails
  • Featured full/half page ad in our program

Tables provided on a first come, first served basis. Reserve yours now to make sure you start the year off right with for your clients and for your business.

Current XPX Sponsors Receive a Discount
Full Table for 8 $1,500 ($300 savings)
Half Table for 4 people $750 ($150 savings)

Non XPX Sponsors
Full Table for 8 people $1,800
Half Table for 4 people $900

Click here to download pricing information.

Tables are provided on a first come, first served basis. You do not need to be a member of XPX to purchase a table and attend the event.  No refunds will be given for cancellations. Reserve your table now to make sure you start the year off right with for your clients and for your business. Contact Angie Ellis if you want to purchase a table at


Summit Host Sponsor:

Summit-Table Sponsors:
AB Bernstein
CFO Consulting Partners
William Blair

Summit-Half Table Sponsors:
Carter Deluca & Farrell 
CFO Consulting Partners
Citrin Cooperman, LLC
Gerber Finance Inc.
Osage Advisors, LLC
Preservation Capital Partners
Rockport Investment Partners




Summit-Half Table


The most valuable part of my participation with XPX is the education about exit planning that I have received from attending meetings and from all the members. XPX is a very approachable group. Everyone is willing and interested in an exchange of ideas. I especially like the Power of Three which enables you to get to know other members better.

Dick Albu, Albu Consulting LLC

I really enjoy the small group interactions at XPX which is different from other organizations. I have also received an engagement from a XPX member.

Alan Booth, Executive Leadership Advisor

XPX offers excellent content based seminars specifically geared towards professionals focusing on the sale or transition of a business. The diverse topics and membership provide strong networking opportunities. Both the targeted content and diverse membership, focusing on bringing advisors together as a team to help the client, help XPX stand out from other organizations.

Michael Clear, Wiggin and Dana

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