KMPG Conference Center
345 Park Avenue, New York City, NY
WEDNESDAY, JANUARY 29, 2020 1:30 PM - 7:00 PM
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:
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.
1:30pm - Check-In | Networking | Light Refreshments
2:45pm - Panel 1: Growth
3:30pm - Break|Networking
4:00pm - Panel 2: Transfer
4:45pm - Panel 3: Life & Legacy
5:30pm - Network Reception
No refunds or credits will be given for cancellations.
Non XPX Sponsors
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 firstname.lastname@example.org
TRI-STATE SUMMIT SPONSORS
SUMMIT HOST SPONSOR
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.
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.
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.