XPX Tri-State: New Jersey Case Study Series & Breakfast

The New Jersey chapter is growing and welcoming professional advisors who help business owners plan for a successful exit. We will be following a case study approach that proved highly successful last year. In this first breakfast meeting we will be introducing the case study and reviewing the issues and opportunities that surround the case for the 2017-2018 XPX program year. Our ‘client’ is a partnership that wants to position itself for an exit in two to three years. As with most companies, there are some issues that need to be resolved to make the transition, and ultimate exit, a success.

September’s event will be a round table discussion that will set the foundation for the rest of the year. This highly interactive session will break down the case into several core areas that surround exit planning – management transition, operational improvements, financial planning, strategy development, etc.

As an association of experienced advisory professionals for business owners and their companies, we are all focused on delivering the highest level of subject matter expertise to our clients and we would value your expertise and insights as we set up for the rest of the year!

We invite you to join us for this exciting event and for the entire series this year! The case will be available shortly.

Below is our schedule of events for the coming programming year, each of which build upon the prior event and each with a focus on our ‘client.'

To make it easy to remember, we’ll always meet on the 3rd Wednesday morning of each month from September through June 2018, so please set up a recurring calendar appointment now so you won’t miss an XPX breakfast!

2017

October 18
November 15
December 20

2018

January 17
February 21
March 21
April 18
May 16
June 20

Investment

XPX NJ and Tri-State Members in good standing are complimentary.

Chapter memberships are only $350/year and tri-state memberships $550/year.

First Time Guest- Attend a free meeting if you want to learn about XPX. Email us at angie@exitplanningexchange.com.

Attendees can park at either: 

Ann Bank Parking Garage
41 Bank Street, Morristown, NJ 

OR 

DeHart Street Parking Garage
14 Maple Ave, Morristown, NJ