XPX Long Island: Managing Family Dynamics – How can the family prepare for success?

XPX Long Island Chapter hosts monthly meeting that are focused on deep learning and networking with fellow advisors to privately-held businesses. Our speakers and attendees are experts who focus on particular aspects of the private company life cycle including business value growth, business value transfer and owner life and legacy.

At this meeting, you can expect to:

• Approach a family owned business

• Overcome roadblocks
• Manage the EQ side of the business dynamics
• Uncover distinct drivers important to stakeholders

Our Speaker:  Jeffrey L. Bass, M.A., M.P.A. -  Executive Strategies Group LLC

Mr. Bass is CEO of Executive Strategies Group LLC, a strategic business advisory Firm serving corporate executive management and boards of directors. He also served a Nassau County Planning Commissioner and was formerly Trustee of the Incorporated Village of Great Neck, New York where he also served on the Planning Board and Board of Zoning Appeals. He is also a member of the Hamlet on Olde Oyster Bay Homeowner Association Board of Directors.

Previously, Mr. Bass was Principal in Charge of the Strategic Business Planning and Advisory Services practice at Margolin, Winer & Evens LLP, a leading Certified Public Accounting and Business Advisory Firm with offices located in Garden City and Manhattan.

Mr. Bass provides business planning and related advisory services to clients that are either healthy companies seeking proper structuring for continued growth or troubled companies seeking to preserve or return to profitability. He works with companies at any stage of development, helping them to define business objectives, critical success factors, marketing strategies, operations plans, and financial requirements to achieve those objectives.   Full bio.

THANK YOU TO OUR EVENT SPONSOR:

There is construction going on in The Offices of Carter DeLuca & Farrell parking lot. Please park next door at the Hilton. The Hilton has been accommodating them during the construction/repavement of their parking lot.