XPX Long Island: Successful Exit Stories

Event Information

Date & Time

Fri, Feb 7th, 2020
8:30am - 10:00am (EDT)


The Offices of Carter DeLuca & Farrell - 576 Broad Hollow Road, Melville, NY 11747


Registration Now Closed


First Time Guest $0.00
Long Island & Tri-State Members $0.00
Non-Members Early Bird (through 2/4/20) $75.00
Non-members Regular Fee $90.00
Other XPX Chapter Members Early Bird (through 2/4/20) $55.00
Other XPX Chapter Members Regular Fee $75.00

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:

  • Learn how to better serve your clients
  • Meet new contacts in the private company market
  • Get visibility with your existing network of contacts
  • Gain an appreciation of the power of the XPX Advisor Principles

Hope you’ll join us!

Our Speakers:

Robert Gerstel – CEO of A.G. Adjustments (AGA)

Robert is the CEO of A.G. Adjustments (AGA). Bob’s father Al Gerstel founded AGA in 1972. Bob began his career in the collection industry at the kitchen learning the nuances of the business through the simple discussions at the dinner table. During summers and vacations from high school and through college at SUNY Farmingdale he would work in all facets of the “family business”.

In 1990 Bob’s father passed away and he ascended to CEO of the company.

He is a member of the Commercial Law League of America as well as Platinum member of the Credit Research foundation. Bob is also a founding member of the Commercial Collection Agency Of America. He is a frequent panelist in the organizations as well as frequent speaker to credit departments around the country as it relates to best practices in the collection arena and proper collection techniques.

Terry Hannafin – Managing Director, Carter Morse & Goodrich

Terence (Terry) joined Carter Morse & Goodrich in 2019 as a Managing Director and is involved with all the firm’s corporate finance activities including debt and equity financings, recapitalizations and mergers & acquisitions. Prior to CMG, he spent 11 years at de Visscher & Co. and Family Capital Growth Partners.

Mr. Hannafin currently serves as VP of XPX TriState Region and is a member of the Family Firm Institute, a leading association for professionals serving the family enterprise field.

Mr. Hannafin holds a BS in Finance from Boston College where he was a member of its football team.

About XPX Long Island

XPX is all about collaboration, learning and building relationships to serve our clients. XPX members are professional service providers who assist with business value growth, exit and succession planning, business value transfer, and business owner life and legacy. Assisting business owners through all stages of the company life cycle, XPX members put their clients first by collaborating as a team in order to provide clear, coordinated advice.