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  • Exit Planning Exchange
Exit Planning Exchange
Nov
11

XPX Tri-State Chapters: Keynote Speaker - Denise Logan, Author of The Seller’s Journey

Details

Date & Time

Thu, Nov 11th, 2021 ⋅ 8:20am - 10:00am (EDT)

Location

Virtual - connection details sent upon registration

Tickets

All Tri-State Members
$0.00
Non-members Early Bird (through 11/8/21)
$25.00
Non-Members Regular Rate
$35.00
Non-Members Same Day Fee
$45.00
Other XPX Chapter Members
$10.00
Guests

Registrants

69 people attended
DL
George Likourezos of Carter, DeLuca & Farrell, LLP, Intellectual Property Law Firm is a member of XPX Long Island
JM
HR
Paul Visokey of Stony Hill Advisors is a member of XPX Tri-State
+64
Please join us for a stimulating discussion with Denise Logan, speaker and author of ‘The Seller’s Journey’ as we explore topics such as:
  1. Why successful owners find it hard to let go of their businesses, and how to ease that process for them.
  2. How to dramatically improve an owner’s journey through the sale of their business by unraveling and resolving the emotion-fueled obstacles that lead to deal fatigue.
  3. Ways to increase the probability of a successful and regret-free closing for everyone involved.

Our Speaker:



Denise Logan
Keynote and Author

Denise’s two decades of research and thought leadership on the subjects of work, money and meaning and how executives navigate the waters of transition and reclaim their sense of identity outside of their business has made her a popular speaker to audiences on three continents and a frequent commentator on the subjects of business succession planning, transition and legacy. She has also provided advanced training to advisors employed by some of the world’s largest financial institutions, law firms and accounting firms, helping their clients successfully transition their businesses to new owners. And she is the author of The Seller’s Journey.


Registration Fees:

All Tri-State Members in good standing - $0.00, so join today!

Non-members Early Bird (through 11/8) – $25.00
Non-members Regular Fee – $35.00 
Same Day Registration Fee – $45.00

Other XPX Chapter Members – $10.00

Virtual - connection details sent upon registration

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Guests
Registrant lists may take up to 24 hours to update on Events pages.
DL
Denise Logan
George Likourezos of Carter, DeLuca & Farrell, LLP, Intellectual Property Law Firm is a member of XPX Long Island
George Likourezos
Carter, DeLuca & Farrell LLP
JM
John McGrath
Gallagher
HR
Havell Rodrigues
New Majority Capital
Paul Visokey of Stony Hill Advisors is a member of XPX Tri-State
Paul Visokey
Stony Hill Advisors
WW
Wiktor Wozniak
UBS Financial Services, Inc.
DD
David Demuth
CFO Consulting Partners LLC
Larry Rollins of Twenty Four Wealth is a member of XPX Fairfield County
Larry Rollins
Twenty Four Wealth
KM
Keith Michaelson
The Lovins Group
EP
Edward Pratesi
Valuation & Transition Strategies, LLC
JG
John Grzymala
Family office advisory services
Fred Kaplan of Stony Hill Advisors is a member of XPX Philadelphia
Fred Kaplan
Stony Hill Advisors
Michael Clear of Wiggin and Dana is a member of XPX Tri-State
Michael Clear
Wiggin and Dana
JC
Jay Cohen
Giordano Halleran & Ciesla
Kent Schwarz of Becker LLC is a member of XPX New Jersey
Kent Schwarz
Becker LLC
BF
Brian Fischer
Day Pitney LLP
DS
Daniel Shulman
BNY Mellon
JS
Joshua Shoshan
Wealthspire
Roy Ryniker of Reorganization Alternatives Group. Ltd. is a member of XPX Long Island
Roy Ryniker
Reorganization Alternatives Group, Ltd
Ted Smith of Next Capital Management is a member of XPX DC Metro
Ted Smith
Next Capital Management
JG
John Gross
CFO Consulting Partners
Diana Hopkins of Ernst & Young is a member of XPX Long Island
Diana Hopkins
BDO USA LLP
SC
Steven Crowley
CFO Consulting Partners, LLC
BH
Bradley Hardy
KeyBank
AC
Andy Crofton
Klingstein Fields Advisors
MB
Mark Badami
GO
George Orefici
Shelley Miller of ICA Group is a member of XPX New York
Shelley Miller
ICA Group
John Simonetta of Simonetta Consulting is a member of XPX Greater Boston
John Simonetta
Simonetta Consulting
John Carpenter of era Group is a member of XPX New Jersey
John Carpenter
Expense Reduction Analysts
Anthony Citrolo of The NYBB Group is a member of XPX Tri-State
Anthony Citrolo
The NYBB Group, LLC.
RA
Rick Allen
Great Hill Advisors
John Dowd of Bernstein is a member of XPX Tri-State
John Dowd
Bernstein
Bob Zelinger of Hinckley Allen is a member of XPX Hartford
Bob Zelinger
Hinckley Allen
MT
Mark Tedford
Valley Ridge Investment Partners
John Weidner of Cornell Global LLC is a member of XPX Fairfield County
John Weidner
Cornell Global LLC
Jeffrey Bass of Executive Strategies Group LLC is a member of XPX Long Island
Jeffrey Bass
Executive Strategies Group LLC
Paul Edelman, PhD, PCC of Edelman & Associates is a member of XPX Greater Boston
Paul Edelman
Edelman & Associates
Joseph VonEhr of CFO Consulting Partners is a member of XPX Tri-State
Joseph Vonehr
CFO Consulting Partners
Diane Johnston of UBS Financial Services, Inc. is a member of XPX Tri-State
Diane Johnston
Bernstein
AD
Anthony Dechello
DeChello Law Firm
Charles Melita of Integrated Financial Concepts is a member of XPX New Jersey
Charles Melita
Integrated Financial Concepts
Thomas Heide of Heide & Company, LLC is a member of XPX Fairfield County
Thomas Heide
Heide & Company, LLC
JP
Jeorme Pasichow
Integrated Financial Concepts
Ramsey Goodrich of Carter Morse & Goodrich is a member of XPX Tri-State
Ramsey Goodrich
Carter Morse & Goodrich
ND
Nora Debellis
Key Bank
Christopher Coates of SES ESOP Strategies is a member of XPX New Jersey
Christopher Coates
SES ESOP Strategies
Joseph Pucci of William Blair is a member of XPX Tri-State
Joseph Pucci
William Blair
Stephen Davis of Safe Harbor Asset Management is a member of XPX Tri-State
Stephen Davis
Safe Harbor Asset Management
Ricardo (Dick) Albu of Albu Consulting LLC is a member of XPX Fairfield County
Ricardo (dick) Albu
Albu Consutling LLC
TB
Thomas Bronner
Young America Capital, L.L.C.
BL
Beth Lambert
Consultant
Michael Richmond of The DAK Group is a member of XPX New Jersey
Michael Richmond
The DAK Group
JV
Jim Vigna
Live Oak Bank
Jack Cox of NorthBridge Business Advisors is a member of XPX New Jersey
John Cox
NorthBridge Business Advisors
PK
Philip Kane
U.S. Bank
Mike Drinkwater of VISTA HIGHLAND LLC is a member of XPX Fairfield County
Mike Drinkwater
VISTA HIGHLAND LLC
Michael Karwic of Glenayr Family Advisors is a member of XPX Philadelphia
Michael Karwic
Simone Zajac Wealth Mgmt Group
TA
Tom Attivissimo
greiner-maltz of longisland llc
Deborah Agrafojo of Touchstone Advisors, LLC is a member of XPX Hartford
Deborah Agrafojo
Touchstone Advisors
Gail Harris of Wealthspire Advisors is a member of XPX Connecticut,Fairfield County,Hartford
Gail Harris
Wealthspire Advisors
Robert Brody of Brody and Associates, LLC is a member of XPX Tri-State
Robert Brody
Brody and Associates, LLC
Clare McCoy of BNY Mellon Wealth Management is a member of XPX New Jersey
Clare McCoy
BNY Mellon Wealth Management
Ken Nixon of Expense Reduction Analysts is a member of XPX Tri-State
Ken Nixon
Expense Reduction Analysts
Rochelle Lisner of Dynamic Business Growth is a member of XPX New York
Rochelle Lisner
Dynamic Business Growth
Jack Hendler of Avalon Net Worth Group is a member of XPX Tri-State
Jack Hendler
Avalon Net Worth Group
Allan Tepper, CPA of CFO Consulting Partners LLC is a member of XPX Tri-State
Allan Cpa Tepper
CFO Consulting Partners LLC
Greg Libertiny of NBT Associates LLC is a member of XPX Tri-State
Greg Libertiny
NBT Associates LLC
Peter Seelaus of Sherpa Financial, Seelaus Financial is a member of XPX Philadelphia
Peter Seelaus
Sherpa Financial, Seelaus Financial