11
Nov
XPX Tri-State Chapters: Keynote Speaker - Denise Logan, Author of The Seller’s Journey
November
11
Thursday

Event Information

Date & Time

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

Location

Virtual - connection details sent upon registration

Status

XPX Registration Closed

Price

All Tri-State Members $0.00
First Time Guest $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

Brad Abramson
Marsh & McLennan
Brad Abramson
Marsh & McLennan
Deborah Agrafojo of Touchstone Advisors, LLC is a member of XPX Hartford
Deborah Agrafojo
Touchstone Advisors, LLC
Rick Allen
Great Hill Advisors
tom ATTIVISSIMO
Mark Badami
Jeffrey Bass of Executive Strategies Group LLC is a member of XPX Long Island
Jeffrey L Bass
Executive Strategies Group LLC
Robert Brody of Brody and Associates, LLC is a member of XPX Tri-State
Robert G. Brody
Brody and Associates, LLC
Thomas Bronner
Young America Capital
John Carpenter of Expense Reduction Analysts is a member of XPX Tri-State
John J Carpenter
Expense Reduction Analysts
Anthony Citrolo of The NYBB Group is a member of XPX Connecticut,Fairfield County,Hartford,Long Island,New Jersey,New York,Tri-State
Anthony J Citrolo
The NYBB Group
Michael Clear of Wiggin and Dana is a member of XPX Connecticut
Michael T. Clear
Wiggin and Dana
Christopher Coates of SES ESOP Strategies is a member of XPX New Jersey
Christopher A. Coates
SES ESOP Strategies
jay m cohen
Giordano Halleran & Ciesla
Jack Cox of NorthBridge Business Advisors is a member of XPX New Jersey
Jack Cox
NorthBridge Business Advisors
Andy Crofton
Klingstein Fields Advisors
Steven C Crowley
CFO Consulting Partners, LLC
Stephen Davis of Safe Harbor Asset Management is a member of XPX Tri-State
Stephen K Davis
Safe Harbor Asset Management
Anthony R DeChello
DeChello Law Firm
David P DeMuth
CFO Consulting Partners LLC
John Dowd of Bernstein is a member of XPX Tri-State
John Dowd
Bernstein
Mike Drinkwater of VISTA HIGHLAND LLC is a member of XPX Tri-State
Mike Drinkwater
VISTA HIGHLAND LLC
Paul Edelman of Edelman & Associates is a member of XPX Greater Boston
Paul Edelman
Edelman & Associates
Brian William Fischer
Day Pitney LLP
Ramsey Goodrich of Carter Morse & Goodrich is a member of XPX Connecticut
Ramsey W. Goodrich
Carter Morse & Goodrich
John S Gross
CFO Consulting Partners
John A Grzymala
Family Office Advisory Services
Gail Harris of Wealthspire Advisors is a member of XPX Connecticut
Gail M Harris
Wealthspire Advisors
Thomas Heide of Heide & Company, LLC is a member of XPX Fairfield County
Thomas R Heide
Heide & Company, LLC
Jack Hendler of Avalon Net Worth Group is a member of XPX Tri-State
Jack L Hendler
Avalon Net Worth Group
Diana Hopkins of BDO USA LLP is a member of XPX Long Island
Diana Hopkins
BDO USA LLP
Diane Johnston of Bernstein is a member of XPX Tri-State
Diane Johnston
Bernstein
Philip Kane
U.S. Bank
Fred Kaplan of Stony Hill Advisors is a member of XPX Philadelphia.
Fred M Kaplan
Stony Hill Advisors
Michael Karwic of Simone Zajac Wealth Mgmt Group is a member of XPX Philadelphia
Michael B Karwic
The Zajac Group
Beth Lambert
Consultant
Greg Libertiny of NBT Associates LLC is a member of XPX Tri-State
Greg Libertiny
NBT Associates LLC
George Likourezos of Carter, DeLuca & Farrell, LLP, Intellectual Property Law Firm is a member of XPX Long Island
George Likourezos
Carter, DeLuca & Farrell, LLP, Intellectual Property Law Firm
Rochelle Lisner of Dynamic Business Growth is a member of XPX New York
Rochelle Lisner
Dynamic Business Growth
Denise Logan
Clare McCoy of BNY Mellon Wealth Management is a member of XPX New Jersey
Clare McCoy
BNY Mellon Wealth Management
John McGrath
Gallagher
Charles Melita of Integrated Financial Concepts is a member of XPX New Jersey
Charles Melita
Integrated Financial Concepts
Keith Michaelson
The Lovins Group
Ken Nixon of Expense Reduction Analysts is a member of XPX Tri-State
Ken Nixon
Expense Reduction Analysts
George Orefici
Jerome N Pasichow
Integrated Financial Concepts
Ed E Pratesi
Valuation & Transition Strategies, LLC
Joseph Pucci of William Blair is a member of XPX Tri-State
Joseph A Pucci
William Blair
Michael Richmond of The DAK Group is a member of XPX New Jersey
Michael Richmond
The DAK Group
Havell Rodrigues
New Majority Capital
Larry Rollins of Twenty Four Wealth is a member of XPX Fairfield County
Larry C Rollins
Twenty Four Wealth
Roy Ryniker of Reorganization Alternatives Group. Ltd. is a member of XPX Long Island.
Roy Ryniker
Reorganization Alternatives Group. Ltd.
Kent Schwarz of Becker LLC is a member of XPX New Jersey
Kent L. Schwarz
Becker LLC
Peter Seelaus of Sherpa Financial, Seelaus Financial is a member of XPX Philadelphia
Peter J Seelaus
Sherpa Financial, Seelaus Financial
Joshua Shoshan
Wealthspire
Daniel Shulman
BNY Mellon Wealth Management
John Simonetta of Simonetta Consulting is a member of XPX Greater Boston
John P Simonetta
Simonetta Consulting
Ted Smith
Next Capital Management
Mark Tedford
Valley Ridge Investment Partners
Allan Tepper, CPA of CFO Consulting Partners LLC is a member of XPX Tri-State
Allan Tepper, CPA
CFO Consulting Partners LLC
Jim Vigna
Live Oak Bank
Paul Visokey of Stony Hill Advisors is a member of XPX Fairfield County
Paul Visokey
Stony Hill Advisors
Joseph VonEhr of CFO Consulting Partners is a member of XPX Tri-State
Joseph T VonEhr
CFO Consulting Partners
John Weidner of Cornell Global LLC is a member of XPX Fairfield County
John Weidner
Cornell Global LLC
Wiktor Wozniak
UBS Financial Services, Inc.
Bob Zelinger of Hinckley Allen is a member of XPX Hartford
Bob Zelinger
Hinckley Allen

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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