XPX Long Island: Pulling the Oar in the Same Direction

Alignment of the advisory team in advance of a business transition or exit is critical to ensure a successful outcome (and avoid potential hiccups).

In this interactive and collaborative session, our panel of legal experts will share their views on best practices and tools for our XPX members to consider when advising their clients.

Meet Our Speakers:

Jill Braunstein
Partner
Moritt Hock & Hamroff LLP

Jill T. Braunstein is a Partner at MH&H in its Corporate, M&A and Securities Practice Group and serves as Co-Chair of the firm’s Closely-Held/Family Business Practice Group. Ms. Braunstein has over 20 years of experience specializing as a corporate and securities attorney, and acting as a trusted business advisor to public and private companies, business owners, entrepreneurs, investors, and private equity funds.

Ms. Braunstein has significant experience representing middle market and start-up companies across an array of industries. She counsels businesses in all stages of their growth, commencing from their formation and early stages to representing them in connection with capital raising transactions, including private equity, debt, and venture capital transactions, and, ultimately, successful exists and mergers and acquisitions

Dennis O’Rourke
Partner
Moritt Hock & Hamroff LLP

Dennis C. O'Rourke is a Partner at MH&H where he serves as Chair of the firm's Corporate, M&A and Securities Practice Group. Mr. O'Rourke has over 20 years of experience in handling all facets of complex mergers, acquisitions, securities offerings, corporate transactions, and general counsel matters.

Mr. O' Rourke provides corporate advice to business owners, public and private companies, including the structuring and negotiating of sophisticated sales and purchases of businesses, as well as capital raising transactions and joint ventures. . 

Robert Finkel
Partner
Moritt Hock & Hamroff LLP

Robert M. Finkel is the Partner-in-Charge of the MH&H's New York City office where he also serves as Chair of its Tax Practice Group. Mr. Finkel has over 30 years of experience as a tax and business lawyer. His practice focuses on the areas of individual and business taxation including tax controversy and tax litigation.

Mr. Finkel advises clients on the tax aspects of a wide range of business transactions including mergers and acquisitions, private equity and real estate transactions. He also advises Israel-based high-tech companies on US operations and financings, and advises not-for-profit and charitable organizations on a variety of issues. 

Registration Fees:

Non-Members Early Bird (through 4/5/2022) – $75.00
Non-members Regular Fee – $90.00
Non-members Same Day/Walk-in Fee - $100

Other XPX Chapter Members Early Bird (through 4/5/2022) – $55.00
Other XPX Chapter Members Regular Fee - $75.00
Other XPX Chapter Members Same Day/Walk-in Fee – $85.00

Long Island & Tri-State Members in good standing are free. Join our membership today!

BRING A FIRST TIME GUEST TO XPX!

Long Island and Tri-State members are encouraged to bring a first time guest (FREE) for this event. Contact angie@exitplanningexchange.com to register your guest.

Refund Policy: You may request to cancel your registration for a full refund, up to 72 hours before the date and time of the event. We are unable to issue a credit towards another meeting or individual.