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  • Exit Planning Exchange
Exit Planning Exchange
Jun
29

XPX New Jersey: How to Prepare for a Successful Exit and a Fulfilling Epilogue

Details

Date & Time

Wed, Jun 29th, 2022 â‹… 8:00am - 10:00am (EDT)

Location

Park Ave Club, 184 Park Ave, Florham Park, NJ 07932

Tickets

New Jersey & Tri-State Members
$0.00
Non-members (Early Bird through 6/26)
$60.00
Non-Members Regular Fee
$75.00
Non-Members Same Day Registration/Walk-in Fee
$90.00
Other Chapter Members (Early Bird through 6/26)
$55.00
Other Chapter Members Regular Fee
$70.00
Other Chapter Members Same Day Registration/Walk-In Fee
$80.00
Guests

Registrants

25 people attended
Mark Iorio of BCAT Partners is a member of XPX Tri-State
Clare McCoy of BNY Mellon Wealth Management is a member of XPX New Jersey
JM
John Carpenter of era Group is a member of XPX New Jersey
Charles Melita of Integrated Financial Concepts is a member of XPX New Jersey
+20

A panel will discuss key elements to a successful sale and how to build a bridge to a satisfying post-sale life.

Our Speakers:

Stephen Chin
Financial Structures & Advisory, Inc.

Mark Iorio
Managing Partner, BCAT Partners

Jordan Glatt
Director of Strategic Partnerships, Community Fdn of NJ, (Successfully Exited Business Owner)


Event Pricing:

Non-Members

Same Day Registration/Walk-in Fee: $90.00
$75.00 Regular Fee
$60.00 Early Bird (through 6/26)


Other XPX Chapter Members

Same Day Registration/Walk-in Fee: $80.00
$70.00 Regular Fee
$55.00 Early Bird (through 6/26)

XPX NJ and Tri-State Members in good standing are complimentary, so join Today!

Breakfast will be served.

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.

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Guests
Registrant lists may take up to 24 hours to update on Events pages.
Mark Iorio of BCAT Partners is a member of XPX Tri-State
Mark Iorio
BCAT Partners
Clare McCoy of BNY Mellon Wealth Management is a member of XPX New Jersey
Clare McCoy
BNY Mellon Wealth Management
JM
John McIntyre
GEARTY AND MCINTYRE
John Carpenter of era Group is a member of XPX New Jersey
John Carpenter
Expense Reduction Analysts
Charles Melita of Integrated Financial Concepts is a member of XPX New Jersey
Charles Melita
Integrated Financial Concepts
JP
Jerome Pasichow
Integrated Financial Concepts
Danielle Kelly of Fidelity Charitable is a member of XPX Tri-State
Danielle Kelly
Fidelity Charitable
NS
Norman Sanyour
Capital Group Private Client Services
Peter Holmes of Supporting Strategies | Northwest New Jersey is a member of XPX New Jersey
Peter Holmes
Supporting Strategies | Northwest New Jersey
Sharon Bender of Webster Bank is a member of XPX Tri-State
Sharon Bender
Sterling National Bank
JV
Jim Vigna
Live Oak Bank
David DeMuth of CFO Consulting Partners, LLC is a member of XPX Philadelphia
David Demuth
CFO Consulting Partners LLC
Kent Schwarz of Becker LLC is a member of XPX New Jersey
Kent Schwarz
Becker LLC
Jeanette Jordan of Withum is a member of XPX Tri-State
Jeanette Jordan
Withum
Tim O'Rourke of EisnerAmper LLP is a member of XPX New Jersey
Tim O'Rourke
EisnerAmper LLP
SC
Stephen Chin
Financial Structures and Advisory, Inc.
JG
Jordan Glatt
Community Fdn of NJ
Drew Maldonado of BNY Mellon Wealth Management is a member of XPX New Jersey
Drew Maldonado
BNY Mellon Wealth Management
Michael Richmond of The DAK Group is a member of XPX New Jersey
Michael Richmond
The DAK Group
Donald Gelestino of Champion Elevator Corp. is a member of XPX Tri-State
Donald Gelestino
Champion Elevator Corp.
John Dowd of Bernstein is a member of XPX Tri-State
John Dowd
Bernstein
HK
Harvey Katz
Fox Rothschild
ML
Margaret Lanning
Amalgamated Bank
Christopher Coates of SES ESOP Strategies is a member of XPX New Jersey
Christopher Coates
SES ESOP Strategies
BA
Brad Abramson
Marsh & McLennan