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  • Exit Planning Exchange
Exit Planning Exchange
Oct
27

XPX NEW YORK: TOP 3 CRITICAL (BUT HIDDEN) MISTAKES TO AVOID WHEN PLANNING FOR A SUCCESSFUL EXIT

Details

Date & Time

Thu, Oct 27th, 2022 â‹… 8:00am - 10:00am (EDT)

Location

The Offices of RSM - 151 W 42nd St 19th floor, New York, NY 10036

Tickets

New York & Tri-State Members
$0.00
Non-Members Early Bird (through 10/24)
$75.00
Non-Members Regular Rate
$90.00
Non-Members Same Day Fee
$100.00
Other XPX Chapter Members Early Bird (Through 10/24)
$55.00
Other XPX Chapter Members Regular Rate
$75.00
Other XPX Chapter Members Same Day/Walk-In Rate
$85.00
Guests

Registrants

28 people attended
JG
BN
Danielle Kelly of Fidelity Charitable is a member of XPX Tri-State
Sharon Bender of Webster Bank is a member of XPX Tri-State
NB
+23
Please join us for an exciting conversation on how to maximize value upon exit!




Tej Brahmbhatt

Senior Partner
Watchtower Capital

Tej is a senior partner of Watchtower Capital, an investment banking & consulting firm headquartered in midtown Manhattan. The firm is focused on M&A advisory and consulting for emerging midsized ($50 to $500 million in annual revenues) privately held companies. Previously, he held several senior positions at Fortune 100 banks. His most recent public bank post was as regional manager for RBC (NYSE: RY), leading the business banking ($20 to $200 million in annual sales) teams/division for the NE US markets. Prior to that, he successfully formed and led the first Commercial Industrial Team at Sterling National Bank. His most notable achievements of exceeding market goals as a corporate banker were awarded at Wells Fargo and Bank of America Merrill Lynch where he spent half of his tenure. In aggregate, Tej has closed USD $1.5 billion in funded transactions and led teams to close over $10 billion.

Event Pricing:

Non-members:

Same Day Registration/Walk-In Fee: $100.00
$90.00 Regular Fee
$75.00 Early Bird (through 10/24)

Other XPX Chapter Members:

Same Day Registration/Walk-In Fee: $85.00
$75.00 Regular Fee
$55.00 Early Bird (through 10/24)

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

Pre-registration online is a must for catering planning.

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, no substitutes.


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Guests
Registrant lists may take up to 24 hours to update on Events pages.
JG
John Grzymala
Family Office Advisory Services
BN
Berk Nowak
Brown Advisory
Danielle Kelly of Fidelity Charitable is a member of XPX Tri-State
Danielle Kelly
Fidelity Charitable
Sharon Bender of Webster Bank is a member of XPX Tri-State
Sharon Bender
Sterling National Bank
NB
Nicholas Bernstein
Center Brook LP
Jack Hendler of Avalon Net Worth Group is a member of XPX Tri-State
Jack Hendler
Avalon Net Worth Group
Craig Bartner of Expense Reduction Analysts is a member of XPX New York
Craig Bartner
Expense Reduction Analysts
Frank Brigante of CIBC is a member of XPX New York
Frank Brigante
CIBC
KO
Kevin O'Brien
Bernstein Private Wealth Management
Eric Mendelsohn of Transworld Business Advisors of NY is a member of XPX New York
Eric Mendelsohn
Transworld Business Advisors of NY
JS
Joshua Shoshan
Wealthspire
SC
Steven Crowley
CFO Consulting Partners, LLC
BL
Bernie Leone
Withum
Allan Tepper, CPA of CFO Consulting Partners LLC is a member of XPX Tri-State
Allan Cpa Tepper
CFO Consulting Partners LLC
AC
Andrew Crofton
Klingstein Fields Advisors
Kevin Kettell of Appraisal Economics is a member of XPX Tri-State
Kevin Kettell
Appraisal Economics
TB
Tej Brahmbhatt
Watchtower Capital
JV
Jim Vigna
Live Oak Bank
KC
Kennedy Chinyamutangira
RSM US LLP
RB
Richard Baum
Consumer Growth Partners
SC
Stephen Chin
Financial Structures and Advisory, Inc.
AL
Andrew Lederman
WILK AUSLANDER
PS
Paul Schuldiner
Rosenthal & Rosenthal
SR
Scott Rosenblum
Kramer Levin Naftalis & Frankel LLP
BN
Brian Nethercott
Gain Line Capital Partners
Ken Nixon of Expense Reduction Analysts is a member of XPX Tri-State
Ken Nixon
Expense Reduction Analysts
AC
Anthony Cook
AB