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  • Exit Planning Exchange
Exit Planning Exchange
Jan
26

XPX NEW YORK: M&A Deal Killers

Details

Date & Time

Thu, Jan 26th, 2023 ⋅ 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 1/23)
$75.00
Non-Members Regular Rate
$90.00
Non-Members Same Day Fee
$100.00
Other XPX Chapter Members Early Bird (Through 1/23)
$55.00
Other XPX Chapter Members Regular Rate
$75.00
Other XPX Chapter Members Same Day/Walk-In Rate
$85.00
Guests

Registrants

47 people attended
BL
Shelley Miller of ICA Group, Inc. is a member of XPX New York
AC
JG
Frank Brigante of CIBC is a member of XPX New York
+42

Key pitfalls to avoid for any M&A transaction.



Allan Tepper

Co-Founder
CFO Consulting Partners LLC,

Allan heads the firm’s Business Services practice. While with CFO Consulting Partners, he has served as interim CFO for private companies; provided sell-side M&A guidance and implementation services; prepared pre-audit financial statements for public and private companies; provided turnaround/restructuring services, advised companies on growth and capital raising strategies; provided GAAP, bank regulatory and compliance guidance; and provided many other services in the Transaction/M&A and Private Equity practice areas. Allan has experience in the commercial banking, technology, apparel, and many service-oriented industries.

Allan is a current Board Member of the XPX Tri-State Executive Committee and the Past President of the XPX New York Chapter.

Event Pricing:

Non-members:

Same Day Registration/Walk-In Fee: $100.00
$90.00 Regular Fee
$75.00 Early Bird (through 1/22)

Other XPX Chapter Members:

Same Day Registration/Walk-In Fee: $85.00
$75.00 Regular Fee
$55.00 Early Bird (through 1/22)

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

Pre-registration online is a must for catering planning.

Cancellation Policy: You may request to cancel your registration for a full refund, up to 72 hours before the date and time of the event. If you miss the deadline, the sale is final. We are unable to issue a credit towards another meeting or individual, no substitutes/transfers.


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© 2026 XPX Global LLC. All Rights Reserved.

Guests
Registrant lists may take up to 24 hours to update on Events pages.
BL
Bernie Leone
Withum
Shelley Miller of ICA Group, Inc. is a member of XPX New York
Shelley Miller
ICA Group
AC
Anthony Cook
AB
JG
John Grzymala
Family Office Advisory Services
Frank Brigante of CIBC is a member of XPX New York
Frank Brigante
CIBC
KC
Kennedy Chinyamutangira
RSM US LLP
JS
Joshua Shoshan
Wealthspire
Danielle Kelly of Fidelity Charitable is a member of XPX Tri-State
Danielle Kelly
Fidelity Charitable
Greg Libertiny of NBT Associates LLC is a member of XPX Tri-State
Greg Libertiny
NBT Associates LLC
FRANK RUSSO of Forctis Advisory Inc. is a member of XPX Tri-State
Frank Russo
Forctis Advisory Inc.
Christopher Martens of Cross Insurance is a member of XPX Tri-State
Christopher Martens
AssuredPartners
DO
Dennis O'Rourke
Moritt Hock & Hamroff LLP
Gregory Murphy of U.S. Bank is a member of XPX Tri-State
Gregory Murphy
U.S. Bank
Andrew Taffurelli of Floyd Advisory LLC is a member of XPX Tri-State
Andrew Taffurelli
Floyd Advisory LLC
Sharon Bender of Webster Bank is a member of XPX Tri-State
Sharon Bender
Webster Bank
SC
Steven Crowley
CFO Consulting Partners, LLC
Rochelle Lisner of Dynamic Business Growth is a member of XPX New York
Rochelle Lisner
Dynamic Business Growth
PD
Philip Danisi
DANISI LAW
GK
Gary Kane
Corporate Fuel
Donald Gelestino of Champion Elevator Corp. is a member of XPX Tri-State
Donald Gelestino
Champion Elevator Corp.
Nick Ciampanelli of National Financial Network is a member of XPX Tri-State
Nick Ciampanelli
National Financial Network
Kevin Kettell of Appraisal Economics is a member of XPX Tri-State
Kevin Kettell
Appraisal Economics
JV
Jim Vigna
Live Oak Bank
Eric Mendelsohn of Transworld Business Advisors of NY is a member of XPX New York
Eric Mendelsohn
Transworld Business Advisors of NY
TR
Ted Rosen
Akerman LLP
RB
Richard Baum
Consumer Growth Partners
AC
Andrew Crofton
Klingstein Fields Advisors
KO
Kevin O'Brien
Bernstein Private Wealth Management
MC
Michael Castro
BankUnited
Marc Maslow of CFO Consulting Partners is a member of XPX
Marc Maslow
CFO Consulting Partners
CD
Chris Delaney
CFO Consulting Partners
MR
Meryl Ravitz
CFO Consulting Partners
Paul Visokey of Stony Hill Advisors is a member of XPX Tri-State
Paul Visokey
Stony Hill Advisors
AA
Anant Amirapu
M&T Bank
BD
Brian Diffendale
M&T Bank
DG
David Gaynor
Marshall & Stevens
SE
Steven Eick
Touchstone Advisors
PD
Phil Dubinsky
Thoroughbred CFO
BB
Brian Bulger
Marsh & McLennan Agency
KS
Ken Stephens
Forvis
Dan Kaplan of SMC Data Systems is a member of XPX New York
Dani Kaplan
SMC Data Systems
Allan Tepper, CPA of CFO Consulting Partners LLC is a member of XPX Tri-State
Allan Cpa Tepper
CFO Consulting Partners LLC
ET
Eleonora Tinoco
Marshall and Stevens, Inc.
Winston Bragg of Levitt-Fuirst Insurance is a member of XPX Fairfield County
Winston Bragg
Levitt-Fuirst Associates, Ltd.
Joseph VonEhr of CFO Consulting Partners is a member of XPX Tri-State
Joseph Vonehr
CFO Consulting Partners
Jason Correia of CLA is a member of XPX Tri-State
Jason Correia
CLA
David Wilson of Sincerus Advisory is a member of XPX New York
David Cepa Cfa Cfp Wilson
Sincerus Advisory