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  • Exit Planning Exchange
Exit Planning Exchange
Mar
30

XPX NEW YORK: Private Equity Off-Ramp for Family and Founder Owned Businesses

Details

Date & Time

Thu, Mar 30th, 2023 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 3/27)
$75.00
Non-Members Regular Rate
$90.00
Non-Members Same Day Fee
$100.00
Other XPX Chapter Members Early Bird (Through 3/27)
$55.00
Other XPX Chapter Members Regular Rate
$75.00
Other XPX Chapter Members Same Day/Walk-In Rate
$85.00
Guests

Registrants

38 people attended
MW
Sharon Bender of Webster Bank is a member of XPX Tri-State
Kevin Kettell of Appraisal Economics is a member of XPX Tri-State
Sal Cocuzza of Cato Capital Real Estate Group is a member of XPX New York
MC
+33

Family and founder owned businesses have numerous exit options when selling their business. Private Equity buyers are only one option, but frequently misunderstood as many owners' perception of Private Equity is colored by the negative stories that often appear in the press. Join us and learn the truth about Private Equity.

Our Speaker:

Richard Baum
Managing Partner
Consumer Growth Partners

In 2005, Mr. Baum co-founded Consumer Growth Partners, a private equity investment and advisory firm with an exclusive focus on lower middle market companies in the retail and non-perishable branded consumer products sectors. Previously, Mr. Baum spent over 15 years as a sell-side equity research analyst at Sanford Bernstein & Co., Goldman Sachs and Credit Suisse First Boston covering the specialty retail sector. He also was a merchant at Bloomingdale's and began his career at the Boston Consulting Group. He is a graduate of the University of Michigan and Harvard Law School.

Event Pricing:

Non-members:

Same Day Registration/Walk-In Fee: $100.00
$90.00 Regular Fee
$75.00 Early Bird (through 3/27)

Other XPX Chapter Members:

Same Day Registration/Walk-In Fee: $85.00
$75.00 Regular Fee
$55.00 Early Bird (through 3/27)

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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Guests
Registrant lists may take up to 24 hours to update on Events pages.
MW
Mike Wyse
Wyse Advisors LLC
Sharon Bender of Webster Bank is a member of XPX Tri-State
Sharon Bender
Sterling National Bank
Kevin Kettell of Appraisal Economics is a member of XPX Tri-State
Kevin Kettell
Appraisal Economics
Sal Cocuzza of Cato Capital Real Estate Group is a member of XPX New York
Salvatore Cocuzza
DBD Partners LLC
MC
Michael Castro
Bank United
Craig Bartner of Expense Reduction Analysts is a member of XPX New York
Craig Bartner
Expense Reduction Analysts
Eric Mendelsohn of Transworld Business Advisors of NY is a member of XPX New York
Eric Mendelsohn
Transworld Business Advisors of NY
JG
John Grzymala
Family Office Advisory Services
Jack Hendler of Avalon Net Worth Group is a member of XPX Tri-State
Jack Hendler
Avalon Net Worth Group
AC
Anthony Cook
AB
SC
Stephen Chin
Financial Structures and Advisory, Inc.
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
Greg Libertiny of NBT Associates LLC is a member of XPX Tri-State
Greg Libertiny
NBT Associates LLC
PD
Phil Dubinsky
Thoroughbred CFO
CB
Candace Benzel
Merrill Lynch
DM
Daniel Morris
Mindracer Consulting
DG
David Gaynor
Marshall & Stevens Incorporated
Christopher Martens of Cross Insurance is a member of XPX Tri-State
Christopher Martens
AssuredPartners
Danielle Kelly of Fidelity Charitable is a member of XPX Tri-State
Danielle Kelly
Fidelity Charitable
RB
Richard Baum
Consumer Growth Partners
DO
Dennis O'Rourke
Moritt Hock & Hamroff LLP
Anthony Festa of Marshall & Stevens is a member of XPX Tri-State
Anthony Festa
Marshall & Stevens
Shelley Miller of ICA Group, Inc. is a member of XPX New York
Shelley Miller
ICA Group
David Wilson of Sincerus Advisory is a member of XPX New York
David Wilson
Sincerus Advisory
Rochelle Lisner of Dynamic Business Growth is a member of XPX New York
Rochelle Lisner
Dynamic Business Growth
CP
Cosimo Papandrea
JP Morgan Chase
GF
Greg Franzblau
JP Morgan Chase
Jeanette Jordan of Withum is a member of XPX Tri-State
Jeanette Jordan
Withum
Paul Visokey of Stony Hill Advisors is a member of XPX Tri-State
Paul Visokey
Stony Hill Advisors
JV
Jim Vigna
Live Oak Bank
SS
Stephen Shelton
Great Rock Capital
KC
Kennedy Chinyamutangira
RSM US LLP