XPX NEW YORK: EXIT PLANNING FROM A PRIVATE WEALTH PERSPECTIVE

Our Speaker:

Joe Pucci
Private Wealth Advisor
William Blair

Joe is a private wealth advisor in the Denver, CO office of William Blair’s Private Wealth Management group. He advises wealthy individuals, families, executives, and business owners on how to best balance risk and reward in the capital markets. Joe brings his experience as a Fortune 100 executive and an entrepreneurial CEO to his clients as they navigate the arc of their business plan, including start-up, growth, exit planning (IPO, ESOP, or sale), and structuring compensation for key management staff.

Event Pricing:

Non-members:

Same Day Registration/Walk-In Fee: $100.00
$90.00 Regular Fee
$75.00 Early Bird (through 4/24)

Other XPX Chapter Members:

Same Day Registration/Walk-In Fee: $85.00
$75.00 Regular Fee
$55.00 Early Bird (through 4/24)

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

First Time Guest:  Complimentary pass for potential members to a first XPX event.  Member referral is required. Member (not guest) must email angie@exitplanningexchange.com to register a FIRST TIME guest. 

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.