XPX Long Island: Building and Leveraging a Strong Advisory Team

If business owners are going to sell their businesses only once, they should aim to do it right the first time. Since owners cannot manage this process alone, it is essential for them to assemble a collaborative team of M&A experts. These professionals are crucial in guiding both the owner and the company through the lengthy and complex process of selling a business.

Explore strategies and collaborative insights on the importance of building a robust advisory team for successful exit planning.

Our Speakers:

Jill Braunstein
Partner
Abrams Fensterman, LLP

Andrew Crofton
Managing Director – Senior Advisor
Klingenstein Fields Wealth Advisors

Erick Torres
Partner - Regional Tax Practice Leader
Citrin Cooperman

Moderator:

Richard Strautman
President and Owner
Picus Enterprises, LLC

Registration Fees:

Long Island & Tri-State Members in good standing are free. Join our membership today!

Non-Members Early Bird (through 1/2) – $75.00
Non-members Regular Fee – $90.00
Non-members Same Day/Walk-in Fee - $100

Other XPX Chapter Members Early Bird (through 1/2) – $55.00
Other XPX Chapter Members Regular Fee - $75.00
Other XPX Chapter Members Same Day/Walk-in Fee – $85.00

Includes breakfast and beverages.

BRING A FIRST TIME GUEST TO XPX!

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.

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.  The sale is final after the 72 hour deadline. We are unable to issue a credit towards another meeting. This registration is not transferable to another individual - no substitutes please.