XPX Long Island - Fall Kickoff: Case Study Introduction “Exit Planning: Failing to Plan is a (Very Bad) Plan”

The September meeting will be the kick-off for the upcoming year. The Chapter meetings will be focused on an interesting case study: “Exit Planning: Failing to Plan is a (Very Bad) Plan”.

During the September meeting, members and guests will be introduced to the Case Study involving both standard and complex exit planning issues relating to a business and its founders.  Each monthly meeting will focus on discreet issues, which will enable members and guests to participate regardless of whether they missed prior meeting discussions or are new to the case study. 

Click here read the case study in preparation for our meeting.

Click here to view the agenda for the 2024-2025 Case Study programs.

Registration Fees:

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

Non-Members Early Bird (through 9/3) – $75.00
Non-members Regular Fee – $90.00
Non-members Same Day/Walk-in Fee - $100

 XPX Chapter Network Members Early Bird (through 9/3) – $55.00
 XPX Chapter Network Members Regular Fee - $75.00
 XPX Chapter Network 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.