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  • Exit Planning Exchange
Exit Planning Exchange
Sep
18

XPX New Jersey - State of the Exit Markets

Details

Date & Time

Wed, Sep 18th, 2024 â‹… 8:00am - 10:00am (EDT)

Location

Withum’s offices at 200 Jefferson Park, Ste 400, Whippany, NJ 07981 (just 3 miles from our usual meeting location)

Tickets

New Jersey & Tri-State Members
$0.00
Non-members (Early Bird through 9/15)
$60.00
Non-Members Regular Fee
$75.00
Non-Members Same Day Registration/Walk-in Fee
$90.00
XPX Chapter Network Member (Early Bird through 9/15)
$55.00
XPX Chapter Network Member Regular Fee
$70.00
XPX Chapter Network Member Same Day Registration/Walk-In Fee
$80.00
Guests

Registrants

48 people attended
Greg Libertiny of NBT Associates LLC is a member of XPX Tri-State
Kent Schwarz of Becker LLC is a member of XPX New Jersey
BL
PK
+43

Our discussion this month will focus on the state of the exit markets including topics such as:

  • Current exit market activity and typical transaction structures
  • Pertinent items advisors should be aware of when their clients are selling their businesses
  • Stock sale or asset sale
  • Best practices to help sellers maximize on exit proceeds

Our Speakers:

Stephanie Sauter
Tax Director, Transaction Advisory Services
BDO USA, P.C.

Daniel Charlap
Tax Managing Director, Transaction Advisory Services
BDO USA, P.C.

Event Pricing:

Non-Members:
Same Day Registration/Walk-in Fee: $90.00
$75.00 Regular Fee
$60.00 Early Bird (through 9/15)

XPX Chapter Network Members:
Same Day Registration/Walk-in Fee: $80.00
$70.00 Regular Fee
$55.00 Early Bird (through 9/15)

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

Breakfast will be served.

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.


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Guests
Registrant lists may take up to 24 hours to update on Events pages.
Greg Libertiny of NBT Associates LLC is a member of XPX Tri-State
Greg Libertiny
NBT Associates LLC
Kent Schwarz of Becker LLC is a member of XPX New Jersey
Kent Schwarz
Becker LLC
BL
Bernie Leone
Withum
PK
Peter Kelly
Fox Rothschild
Charles Melita of Integrated Financial Concepts is a member of XPX New Jersey
Charles Melita
Integrated Financial Concepts
James Child of Four Springs Capital is a member of XPX Tri-State
James Child
Four Springs Capital
KB
Kevin Bodnar
Withum
aamir mumtaz of IPX Enterprises, Inc is a member of XPX Tri-State
Aamir Mumtaz
IPX Enterprises, Inc
AM
Aashish Makkar
Occams Capital Partners
NC
Nivedita Candade
John Carpenter of era Group is a member of XPX New Jersey
John Carpenter
era Group
Christopher Coates of SES ESOP Strategies is a member of XPX New Jersey
Christopher Coates
SES ESOP Strategies
BA
Bob Arnold
SeatonHill Partners
Michael Givner of IMG Business Advisors is a member of XPX New Jersey
Michael Givner
IMG Business Advisors
DB
David Borsack
Cole Schotz P.C.
JA
Joseph Armenti
Cole Schotz P.C.
Fred Petito of Transworld Business Advisors is a member of XPX New Jersey
Fred Petito
Exit Factor
CB
Candace Benzel
Merrill Lynch
Leslie Fajfer of CLA is a member of XPX Connecticut, Long Island, New Jersey, New York, Tri-State
Leslie Fajfer
Armanino, LLP
AP
Adam Psichos
Glenmede Trust Company
DG
David Gaynor
Marshall & Stevens Incorporated
Jack Cox of NorthBridge Business Advisors is a member of XPX New Jersey
Jack Cox
NorthBridge Business Advisors
AV
Alain van Loo
Assetive
Christian Jensen of Jensen Law Firm LLC is a member of XPX Tri-State
Christian Jensen
Jensen Law Firm LLC
KC
Ken Cohen
Bressler, Amery & Ross
John Dowd of Bernstein is a member of XPX Tri-State
John Dowd
Bernstein
Lance Cholet of UBS Financial Services is a member of XPX Tri-State
Lance Cholet
UBS Financial Services
GM
Gene McCarthy
TriState Capital
VS
Vipin Singh
Murphy Business Sales - Edison Office
SS
Stephanie Sauter
BDO
DC
Daniel Charlap
BDO
SP
Suniti Ponkshe
Newport, LLC
Achal Tandon of ERA Group is a member of XPX Tri-State
Achal Tandon
ERA Group
David DeMuth of CFO Consulting Partners, LLC is a member of XPX Philadelphia
David Demuth
CFO Consulting Partners LLC
Michael Richmond of The DAK Group is a member of XPX New Jersey
Michael Richmond
The DAK Group
Jeanette Jordan of Withum is a member of XPX Tri-State
Jeanette Jordan
Withum
Danielle Kelly of Fidelity Charitable is a member of XPX Tri-State
Danielle Kelly
Fidelity Charitable
Ryan Lucas of Marshall & Stevens Incorporated is a member of XPX Tri-State
Ryan Lucas
Marshall & Stevens Incorporated
Anthony Festa of Marshall & Stevens is a member of XPX Tri-State
Anthony Festa
Marshall & Stevens
BS
Brad Shalit
Fox Rothschild
FE
Francine Esrig
Francine Esrig & Associates
JM
John McIntyre
GEARTY AND MCINTYRE
KR
Ken Rosenberg
Fox Rothschild
LG
Len Garza
Garza Law LLC
JV
Jim Vigna
Live Oak Bank