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  • Exit Planning Exchange
Exit Planning Exchange
Nov
01

XPX Long Island - Case Study: "We’re Crushed, HiTech Service Co Backed Out"

Details

Date & Time

Fri, Nov 1st, 2024 ⋅ 8:30am - 10:00am (EDT)

Location

Heritage Club at Bethpage - 99 Quaker Meeting House Road | Farmingdale, NY 11735

Tickets

Long Island & Tri-State Members
$0.00
Non-Members Early Bird (through 10/29)
$75.00
Non-members Regular Fee
$90.00
Non-members Same Day/Walk-in Fee
$100.00
XPX Chapter Network Members Early Bird (through 10/29)
$55.00
XPX Chapter Network Members Regular Fee
$75.00
XPX Chapter Network Members Same Day/Walk-in Fee
$85.00
Guests

Registrants

34 people attended
Thomas Heptig of Merrill Lynch is a member of XPX Tri-State
Thomas Heptig of Merrill Lynch is a member of XPX Tri-State
Mark Gonzalez of Morgan Stanley Private Wealth Management is a member of XPX Long Island
John Kozey of Onshore Funding is a member of XPX Long Island
Rachel Partain of Forchelli Deegan Terrana LLP is a member of XPX Tri-State
+29

This is a moderated group discussion of:

  • Progression of the deal
  • Reasons the buyer decided to withdraw
  • What could been done differently

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


Registration Fees:

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

Non-Members Early Bird (through 10/29) – $75.00
Non-members Regular Fee – $90.00
Non-members Same Day/Walk-in Fee - $100

 XPX Chapter Network Members Early Bird (through 10/29) – $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.

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Guests
Registrant lists may take up to 24 hours to update on Events pages.
Thomas Heptig of Merrill Lynch is a member of XPX Tri-State
Thomas Heptig
Merrill Lynch
Mark Gonzalez of Morgan Stanley Private Wealth Management is a member of XPX Long Island
Mark Gonzalez
Morgan Stanley Private Wealth Management
John Kozey of Onshore Funding is a member of XPX Long Island
John Kozey
Onshore Funding
Rachel Partain of Forchelli Deegan Terrana LLP is a member of XPX Tri-State
Rachel Partain
Forchelli Deegan Terrana LLP
Leslie Fajfer of CLA is a member of XPX Connecticut, Long Island, New Jersey, New York, Tri-State
Leslie Fajfer
Armanino, LLP
Terence Hannafin of Carter Morse & Goodrich is a member of XPX Tri-State
Terence Hannafin
Carter Morse & Goodrich
Gary Occhipinti of Bank of America is a member of XPX Long Island
Gary Occhipinti
Bank of America
Peter Manzi of Bank of America Private Bank is a member of XPX Long Island
Peter Manzi
Bank of America Private Bank
JH
Jennifer Herbst
Xceleran Business Funding Solutions, Inc.
RS
Russell Stern
Ruskin Moscou Faltischek, P.C.
JC
Jarrett Crowell
Castle Interact
Jeffrey Berkman of Falcon Rappaport & Berkman PLLC is a member of XPX Long Island
Jeffrey Berkman
Falcon Rappaport & Berkman PLLC
Samuel Heyman of Bernstein Private Wealth Management is a member of XPX Long Island
Samuel Heyman
AllianceBernstein
SR
Stephen Rupolo
Imperial Advisory
Lauri Christiansen of B2B Marketing Strategies, LLC is a member of XPX Long Island
Lauri Christiansen
B2B Marketing Strategies, LLC
Richard Strautman of Stony Hill Advisors is a member of XPX Long Island
Richard Strautman
Stony Hill Advisors
Jill Braunstein of Abrams Fensterman, LLP is a member of XPX Long Island
Jill Braunstein
Abrams Fensterman, LLP
DS
Daniel Shulman
BNY Mellon Wealth Management
GK
Gary Kane
Corporate Fuel
Becky Creavin of Peapack Private is a member of XPX Long Island
Becky Creavin
Bison Wealth
JD
Jason Drucker
Diane Johnston of UBS Financial Services, Inc. is a member of XPX Tri-State
Diane Johnston
UBS Financial Services, Inc.
Peter Wollmeringer of Rockport Investment Partners is a member of XPX New York
Peter Wollmeringer
Rockport Investment Partners
MS
Michael Smith
STS Capital
NM
Nicole Maldonado
JPM CHASE & CO
JM
Jerry Marlow
Moxie Brokerage Group
RC
Ram Capoor
Axion Alpha Advisors
MS
Michael Silva
Emely AI
Michael Gershfeld of Emely AI is a member of XPX Long Island
Michael Gershfeld
Emely AI
NK
Neil Katz
MP
Mar Palker
MPP Associates
PT
Patricia Tupper
Bison Wealth