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  • Exit Planning Exchange
Exit Planning Exchange
Feb
07

XPX Long Island - Case Study: The Way Forward/Creating a Strategic Plan | Part Two (Operations, Hiring, Marketing & Sales)

Details

Date & Time

Fri, Feb 7th, 2025 ⋅ 8:30am - 10:00am (EST)

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 2/4)
$75.00
Non-members Regular Fee
$90.00
Non-members Same Day/Walk-in Fee
$100.00
XPX Chapter Network Members Early Bird (through 2/4)
$55.00
XPX Chapter Network Members Regular Fee
$75.00
XPX Chapter Network Members Same Day/Walk-in Fee
$85.00
Guests

Registrants

31 people attended
Peter Wollmeringer of Rockport Investment Partners is a member of XPX New York
Terence Hannafin of Carter Morse & Goodrich is a member of XPX Tri-State
Lauri Christiansen of B2B Marketing Strategies, LLC is a member of XPX Long Island
Diane Johnston of UBS Financial Services, Inc. is a member of XPX Tri-State
Richard Strautman of Picus Enterprises, LLC is a member of XPX Long Island
+26

We continue our case study of HiTech Service Company: Planning for the Future. 

HiTech Service Co., a provider of specialized technology solutions for the high-tech industry, was founded 20 years ago by a group of college friends. Over time, the founders’ evolving attitudes have contributed to the erosion of what was once a strong company culture. 

The company is now at a crossroads.  Without a succession plan in place, a recent attempt to sell the business to AI Tech Me Corp fell through. HiTech must now tackle several critical challenges, including:

  • Professionalizing its management structure
  • Scaling its operations
  • Revitalizing its company culture
  • Adding key sales and sourcing professionals
  • Addressing a buyout for Bill, a founder without an operating agreement, who is seeking a high-valuation exit.

This panel discussion will focus on three vital areas: Marketing & Sales, Operations, and Hiring the Right People.

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


Moderator:

Richard Strautman
Stony Hill Advisors, Inc

Our Speakers:

Michael Silva
Founder
Emely.AI

Mary Simmons
VP, HR Compliance
Asure Software

Pete Fasulo
VP Sales Leadership Programs
Sandler Training


Registration Fees:

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

Non-Members Early Bird (through 2/4) – $75.00
Non-members Regular Fee – $90.00
Non-members Same Day/Walk-in Fee - $100

 XPX Chapter Network Members Early Bird (through 2/4) – $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.
Peter Wollmeringer of Rockport Investment Partners is a member of XPX New York
Peter Wollmeringer
Rockport Investment Partners
Terence Hannafin of Carter Morse & Goodrich is a member of XPX Tri-State
Terence Hannafin
Carter Morse & Goodrich
Lauri Christiansen of B2B Marketing Strategies, LLC is a member of XPX Long Island
Lauri Christiansen
B2B Marketing Strategies, LLC
Diane Johnston of UBS Financial Services, Inc. is a member of XPX Tri-State
Diane Johnston
UBS Financial Services, Inc.
Richard Strautman of Picus Enterprises, LLC is a member of XPX Long Island
Richard Strautman
Stony Hill Advisors
RS
Russell Stern
Ruskin Moscou Faltischek, P.C.
SR
Stephan Ramerini
COMPEL CEOs
DG
Dave Grumer
Becky Creavin of Peapack Private is a member of XPX Long Island
Becky Creavin
Bison Wealth
Avi Sinensky of Rivkin Radler LLP is a member of XPX Long Island
Avi Sinensky
Rivkin Radler LLP
Mimi Bishop of MGXW Consulting is a member of XPX Long Island
Mimi Bishop
MGXW Consulting
MS
Michael Silva
Emely AI
PF
Pete Fasulo
Sandler Training
MS
Mary Simmons
Asure Software
DS
Daniel Shulman
BNY Wealth
RC
Ram Capoor
Axion Alpha Advisors
JH
Jennifer Herbst
Xceleran Business Funding Solutions, Inc.
MB
Max Beaulieu
Beaulieu Law Firm, P.C.
Keith Conway of White Horse Capital is a member of XPX Tri-State
Keith Conway
The Fortez Group
OZ
Omid Zareh
Weinberg Zareh Malkin Price LLP
Rachel Partain of Forchelli Deegan Terrana LLP is a member of XPX Tri-State
Rachel Partain
Forchelli Deegan Terrana LLP
Thomas Heptig of Merrill Lynch is a member of XPX Tri-State
Thomas Heptig
Merrill Lynch
SJ
Stephen Jahelka
DSJ Advisory Group LLC
Edward Becker, CPA of Edward H Becker CPA PC is a member of XPX Tri-State
Edward Cpa Becker
Armanino LLC
Jeffrey Berkman of Falcon Rappaport & Berkman PLLC is a member of XPX Long Island
Jeffrey Berkman
Falcon Rappaport & Berkman PLLC
Benjamin Cooper of Citrin Cooperman is a member of XPX Long Island
Benjamin Cooper
Webster Bank
SB
Steve Berlin
ProCFO
BH
Brad Hartmann
TT
Tony Tomaro
Decosimo Corporate Finance
IB
Ivy Bentz
KimCo
DO
Dan Oliver
NEWMARK