XPX Long Island -We Need Capital to Grow: Institutional Lending, Private Lending, Personal Funding & Managing Tax

Access to capital is one of the biggest challenges for businesses looking to grow.  Whether you're seeking traditional bank loans, exploring private lending options, leveraging personal funding, or navigating the tax implications of new capital, understanding your financing options is crucial to sustainable growth.

Join us for a dynamic panel discussion featuring industry experts who will break down the different avenues for securing funding, share insights on what lenders and investors look for, and provide strategies for managing financial risks and tax considerations. Whether you're a startup, a growing business, or looking to scale, this conversation will equip you with the knowledge and tools to make informed financial decisions.

Topics include:

• Institutional lending and how to secure traditional financing
• Private lending, venture capital, and alternative funding sources
• The risks and benefits of personal funding options
• Key tax considerations for managing capital effectively

Don't miss this opportunity to gain valuable insights and ask your pressing questions about funding your business for long-term success!

Our Panel:

Jennifer Herbst (Moderator)
X-Biz Funding

Rachel Partain
Partner and Co-Chair, Tax Practice Group
Forchelli Deegan Terrana

Cristina Givelechian
SVP / MBA
City National Bank - Commercial Banking

Patricia Janco-Tupper
Managing Director & Partner

Registration Fees:

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

Non-Members Early Bird (through 4/1) – $75.00
Non-members Regular Fee – $90.00
Non-members Same Day/Walk-in Fee - $100

 XPX Chapter Network Members Early Bird (through 4/1) – $65.00
 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.