• Home
  • Find an Advisor
  • Advisor Resource Center
  • Chapters
    • Find a Chapter
      • Atlanta
        • Events
        • Join
        • Members
        • Leaders
        • Sponsors
        • News
        • Radio Show
        • Expo
      • Austin
        • Events
        • Join
        • Members
        • Leaders
        • Sponsors
        • News
      • Charlotte
        • Events
        • Join
        • Members
        • Leaders
        • Sponsors
        • News
      • Chicago
        • Events
        • Join
        • Members
        • Leaders
        • Sponsors
        • News
      • Cleveland
        • Events
        • Join
        • Members
        • Leaders
        • Sponsors
        • News
      • Dallas
        • Events
        • Join
        • Members
        • Leaders
        • Sponsors
        • News
      • DC Metro
        • Events
        • Join
        • Members
        • Leaders
        • Sponsors
        • News
      • Denver
        • Events
        • Join
        • Members
        • Leaders
        • Sponsors
        • News
      • Fairfield County
        • Events
        • Join
        • Members
        • Leaders
        • Sponsors
        • News
      • Greater Boston
        • Events
        • Join
        • Members
        • Leaders
        • Sponsors
        • News
        • Summit
      • Hartford
        • Events
        • Join
        • Members
        • Leaders
        • Sponsors
        • News
      • Hawaii
        • Events
        • Join
        • Members
        • Leaders
        • Sponsors
        • News
      • Houston
        • Events
        • Join
        • Members
        • Leaders
        • Sponsors
        • News
        • Summit
      • Long Island
        • Events
        • Join
        • Members
        • Leaders
        • Sponsors
        • News
      • Maryland
        • Events
        • Join
        • Members
        • Leaders
        • Sponsors
        • News
      • Nashville
        • Events
        • Join
        • Members
        • Leaders
        • Sponsors
        • News
      • New Jersey
        • Events
        • Join
        • Members
        • Leaders
        • Sponsors
        • News
      • New York
        • Events
        • Join
        • Members
        • Leaders
        • Sponsors
        • News
      • Northern California
        • Events
        • Join
        • Members
        • Leaders
        • Sponsors
        • News
      • Philadelphia
        • Events
        • Join
        • Members
        • Leaders
        • Sponsors
        • News
      • San Antonio
        • Events
        • Join
        • Members
        • Leaders
        • Sponsors
        • News
        • Summit
      • Tri-State
        • Events
        • Join
        • News
        • Summit
      • Triangle
        • Events
        • Join
        • Members
        • Leaders
        • Sponsors
        • News
        • The Generational Shift In Business
    • Chapters in Development
      • Miami
      • Utah
    • Start a Chapter
    • Emerging Professionals
  • Knowledge Exchange
  • New & Upcoming
    • What’s New
    • National Calendar
  • About XPX
    • About
    • Advisor Principles
    • F.A.Q.s
  • Contact
    • Contact
  • Exit Planning Exchange
Exit Planning Exchange
May
22

XPX New York - Navigating the Business Owner's Exit: Ensuring Well-Being and Success

Login to Register
Don't have an account? Create an account
Details
Apple
Google (online)
Outlook 365 (online)
Outlook
Outlook.com (online)
Yahoo! (online)

Date & Time

Thu, May 22nd, 2025 ⋅ 8:30am - 10:00am (EDT)

Location

Wiggin and Dana LLP | 437 Madison Avenue, 35th Floor New York, New York 10022

Status

Registration Open

Tickets

Non-Members Early Bird (through 5/19)
$75.00
Non-Members Regular Fee
$90.00
Non-Members Same Day/Walk-In Fee
$100.00
NYC & Tri-State Members
$0.00
XPX Chapter Network Member Early Bird (through 5/19)
$65.00
XPX Chapter Network Member Regular Fee
$75.00
XPX Chapter Network Member Same Day/Walk-in Fee
$85.00
Guests

Registrants

25 people are going
DG
SM
NC
Jonathan Hill of City National Bank is a member of XPX Tri-State
Todd Robison of Cedar Point Financial Services LLC is a member of XPX Tri-State
+20

Join us for a must-attend event designed to help owners successfully navigate one of the most profound transitions of their lives. While an exit is often seen as a financial event—a transaction—the deeper reality is that change is situational, but transition is psychological. Selling a business means letting go of a major part of one’s identity, purpose, and daily structure. During this event, we’ll explore tools that help owners prepare emotionally, socially, and mentally for life after the sale, ensuring they move from ownership to their next chapters with clarity, resilience, and a renewed sense of meaning. As exit professionals, our opportunity is not just to close the deal, but to guide our clients through a successful personal transition that honors the wealth they’ve built and the lives they want to create next.

Speaker:


Michael B. Kislin

Senior Vice President
Morgan Stanley


Registration Fees:

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

Non-members:

$75.00 Early Bird (through 5/19)
$90.00 Regular Fee
$100.00 Same Day Registration/Walk-In Fee

XPX Chapter Network Members:

$65.00 Early Bird (through 5/19)
$75.00 Regular Fee
$85.00 Same Day Registration/Walk-In Fee

Breakfast will be provided.

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.


Make XPX Part of Your Business Plans
Attend an event
Join a chapter
Start a chapter
Find an advisor
Explore
  • About
  • Find an Advisor
  • Start a Chapter
  • F.A.Q.s
  • About
  • Find an Advisor
  • Start a Chapter
  • F.A.Q.s
Learn
  • Knowledge Exchange
  • Owners’ Academy
  • Advisor Academy
  • Member Tips
  • Knowledge Exchange
  • Owners’ Academy
  • Advisor Academy
  • Member Tips
Account
  • Login
  • Sign Up
  • Login
  • Sign Up
Connect
  • Contact
  • Become A Sponsor
  • Contact
  • Become A Sponsor
Help & Support
  • Help
  • Help
  • Privacy Policy
  • Norms & Principles
  • Terms of Use
  • Site Map
  • Privacy Policy
  • Norms & Principles
  • Terms of Use
  • Site Map

© 2025 XPX Global LLC.          Privacy Policy         Norms & Principles          Site Map           Terms of Use

Paper-plane Linkedin Youtube

© 2025 XPX Global LLC. All Rights Reserved.

Guests
Registrant lists may take up to 24 hours to update on Events pages.
DG
Dan Galvin
Shikiar Asset Management
SM
Shupto Mahbub
MatrixMindz Financial Consultants
NC
Nathan Collins
Raymond James
Jonathan Hill of City National Bank is a member of XPX Tri-State
Jonathan Hill
City National Bank
Todd Robison of Cedar Point Financial Services LLC is a member of XPX Tri-State
Todd Robison
Cedar Point Financial Services LLC
DB
David Borsack
Cole Schotz P.C.
Achal Tandon of ERA Group is a member of XPX Tri-State
Achal Tandon
ERA Group
Kevin Gavey of UBS Financial Services is a member of XPX New York
Kevin Gavey
UBS Financial Services
Christopher Michelsen of Strategic Family Capital of B. Riley is a member of XPX Tri-State
Christopher Michelsen
Strategic Family Capital
JP
Jim Podrazky
White Rabbit Financial
John Ruckstuhl of Weaver is a member of XPX Tri-State
John Ruckstuhl
Weaver
PJ
Pasang Jamling
Coviello Weber & Dahill LLP
AC
Anthony Cook
AB
Joseph Pucci of William Blair is a member of XPX Tri-State
Joseph Pucci
William Blair
Eric Mendelsohn of Transworld Business Advisors of NY is a member of XPX New York
Eric Mendelsohn
Transworld Business Advisors of NY
JG
John Grzymala
Family Office Advisory Services
CG
Cari Griggs
Goldman Sachs
MD
Mark Dailey
Newport LLC
RK
Russell Kowal
WilliamsMarston
Danielle Kelly of Fidelity Charitable is a member of XPX Tri-State
Danielle Kelly
Fidelity Charitable
IJ
Irene Jozefowicz-Norton
Norton Advisory Group,Inc.
Kevin Kettell of Appraisal Economics is a member of XPX Tri-State
Kevin Kettell
Appraisal Economics
JF
Julian Friedman
Hotaling Insurance Services
Greg Libertiny of NBT Associates LLC is a member of XPX Tri-State
Greg Libertiny
NBT Associates LLC
Jack Hendler of Avalon Net Worth Group is a member of XPX Tri-State
Jack Hendler
Avalon Net Worth Group