XPX Long Island - How to Structure an Effective Buy-Sell: Key Terms, Valuation, Insurance and Financing Dynamics
Details
Date & Time
Fri, Jan 9th , 2026 ⋅ 8:30am - 10:00am (EDT)
Location
Forchelli Deegan Terrana 333 Earle Ovington Blvd., Suite 1010 Uniondale, New York 11553
Tickets
Long Island & Tri-State Members
$0.00
Non-Members Early Bird (through 1/6)
$75.00
Non-members Regular Fee
$90.00
Non-members Same Day/Walk-in Fee
$100.00
XPX Chapter Network Members Early Bird (through 1/6)
$65.00
XPX Chapter Network Members Regular Fee
$75.00
XPX Chapter Network Members Same Day/Walk-in Fee
$85.00
Guests
Registrants
35
people attended
SB
DO
+30
Panel will focus on Buy-Sell planning and structuring, standard issues, valuation and financing.
Panel:
Jeffrey Gallo
Bradley & Parker
Peter Wollmeringer
Rockport Investment Partners
Moderator:
Jeffrey W. Berkman
Falcon Rappaport & Berkman LLP
Registration Fees:
Long Island & Tri-State Members in good standing are complimentary. Registration is required for venue security access and so we have an accurate headcount for catering planning.
XPX Chapter Network Members Early Bird (through 1/6) – $65.00
XPX Chapter Network Members Regular Fee - $75.00
XPX Chapter Network Members Same Day/Walk-in Fee – $85.00
Non-Members Early Bird (through 1/6) – $75.00
Non-members Regular Fee – $90.00
Non-members Same Day/Walk-in Fee - $100
Breakfast will be served.
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.
Event Registration Cancellation Policy: You may request a full refund for your event registration up to 72 hours before the scheduled date and time. After that deadline, the sale is final and no refunds will be issued. The registration fee is non-transferable, non-substitutable and no replacements are offered.
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