• 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
      • Connecticut
        • 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
      • Greater Boston
        • Events
        • Join
        • Members
        • Leaders
        • Sponsors
        • News
        • Summit
      • 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
      • Phoenix
        • 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
    • Chapters in Development
      • Fort Worth
      • Miami
      • Piedmont Triad
      • 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
    • Help
  • Login
    Sign up

    © 2026 XPX Global LLC. All Rights Reserved.

  • Exit Planning Exchange
Exit Planning Exchange
Apr
10

XPX Long Island - Real Estate in M&A and Real Estate Ownership Strategies

Details

Date & Time

Fri, Apr 10th, 2026 ⋅ 8:30am - 10:00am (EDT)

Location

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

Tickets

Long Island & Tri-State Members
$0.00
Non-Members Early Bird (through 4/7)
$75.00
Non-members Regular Fee
$90.00
Non-members Same Day/Walk-in Fee
$100.00
XPX Chapter Network Members Early Bird (through 4/7)
$65.00
XPX Chapter Network Members Regular Fee
$75.00
XPX Chapter Network Members Same Day/Walk-in Fee
$85.00
Guests

Registrants

39 people attended
Jeffrey Berkman of Falcon Rappaport & Berkman PLLC is a member of XPX Long Island
Peter Wollmeringer of Rockport Investment Partners is a member of XPX New York
William Gartland of Bond, Schoeneck & King, PLLC is a member of XPX Long Island
Thomas Heptig of Merrill Lynch is a member of XPX Tri-State
Samuel Heyman of Bernstein Private Wealth Management is a member of XPX Long Island
+34

The Discussion will focus on matters relating to Real Estate in M&A Transactions as well as Planning Strategies with respect to Real Estate Ownership.


Our Speakers:


Scott Berfas

NewmarkScott Berfas, Senior Managing Director, Global Brokerage & Advisory Services at NEWMARK is an experienced Commercial & Corporate Real Estate Advisor with a focus on aligning clients' business goals with real estate and workplace strategy.



Frank Soler

The Fortez Group

Frank Soler, CEO, The Fortez Group. Frank works with business owners, family offices, and high-net-worth individuals to help create and execute real estate strategies that align with business and multi-generational family ownership goals.


Moderator:


Omid Zareh

Weinberg Zareh Malkin Price LLP

Omid Zareh is a managing partner at Weinberg Zareh Malkin Price LLC, a boutique business law firm based in Manhattan. His firm advises regarding exit planning, mergers and acquisitions, commercial litigation, bankruptcies, and attorney ethics and professional responsibility.


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 4/7) – $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 4/7) – $75.00
Non-members Regular Fee – $90.00
Non-members Same Day/Walk-in Fee - $100

Join our membership today!

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.

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

© 2026 XPX Global LLC.          Privacy Policy         Norms & Principles          Site Map           Terms of Use

Paper-plane Linkedin Youtube

© 2026 XPX Global LLC. All Rights Reserved.

Guests
Registrant lists may take up to 24 hours to update on Events pages.
Jeffrey Berkman of Falcon Rappaport & Berkman PLLC is a member of XPX Long Island
Jeffrey Berkman
Falcon Rappaport & Berkman PLLC
Peter Wollmeringer of Rockport Investment Partners is a member of XPX New York
Peter Wollmeringer
Rockport Investment Partners
William Gartland of Bond, Schoeneck & King, PLLC is a member of XPX Long Island
William Gartland
Bond, Schoeneck & King, PLLC
Thomas Heptig of Merrill Lynch is a member of XPX Tri-State
Thomas Heptig
Merrill Lynch
Samuel Heyman of Bernstein Private Wealth Management is a member of XPX Long Island
Samuel Heyman
Bernstein Private Wealth Management
JH
Jennifer Herbst
Trusted Associates
Paul Plesser of Innovative Family Office is a member of XPX Long Island
Paul Plesser
Innovative Family Office
Becky Creavin of Peapack Private is a member of XPX Long Island
Becky Creavin
Peapack Private
CM
Christine Malafi
Campolo Middleton and McCormick, LLP
OZ
Omid Zareh
Weinberg Zareh Malkin Price LLP
DO
Dennis O'Rourke
Moritt Hock & Hamroff LLP
Stephen Davis of Safe Harbor Asset Management is a member of XPX Tri-State
Stephen Davis
Safe Harbor Asset Management
JA
Jarrod Allen
Flagstar Bank
Rachel Partain of Forchelli Deegan Terrana LLP is a member of XPX Tri-State
Rachel Partain
Forchelli Deegan Terrana LLP
SC
Steven Cella
BNY Wealth
Diane Johnston of UBS Financial Services, Inc. is a member of XPX Tri-State
Diane Johnston
UBS Financial Services, Inc.
GK
Gary Kane
Corporate Fuel
SB
Scott Berfas
Newmark
FS
Frank Soler
The Fortez Group
CS
Christopher Santoli
JPMorgan Private Bank
WB
William Bermel
J.P. Morgan Private Bank
RS
Russell Stern
Ruskin Moscou Faltischek, P.C.
KK
Kristina Kozikott
Flagstar Bank
JH
James Harding
First American Title Insurance Co - NCS
CH
Conor Hampel
Alliant Insurance Services
Richard Strautman of Picus Enterprises, LLC is a member of XPX Long Island
Richard Strautman
Stony Hill Advisors
Mario D'Amore of NBH Bank is a member of XPX New York
Mario d'Amore
NBH Bank
Michael Gershfeld of Emely AI is a member of XPX Long Island
Michael Gershfeld
Emely AI
Leslie Fajfer of CLA is a member of XPX Connecticut, Long Island, New Jersey, New York, Tri-State
Leslie Fajfer
CLA
JC
Joseph Corleto
Chase
MB
Mark Basile
Exit Factor
RR
Robert Root
Pursuit
MS
Michael Silva
Emely AI
OB
Oliver Bernardini
J.P. Morgan Private Bank
DF
David Forrester
Wealth Advisor, BNY Wealth
DS
Daniel Shulman
City Naitonal Bank
MB
Max Beaulieu
Beaulieu Law Firm, P.C.