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  • Exit Planning Exchange
Exit Planning Exchange
Sep
10

XPX Long Island: The M&A Roadmap, Session 1

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Details
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Date & Time

Thu, Sep 10th, 2026 ⋅ 8:30am - 10:00am (EDT)

Location

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

Status

Registration Open

Tickets

Long Island & Tri-State Members
$0.00
Non-Members Early Bird (through 9/7)
$75.00
Non-members Regular Fee
$90.00
Non-members Same Day/Walk-in Fee
$100.00
XPX Chapter Network Members Early Bird (through 9/7)
$65.00
XPX Chapter Network Members Regular Fee
$75.00
XPX Chapter Network Members Same Day/Walk-in Fee
$85.00
Guests

Registrants

32 people are going
MS
Michael Gershfeld of Emely AI is a member of XPX Long Island
Samuel Heyman of Bernstein Private Wealth Management is a member of XPX Long Island
SB
+27

What Every Owner Must Know Before Going to Market


During this session we will host a panel to provide the complete view of a business transition process. We will review the current M&A market, who belongs on a deal team, typical timelines from preparation to closing, common pitfalls, and an introduction to our new case study.

Our Panel:


Jeffrey Berkman

Partner
Falcon Rappaport & Berkman



Russell Stern

Partner
Ruskin Moscou Faltischek PC


Gary Kane

Managing Director
Corporate Fuel


Moderator


Samuel Heyman

Vice President
AllianceBernstein, LP


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 9/7) – $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 9/7) – $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.

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Guests
Registrant lists may take up to 24 hours to update on Events pages.
MS
Michael Silva
Emely AI
Michael Gershfeld of Emely AI is a member of XPX Long Island
Michael Gershfeld
Emely AI
Samuel Heyman of Bernstein Private Wealth Management is a member of XPX Long Island
Samuel Heyman
Bernstein Private Wealth Management
SB
Scott Berfas
Newmark
Jeffrey Berkman of Falcon Rappaport & Berkman PLLC is a member of XPX Long Island
Jeffrey Berkman
Falcon Rappaport & Berkman PLLC
William Gartland of Bond, Schoeneck & King, PLLC is a member of XPX Long Island
William Gartland
Bond, Schoeneck & King, PLLC
Mario D'Amore of NBH Bank is a member of XPX New York
Mario d'Amore
NBH Bank
NM
Nicole Maldonado
JPM CHASE & CO
Yoav Cohen of NYC Advisors, LLC is a member of XPX Connecticut
Yoav Cohen
NYC Advisors, LLC
OB
Olivia Bernardini
Moritt Hock & Hamroff LLP
Terence Hannafin of Carter Morse & Goodrich is a member of XPX Tri-State
Terence Hannafin
Carter Morse & Goodrich
Diane Johnston of UBS Financial Services, Inc. is a member of XPX Tri-State
Diane Johnston
UBS Financial Services, Inc.
JV
Jennifer Vartanov
Suede and Valor Paytech
MB
Mark Basile
Exit Factor
RS
Russell Stern
Ruskin Moscou Faltischek, P.C.
Louis Bernardi of BritePath aka Group Planners Inc is a member of XPX Tri-State
Louis Bernardi
BritePath Benefits
BL
Barbara Liguori
Bank of America
GK
Gary Kane
Corporate Fuel
Lauri Christiansen of B2B Marketing Strategies, LLC is a member of XPX Long Island
Lauri Christiansen
B2B Marketing Strategies, LLC
Mark Gonzalez of Morgan Stanley Private Wealth Management is a member of XPX Long Island
Mark Gonzalez
Morgan Stanley Private Wealth Management
Richard Strautman of Picus Enterprises, LLC is a member of XPX Long Island
Richard Strautman
Picus Enterprises LLC
SS
Stephen Shelton
Great Rock Capital
Justin Blau of Melville Capital is a member of XPX Long Island
Justin Blau
Melville Capital
Av Sinensky of Falcon Rappaport & Berkman LLP is a member of XPX Long Island
Av Sinensky
Falcon Rappaport & Berkman LLP
Richard Hulme of Newport LLC is a member of XPX Connecticut, Long Island, New Jersey, New York, Tri-State
Richard Hulme
Newport LLC
SF
Sean Feeley
UHY
BC
Bari Cener
Wheelhouse Marketing