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  • Exit Planning Exchange
Exit Planning Exchange
Sep
25

XPX New York - M&A Deal Killers

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Details
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Date & Time

Thu, Sep 25th, 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 9/22)
$75.00
Non-Members Regular Fee
$90.00
Non-Members Same Day Fee
$100.00
NYC & Tri-State Members
$0.00
XPX Chapter Network Member Early Bird (through 9/22)
$65.00
XPX Chapter Network Member Regular Fee
$75.00
XPX Chapter Network Member Same Day Fee
$85.00
Guests

Registrants

7 people are going
Allan Tepper, CPA of CFO Consulting Partners LLC is a member of XPX Tri-State
JG
JF
DT
RP
+2

Key pitfalls to avoid for any M&A transaction!


Our Speaker:


Allan Tepper
Co-Founder
CFO Consulting Partners LLC

Allan heads the firm’s Business Services practice. While with CFO Consulting Partners, he has served as interim CFO for private companies; provided sell-side M&A guidance and implementation services; prepared pre-audit financial statements for public and private companies; provided turnaround/restructuring services, advised companies on growth and capital raising strategies; provided GAAP, bank regulatory and compliance guidance; and provided many other services in the Transaction/M&A and Private Equity practice areas. Allan has experience in the commercial banking, technology, apparel, and many service-oriented industries.

Registration Fees:

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

Non-members:

$75.00 Early Bird (through 9/22)
$90.00 Regular Fee
$100.00 Same Day Registration/Walk-In Fee

XPX Chapter Network Members:

$65.00 Early Bird (through 9/22)
$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.

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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© 2025 XPX Global LLC. All Rights Reserved.

Guests
Registrant lists may take up to 24 hours to update on Events pages.
Allan Tepper, CPA of CFO Consulting Partners LLC is a member of XPX Tri-State
Allan Cpa Tepper
CFO Consulting Partners LLC
JG
John Grzymala
Family Office Advisory Services
JF
Joseph Fede
Withum
DT
David Te Boekhorst
Angularis Global Services Inc.
RP
Robert Pascale
J.P. Morgan Private Bank
CG
Charles Gerber
Triumph First LLC
Eric Mendelsohn of Transworld Business Advisors of NY is a member of XPX New York
Eric Mendelsohn
Transworld Business Advisors of NY