• 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
      • 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
      • Phoenix
      • 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

    © 2025 XPX Global LLC. All Rights Reserved.

  • Exit Planning Exchange
Exit Planning Exchange
Sep
25

XPX New York - M&A Deal Killers

Details

Date & Time

Thu, Sep 25th, 2025 ⋅ 8:30am - 10:00am (EST)

Location

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

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

32 people attended
Allan Tepper, CPA of CFO Consulting Partners LLC is a member of XPX Tri-State
JG
JF
DT
RP
+27

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.


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.
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
Achal Tandon of ERA Group is a member of XPX Tri-State
Achal Tandon
ERA Group
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
Frank Brigante of CIBC is a member of XPX New York
Frank Brigante
CIBC
CC
Chris Camperlengo
CIBC Commercial Banking
RB
Richard Baum
Consumer Growth Partners
Peter Wollmeringer of Rockport Investment Partners is a member of XPX New York
Peter Wollmeringer
Rockport Investment Partners
CB
Candace Benzel
Canadam Capital LLC
Michael Pass of Robinson+Cole LLP is a member of XPX Nashville
Michael Pass
Robinson+Cole LLP
DA
Drew Albrecht
Cambridge Insurance Advisors
Kevin Gavey of UBS Financial Services is a member of XPX New York
Kevin Gavey
UBS Financial Services
Kevin Kettell of Appraisal Economics is a member of XPX Tri-State
Kevin Kettell
Appraisal Economics
MD
Mark Dailey
Newport LLC
Avi Sinensky of Rivkin Radler LLP is a member of XPX Long Island
Avi Sinensky
Rivkin Radler LLP
SC
Steven Cella
BNY
SH
Samuel Howard
BNY
PF
Peggy Frye
Glenayr Family Advisors
Diane Johnston of UBS Financial Services, Inc. is a member of XPX Tri-State
Diane Johnston
UBS Financial Services, Inc.
JF
Julian Friedman
Hotaling Insurance Services
DO
Dennis O'Rourke
Moritt Hock & Hamroff LLP
KC
Kennedy Chinyamutangira
RSM US LLP
Sharon Bender of Webster Bank is a member of XPX Tri-State
Sharon Bender
Webster Bank
John Ruckstuhl of Weaver is a member of XPX Tri-State
John Ruckstuhl
Weaver
CK
Chris Koenemann
Chris Koenemann Consulting
JH
Justin Hirs
Bentley Associates
MF
Mario Fini
CLA