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  • Exit Planning Exchange
Exit Planning Exchange
Oct
30

XPX New York - Private Equity Off-Ramp for Family and Founder Owned Businesses

Details

Date & Time

Thu, Oct 30th, 2025 â‹… 8:30am - 10:00am (EDT)

Location

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

Tickets

Non-Members Early Bird (through 10/27)
$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 10/27)
$65.00
XPX Chapter Network Member Regular Fee
$75.00
XPX Chapter Network Member Same Day Fee
$85.00
Guests

Registrants

38 people attended
Achal Tandon of ERA Group is a member of XPX Tri-State
Eric Mendelsohn of Archveo Advisors is a member of XPX New York
Jordan Toder of Preservation Capital Partners, LLC is a member of XPX New York
JV
Peter Wollmeringer of Rockport Investment Partners is a member of XPX New York
+33

Family and founder owned businesses have numerous exit options when selling their business. Private Equity buyers are only one option, but frequently misunderstood as many owners' perception of Private Equity is colored by the negative stories that often appear in the press. Join us and learn the truth about Private Equity.

Our Speaker:


Richard Baum

Managing Partner
Consumer Growth Partners

In 2005, Mr. Baum co-founded Consumer Growth Partners, a private equity investment and advisory firm with an exclusive focus on lower middle market companies in the retail and non-perishable branded consumer products sectors. Previously, Mr. Baum spent over 15 years as a sell-side equity research analyst at Sanford Bernstein & Co., Goldman Sachs and Credit Suisse First Boston covering the specialty retail sector. He also was a merchant at Bloomingdale's and began his career at the Boston Consulting Group. He is a graduate of the University of Michigan and Harvard Law School.


Registration Fees:

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

Non-members:

$75.00 Early Bird (through 10/27)
$90.00 Regular Fee
$100.00 Same Day Registration/Walk-In Fee

XPX Chapter Network Members:

$65.00 Early Bird (through 10/27)
$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 or credits 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.
Achal Tandon of ERA Group is a member of XPX Tri-State
Achal Tandon
ERA Group
Eric Mendelsohn of Archveo Advisors is a member of XPX New York
Eric Mendelsohn
Transworld Business Advisors of NY
Jordan Toder of Preservation Capital Partners, LLC is a member of XPX New York
Jordan Toder
Preservation Capital Partners, LLC
JV
Jim Vigna
Live Oak Bank
Peter Wollmeringer of Rockport Investment Partners is a member of XPX New York
Peter Wollmeringer
Rockport Investment Partners
David Wilson of Sincerus Advisory is a member of XPX New York
David Flores Wilson
Sincerus Advisory
NC
Nichol Chiarella
Citrin Cooperman
Kevin Gavey of UBS Financial Services is a member of XPX New York
Kevin Gavey
UBS Financial Services
DO
Dennis O'Rourke
Moritt Hock & Hamroff LLP
RS
Rob Sattler
Cresa
Mario D'Amore of NBH Bank is a member of XPX New York
Mario d'Amore
NBH Bank
DB
David Brous
Independent
SM
Stephen Mayrose
Morgan Stanley
Irene Jozefowicz-Norton of Norton Advisory Group,Inc. is a member of XPX Tri-State
Irene Jozefowicz-Norton
Norton Advisory Group,Inc.
CG
Charles Gerber
Triumph First LLC
Frank Brigante of CIBC is a member of XPX New York
Frank Brigante
CIBC
RB
Richard Baum
Consumer Growth Partners
Kevin Kettell of Appraisal Economics is a member of XPX Tri-State
Kevin Kettell
Appraisal Economics
NC
Nathan Collins
Raymond James
Allan Tepper, CPA of CFO Consulting Partners LLC is a member of XPX Tri-State
Allan Cpa Tepper
CFO Consulting Partners LLC
OZ
Omid Zareh
Weinberg Zareh Malkin Price LLP
Jack Hendler of Avalon Net Worth Group is a member of XPX Tri-State
Jack Hendler
Avalon Net Worth Group
LP
Linda Purpura
eBooleant Consulting
DG
David Gaynor
Marshall & Stevens Incorporated
RK
Russell Kowal
WilliamsMarston
MS
Michelle Slinn
J.P. Morgan Private Bank
MN
Michael Nogen
Presidium Capital
CB
Candace Benzel
Canadam Capital LLC
MS
Michelle Slinn
J.P. Morgan
JG
John Grzymala
Family Office Advisory Services
RP
Robert Pascale
J.P. Morgan Private Bank
Sal Cocuzza of Cato Capital Real Estate Group is a member of XPX New York
Sal Cocuzza
Cato Capital Group
SC
Stephen Chin
Financial Structures and Advisory, Inc.
DB
David Borsack
Cole Schotz P.C.
Leslie Fajfer of CLA is a member of XPX Connecticut, Long Island, New Jersey, New York, Tri-State
Leslie Fajfer
CLA
Shelley Miller of ICA Group, Inc. is a member of XPX New York
Shelley Miller
ICA Group, Inc.
AM
Ariel Mojena
EL
Evan Levine
Complete Advisors