XPX New Jersey: Capital Moves: How Current M&A Trends are Shaping Wealth and Tax Strategies

Join industry leaders for an interactive discussion on how today’s fast-changing M&A market is redefining the opportunity, strategy, and eventual success. Hear case studies of current deal profiles with the challenges faced and how they are being worked through.

The panel will share what's driving owners today and demands they are seeing that is impacting the sale process and overall objective. Layering on the change in tax implication and what adjustments need to be made early on in the process to ensure maximum after-tax value is being achieved.

Our Speakers:

Kevin Bodnar
Investment Banker
ECE Advisory

With over 30 years of experience in Investment Banking and Financial Services, Kevin is a trusted advisor to business owners and senior executives, guiding them through growth initiatives, value optimization, competitive positioning and succession planning.

Kevin specializes in middle-market companies across diverse industries, providing expertise in M&A solutions, transaction readiness, exit planning, and capital formation. He has extensive experience advising on business sales, ensuring clients maximize value while navigating complex deal structures.

Before founding ECE Advisory, Kevin led Withum's Investment Banking group and the Corporate Advisory division at Peapack Gladstone Bank, advising on M&A, private placements, and financial restructurings. He also launched and managed New Jersey's only SBIC-licensed fund and spent over a decade in commercial banking with institutions that became Bank of America.

Ken Cohen, Esq.
Tax Principal
Bressler Amery & Ross

Kenneth R. Cohen’s experience in Federal and State taxation enable him to provide an extra level of service to his clients which includes asset protection, tax controversy, business law, and estate planning and administration.

He is a dealmaker who finds practical ways to structure transactions, ranging from like-kind exchanges, business purchases and sales, licensing agreements, and employment compensation arrangements. Clients know that their legal matters will be handled with a high level of care and expertise, with a view to minimize potential tax liability.

John Dowd
Principal
Bernstein Private Wealth Management

John P. Dowd is a Principal and Financial Advisor in Bernstein’s New York office supporting clients nationally. He works with clients and professional advisors to develop sophisticated wealth strategies for families, private foundations, not-for profit organizations and companies. Prior to joining the firm, John was an executive member of the senior management team of FiberNet Telecom Group, Inc., where he had financial responsibility for multiple business units. During his tenure, the organization grew to an international presence and supported clients around the world. His focus surrounded long-term relationships with the organization’s highest profile clients both domestically and internationally. His final efforts included guiding the successful sale of the company, which delivered a significant premium to shareholders. As an advisor with Bernstein, John leverages his two decades of professional experience in building relationships with a diverse list of clients. He earned a Bachelor of Civil Engineering from Villanova University and an MBA from New York University, Stern School of Business. He is active in Metuchen Community Services and is the finance chairperson for the YMCA of MEWSA.

Event Pricing:

Non-Members:
Same Day Registration/Walk-in Fee: $90.00
$75.00 Regular Fee
$60.00 Early Bird (through 4/5)

XPX Chapter Network Members:
Same Day Registration/Walk-in Fee: $80.00
$70.00 Regular Fee
$55.00 Early Bird (through 4/5)

XPX NJ and Tri-State Members in good standing are complimentary - Registration is required for venue building security access and so we have an accurate headcount for catering planning.

Breakfast will be served.

BRING A FIRST-TIME GUEST TO XPX!

Member Benefit (First Time Guest to an XPX event ) -  Complimentary pass to a first XPX educational event only.  A New Jersey or Tri-State member referral is required. The XPX member (not the guest) must email angie@exitplanningexchange.com to register their first-time guest.

This offer is valid only for individuals who have never attended an XPX Chapter event. Guests who have previously attended any XPX event, whether paid or complimentary, are not eligible.

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 pr credits will be issued. The registration fee is non-transferable, non-substitutable and no replacements are offered.