XPX New York City - Winning Deals: How Strategic Due Diligence Drives Outcomes

Sapling Financial Consultants is a boutique advisory firm supporting private equity sponsors, investment banks, and founder-led businesses across pre-deal diligence and post-close value creation. We focus on the mid-market, delivering institutional-quality QoE, financial modeling, and commercial diligence with faster turnaround and competitive pricing. Post-close, we help teams integrate data, build KPI dashboards, and optimize systems so insights from diligence translate into higher valuations.

What differentiates Sapling is our ability to bridge finance and data. We don’t just identify gaps, we help implement solutions. This session will focus on how we help deal teams manage buyer and seller expectations to move faster, improve deal confidence, and close on time.

Our Speaker:

Billy Snider
Head of New York Partnerships
Sapling Financial

Billy is a sales and business development leader with 20+ years of experience driving growth across Fortune 100 and startup environments. He specializes in building partnerships and go-to-market strategies, with a cross-functional approach spanning marketing, operations, and finance.

Prior to Sapling, he held leadership roles focused on partnerships, investor relations, and public sector growth, including supporting the launch of a national security innovation fund.

At Sapling, Billy builds relationships across private equity and founder-led businesses, connecting clients to financial modelling, data analytics, and due diligence services.

Registration Fees:

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

There is no charge for this event but registration is required for catering planning and building access.

Non-members:

$75.00 Early Bird (through 5/25)
$90.00 Regular Fee$100.00 Same Day Registration/Walk-In Fee

XPX Chapter Network Members:

$65.00 Early Bird (through 5/25)
$75.00 Regular Fee
$85.00 Same Day Registration/Walk-In Fee

Breakfast will be provided.

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 York City 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.