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  • Exit Planning Exchange
Exit Planning Exchange
Oct
02

XPX Long Island: The M&A Roadmap, Session 2

Details

Date & Time

Fri, Oct 2nd, 2026 ⋅ 8:30am - 10:00am (EDT)

Location

Heritage Club at Bethpage | Tillinghast Reception Room | 99 Quaker Meeting House Road | Farmingdale, NY 11735

Tickets

Long Island & Tri-State Members
$0.00
Non-Members Early Bird (through 9/29)
$75.00
Non-members Regular Fee
$90.00
Non-members Same Day/Walk-in Fee
$100.00
XPX Chapter Network Members Early Bird (through 9/29)
$65.00
XPX Chapter Network Members Regular Fee
$75.00
XPX Chapter Network Members Same Day/Walk-in Fee
$85.00
Guests

Registrants

29 people attended
OZ
AC
Lauri Christiansen of B2B Marketing Strategies, LLC is a member of XPX Long Island
Richard Strautman of Stony Hill Advisors is a member of XPX Long Island
Diane Johnston of UBS Financial Services, Inc. is a member of XPX Tri-State
+24

Business Readiness and Value Enhancement

We will host a panel of advisors who help business owners prepare for a sale and maximize their sale value.

We will discuss quality of earnings, customer concentration, management depth, recurring revenue, key employee retention, EBITDA adjustments, among other areas.

Ultimately, how do we help Robert “Tom” Collins increase Coastal Building Products, Inc. from a 6x multiple to an 8x multiple?


Registration Fees:

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

 XPX Chapter Network Members Early Bird (through 9/29) – $65.00
 XPX Chapter Network Members Regular Fee - $75.00
 XPX Chapter Network Members Same Day/Walk-in Fee – $85.00

Non-Members Early Bird (through 9/29) – $75.00
Non-members Regular Fee – $90.00
Non-members Same Day/Walk-in Fee - $100

Join our membership today!

Breakfast will be served.


BRING A FIRST TIME GUEST TO XPX!

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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© 2026 XPX Global LLC. All Rights Reserved.

Guests
Registrant lists may take up to 24 hours to update on Events pages.
OZ
Omid Zareh
Weinberg Zareh Malkin Price LLP
AC
Allan Cohen
Nixon Peabody
Lauri Christiansen of B2B Marketing Strategies, LLC is a member of XPX Long Island
Lauri Christiansen
B2B Marketing Strategies, LLC
Richard Strautman of Stony Hill Advisors is a member of XPX Long Island
Richard Strautman
Picus Enterprises LLC
Diane Johnston of UBS Financial Services, Inc. is a member of XPX Tri-State
Diane Johnston
UBS Financial Services, Inc.
William Gartland of Bond, Schoeneck & King, PLLC is a member of XPX Long Island
William Gartland
Bond, Schoeneck & King, PLLC
Samuel Heyman of Bernstein Private Wealth Management is a member of XPX Long Island
Samuel Heyman
Bernstein Private Wealth Management
OB
Olivia Bernardini
Moritt Hock & Hamroff LLP
Jeffrey Berkman of Falcon Rappaport & Berkman PLLC is a member of XPX Long Island
Jeffrey Berkman
Falcon Rappaport & Berkman PLLC
LB
Larry Bloom
BloomSchon CPAs LLC
AA
Azadeh Aghajani
Simora Advisory
DS
Daniel Shulman
City Naitonal Bank
SB
Scott Berfas
Newmark
PM
Patrick McCloskey
McCloskey Law PLLC
Yoav Cohen of NYC Advisors, LLC is a member of XPX Connecticut
Yoav Cohen
NYC Advisors, LLC
MS
Michael Silva
Emely AI
Jeff Stern of Eagle Business Solutions is a member of XPX Long Island
Jeff Stern
Eagle Business Solutions
JH
Jennifer Herbst
Trusted Associates
JH
Jennifer Herbst
Trusted Associates
Michael Gershfeld of Emely AI is a member of XPX Long Island
Michael Gershfeld
Emely AI
AV
Anthony Vlachos
WizdomOne Group
GW
Greg Wozniak
CBIZ Advisors
Becky Creavin of Peapack Private is a member of XPX Long Island
Becky Creavin
Peapack Private
RS
Russell Stern
Ruskin Moscou Faltischek, P.C.
Paul Plesser of Innovative Family Office is a member of XPX Long Island
Paul Plesser
Innovative Private Wealth Management
AS
Aj Sonnick
ONE18MEDIA
GK
Gregg Knepper
ICG Integrated Coverage Group
Stephan Ramerini of COMPEL CEOs is a member of XPX Tri-State
Stephan Ramerini
COMPEL CEOs