Tri-State Silver Sponsors
Clients are looking to build value through better accounting and finance, operations, and technology ahead of an exit
Tri-State Bronze Sponsors
Buy or sell-side due diligence is needed. You need a part-time or interim CFO.The CFO needs to improve accounting operationsThe company needs a new accounting system.
You need a professional to discuss your business ownership exit planning options.
When considering business succession issues, retirement and when a business owner wants to take some chips off the table. When deciding when and how to incentive key employees
Gold Sponsors
An owner is contemplating or has completed a sale or transfer of their company. My team and I provide advice and planning around the impact of the sale to their personal financial management.
Silver Sponsors
You have any kind of banking need or general question.
You are seeking financing to buy a business, or to pre-qualify a business for an upcoming sale.
Bronze Sponsors
A client needs a valuation and/or support for a potential transaction and would like to work with a collaborative advisor.
A business owner is contemplating a transaction (Financing, Sale or Acquisition), even years in advance of a transaction so we can help the owner maximize shareholder value.
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Power of Three
One of our Chapter’s most popular offerings is our Power of Three Networking Program. This members-only benefit brings together small groups of advisors from different disciplines and provides a series of structured meetings so you can get to know each other on a much deeper level than you can at your average networking meeting.
Interested in learning more? Please contact us.
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Join our free CEO Book Club on November 1st at noon EST on Zoom to discuss the book “Your Oxygen Mask First” with author Kevin Lawrence. The author will be live with us – making it an even more insightful experience. Obsessed with understanding why successful people crash and burn, Lawrence has studied and tested…
FREE CEO Book Club – “Turn the Ship Around” (David Marquet) on Wednesday, September 7 at Noon EST on Zoom. During the CEO Book Club we will discuss with fellow CEOs about giving up control to grow your business faster and with less pain: How to turn followers into leaders in your company. How to recognize that…
FREE CEO Workshop – How to Build a Culture of Accountability on Tuesday, June 7th at Noon EST on Zoom. By the end of this CEO Workshop you will: Know the three pillars of accountability. Understand how to build a system to hold your team (and yourself) accountable. Have a first draft plan to increase accountability, and…
A client recently sold his business and was looking for options to address a large capital gain as a result of the sale. We presented a number of solutions with support from his other advisors. One of the options we are implementing includes an investment in a Qualified Opportunity Zone (QOZ). Opportunity Zones were born…
Program produced by XPX Tri-State. The Exit Planning Exchange (“XPX”) Tri-State – covering New York (New York City & Long Island), Connecticut (Fairfield & Hartford), and New Jersey – is holding a regional virtual event from 4-6PM on Wednesday, March 16, 2022 to examine the three main aspects that influence a deal – business environment,…
March 21st, 2022
Do you (or your clients) complain about your meetings being boring or ineffective, and do you long for the end of them? Do you allow you / your people to skip them from time to time for “more important” work? Do you come out of a meeting, not quite sure what has been decided? You…
Chapter Events
Tri-State Silver Sponsors
Clients are looking to build value through better accounting and finance, operations, and technology ahead of an exit
Tri-State Bronze Sponsors
When considering business succession issues, retirement and when a business owner wants to take some chips off the table. When deciding when and how to incentive key employees
You need a professional to discuss your business ownership exit planning options.
Buy or sell-side due diligence is needed. You need a part-time or interim CFO.The CFO needs to improve accounting operationsThe company needs a new accounting system.
Gold Sponsors
An owner is contemplating or has completed a sale or transfer of their company. My team and I provide advice and planning around the impact of the sale to their personal financial management.
Silver Sponsors
You have any kind of banking need or general question.
You are seeking financing to buy a business, or to pre-qualify a business for an upcoming sale.
Bronze Sponsors
A client needs a valuation and/or support for a potential transaction and would like to work with a collaborative advisor.
A business owner is contemplating a transaction (Financing, Sale or Acquisition), even years in advance of a transaction so we can help the owner maximize shareholder value.
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