Program produced by XPX Long Island.
It’s Back! A Long Island Case Study for 2020-2021
As you know by now, XPX is a multi-disciplinary community of professional advisors who work collaboratively to help owners build valuable businesses and assist them in preparing and executing a successful transition.
As an association of seasoned advisory professionals for business owners and their companies, we are all focused on delivering the highest level of subject matter expertise to our clients. However, none of us can work in a vacuum; each of us are part of a collective team effort that has to encompass a holistic approach to our clients and their needs. Each client is unique, as are the facts and circumstances surrounding each of our engagements. As a result, there are no standardized answers or ‘cookie-cutter’ solutions.
With this in mind, XPX Long Island has attempted to create a ‘typical’ case of a business owner and some (but certainly not all) of the issues that the owner is facing. We will be using this as our ‘client’ for this program year and will be building upon this case for each XPX-LI event this year so that there is consistency and continuity throughout the year. The full case study will be sent in advance and our first session will cover:
- Case Introduction / Identifying the Core Issues
- Creating a Strategic Plan to Maximize Value
Our Panel:
Diane Johnston
Financial Advisor, Bernstein Private Wealth Management
Gershon Morgulis
Principal, Imperial Advisory – Outsourced CFOs and Consultants