At XPX, learning and networking go hand in hand
XPX Long Island promotes peer learning, networking and visibility for our members, while creating an environment that fosters collaboration on behalf of our clients. Topics cover all three phases of the private company life cycle: business value growth, business value transfer and owner life and legacy.
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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
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.
Clients are looking to build value through better accounting and finance, operations, and technology ahead of an exit
Long Island Silver
You are looking for a new CFO or Controller via Friends of the Firm or looking for new tax professional or auditor
Long Island Bronze
A company needs an industrial/commercial property valuation, for a business transaction, estate planing, refinancing,disposition of asset, for corporate files.
You are planning to sell your company and want to make sure all your intellectual property (patents, trademarks, copyrights, etc.) are properly owned by your company,
I can benefit a business person or a professional representing a business person given my expertise and experience in strategic planning, corporate financing and business operations.
You need a valuation of a business or assets, for transaction or management planning, tax compliance, financial reporting or litigation support.
You need help navigating complexity and want to pre-experience wealth creation decisions.