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Put The Power of XPX Membership to Work For You - and Your Clients

Name: XPX New York - Key Nuances of Quality of Earnings Engagements!
Start: 2025-11-20T08:30:00-05:00
End: 2025-11-20T10:00:00-05:00
Location: Wiggin and Dana LLP | 437 Madison Avenue, 35th Floor New York, New York 10022

The Exit Planning Exchange – XPX New York Chapter is a community of trusted advisors that collaborate to help their private company clients build business value, transfer ownership and create a legacy of success in their lives and their communities.

Trust & Estate Planning: How Business Owners Can Keep What They Have Earned

Attendees mingle and network prior to meeting presented by Gordon Stone and Melissa Milich with Kozusko Harris Duncan.

Gordon Stone and Melissa Milich with Kozusko Harris Duncan lead a discussion covering both fundamental and advanced US income and estate planning strategies for our business owner clients.

Attendees listen attentively to discussion on What Owners’ Need to Know About Business Improvement, Growth, and Value Creation.

Interested in Joining XPX New York?

If you are an advisor to owners and managers of companies in the lower middle market, XPX can be a powerful learning network for you! Our members represent twelve different professions but share core principles of collaboration, putting the client first, thinking long term, considering the human angle and continuous learning. Learn more about our membership benefits and options.

Advisor Professions

Accountants

Attorneys

Bankers

Coaches

Consultants

Insurance Providers

Investors

M&A Intermediaries

Non-Profits

Valuators

Virtual managers

Wealth Planners

Advisor Principles

Put The Client First

Work Collaboratively

Think Long Term

Consider The Human Angle

Always Be Learning

Collaboration Stories

XPX Member Stu Welsh and The Power of 5

Dick Albu on learning and collaborating at XPX

H-1B Visas Now Require $100,000 Fee

Robert Brody

Brody and Associates, LLC

2 weeks ago

By Robert G. Brody and William C. Collins September 19, 2025, President Trump issued an executive order requiring a $100,00 dollar fee for H-1B

Oct 23, 2025 2 min read Connecticut Long Island New Jersey New York Tri-State

Business Value Growth

Love in the Workplace

Robert Brody

Brody and Associates, LLC

3 weeks ago

Relationships in the workplace are a common source of liability for any company, and they are also a fact of work. One study suggested

Oct 10, 2025 3 min read Tri-State

Business Value Growth

BUSINESS INTERMEDIARY/DEPOSITORY ADVISOR for ESCROW and NON-ESCROW FUNDS

Mario D'Amore

NBH Bank

4 months ago

NEW YORK BASED/NATIONAL TERRITORY- Banker/Trusted Advisor with expertise in handling escrow and non-escrow deposits for Private Equity, firms engaged in Mergers & Acquisitions, Private

Jul 3, 2025 1 min read New York