XPX Chapters
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.
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Latest – XPX New York
Exit planning done right is a well thought out process that takes time, preparation, and patience. We will hear from a business leader who drove this process on behalf of his enterprise and partners and the trials and tribulations of that journey. Please join us to hear about this from a seller’s perspective. Our Speaker:…
We can’t wait for you to experience the cleaner, brighter and more user-friendly feel of our new platform! The site is designed to give you and your company greater visibility. Here are three things you should know: Emails from XPX will now come from my.exitplanningexchange.com—please adjust your email settings! Your new profile can have a…
Aug. 20, 2021
Program produced by XPX New York. The Power of Culture and its Impact on Business Valuations Businesses are challenged now more than any time in history. This session will focus on how a dynamic business culture supports and sustains growth, enhancing business valuations.Our Speaker:Rochelle LisnerFounderDynamic Business GrowthRochelle Lisner, through her firm Dynamic Business Growth, works with companies…
Critical Insights in Commercial Real Estate and the Intersection with Exit Planning Commercial real estate, whether owned or leased, represents a significant cost for most companies and is frequently a meaningful component of enterprise valuation, exit, and acquisition planning considerations. Hear experience-based perspectives from Andrew Zezas, Managing Director, Jones Lang LaSalle (“JLL”), about forward-looking insights, trends,…
Program produced by XPX New York. Managing Employee Risk as Your Company Pivots Back from COVID-19 Businesses now face uncertainty and new risks as they apply the “new rules” developed during COVID-19 of managing employees and operations. We will discuss current challenges and provide practical advice about managing these issues, led by Christopher Santomassimo, an…
Program produced by XPX New York. Quality of earnings: why needed, best practices and stories from the experts Two panelists from leading accounting firms with deep experience in conducting Quality of Earnings work will address the fundamentals of QoE, why it is important for both sellers and buyers, and share some interesting stories derived from…
Chapter Events
Tri-State Silver 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
If your client needs to build a more scalable, sustainable business that is easier to manage and measure. We develop and execute operations, technology, and people strategies.
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.
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
If your client needs to build a more scalable, sustainable business that is easier to manage and measure. We develop and execute operations, technology, and people strategies.
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.
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