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

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.

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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 

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The Latest News – XPX New York

Latest – XPX New York

This XPX New York program discusses savings vehicles and gift giving strategies to reduce state income tax burdens including: i) Non-Grantor Incomplete Gift Trusts, ii) Spousal Lifetime Access Trusts, iii) Business Interest Discounts, and much more. Our Speaker: Steven HoltPartnerMandelbaum Barrett Steven A. Holt is Chair of the Firm’s Taxation, Trusts and Estates and Charitable…

Program produced by XPX New York. During this interactive session tools are shared to identify potential gaps in your sales organization’s performance and better achieve defined goals and improve growth. Our Speaker: Danny WoodPresidentDanny Wood Enterprises / Sandler Training Danny is a nationally recognized business development expert specializing in executive sales consulting and sales productivity…

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,…

Bobby Kingsbury will share thoughts surrounding include private equity group (PEG) structure for leveraged buyouts, how PEGs select investments, how they value businesses, the LBO model, and what MCM calls, “Three Legs to a Stool”: understanding the company -business model, how they make money, growth opportunities, risks & weaknesses understanding management — culture, “the bench”,…

Perhaps no “market” has been more active in the last couple of years than Special Purpose Acquisition Corporations better known as SPAC’s. In the first quarter of 2021 alone, close to $30 Billion made its way into the public market through SPAC’s. Since then, the market has cooled a bit, but it is still considered…


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Upcoming Chapter Events

Virtual access
Thu, Feb 9th, 2023 ⋅ 10:00am - 11:00am (EST)
Virtual - you'll receive login info upon registration and are welcome at one or both sessions
Virtual access
Mon, Feb 13th, 2023 ⋅ 1:00pm - 2:00pm (EST)
Virtual - you'll receive login info upon registration and are welcome at one or both sessions
Thu, Mar 16th, 2023 ⋅ 12:00pm - 6:30pm (EST)
Grant Thornton LLP 757 Third Avenue, 9th Floor NY, NY 10017

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Preservation Capital Partners, LLC
Family Office Advisory Services
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Schwartz Heslin Group
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Brown Advisory
Anchin Block & Anchin LLP

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