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

Planning an optimal business sale requires careful consideration and understanding of various sale options and structures, as well as a thorough understanding of the sales’s effect on the business owner’s personal financial planning. Many owners leave money on the table during a sale while they stay focused on growing their business or finding the right…

During COVID-19 we experienced inventory shortages and the ships lined up waiting to get into the ports. • Today’s new reality is having excess inventory and shortages. • E-commerce created a new reality. Instead of shipping containers to customers individual products are being picked at the warehouse and shipped to the consumers. • High returns of merchandise…

  Methodology to Avoid Business Disruptions        A business requirements study is conducted before the software implementation begins.  The legacy software database is transferred to the test environment and verified daily for accuracy. Once test-environment data is verified for accuracy the step below will be taken. End users are trained in the test environment that has…

The Steps Below Should be Taken to Prevent the Need for Running Parallel Software  Before the project starts, a business requirements study should be conducted. At each day end, the data should be transferred to the new software test environment. Transferred data should be verified on daily basis for accuracy. This data verification eliminates the…

The Domino Effect of Having Out-Dated Software Systems.   Not having real time information on the fast-moving products. Not having accurate information of the inventory level in multiple locations. No method of tracking Vendor Reliability of ON-TIME deliveries.   What are the Results of Excess Inventory? Late shipments will result in production disruption. Order cancellations…

Managing Today’s Reality of Excess Inventory:   The Domino Effect of Having Out-Dated Software Systems.   Not having real time information on the fast-moving products. Not having accurate information of the inventory level in multiple locations. No method of tracking Vendor Reliability of ON-TIME deliveries.   What are the Results of Excess Inventory? Late shipments…

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Upcoming Chapter Events

28
Feb
Virtual access
Wed, Feb 28th, 2024 ⋅ 10:50am - 11:30am (EST)
Virtual at 11 AM EDT - you'll receive call-in instructions upon registering
29
Feb
Thu, Feb 29th, 2024 ⋅ 8:30am - 10:00am (EST)
Wiggin and Dana LLP | 437 Madison Avenue, 35th Floor New York, New York 10022
14
Mar
Virtual access
Thu, Mar 14th, 2024 ⋅ 9:50am - 11:00am (EST)
Virtual - you'll receive login info upon registration
28
Mar
Thu, Mar 28th, 2024 ⋅ 8:00am - 10:00am (EST)
Wiggin and Dana LLP | 437 Madison Avenue, 35th Floor New York, New York 10022
25
Apr
Thu, Apr 25th, 2024 ⋅ 8:30am - 10:00am (EST)
Wiggin and Dana LLP | 437 Madison Avenue, 35th Floor New York, New York 10022
30
May
Thu, May 30th, 2024 ⋅ 8:30am - 10:00am (EST)
Wiggin and Dana LLP | 437 Madison Avenue, 35th Floor New York, New York 10022

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