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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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,…
March 21st, 2022
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…
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:…
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Tri-State Platinum Sponsors
There are state and local tax matters.
Tri-State Silver Sponsors
Clients are looking to build value through better accounting and finance, operations, and technology ahead of an exit
Tri-State Bronze Sponsors
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.
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
You need a professional to discuss your business ownership exit planning options.
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