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

Name: XPX New York City | Inside the Lower Middle Market: Deal Flow, Trends & What’s Actually Closing in 2026
Start: 2026-04-23T08:30:00-04:00
End: 2026-04-23T10:00:00-04:00
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

NLRB Reinstates 2020 Pre-Biden Joint Employer Standard

Robert Brody

Brody and Associates, LLC

1 week ago

The National Labor Relations Board (NLRB) officially reinstated the 2020 pre-Biden joint employer standard, making joint employer status less likely to be found. The

Apr 2, 2026

3 min read

Business Value Growth

Connecticut Passes Warehouse Quota Notice Law

Robert Brody

Brody and Associates, LLC

2 weeks ago

As part of an emergency certification bill, Connecticut passed a new warehouse quota law effective July 1, 2026. Connecticut joins California, New York, Minnesota,

Mar 27, 2026

4 min read

Business Value Growth

The Trapped at Work Act: What Employers Need to Know

Robert Brody

Brody and Associates, LLC

4 weeks ago

New York recently enacted legislation affecting certain employment agreements and repayment obligations. Employers need to re-evaluate their “claw back” agreements with their employees. This

Mar 12, 2026

4 min read

Business Value Growth

Connecticut Supreme Court Rules Security Screenings are ‘Hours Worked’

Robert Brody

Brody and Associates, LLC

1 month ago

February 5, 2026, the Connecticut Supreme Court unanimously ruled that employees must be compensated for time spent undergoing security screenings on their employer’s premises.

Feb 13, 2026

3 min read

Business Value Growth

California Introduces “Workplace Know Your Rights Act” Implementing Immigration-Related Protections

Robert Brody

Brody and Associates, LLC

2 months ago

Effective February 1, 2026, California’s “Workplace Know Your Rights Act,” SB 294, introduces new requirements for California employers. The legislation makes substantial changes to

Feb 6, 2026

3 min read

Business Value Growth

2026 Updates: What Employers Need to Know

Robert Brody

Brody and Associates, LLC

2 months ago

As 2026 opens, employers face a host of legal changes impacting pay practices, employee classification, leave policies, workplace protections, and technology use. Staying ahead

Jan 29, 2026

13 min read