XPX Chapters
Exit Planning Exchange XPX Tri-State Chapters!
The Tri-State Chapters include exit planning associations in New York, Hartford CT, Fairfield County CT, New Jersey and Long Island. Each Chapter below is an active community that also benefits from shared activities, membership and sponsorship opportunities.
Showing 3 Members
Jill Braunstein
Sponsor Chair
Partner
Abrams Fensterman, LLP
Call me when... you need a trusted legal business advisor; advise on M&A, business succession planning, capital raising, employment agreements, equity compensation plans and other general counsel matters.
Diane Johnston
Chair
Senior Vice President – Wealth Management
UBS Financial Services, Inc.
Call me when... You need help navigating complexity and want to pre-experience wealth creation decisions.
Joseph VonEhr
Treasurer Fairfield Sponsor Chair
Director
CFO Consulting Partners
Call me when... Seeking strategic or tactical CFO support (part-time, interim or consulting) or M&A and exit planning transaction advisory
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The Latest News – XPX Tri-State
Latest – XPX Tri-State
On January 1, 2025, New York State (NYS) became the first in the country to provide paid time off for prenatal care or any
Sep 8, 2025 3 min read
Tri-State
One of the biggest costs in most Wage and Hour enforcement cases is “liquidated damages.” Liquidated damages are effectively a penalty imposed on the
Aug 7, 2025 2 min read
Tri-State
State CROWN laws have exhibited growing popularity since the passage of the first CROWN Act in 2019. CROWN, which stands for “Creating a Respectful
Jul 11, 2025 1 min read
Tri-State
Jul 2, 2025 1 min read
Tri-State
The healthcare system often feels like a maze, where confusion reigns and the cost of care seems arbitrary. Plan sponsors and employees alike are
Jun 12, 2025 5 min read
Tri-State
The U.S. Citizenship and Immigration Services (USCIS) has published a new version of the I-9 Form. This latest version features only a handful of
Jun 6, 2025 1 min read
Tri-State
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Upcoming Chapter Events
Wed ⋅ 10:50am - 11:30am (EDT)
Virtual at 11 AM EDT - you'll receive call-in instructions upon registering
Fri ⋅ 8:30am - 10:00am (EDT)
Heritage Club at Bethpage|Tillinghast Reception Room| - 99 Quaker Meeting House Road | Farmingdale, NY 11735