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

The Exit Planning Exchange –  XPX Tri-State 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.

XPX Chapters

Exit Planning Exchange XPX Tri-State Chapters!

The Tri-State Chapters include exit planning associations in New York,  Hartford CTFairfield 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 4 members
John Weidner of Cornell Global LLC is a member of XPX Fairfield County
John Weidner
Managing Partner
Cornell Global LLC

Call Me When... A company recognizes the opportunity or the need to drive increased business value through talent management strategies. I know how to build value through people.

  • Chairman
  • Ramsey Goodrich of Carter Morse & Goodrich is a member of XPX Connecticut,Fairfield County,Hartford
    Ramsey W. Goodrich
    Managing Partner
    Carter Morse & Goodrich

    Call Me When... A business owner is contemplating a transaction (Financing, Sale or Acquisition), even years in advance of a transaction so we can help the owner maximize shareholder value.

  • Director of Finance
  • Allan Tepper, CPA of CFO Consulting Partners LLC is a member of XPX Tri-State
    Allan Tepper, CPA
    Sr. Managing Director
    CFO Consulting Partners LLC

    Call Me When... 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.

  • Director At Large
  • Steven Pappas of Touchstone Advisors is a member of XPX Tri-State
    Steven Pappas
    Touchstone Advisors

    Call Me When... You need a professional to discuss your business ownership exit planning options.

  • Vice President
  • Get the Latest News

    The Latest News – XPX Tri-State

    Latest – XPX Tri-State

    By Tim Jung As CFO, you have 60 months before the private equity firm sells your company again. And the newly installed CEO doesn’t like the company’s reports. Maybe the reporting isn’t timely or lacks the right numbers. Maybe it doesn’t tell a story from the progress that has been made, how you’re going to…

    There is significant evidence that supply chains have “normalized.” Delivery times are fast and overall demand is low. Many companies are now looking at “longer-term” supply chain planning and changes. Some of these changes include multi-sourcing and digitizing supply chain operations. Geopolitical events and resulting tariffs/sanctions could quickly change the supply chain landscape, however, so…

    By: Robert G. Brody   When considering religious accommodation, employers have enjoyed great latitude with accepting or rejecting requested religious accommodations. This was thanks in large part to the Supreme Court’s 1977 ruling in Trans World Airlines, Inc. v. Hardison, which held an employer need only show it would bear more than a “de minimis” cost/effort…

    By Eric Segal The banking landscape has consolidated in the last three years. Maybe it was runaway inflation that caused cost-cutting branch closings. Or it was bigger banks gobbling smaller banks for quick market share. And let’s not forget the industry’s ongoing march toward digital transformation, which grabs more traction each month. Whatever the cause,…

    By Chris Delaney When it comes to managing their business, manufacturers need much more than historical financials to project their future revenue, profitability and liquidity. Historic numbers simply capture what has happened in the past—but traditionally do a poor job predicting where a company will be in the near (3-6 months) or distant future (1-2…

    Previous
    Next

    Chapter Events

    Fri, Oct 6th, 2023 ⋅ 8:30am - 10:30am (EDT)
    Fri, Nov 3rd, 2023 ⋅ 8:30am - 10:30am (EDT)
    Fri, Dec 8th, 2023 ⋅ 12:00pm - 2:00pm (EDT)
    Fri, Jan 5th, 2024 ⋅ 8:30am - 10:30am (EDT)

    Tri-State Platinum Sponsors

    Tri-State Silver Sponsors

    It seems we can't find what you're looking for.

    Tri-State Bronze Sponsors

    Community

    Upcoming Chapter Events

    05
    Oct
    Virtual access
    Thu, Oct 5th, 2023 ⋅ 9:50am - 11:00am (EDT)
    Virtual - you'll receive login info upon registration and are welcome at one or both sessions
    06
    Oct
    Fri, Oct 6th, 2023 ⋅ 8:30am - 10:30am (EDT)
    Heritage Club at Bethpage - 99 Quaker Meeting House Road | Farmingdale, NY 11735
    10
    Oct
    Virtual access
    Tue, Oct 10th, 2023 ⋅ 4:50pm - 6:00pm (EDT)
    Virtual - you'll receive login info upon registration and are welcome at one or both sessions
    03
    Nov
    Fri, Nov 3rd, 2023 ⋅ 8:30am - 10:30am (EDT)
    Heritage Club at Bethpage - 99 Quaker Meeting House Road | Farmingdale, NY 11735
    08
    Dec
    Fri, Dec 8th, 2023 ⋅ 12:00pm - 2:00pm (EDT)
    TBD
    05
    Jan
    Fri, Jan 5th, 2024 ⋅ 8:30am - 10:30am (EDT)
    Garden City Country Club

    Our Members

    Touchstone Advisors
    Managing Director
    RJ Reuter Business Consulting
    Private Wealth Advisor
    William Blair
    Managing Partner
    Cambridge Insurance Advisors
    Partner
    Fox Rothschild

    Why I'm an XPX Member