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.
Leader Directory
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.
Call Me When... You need a professional to discuss your business ownership exit planning options.
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.
Call Me When... You need help navigating complexity and want to pre-experience wealth creation decisions.
Call Me When... Seeking strategic or tactical CFO support (part-time, interim or consulting) or M&A and exit planning transaction advisory
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.
The Latest News – XPX Tri-State
Latest – XPX Tri-State
On November 22, 2023, Governor Kathy Hochul of New York signed into law the “Freelance Isn’t Free Act,” aimed at safeguarding the rights of freelance workers. This bill closely aligns with the existing law of the same name in New York City, which came into effect in May 2017. Key Provisions of the Freelance Isn’t…
On November 22, 2023, Governor Kathy Hochul of New York signed into law the “Freelance Isn’t Free Act,” aimed at safeguarding the rights of freelance workers. This bill closely aligns with the existing law of the same name in New York City, which came into effect in May 2017. Key Provisions of the Freelance Isn’t…
Yesterday, Governor Kathy Hochul signed into law The Clean Slate Act (S.7551A/A.1029C) with an effective date of November 16, 2024. The law will seal certain criminal records following an individual’s release from incarceration: eligible misdemeanor convictions will be sealed three years after release, and eligible felony convictions will be sealed eight years after release –…
The national trend to protect temporary Laborers continues. This past August, Illinois passed legislation that expanded its Day and Temporary Labor Services Act. The amendment became effective on August 4, 2023 (immediately upon its signing). The Trend New Jersey, California, and Illinois have all passed laws that provide protections to temporary Laborers. Among the varied…
Attention New York employers: On November 17, 2023, Governor Hochul signed S4516 into law, amending Section 5-336 of the General Obligations Law (“GOL”), commonly known as New York’s #MeToo statute. The amendment significantly changes the terms permissible in settlement agreements for claims relating to discrimination, harassment, or retaliation. As of the effective date, November 17,…
The Occupational Safety Health Administration (“OSHA”) and the National Labor Relations Board (“NLRB”) recently joined forces through a new Memorandum of Understanding (“MOU”). Their goal, to further enhance collaboration between the two agencies during investigations and enforcement actions against employers. The move is expected to further blur the lines between the two agencies and the…
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Tri-State Gold Sponsors
Tri-State Silver 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.
Tri-State Bronze Sponsors
You need a professional to discuss your business ownership exit planning options.
Business owners need to prepare their financial, operational and technical systems for a sale and when buyers have identified an acquisition target for diligence.
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