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.

Leader Directory

Showing 6 Members
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
  • 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
  • Diane Johnston of UBS Financial Services, Inc. is a member of XPX Long Island
    Diane Johnston
    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.

  • Director of DEI
  • Joseph VonEhr of CFO Consulting Partners is a member of XPX Tri-State
    Joseph T VonEhr
    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

  • Treasurer
  • 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 At Large
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    The Latest News – XPX Tri-State

    Latest – XPX Tri-State

    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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    Upcoming Chapter Events

    20
    Mar
    Wed, Mar 20th, 2024 ⋅ 8:00am - 10:00am (EDT)
    Park Ave Club, 184 Park Ave, Florham Park, NJ 07932
    27
    Mar
    Virtual access
    Wed, Mar 27th, 2024 ⋅ 10:50am - 11:30am (EDT)
    Virtual at 11 AM EDT - you'll receive call-in instructions upon registering
    28
    Mar
    Thu, Mar 28th, 2024 ⋅ 8:00am - 10:00am (EDT)
    Wiggin and Dana LLP | 437 Madison Avenue, 35th Floor New York, New York 10022
    28
    Mar
    Thu, Mar 28th, 2024 ⋅ 5:30pm - 7:30pm (EDT)
    Pickleball America, 140 Atlantic Street, Stamford, CT 06901
    04
    Apr
    Thu, Apr 4th, 2024 ⋅ 8:30am - 10:00am (EDT)
    Heritage Club at Bethpage - 99 Quaker Meeting House Road | Farmingdale, NY 11735
    11
    Apr
    Virtual access
    Thu, Apr 11th, 2024 ⋅ 9:55am - 11:00am (EDT)
    Virtual - you'll receive login info upon registration

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