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
Ramsey Goodrich of Carter Morse & Goodrich is a member of XPX Connecticut,Fairfield County,Hartford
Ramsey W. Goodrich
Managing Partner
Carter Morse & Goodrich
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
  • John Weidner of Cornell Global LLC is a member of XPX Fairfield County
    John Weidner
    Managing Partner
    Cornell Global LLC
    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
  • Steven Pappas of Touchstone Advisors is a member of XPX Tri-State
    Steven Pappas
    Touchstone Advisors
    You need a professional to discuss your business ownership exit planning options.
  • Vice President
  • 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
    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
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    The Latest News – XPX Tri-State

    Latest – XPX Tri-State

    Don’t be surprised if no one is answering the phones at Brody and Associates on June 19th.  The number of private employers offering Juneteenth as a paid holiday continues to grow and has jumped significantly over the last three years.  Last year, nearly one-third of all private employers gave their employees a paid day off.  This…

    Last week, the NLRB’s decision in Noah’s Ark Processors, LLC  (“Noah”) held that repeat offenders of the NLRA could be subject to extraordinary remedies.  The Board went on to detail when such remedies were appropriate, and outlined the types of actions violators could expect to be subject to if they have undertaken egregious misconduct or “have shown…

    By Robert G. Brody and Mark J. Taglia   March 17, 2023     Last week, the U.S. Equal Employment Opportunity Commission (the “EEOC”), filed a  disability bias lawsuit against Papa John’s International Inc. (“Papa John’s”) for firing a blind worker who needed the use of a guide dog to get to and from work (Equal…

    The Department of Justice (DOJ) is attacking no-poach hiring agreements, a trend that could have a lasting impact on how companies solicit/secure employees. This trend started in 2016, when they issued guidelines on how to avoid antitrust violations based on the illegal use of no-poach agreements.   The guidance noted that the DOJ could pursue criminal investigations,…

    March 31, 2023 By Robert G. Brody and Mark J. Taglia   Late last week, Michigan’s Governor, Gretchen Whitmer, made history when she signed legislation repealing Michigan’s right-to-work law for private-sector employees. The legislation moved swiftly through both Michigan’s Democrat-controlled House of Representatives and Senate and was approved down party lines before quickly being signed…


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    Upcoming Chapter Events

    Wed, Jun 7th, 2023 ⋅ 5:30pm - 7:30pm (EDT)
    Fairfield Theater Company (Entrance is StageOne), 70 Sanford Street, Fairfield, CT
    Virtual access
    Thu, Jun 8th, 2023 ⋅ 9:50am - 11:00am (EDT)
    Virtual - you'll receive login info upon registration and are welcome at one or both sessions
    Virtual access
    Tue, Jun 13th, 2023 ⋅ 4:50pm - 6:00pm (EDT)
    Virtual - you'll receive login info upon registration and are welcome at one or both sessions
    Wed, Jun 21st, 2023 ⋅ 6:00pm - 8:00pm (EDT)
    Lucco Cucina & Bar, 207 Ridgedale Ave, Florham Park, NJ
    Thu, Jun 29th, 2023 ⋅ 6:00pm - 8:30pm (EDT)
    Wed, Jul 12th, 2023 ⋅ 5:30pm - 7:30pm (EDT)
    Port Washington Yacht Club- 1 Yacht Club Dr, Port Washington, NY 11050

    Our Members

    Wiggin and Dana
    Touchstone Advisors
    Private Wealth Advisor
    William Blair
    Wiggin and Dana LLP
    Managing Director
    RJ Reuter Business Consulting

    Why I'm an XPX Member