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
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
  • 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
  • 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
  • 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

    By David DeMuth Manufacturers can’t afford to wait any longer. For two years, CFOs and controllers have managed supply-chain disruptions and labor shortages, as well as surging prices. Typically, these developments could require most manufacturers to raise prices to survive. In Q4 of 2022, there is a looming recession. The generally accepted definition of a…

    Stephen Davis of Safe Harbor Asset Management is a member of XPX Tri-State

    After a tsunami of a year facilitating 1031 Exchange transactions, we found there are many misconceptions among investors about 1031 Exchanges. Here are five of the most common areas of investor confusion. Reverse Exchanges Are Quick & Simple: Identifying replacement property in a hot market was a challenge for 1031 Exchangers this past year, causing…

    Robert Brody of Brody and Associates, LLC is a member of XPX Tri-State

    By Robert G. Brody and Mark J. Taglia July 5, 2022 Summer is just beginning and so are summer internships. Many of our clients are using interns for the first time since the Summer of 2019 – pre-pandemic. While doing so, it’s important for employers to comply with the Fair Labor Standards Act (the “FLSA”)…

    By Tom Aiken While more companies transact and store their business off premises, SaaS companies have seen a run up in their valuations. Since 2015, the SaaS market continues to grow—18% annually—while 99% of organizations are using at least one cloud solution to drive demand. From an investor perspective, SaaS companies provide a dependable revenue…

    Stephen Davis of Safe Harbor Asset Management is a member of XPX Tri-State

    As a business owner, you’ve spent years building and ensuring your company’s success.  For most, it came at the cost of sacrificing time away from family, experiencing financial burdens to cover operations, and enduring the emotional toll it takes is dedication. Given what it took, it must hurt when you find out you have a…

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    Upcoming Chapter Events

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    Wed, Nov 23rd, 2022 10:50am (EST)
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    30
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    Wed, Nov 30th, 2022 8:00am (EST)
    The Hartford Club, 46 Prospect St, Hartford, CT
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    Thu, Dec 1st, 2022 12:00am (EST)
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    Dec
    Virtual access
    Thu, Dec 1st, 2022 12:00am (EST)
    YOUR GROUP LEADER WILL REACH OUT TO SET A DATE / TIME
    01
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    Virtual access
    Thu, Dec 1st, 2022 12:00am (EST)
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    Why I'm an XPX Member