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
  • 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
  • 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
  • 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
  • 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
  • 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

    Attention all Paycheck Protection Program (“PPP”) loan borrowers, the Federal Bureau of Investigation is combing through PPP loan records to identify borrowers who committed fraud related to the program, and they are not alone.  The U.S. Small Business Administration (the “SBA”) is auditing all PPP loans of $2 million or more, and the Department of…

    Whistleblowers can blow their whistles a little louder tonight. The Supreme Court’s recent ruling, Murray v. UBS Securities, LLC, decided that an employee may prove a whistleblower retaliation claim without showing that their employer acted with retaliatory intent. As a result, it is now easier for employees to succeed on whistleblower retaliation claims under the…

    On January 9, 2024, the Department of Labor (“DOL”) announced a six-factor test for determining whether a worker is an independent contractor or an employee under the Fair Labor Standards Act (“FLSA”). This new rule takes effect on March 11, 2024. Classifying workers as independent contractors or employees is extremely important—independent contractors do not receive…

    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 –…

    Previous
    Next

    Tri-State Gold Sponsors

    Tri-State Silver Sponsors

    Tri-State Bronze Sponsors

    Community

    Upcoming Chapter Events

    16
    Apr
    Virtual access
    Tue, Apr 16th, 2024 ⋅ 4:55pm - 6:00pm (EDT)
    Virtual - you'll receive login info upon registration
    17
    Apr
    Wed, Apr 17th, 2024 ⋅ 8:00am - 10:00am (EDT)
    The Hartford Club, 46 Prospect St, Hartford, CT
    17
    Apr
    Wed, Apr 17th, 2024 ⋅ 8:00am - 10:00am (EDT)
    Park Ave Club, 184 Park Ave, Florham Park, NJ 07932
    24
    Apr
    Wed, Apr 24th, 2024 ⋅ 8:00am - 10:00am (EDT)
    The Patterson Club 1118 Cross Hwy Fairfield, CT
    24
    Apr
    Virtual access
    Wed, Apr 24th, 2024 ⋅ 10:50am - 11:30am (EDT)
    Virtual at 11 AM EDT - you'll receive call-in instructions upon registering
    25
    Apr
    Thu, Apr 25th, 2024 ⋅ 8:30am - 10:00am (EDT)
    Wiggin and Dana LLP | 437 Madison Avenue, 35th Floor New York, New York 10022

    Why I'm an XPX Member