XPX Tri-State – Past Events – Exit Planning Exchange

Nov

XPX Long Island - Case Study: "We’re Crushed, AI Tech Me Corp Backed Out"

Fri, Nov 1^st, 2024 ⋅ 8:30am - 10:00am (EDT)

Heritage Club at Bethpage - 99 Quaker Meeting House Road | Farmingdale, NY 11735

Oct

XPX Long Island - Case Study: "We want to Sell"

Wed, Oct 2^nd, 2024 ⋅ 8:30am - 10:00am (EDT)

Heritage Club at Bethpage - 99 Quaker Meeting House Road | Farmingdale, NY 11735

Sep

Virtual access

XPX Members Only Cross-Chapter Power Networking (virtual on Swapcard)

Thu, Sep 26^th, 2024 ⋅ 4:55pm - 6:00pm (EDT)

Virtual - you'll receive Swapcard info to access the program

Sep

XPX New York: Save the date!

Thu, Sep 26^th, 2024 ⋅ 8:30am - 10:00am (EDT)

Wiggin and Dana LLP | 437 Madison Avenue, 35th Floor New York, New York 10022

Sep

XPX Hartford CT: Stock Market Secrets: How to Build Wealth in a Complex Economy

Thu, Sep 26^th, 2024 ⋅ 8:00am - 10:00am (EDT)

The Hartford Club, 46 Prospect St, Hartford, CT

Sep

Virtual access

XPX - Making the Most of Your Membership

Wed, Sep 25^th, 2024 ⋅ 10:50am - 11:30am (EDT)

Virtual at 11 AM EDT - you'll receive call-in instructions upon registering

Sep

XPX New Jersey - State of the Exit Markets

Wed, Sep 18^th, 2024 ⋅ 8:00am - 10:00am (EDT)

Withum’s offices at 200 Jefferson Park, Ste 400, Whippany, NJ 07981 (just 3 miles from our usual meeting location)

Sep

XPX Long Island - Fall Kickoff: Case Study Introduction “Exit Planning: Failing to Plan is a (Very Bad) Plan”

Fri, Sep 6^th, 2024 ⋅ 8:30am - 10:00am (EDT)

Heritage Club at Bethpage - 99 Quaker Meeting House Road | Farmingdale, NY 11735

Aug

Virtual access

XPX - Making the Most of Your Membership

Wed, Aug 28^th, 2024 ⋅ 10:50am - 11:30am (EDT)

Virtual at 11 AM EDT - you'll receive call-in instructions upon registering

Aug

Virtual access

XPX Members Only Cross-Chapter Power Networking (virtual on Swapcard)

Tue, Aug 27^th, 2024 ⋅ 4:55pm - 6:00pm (EDT)

Virtual - you'll receive Swapcard info to access the program

Jul

XPX Fairfield County CT: Closing Cocktail Party + Honoring Special Contributors

Wed, Jul 31^st, 2024 ⋅ 5:30pm - 7:30pm (EDT)

The Patterson Club 1118 Cross Hwy Fairfield, CT

Jul

XPX Hartford CT- 7th Annual XPX Hartford & ACG CT - Beer & BBQ Party

Wed, Jul 24^th, 2024 ⋅ 5:30pm - 7:30pm (EDT)

Stony Creek Brewery, Branford CT

Jul

Virtual access

XPX Next 2024

Tue, Jul 23^rd, 2024 ⋅ 12:00pm - 5:00pm (EDT)

Virtual, Swapcard login info sent prior to the event

Jul

Virtual access

XPX - Making the Most of Your Membership

Wed, Jul 17^th, 2024 ⋅ 10:50am - 11:30am (EDT)

Virtual at 11 AM EDT - you'll receive call-in instructions upon registering

Jul

XPX Long Island: Summer Cocktail Party

Wed, Jul 10^th, 2024 ⋅ 5:30pm - 7:30pm (EDT)

Port Washington Yacht Club- 1 Yacht Club Dr, Port Washington, NY 11050

Jun

XPX New Jersey - Summer Networking Event

Wed, Jun 26^th, 2024 ⋅ 5:00pm - 7:00pm (EDT)

Stirling Tavern, Morristown, NJ

Jun

Virtual access

XPX - Making the Most of Your Membership

Wed, Jun 26^th, 2024 ⋅ 10:50am - 11:30am (EDT)

Virtual at 11 AM EDT - you'll receive call-in instructions upon registering

Jun

XPX Hartford CT: June Event

Wed, Jun 26^th, 2024 ⋅ 8:00am - 10:00am (EDT)

The Hartford Club, 46 Prospect St, Hartford, CT

Jun

XPX Fairfield County CT - Collaboration Workshop

Thu, Jun 20^th, 2024 ⋅ 8:00am - 10:00am (EDT)

The Shore & Country Club - 220 Gregory Blvd., Norwalk, CT

Jun

XPX Long Island - The Entrepreneurial Operating System (EOS): How It Can Help Your Clients Drive Growth, Create Value, and Streamline Their Exit Process

Fri, Jun 14^th, 2024 ⋅ 8:30am - 10:00am (EDT)

Heritage Club at Bethpage - 99 Quaker Meeting House Road | Farmingdale, NY 11735

Jun

XPX New York: Summer Networking Social

Thu, Jun 13^th, 2024 ⋅ 6:00pm - 8:00pm (EDT)

The Perfect Pint - Rooftop 123 West 45th Street New York, NY 10036

Jun

Virtual access

XPX Members Only Cross-Chapter Power Networking (virtual)

Tue, Jun 11^th, 2024 ⋅ 4:55pm - 6:00pm (EDT)

Virtual - you'll receive login info upon registration

May

XPX New York: The most misunderstood business word in business: branding!

Thu, May 30^th, 2024 ⋅ 8:30am - 10:00am (EDT)

Wiggin and Dana LLP | 437 Madison Avenue, 35th Floor New York, New York 10022

May

XPX Hartford CT: Nailing the Exit: What happens after the deal?

Wed, May 29^th, 2024 ⋅ 8:00am - 10:00am (EDT)

The Hartford Club, 46 Prospect St, Hartford, CT

May

Virtual access

XPX - Making the Most of Your Membership

Wed, May 22^nd, 2024 ⋅ 10:50am - 11:30am (EDT)

Virtual at 11 AM EDT - you'll receive call-in instructions upon registering

May

Virtual access

XPX Members Only Cross-Chapter Power Networking (virtual)

Thu, May 16^th, 2024 ⋅ 4:55pm - 6:00pm (EDT)

Virtual - you'll receive login info upon registration

May

XPX Fairfield County CT - The Entrepreneurial Operating System (EOS): How It Can Help Your Clients Drive Growth, Create Value, and Streamline Their Exit Process

Wed, May 15^th, 2024 ⋅ 5:30pm - 7:30pm (EDT)

The Shore & Country Club - 220 Gregory Blvd., Norwalk, CT

May

XPX New Jersey - Post Acquisition Disputes and What They Can Teach Us For Next Time

Wed, May 15^th, 2024 ⋅ 8:00am - 10:00am (EDT)

Park Ave Club, 184 Park Ave, Florham Park, NJ 07932

May

XPX CT Honorary Host for CTTMA's Annual Charity Golf Outing & Clinic | Monday - May 6, 2024

Mon, May 6^th, 2024 ⋅ 9:30am - 6:30pm (EDT)

The Farms Country Club, 180 Cheshire Road, Wallingford, CT

May

XPX Long Island: Spring Networking Event

Thu, May 2^nd, 2024 ⋅ 5:00pm - 7:00pm (EDT)

Seasons 52 - Garden City 630 Old Country Rd Garden City, NY 11530 - https://www.seasons52.com/home

Apr

XPX New York - Protecting Consideration: Representations & Warranties Insurance and Indemnification Provisions

Thu, Apr 25^th, 2024 ⋅ 8:30am - 10:00am (EDT)

Wiggin and Dana LLP | 437 Madison Avenue, 35th Floor New York, New York 10022

Apr

Virtual access

XPX - Making the Most of Your Membership

Wed, Apr 24^th, 2024 ⋅ 10:50am - 11:30am (EDT)

Virtual at 11 AM EDT - you'll receive call-in instructions upon registering

Apr

XPX Fairfield CT/Estate Planning Council Joint Event: Estate and Exit Planning Pitfalls and Opportunities

Wed, Apr 24^th, 2024 ⋅ 8:00am - 10:00am (EDT)

The Patterson Club 1118 Cross Hwy Fairfield, CT

Apr

XPX New Jersey - Unlocking Value Through ESG Opportunities

Wed, Apr 17^th, 2024 ⋅ 8:00am - 10:00am (EDT)

Park Ave Club, 184 Park Ave, Florham Park, NJ 07932

Apr

XPX Hartford CT: Non-Bank Lending: Supporting Deal Structures and Building Value

Wed, Apr 17^th, 2024 ⋅ 8:00am - 10:00am (EDT)

The Hartford Club, 46 Prospect St, Hartford, CT

Apr

Virtual access

XPX Members Only Cross-Chapter Power Networking (virtual)

Tue, Apr 16^th, 2024 ⋅ 4:55pm - 6:00pm (EDT)

Virtual - you'll receive login info upon registration

Apr

Virtual access

XPX Members Only Cross-Chapter Power Networking (virtual)

Thu, Apr 11^th, 2024 ⋅ 9:55am - 11:00am (EDT)

Virtual - you'll receive login info upon registration

Apr

XPX Long Island: On track for a soft landing, what's next? A briefing for CEOs and business owners

Thu, Apr 4^th, 2024 ⋅ 8:30am - 10:00am (EDT)

Heritage Club at Bethpage - 99 Quaker Meeting House Road | Farmingdale, NY 11735

Mar

XPX Tri-State/ACG CT joint event: Whether it's Networking or Pickleball...Get your GAME on!!

Thu, Mar 28^th, 2024 ⋅ 5:30pm - 7:30pm (EDT)

Pickleball America - Located inside the Stamford Town Center (mall) at 140 Atlantic St, Stamford, CT 06901

Mar

XPX New York: Estate and Tax Planning for Exits

Thu, Mar 28^th, 2024 ⋅ 8:00am - 10:00am (EDT)

Wiggin and Dana LLP | 437 Madison Avenue, 35th Floor New York, New York 10022

Mar

Virtual access

XPX - Making the Most of Your Membership

Wed, Mar 27^th, 2024 ⋅ 10:50am - 11:30am (EDT)

Virtual at 11 AM EDT - you'll receive call-in instructions upon registering

Mar

XPX New Jersey - Private Equity’s M&A Market Outlook

Wed, Mar 20^th, 2024 ⋅ 8:00am - 10:00am (EDT)

Park Ave Club, 184 Park Ave, Florham Park, NJ 07932

Mar

Virtual access

XPX Members Only Cross-Chapter Power Networking (virtual)

Thu, Mar 14^th, 2024 ⋅ 9:55am - 11:00am (EDT)

Virtual - you'll receive login info upon registration

Mar

XPX Long Island: Coffee Connection

Fri, Mar 1^st, 2024 ⋅ 8:30am - 10:30am (EDT)

Mongo’s Coffee - 170 Michael Drive, Syosset NY 11791

Feb

XPX New York: Importance of a Quality of Earnings report to the overall sale process

Thu, Feb 29^th, 2024 ⋅ 8:30am - 10:00am (EDT)

Wiggin and Dana LLP | 437 Madison Avenue, 35th Floor New York, New York 10022

Feb

Virtual access

XPX - Making the Most of Your Membership

Wed, Feb 28^th, 2024 ⋅ 10:50am - 11:30am (EDT)

Virtual at 11 AM EDT - you'll receive call-in instructions upon registering

Feb

XPX Fairfield County CT - SOLD OUT! Annual Joint Event with XPX & ACG CT: A Business Exit: From the Business Owner's Perspective

Wed, Feb 21^st, 2024 ⋅ 5:00pm - 7:00pm (EDT)

Artisan Restaurant at the Delamar - 275 Old Post Road, Southport, CT

Feb

XPX Hartford CT: The Entrepreneurial Mindset

Wed, Feb 21^st, 2024 ⋅ 8:00am - 10:00am (EDT)

The Hartford Club, 46 Prospect St, Hartford, CT

Feb

XPX New Jersey - Selling The Business? Remember Your “Rembrandts in the Attic!”

Wed, Feb 21^st, 2024 ⋅ 8:00am - 10:00am (EDT)

Park Ave Club, 184 Park Ave, Florham Park, NJ 07932

Feb

Virtual access

XPX Members Only Cross-Chapter Power Networking (NEW FORMAT this month)

Thu, Feb 15^th, 2024 ⋅ 4:50pm - 6:00pm (EDT)

Virtual - you'll receive login info upon registration and are welcome at one or both sessions

Feb

XPX Long Island: New Year Networking Event

Thu, Feb 1^st, 2024 ⋅ 5:00pm - 7:00pm (EDT)

Seasons 52 - Garden City 630 Old Country Rd Garden City, NY 11530 - https://www.seasons52.com/home

Jan

XPX New York: Best Practices for Early-Stage Investing!

Thu, Jan 25^th, 2024 ⋅ 8:30am - 10:00am (EDT)

Wiggin and Dana LLP | 437 Madison Avenue, 35th Floor New York, New York 10022

Jan

Virtual access

XPX - Making the Most of Your Membership

Wed, Jan 24^th, 2024 ⋅ 10:50am - 11:30am (EDT)

Virtual at 11 AM EDT - you'll receive call-in instructions upon registering

Jan

XPX Fairfield County CT: ALL THINGS INSURANCE...and how it effects VALUATIONS and the END GAME

Wed, Jan 24^th, 2024 ⋅ 8:00am - 10:00am (EDT)

The Patterson Club 1118 Cross Hwy Fairfield, CT

Jan

XPX New Jersey - 2024 Outlook: The Fed’s Pivot Party

Wed, Jan 17^th, 2024 ⋅ 8:00am - 10:00am (EDT)

Park Ave Club, 184 Park Ave, Florham Park, NJ 07932

Jan

XPX Hartford CT: Managing Change & Continuity: Strategies and Trends in Business Succession

Wed, Jan 17^th, 2024 ⋅ 8:00am - 10:00am (EDT)

The Hartford Club, 46 Prospect St, Hartford, CT

Jan

Virtual access

XPX Members Only Cross-Chapter Power Networking (virtual)

Tue, Jan 16^th, 2024 ⋅ 4:50pm - 6:00pm (EDT)

Virtual - you'll receive login info upon registration and are welcome at one or both sessions

Jan

Virtual access

XPX Members Only Cross-Chapter Power Networking (virtual)

Thu, Jan 11^th, 2024 ⋅ 9:50am - 11:00am (EDT)

Virtual - you'll receive login info upon registration and are welcome at one or both sessions

Jan

XPX Long Island: Building and Leveraging a Strong Advisory Team

Fri, Jan 5^th, 2024 ⋅ 8:30am - 10:30am (EDT)

Heritage Club at Bethpage - 99 Quaker Meeting House Road | Farmingdale, NY 11735

Dec

Virtual access

XPX - Making the Most of Your Membership

Wed, Dec 20^th, 2023 ⋅ 10:50am - 11:30am (EDT)

Virtual at 11 AM EDT - you'll receive call-in instructions upon registering

Dec

XPX New York: Holiday Party!

Tue, Dec 19^th, 2023 ⋅ 6:00pm - 8:00pm (EDT)

RSM | 4 Times Square, 151 W 42nd Street, 19th Floor, New York, NY 10036

Dec

XPX New Jersey: Holiday Cocktail Party

Wed, Dec 13^th, 2023 ⋅ 5:00pm - 8:00pm (EDT)

Stirling Tavern, 150 South Street, Morristown, NJ 07960

Dec

XPX Hartford CT: Financial Fixes

Wed, Dec 13^th, 2023 ⋅ 8:00am - 10:00am (EDT)

The Hartford Club, 46 Prospect St, Hartford, CT

Dec

Virtual access

XPX Members Only Cross-Chapter Power Networking (virtual)

Tue, Dec 12^th, 2023 ⋅ 4:50pm - 6:00pm (EDT)

Virtual - you'll receive login info upon registration and are welcome at one or both sessions

Dec

XPX Long Island: Holiday Luncheon

Fri, Dec 8^th, 2023 ⋅ 12:00pm - 2:00pm (EDT)

Manhasset Bay Yacht Club 455 Main St, Port Washington, NY 11050

Dec

Virtual access

XPX Members Only Cross-Chapter Power Networking (virtual)

Thu, Dec 7^th, 2023 ⋅ 9:50am - 11:00am (EDT)

Virtual - you'll receive login info upon registration and are welcome at one or both sessions

Dec

XPX Fairfield County CT: Sip, Celebrate and Participate in the Great Holiday Give Back!

Mon, Dec 4^th, 2023 ⋅ 5:30pm - 7:30pm (EDT)

Artisan Restaurant at the Delamar - 275 Old Post Road, Southport, CT 06890

Nov

XPX New York: Maximizing Impact Through Charitable Giving in Business Exits

Tue, Nov 28^th, 2023 ⋅ 8:30am - 10:00am (EDT)

Wiggin and Dana LLP | 437 Madison Avenue, 35th Floor New York, New York 10022

Nov

Virtual access

XPX - Making the Most of Your Membership

Wed, Nov 22^nd, 2023 ⋅ 10:50am - 11:30am (EDT)

Virtual at 11 AM EDT - you'll receive call-in instructions upon registering

Nov

XPX New Jersey: Challenges and Considerations During Succession and Exit Planning

Wed, Nov 15^th, 2023 ⋅ 8:00am - 10:00am (EDT)

Park Ave Club, 184 Park Ave, Florham Park, NJ 07932

Nov

Virtual access

XPX Members Only Cross-Chapter Power Networking (virtual)

Tue, Nov 14^th, 2023 ⋅ 4:50pm - 6:00pm (EDT)

Virtual - you'll receive login info upon registration and are welcome at one or both sessions

Nov

Virtual access

XPX Members Only Cross-Chapter Power Networking (virtual)

Thu, Nov 9^th, 2023 ⋅ 9:50am - 11:00am (EDT)

Virtual - you'll receive login info upon registration and are welcome at one or both sessions

Nov

XPX Long Island: Practical Ways to Use AI in your Business

Fri, Nov 3^rd, 2023 ⋅ 8:30am - 10:30am (EDT)

Heritage Club at Bethpage - 99 Quaker Meeting House Road | Farmingdale, NY 11735

Oct

XPX Fairfield County CT: Practical ways to use AI in your business to produce real "alpha"

Thu, Oct 26^th, 2023 ⋅ 5:30pm - 7:30pm (EDT)

The Shore & Country Club - 220 Gregory Blvd., Norwalk, CT

Oct

XPX New York: Preparing For Sale To Private Equity!

Thu, Oct 26^th, 2023 ⋅ 8:30am - 10:00am (EDT)

Wiggin and Dana LLP | 437 Madison Avenue, 35th Floor New York, New York 10022

Oct

Virtual access

XPX - Making the Most of Your Membership

Wed, Oct 25^th, 2023 ⋅ 10:50am - 11:30am (EDT)

Virtual at 11 AM EDT - you'll receive call-in instructions upon registering

Oct

XPX Hartford CT: Building Better Businesses to Increase Valuation

Wed, Oct 25^th, 2023 ⋅ 8:00am - 10:00am (EDT)

The Hartford Club, 46 Prospect St, Hartford, CT

Oct

XPX New Jersey: Trends In Sell Side Representation

Wed, Oct 18^th, 2023 ⋅ 8:00am - 10:00am (EDT)

Park Ave Club, 184 Park Ave, Florham Park, NJ 07932

Oct

Virtual access

XPX Members Only Cross-Chapter Power Networking (virtual)

Tue, Oct 10^th, 2023 ⋅ 4:50pm - 6:00pm (EDT)

Virtual - you'll receive login info upon registration and are welcome at one or both sessions

Oct

XPX Long Island: Threads of Hidden Conflict in Family Enterprises

Fri, Oct 6^th, 2023 ⋅ 8:30am - 10:30am (EDT)

Heritage Club at Bethpage - 99 Quaker Meeting House Road | Farmingdale, NY 11735

Oct

Virtual access

XPX Members Only Cross-Chapter Power Networking (virtual)

Thu, Oct 5^th, 2023 ⋅ 9:50am - 11:00am (EDT)

Virtual - you'll receive login info upon registration and are welcome at one or both sessions

Sep

XPX New Jersey & XPX New York City Joint Social!

Wed, Sep 27^th, 2023 ⋅ 6:00pm - 8:00pm (EDT)

Liberty House | 76 Audrey Zapp Dr Jersey City – 07305

Sep

XPX Hartford CT: Success Stories Open Mic Night

Wed, Sep 27^th, 2023 ⋅ 5:30pm - 7:30pm (EDT)

City Steam Brewery 942 Main St Hartford, CT 06103

Sep

Virtual access

XPX - Making the Most of Your Membership

Wed, Sep 27^th, 2023 ⋅ 10:50am - 11:30am (EDT)

Virtual at 11 AM EDT - you'll receive call-in instructions upon registering

Sep

XPX Fairfield County CT: State of the Exit Markets – What’s Ahead for 2023 & Beyond

Thu, Sep 21^st, 2023 ⋅ 8:00am - 10:00am (EDT)

The Patterson Club 1118 Cross Hwy Fairfield, CT

Sep

XPX Long Island: Program Year Kickoff

Fri, Sep 15^th, 2023 ⋅ 8:30am - 10:30am (EDT)

Garden City Country Club 206 Stewart Ave Garden City, NY 11530

Sep

Virtual access

XPX Members Only Cross-Chapter Power Networking (virtual)

Tue, Sep 12^th, 2023 ⋅ 4:50pm - 6:00pm (EDT)

Virtual - you'll receive login info upon registration and are welcome at one or both sessions

Sep

Virtual access

XPX Members Only Cross-Chapter Power Networking (virtual)

Thu, Sep 7^th, 2023 ⋅ 9:50am - 11:00am (EDT)

Virtual - you'll receive login info upon registration and are welcome at one or both sessions

Aug

Virtual access

XPX - Making the Most of Your Membership

Wed, Aug 23^rd, 2023 ⋅ 10:50am - 11:30am (EDT)

Virtual at 11 AM EDT - you'll receive call-in instructions upon registering

Jul

Virtual access

XPX - Making the Most of Your Membership

Wed, Jul 26^th, 2023 ⋅ 10:50am - 11:30am (EDT)

Virtual at 11 AM EDT - you'll receive call-in instructions upon registering

Jul

Virtual access

XPX Next 2023 Virtual Conference

Tue, Jul 18^th, 2023 ⋅ 2:00pm - 6:00pm (EDT)

Virtual, login info sent prior to the event

Jul

XPX Long Island: Summer Cocktail Party

Wed, Jul 12^th, 2023 ⋅ 5:30pm - 7:30pm (EDT)

Port Washington Yacht Club- 1 Yacht Club Dr, Port Washington, NY 11050

Jun

XPX NEW YORK: Summer Social

Thu, Jun 29^th, 2023 ⋅ 6:00pm - 8:00pm (EDT)

Paul Hastings LLP | 200 Park Avenue, New York, NY 10166 (please bring photo ID for security)

Jun

Virtual access

XPX - Making the Most of Your Membership

Wed, Jun 28^th, 2023 ⋅ 10:50am - 11:30am (EDT)

Virtual at 11 AM EDT - you'll receive call-in instructions upon registering

Jun

XPX New Jersey: Summer Cocktail Party

Wed, Jun 21^st, 2023 ⋅ 6:00pm - 8:00pm (EDT)

Lucco Cucina & Bar, 207 Ridgedale Ave, Florham Park, NJ

Jun

Virtual access

XPX Members Only Cross-Chapter Power Networking (virtual meeting)

Tue, Jun 13^th, 2023 ⋅ 4:50pm - 6:00pm (EDT)

Virtual - you'll receive login info upon registration and are welcome at one or both sessions

Jun

Virtual access

XPX Members Only Cross-Chapter Power Networking (virtual meeting)

Thu, Jun 8^th, 2023 ⋅ 9:50am - 11:00am (EDT)

Virtual - you'll receive login info upon registration and are welcome at one or both sessions

Jun

XPX Fairfield County CT: How to Turn Your Biggest Losers into Winners

Wed, Jun 7^th, 2023 ⋅ 5:30pm - 7:30pm (EDT)

Fairfield Theater Company (Entrance is StageOne), 70 Sanford Street, Fairfield, CT

Jun

XPX Long Island: Midyear M&A Update: A look back and forward!

Fri, Jun 2^nd, 2023 ⋅ 8:30am - 10:30am (EDT)

Heritage Club at Bethpage - 99 Quaker Meeting House Road | Farmingdale, NY 11735

May

XPX Hartford CT: ESOPs– What You Don’t Know May Surprise You

Wed, May 31^st, 2023 ⋅ 8:00am - 10:00am (EDT)

The Hartford Club, 46 Prospect St, Hartford, CT

May

Virtual access

XPX NEW YORK: Top Three Things to Know about NDAs for Non-Attorneys (Virtual)

Thu, May 25^th, 2023 ⋅ 8:00am - 10:00am (EDT)

ZOOM Number will be sent with registration confirmation.

May

Virtual access

XPX - Making the Most of Your Membership

Wed, May 24^th, 2023 ⋅ 10:50am - 11:30am (EDT)

Virtual at 11 AM EDT - you'll receive call-in instructions upon registering

May

XPX New Jersey: "Should We Stay or Should We Go” …The continuation of our Round Table Discussion on timing of exit for our clients

Wed, May 17^th, 2023 ⋅ 8:00am - 10:00am (EDT)

Park Ave Club, 184 Park Ave, Florham Park, NJ 07932

May

Virtual access

XPX Members Only Cross-Chapter Power Networking (virtual meeting)

Tue, May 16^th, 2023 ⋅ 4:50pm - 6:00pm (EDT)

Virtual - you'll receive login info upon registration and are welcome at one or both sessions

May

XPX Fairfield County CT: Transform your clients business into one that is BOUGHT and not just SOLD

Wed, May 10^th, 2023 ⋅ 5:30pm - 7:30pm (EDT)

The Shore & Country Club - 220 Gregory Blvd., Norwalk, CT.

May

XPX Long Island: A Long Island Success Story: EisnerAmper’s combination with LI-based Raich Ende Malter & Co. LLP

Fri, May 5^th, 2023 ⋅ 8:30am - 10:30am (EDT)

Heritage Club at Bethpage - 99 Quaker Meeting House Road | Farmingdale, NY 11735

May

Virtual access

XPX Members Only Cross-Chapter Power Networking (virtual meeting)

Tue, May 2^nd, 2023 ⋅ 9:50am - 11:00am (EDT)

Virtual - you'll receive login info upon registration and are welcome at one or both sessions

Apr

XPX NEW YORK: EXIT PLANNING FROM A PRIVATE WEALTH PERSPECTIVE

Thu, Apr 27^th, 2023 ⋅ 8:00am - 10:00am (EDT)

The Offices of RSM - 151 W 42nd St 19th floor, New York, NY 10036

Apr

Virtual access

XPX - Making the Most of Your Membership

Wed, Apr 26^th, 2023 ⋅ 10:50am - 11:30am (EDT)

Virtual at 11 AM EDT - you'll receive call-in instructions upon registering

Apr

XPX Hartford CT: A Postmortem on the Recent Banking Crisis and Effective Strategies for Managing A Company’s Liquidity

Wed, Apr 26^th, 2023 ⋅ 8:00am - 10:00am (EDT)

The Hartford Club, 46 Prospect St, Hartford, CT

Apr

XPX Fairfield County CT: What would a ban on non-competes mean for your clients and the M&A ecosystem

Wed, Apr 19^th, 2023 ⋅ 8:00am - 10:00am (EDT)

The Inn At Longshore 260 South Compo Road | Westport, Connecticut

Apr

XPX New Jersey: Roundtable Discussion: Dealing with the Current Economic Challenges

Wed, Apr 19^th, 2023 ⋅ 8:00am - 10:00am (EDT)

Park Ave Club, 184 Park Ave, Florham Park, NJ 07932

Apr

Virtual access

XPX Members Only Cross-Chapter Power Networking (virtual meeting)

Tue, Apr 11^th, 2023 ⋅ 4:50pm - 6:00pm (EDT)

Virtual - you'll receive login info upon registration and are welcome at one or both sessions

Apr

Virtual access

XPX Members Only Cross-Chapter Power Networking (virtual meeting)

Thu, Apr 6^th, 2023 ⋅ 9:50am - 11:00am (EDT)

Virtual - you'll receive login info upon registration and are welcome at one or both sessions

Mar

XPX Long Island: Swing into Spring Networking Event

Thu, Mar 30^th, 2023 ⋅ 5:00pm - 7:00pm (EDT)

Seasons 52 - Garden City 630 Old Country Rd Garden City, NY 11530 - https://www.seasons52.com/home

Mar

XPX NEW YORK: Private Equity Off-Ramp for Family and Founder Owned Businesses

Thu, Mar 30^th, 2023 ⋅ 8:00am - 10:00am (EDT)

The Offices of RSM - 151 W 42nd St 19th floor, New York, NY 10036

Mar

Virtual access

XPX - Making the Most of Your Membership

Wed, Mar 22^nd, 2023 ⋅ 10:50am - 11:30am (EDT)

Virtual at 11 AM EDT - you'll receive call-in instructions upon registering

Mar

XPX Tri-State Chapters 2023 Summit: Turbulence Ahead in 2023…Navigating to a Safe Landing

Thu, Mar 16^th, 2023 ⋅ 12:00pm - 6:30pm (EDT)

Grant Thornton LLP 757 Third Avenue, 9th Floor NY, NY 10017

Mar

Virtual access

NEW FORMAT! XPX Members Only Cross-Chapter Power Networking (scheduled virtual meeting)

Mon, Mar 13^th, 2023 ⋅ 12:55pm - 2:00pm (EDT)

Virtual - you'll receive login info upon registration and are welcome at one or both sessions

Mar

Virtual access

XPX Members Only Cross-Chapter Power Networking (virtual meeting)

Mon, Mar 13^th, 2023 ⋅ 10:00am - 11:00am (EDT)

Virtual - you'll receive login info upon registration and are welcome at one or both sessions

Feb

XPX NEW YORK: Importance of a Quality of Earnings report to the overall sale process

Thu, Feb 23^rd, 2023 ⋅ 8:00am - 10:00am (EDT)

The Offices of RSM - 151 W 42nd St 19th floor, New York, NY 10036

Feb

Virtual access

XPX - Making the Most of Your Membership

Wed, Feb 22^nd, 2023 ⋅ 10:50am - 11:30am (EDT)

Virtual at 11 AM EDT - you'll receive call-in instructions upon registering

Feb

XPX New Jersey: Cybersecurity: Threats Today and How to Protect Your Business and Guide Your Clients

Wed, Feb 22^nd, 2023 ⋅ 8:00am - 10:00am (EDT)

Park Ave Club, 184 Park Ave, Florham Park, NJ 07932

Feb

XPX Hartford CT: What to Expect During Due Diligence: Legal, Tax and Other Considerations

Wed, Feb 22^nd, 2023 ⋅ 8:00am - 10:00am (EDT)

The Hartford Club, 46 Prospect St, Hartford, CT

Feb

Virtual access

NEW FORMAT! XPX Members Only Cross-Chapter Power Networking (scheduled virtual meeting)

Mon, Feb 13^th, 2023 ⋅ 12:55pm - 2:00pm (EDT)

Virtual - you'll receive login info upon registration and are welcome at one or both sessions

Feb

XPX Fairfield County CT: Annual Joint Event with XPX ACG CT - The Dreaded Valuation Calculation - How to Get the Best Valuation For Your Clients

Thu, Feb 9^th, 2023 ⋅ 5:00pm - 7:00pm (EDT)

The Patterson Club, 1118 Cross Hwy, Fairfield, CT

Feb

Virtual access

NEW FORMAT! XPX Members Only Cross-Chapter Power Networking (scheduled virtual meeting)

Thu, Feb 9^th, 2023 ⋅ 10:00am - 11:00am (EDT)

Virtual - you'll receive login info upon registration and are welcome at one or both sessions

Feb

XPX Long Island: FINANCING GROWTH PART 2: Finding the Right Equity Partner

Fri, Feb 3^rd, 2023 ⋅ 8:30am - 10:30am (EDT)

Heritage Club at Bethpage - 99 Quaker Meeting House Road | Farmingdale, NY 11735

Jan

XPX NEW YORK: M&A Deal Killers

Thu, Jan 26^th, 2023 ⋅ 8:00am - 10:00am (EDT)

The Offices of RSM - 151 W 42nd St 19th floor, New York, NY 10036

Jan

XPX Hartford CT: Holiday Celebration in Support of Junior Achievement

Wed, Jan 25^th, 2023 ⋅ 5:30pm - 7:30pm (EDT)

Elicit Brewing Co 156 Adams St Manchester, CT 06042

Jan

Virtual access

XPX - Making the Most of Your Membership

Wed, Jan 25^th, 2023 ⋅ 10:50am - 11:30am (EDT)

Virtual at 11 AM EDT - you'll receive call-in instructions upon registering

Jan

XPX New Jersey: Finding Opportunity in Turbulent Times

Wed, Jan 25^th, 2023 ⋅ 8:00am - 10:00am (EDT)

Park Ave Club, 184 Park Ave, Florham Park, NJ 07932

Jan

XPX Fairfield County CT: Tax-Advantaged Exits? Find Out What's Possible For Your Clients

Wed, Jan 18^th, 2023 ⋅ 8:00am - 10:00am (EDT)

The Patterson Club, 1118 Cross Hwy, Fairfield, CT

Jan

XPX Long Island: Securing Third Party Capital to Finance Business Objectives: Part 1: Banks Are Open for Business

Thu, Jan 12^th, 2023 ⋅ 8:30am - 10:30am (EDT)

Heritage Club at Bethpage - 99 Quaker Meeting House Road | Farmingdale, NY 11735

Jan

Cross-Chapter (All XPX Members) DEADLINE TO SIGN UP (ONLINE) IS JANUARY 1st FOR POWER OF 5 NETWORKING SESSIONS HELD IN JANUARY

Sun, Jan 1^st, 2023 ⋅ 12:00am - 11:00pm (EDT)

Your Group Leader Will Reach Out to Set a Date / Time to meet

Dec

Virtual access

XPX - Making the Most of Your Membership

Wed, Dec 28^th, 2022 ⋅ 10:50am - 11:30am (EDT)

Virtual at 11 AM EDT - you'll receive call-in instructions upon registering

Dec

XPX New Jersey Holiday Party

Thu, Dec 8^th, 2022 ⋅ 5:30pm - 7:30pm (EDT)

Park Ave Club, 184 Park Ave, Florham Park, NJ 07932

Dec

XPX Fairfield County CT: Cheers & Beers and the Great Holiday Give Back

Wed, Dec 7^th, 2022 ⋅ 5:30pm - 7:30pm (EDT)

MEXiCUE, 15 Harbor Point Road, Stamford, CT

Dec

XPX Long Island: Holiday Luncheon

Fri, Dec 2^nd, 2022 ⋅ 12:00pm - 2:00pm (EDT)

Manhasset Bay Yacht Club 455 Main St, Port Washington, NY 11050

Dec

XPX New York: Holiday Party!

Thu, Dec 1^st, 2022 ⋅ 6:00pm - 8:30pm (EDT)

The Law Offices of Ropes & Gray - 1211 6th Ave, New York, New York 10036

Dec

Cross-Chapter (All XPX Members) DEADLINE TO SIGN UP (ONLINE) IS DECEMBER 1st FOR POWER OF 5 NETWORKING SESSIONS HELD IN DECEMBER

Thu, Dec 1^st, 2022 ⋅ 12:00am - 11:00pm (EDT)

Your Group Leader Will Reach Out to Set a Date / Time to meet

Nov

XPX Hartford CT: Business Valuation Essentials for Advisors and How to Help Recession-Proof A Business

Wed, Nov 30^th, 2022 ⋅ 8:00am - 10:00am (EDT)

The Hartford Club, 46 Prospect St, Hartford, CT

Nov

Virtual access

XPX NEW YORK (Virtual): ‘GIVING TUESDAY’ WEBINAR: THE PHILANTHROPIC POWER OF PRIVATE EQUITY

Tue, Nov 29^th, 2022 ⋅ 8:00am - 10:00am (EDT)

Where: Virtual - connection upon registration

Nov

Virtual access

XPX - Making the Most of Your Membership

Wed, Nov 23^rd, 2022 ⋅ 10:50am - 11:30am (EDT)

Virtual at 11 AM EDT - you'll receive call-in instructions upon registering

Nov

XPX Long Island: Economic Outlook with NYS DOL

Fri, Nov 4^th, 2022 ⋅ 8:30am - 10:30am (EDT)

Heritage Club at Bethpage - 99 Quaker Meeting House Road | Farmingdale, NY 11735

Nov

Cross-Chapter (All XPX Members) DEADLINE TO SIGN UP (ONLINE) IS NOVEMBER 1st FOR POWER OF 5 NETWORKING SESSIONS HELD IN NOVEMBER

Tue, Nov 1^st, 2022 ⋅ 12:00am - 11:00pm (EDT)

Your Group Leader Will Reach Out to Set a Date / Time to meet

Oct

XPX NEW YORK: TOP 3 CRITICAL (BUT HIDDEN) MISTAKES TO AVOID WHEN PLANNING FOR A SUCCESSFUL EXIT

Thu, Oct 27^th, 2022 ⋅ 8:00am - 10:00am (EDT)

The Offices of RSM - 151 W 42nd St 19th floor, New York, NY 10036

Oct

XPX Hartford CT: Policy Implications from the Mid-Term Elections & Labor and Employment Trends Impacting Businesses

Wed, Oct 26^th, 2022 ⋅ 4:30pm - 6:30pm (EDT)

The Hartford Club, 46 Prospect St, Hartford, CT

Oct

Virtual access

XPX - Making the Most of Your Membership

Wed, Oct 26^th, 2022 ⋅ 10:50am - 11:30am (EDT)

Virtual at 11 AM EDT - you'll receive call-in instructions upon registering

Oct

XPX New Jersey: Do I Sell Now or Wait – Business Valuations in a Volatile Economy

Wed, Oct 26^th, 2022 ⋅ 8:00am - 10:00am (EDT)

Park Ave Club, 184 Park Ave, Florham Park, NJ 07932

Oct

XPX Fairfield County CT: Back to the Office – Who’s in and Who’s Out? (In-Person Event)

Wed, Oct 19^th, 2022 ⋅ 4:30pm - 6:30pm (EDT)

The Shore & Country Club - 220 Gregory Blvd., Norwalk, CT

Oct

XPX Long Island: You’re Hired! How Business Owners Can Find and Retain Talent in this Market

Fri, Oct 14^th, 2022 ⋅ 8:30am - 10:30am (EDT)

Heritage Club at Bethpage - 99 Quaker Meeting House Road | Farmingdale, NY 11735

Oct

Cross-Chapter (All XPX Members) DEADLINE TO SIGN UP (ONLINE) IS OCTOBER 1st FOR POWER OF 5 NETWORKING SESSIONS HELD IN OCTOBER

Sat, Oct 1^st, 2022 ⋅ 12:00am - 11:00pm (EDT)

Your Group Leader Will Reach Out to Set a Date / Time to meet

Sep

XPX New York: Private Equity / Private Credit Update – Middle Market Mining

Thu, Sep 29^th, 2022 ⋅ 8:00am - 10:00am (EDT)

The Offices of RSM - 151 W 42nd St 19th floor, New York, NY 10036

Sep

Virtual access

XPX - Making the Most of Your Membership

Wed, Sep 28^th, 2022 ⋅ 10:50am - 11:30am (EDT)

Virtual at 11 AM EDT - you'll receive call-in instructions upon registering

Sep

XPX Hartford CT: The Current Environment and Outlook for M&A and Middle Market Lending

Wed, Sep 28^th, 2022 ⋅ 8:00am - 10:00am (EDT)

The Hartford Club, 46 Prospect St, Hartford, CT

Sep

XPX Fairfield County CT In Person Event: State of the Exit Markets

Wed, Sep 21^st, 2022 ⋅ 4:30pm - 6:30pm (EDT)

The Shore & Country Club - 220 Gregory Blvd., Norwalk, CT

Sep

XPX New Jersey: The Ripple Effects of Fed Policy and Your Clients for 2023

Wed, Sep 21^st, 2022 ⋅ 8:00am - 10:00am (EDT)

Park Ave Club, 184 Park Ave, Florham Park, NJ 07932

Sep

XPX Long Island: Program Year Kickoff

Thu, Sep 8^th, 2022 ⋅ 8:30am - 10:30am (EDT)

Garden City Country Club - 206 Stewart Avenue, Garden City, NY 11530

Sep

Cross-Chapter (All XPX Members) DEADLINE TO SIGN UP (ONLINE) IS SEPTEMBER 1st FOR POWER OF 5 NETWORKING SESSIONS HELD IN SEPTEMBER

Thu, Sep 1^st, 2022 ⋅ 12:00am - 11:00pm (EDT)

Your Group Leader Will Reach Out to Set a Date / Time to meet

Aug

Virtual access

XPX - Making the Most of Your Membership

Wed, Aug 24^th, 2022 ⋅ 10:50am - 11:30am (EDT)

Virtual at 11 AM EDT - you'll receive call-in instructions upon registering

Aug

Cross-Chapter (All XPX Members) DEADLINE TO SIGN UP (ONLINE) IS AUGUST 1st FOR POWER OF 5 NETWORKING SESSIONS HELD IN AUGUST

Mon, Aug 1^st, 2022 ⋅ 12:00am - 11:00pm (EDT)

Your Group Leader Will Reach Out to Set a Date / Time to meet

Jul

Virtual access

XPX - Making the Most of Your Membership

Wed, Jul 27^th, 2022 ⋅ 10:50am - 11:30am (EDT)

Virtual at 11 AM EDT - you'll receive call-in instructions upon registering

Jul

XPX New Jersey: In-Person Summer Cocktail Party

Tue, Jul 19^th, 2022 ⋅ 6:00pm - 8:00pm (EDT)

Town Bar & Kitchen Room: Rooftop lounge - 80 Elm Street, Morristown, NJ

Jul

Cross-Chapter (All XPX Members) DEADLINE TO SIGN UP IS JULY 1st FOR POWER OF 5 NETWORKING SESSIONS HELD IN JULY

Fri, Jul 1^st, 2022 ⋅ 12:00am (EDT)

Your Group Leader Will Reach Out to Set a Date / Time to meet

Jun

XPX CT: Fairfield & Hartford Chapters: What do you do with the money? Making the Transition from Business Owner to Wealth Owner

Wed, Jun 29^th, 2022 ⋅ 4:00pm - 6:00pm (EDT)

Two Roads Brewery (https://tworoadsbrewing.com/)- 1700 Stratford Ave,Stratford, CT 06615

Jun

XPX New Jersey: How to Prepare for a Successful Exit and a Fulfilling Epilogue

Wed, Jun 29^th, 2022 ⋅ 8:00am - 10:00am (EDT)

Park Ave Club, 184 Park Ave, Florham Park, NJ 07932

Jun

Virtual access

XPX New York: Closing Out the 2021/2022 Season!

Thu, Jun 23^rd, 2022 ⋅ 9:15am - 10:45am (EDT)

Virtual - connection details will be sent upon registration

Jun

Virtual access

XPX - Making the Most of Your Membership

Wed, Jun 22^nd, 2022 ⋅ 10:50am - 11:30am (EDT)

Virtual at 11 AM EDT - you'll receive call-in instructions upon registering

Jun

XPX Long Island (joint event with Long Island Chapter of the AM&AA): Swing into Summer Event at TopGolf

Tue, Jun 21^st, 2022 ⋅ 5:30pm - 7:30pm (EDT)

Top Golf 5231 Express Dr N Holtsville, NY

Jun

XPX CT Fairfield (In-Person) -Save the date

Fri, Jun 17^th, 2022 ⋅ 7:30am - 9:30am (EDT)

Shore & Country Club - 220 Gregory Blvd., Norwalk, CT

Jun

Cross-Chapter (All XPX Members) DEADLINE TO SIGN UP IS JUNE 1st FOR POWER OF 5 NETWORKING SESSIONS HELD IN JUNE

Wed, Jun 1^st, 2022 ⋅ 12:00am (EDT)

Your Group Leader Will Reach Out to Set a Date / Time to meet

May

XPX Long Island: Networking Coffee Connection

Thu, May 26^th, 2022 ⋅ 8:30am - 10:30am (EDT)

Mongo’s Coffee - 170 Michael Drive, Syosset NY 11791

May

Virtual access

XPX - Making the Most of Your Membership

Wed, May 25^th, 2022 ⋅ 10:50am - 11:30am (EDT)

Virtual at 11 AM EDT - you'll receive call-in instructions upon registering

May

XPX New Jersey: Quality of Earnings and Valuation: Two Pillars of the Sale/Purchase of a Closely Held Business

Wed, May 25^th, 2022 ⋅ 8:00am - 10:00am (EDT)

Park Ave Club, 184 Park Ave, Florham Park, NJ 07932

May

XPX CT: Fairfield & Hartford Chapter Joint Social Event: Collaboration – A deep dive (In-Person)

Tue, May 24^th, 2022 ⋅ 4:30pm - 6:30pm (EDT)

Hotel Delamar Southport - Folly Room Indoor/Outdoor Space, 275 Old Post Road - Southport, CT 06890

May

Virtual access

XPX New York:Pre-Sale State Income Tax Planning and Other Estate Planning Tax Strategies (Now Virtual)

Thu, May 12^th, 2022 ⋅ 9:15am - 10:45am (EDT)

Virtual - connection details will be sent prior to the event

May

XPX Long Island: Bringing Key People Under the Tent: Key Concerns and Best Practices

Fri, May 6^th, 2022 ⋅ 8:30am - 10:30am (EDT)

Heritage Club at Bethpage - 99 Quaker Meeting House Road | Farmingdale, NY 11735

May

Cross-Chapter (All XPX Members) DEADLINE TO SIGN UP IS May 1st FOR POWER OF 5 NETWORKING SESSIONS HELD IN MAY

Sun, May 1^st, 2022 ⋅ 12:00am (EDT)

Your Group Leader Will Reach Out to Set a Date / Time to meet

Apr

XPX CT Fairfield (In-Person) - Retaining the Talent Through and Beyond the Exit

Fri, Apr 29^th, 2022 ⋅ 7:30am - 9:30am (EDT)

Shore & Country Club - 220 Gregory Blvd., Norwalk, CT

Apr

Virtual access

XPX - Making the Most of Your Membership

Wed, Apr 27^th, 2022 ⋅ 10:50am - 11:30am (EDT)

Virtual at 11 AM EDT - you'll receive call-in instructions upon registering

Apr

XPX CT Hartford: (In-Person) - Effective Risk Management for Owners and their Key Employees

Wed, Apr 27^th, 2022 ⋅ 8:00am - 10:00am (EDT)

The Hartford Club - 46 Prospect St, Hartford, CT 06103

Apr

XPX New Jersey: M&A Outlook in 2022 – Private Equity Perspective

Wed, Apr 27^th, 2022 ⋅ 8:00am - 10:00am (EDT)

Park Ave Club, 184 Park Ave, Florham Park, NJ 07932

Apr

Virtual access

XPX New York: Strengthening Client Acquisition - Tools for You and Your Sales Team

Thu, Apr 14^th, 2022 ⋅ 9:15am - 10:45am (EDT)

Virtual - connection details will be sent prior to the event

Apr

XPX Long Island: Pulling the Oar in the Same Direction

Fri, Apr 8^th, 2022 ⋅ 8:30am - 10:30am (EDT)

Heritage Club at Bethpage - 99 Quaker Meeting House Road | Farmingdale, NY 11735

Apr

Cross-Chapter (All XPX Members) DEADLINE TO SIGN UP IS APRIL 1st FOR POWER OF 5 NETWORKING SESSIONS HELD IN APRIL

Fri, Apr 1^st, 2022 ⋅ 12:00am - 11:00pm (EDT)

Your Group Leader Will Reach Out to Set a Date / Time to meet

Mar

Virtual access

Informed Inclusion: Our personal practices and principles

Tue, Mar 29^th, 2022 ⋅ 5:00pm - 6:30pm (EDT)

Virtual at 4:00PM CT/5:00PM ET - connection details sent upon registration

Mar

Virtual access

XPX - Making the Most of Your Membership

Wed, Mar 23^rd, 2022 ⋅ 10:50am - 11:30am (EDT)

Virtual at 11 AM EDT - you'll receive call-in instructions upon registering

Mar

Virtual access

XPX Tri-State – Virtual Summit: Three Lenses of the Deal

Wed, Mar 16^th, 2022 ⋅ 3:50pm - 6:00pm (EDT)

Virtual - connection details sent upon registration

Mar

Cross-Chapter (All XPX Members) DEADLINE TO SIGN UP IS MARCH. 1st FOR POWER OF 5 NETWORKING SESSIONS HELD IN MARCH

Tue, Mar 1^st, 2022 ⋅ 12:00am (EDT)

Your Group Leader Will Reach Out to Set a Date / Time to meet

Feb

Virtual access

XPX - Making the Most of Your Membership

Wed, Feb 23^rd, 2022 ⋅ 10:50am - 11:30am (EDT)

Virtual at 11 AM EDT - you'll receive call-in instructions upon registering

Feb

XPX Long Island: Coffee Connection - How Sweet!

Fri, Feb 11^th, 2022 ⋅ 8:30am - 10:30am (EDT)

Mongo’s Coffee - 170 Michael Drive, Syosset NY 11791

Feb

Virtual access

XPX New Jersey: The Shift in Supply Chains and the Path to Resiliency

Wed, Feb 2^nd, 2022 ⋅ 8:30am - 10:00am (EDT)

Virtual - connection details sent upon registration

Feb

Cross-Chapter (All XPX Members) DEADLINE TO SIGN UP IS FEB. 1st FOR POWER OF 5 NETWORKING SESSIONS HELD IN FEBRUARY

Tue, Feb 1^st, 2022 ⋅ 12:00am (EDT)

Your Group Leader Will Reach Out to Set a Date / Time to meet

Jan

Virtual access

XPX - Making the Most of Your Membership

Wed, Jan 26^th, 2022 ⋅ 10:50am - 11:30am (EDT)

Virtual at 11 AM EDT - you'll receive call-in instructions upon registering

Jan

Virtual access

Informed Inclusion Book Club: Applying lessons learned

Tue, Jan 25^th, 2022 ⋅ 5:00pm - 6:30pm (EDT)

Virtual at 4:00PM CT/5:00PM ET - connection details sent upon registration

Jan

Virtual access

XPX CT: Fairfield & Hartford Chapter Joint Event (Virtual) - Valuations

Fri, Jan 21^st, 2022 ⋅ 8:30am - 10:00am (EDT)

Virtual - connection details sent upon registration

Jan

(copy) (copy) XPX Long Island: Interrupting the Status Quo of Networking and Business Development (Virtual Event)

Thu, Jan 20^th, 2022 ⋅ 8:45am (EDT)
Fri, Feb 11^th, 2022 ⋅ 10:30am (EDT)

Mongo’s Coffee - 170 Michael Drive, Syosset NY 11791

Jan

(copy) XPX Long Island: Interrupting the Status Quo of Networking and Business Development (Virtual Event)

Thu, Jan 20^th, 2022 ⋅ 8:45am (EDT)
Fri, Feb 11^th, 2022 ⋅ 10:30am (EDT)

Mongo’s Coffee - 170 Michael Drive, Syosset NY 11791

Jan

Virtual access

XPX Long Island: Interrupting the Status Quo of Networking and Business Development (Virtual Event)

Fri, Jan 14^th, 2022 ⋅ 8:45am - 10:15am (EDT)

Virtual – Connection details sent upon registration

Jan

Virtual access

XPX New York: Exit Planning: Acquisition by Private Equity - A View from the PE Practitioner

Thu, Jan 13^th, 2022 ⋅ 9:15am - 10:45am (EDT)

Virtual - connection details will be sent prior to the event

Jan

Virtual access

(copy) XPX Chicago:Year-End Planning Amidst a (potentially) Changing Tax Landscape

Tue, Jan 4^th, 2022 ⋅ 11:50am (EDT)
Fri, Jan 21^st, 2022 ⋅ 10:00am (EDT)

Virtual - connection details sent upon registration

Jan

Cross-Chapter (All XPX Members) DEADLINE TO SIGN UP IS JAN. 1st FOR POWER OF 5 NETWORKING SESSIONS HELD IN JANUARY

Sat, Jan 1^st, 2022 ⋅ 12:00am (EDT)

Your Group Leader Will Reach Out to Set a Date / Time to meet

Dec

Virtual access

XPX - Making the Most of Your Membership

Wed, Dec 22^nd, 2021 ⋅ 10:50am - 11:30am (EDT)

Virtual at 11 AM EDT - you'll receive call-in instructions upon registering

Dec

Virtual access

XPX CT: Fairfield & Hartford Chapter Joint Event (Virtual) - Owner’s Sounding Board

Fri, Dec 17^th, 2021 ⋅ 8:30am - 10:00am (EDT)

Virtual - connection details sent upon registration

Dec

XPX New Jersey: What’s Next for the Economy and Markets? (In-Person)

Wed, Dec 15^th, 2021 ⋅ 8:00am - 10:00am (EDT)

Park Ave Club, 184 Park Ave, Florham Park, NJ 07932

Dec

Virtual access

Informed Inclusion Book Club: All In

Tue, Dec 14^th, 2021 ⋅ 5:00pm - 6:30pm (EDT)

Virtual at 4:00PM CT/5:00PM ET - connection details sent upon registration

Dec

XPX Long Island Holiday Luncheon

Fri, Dec 10^th, 2021 ⋅ 12:00pm - 2:00pm (EDT)

Manhasset Bay Yacht Club-Bay Room- 455 Main Street, Port Washington, NY

Dec

Virtual access

XPX Long Island: Holiday Luncheon

Fri, Dec 10^th, 2021 ⋅ 8:30am (EDT)
Thu, Dec 9^th, 2021 ⋅ 10:45am (EDT)

Virtual - connection details will be sent prior to the event

Dec

Virtual access

XPX New York: A Conversation with Warwick Fairfax: Author of Crucible Leadership: Embrace Your Trials to Lead a Life of Significance

Thu, Dec 9^th, 2021 ⋅ 9:15am - 10:45am (EDT)

Virtual - connection details will be sent prior to the event

Dec

XPX Long Island: Neuroscience of Family Business (In-Person Meeting)

Fri, Dec 3^rd, 2021 ⋅ 8:30am - 10:30am (EDT)

Heritage Club at Bethpage - 99 Quaker Meeting House Road | Farmingdale, NY 11735

Dec

Cross-Chapter (All XPX Members) Signup deadline for member power networking - December

Thu, Dec 2^nd, 2021 ⋅ 12:00am - 10:00am (EDT)

Your Group Leader Will Reach Out to Set a Date / Time

Nov

Virtual access

XPX - Making the Most of Your Membership

Wed, Nov 24^th, 2021 ⋅ 10:50am - 11:30am (EDT)

Virtual at 11 AM EDT - you'll receive call-in instructions upon registering

Nov

Virtual access

(copy) XPX Fairfield County: State of the Exit Markets (Virtual)

Mon, Nov 22^nd, 2021 ⋅ 8:20am (EDT)
Thu, Dec 9^th, 2021 ⋅ 10:45am (EDT)

Virtual - connection details will be sent prior to the event

Nov

Virtual access

Informed Inclusion Book Club: Hood Feminism

Tue, Nov 16^th, 2021 ⋅ 5:00pm - 6:30pm (EDT)

Virtual at 4:00PM CT/5:00PM ET - connection details sent upon registration

Nov

(copy) XPX Chicago Owners' Academy - Exits Well-Planned

Fri, Nov 12^th, 2021 ⋅ 12:00pm (EDT)
Wed, Dec 15^th, 2021 ⋅ 10:00am (EDT)

Park Ave Club, 184 Park Ave, Florham Park, NJ 07932

Nov

Virtual access

XPX Tri-State Chapters: Keynote Speaker - Denise Logan, Author of The Seller’s Journey

Thu, Nov 11^th, 2021 ⋅ 8:20am - 10:00am (EDT)

Virtual - connection details sent upon registration

Nov

(copy) XPX Long Island: The XPX Experience and Program Year Kickoff (Virtual)

Mon, Nov 1^st, 2021 ⋅ 8:35am (EDT)
Fri, Dec 10^th, 2021 ⋅ 2:00pm (EDT)

Manhasset Bay Yacht Club-Bay Room- 455 Main Street, Port Washington, NY

Nov

Cross-Chapter (All XPX Members) Signup deadline for member power networking - November

Mon, Nov 1^st, 2021 ⋅ 12:00am - 9:00am (EDT)

Your Group Leader Will Reach Out to Set a Date / Time

Oct

Virtual access

XPX - Making the Most of Your Membership

Wed, Oct 27^th, 2021 ⋅ 10:50am - 11:30am (EDT)

Virtual at 11 AM EDT - you'll receive call-in instructions upon registering

Oct

Virtual access

Informed Inclusion Book Club: An Indigenous Peoples' History of the United States

Tue, Oct 26^th, 2021 ⋅ 5:00pm - 6:30pm (EDT)

Virtual at 4:00PM CT/5:00PM ET - connection details sent upon registration

Oct

Virtual access

XPX CT: Fairfield & Hartford Chapter Joint Event (Virtual) - Playing Offense and Defense in the War for Talent

Fri, Oct 22^nd, 2021 ⋅ 8:20am - 9:30am (EDT)

Virtual - connection details sent upon registration

Oct

Virtual access

XPX New York: SPACs – All You Ever Wanted to Know and Then Some

Thu, Oct 21^st, 2021 ⋅ 9:15am - 10:45am (EDT)

Virtual - connection details will be sent prior to the event

Oct

XPX New Jersey: How I Sold My Business During Covid (In-person)

Thu, Oct 21^st, 2021 ⋅ 8:00am - 10:00am (EDT)

Park Ave Club, Florham Park, NJ

Oct

All XPX - Member Cross-Chapter Signup deadline for member power networking - October

Sat, Oct 2^nd, 2021 ⋅ 12:00am - 9:00am (EDT)

Your Group Leader Will Reach Out to Set a Date / Time

Oct

Virtual access

XPX Long Island: Unpacking the Economic Outlook

Fri, Oct 1^st, 2021 ⋅ 8:45am - 10:15am (EDT)

Virtual - connection details sent upon registration

Sep

Virtual access

XPX Fairfield County: State of the Exit Markets (Virtual)

Fri, Sep 24^th, 2021 ⋅ 8:20am - 9:30am (EDT)

Virtual - connection details sent upon registration

Sep

Virtual access

XPX New York: Evolution of a Successful Exit

Thu, Sep 23^rd, 2021 ⋅ 9:15am - 10:45am (EDT)

Virtual - connection details will be sent prior to the event

Sep

Virtual access

XPX - Making the Most of Your Membership

Wed, Sep 22^nd, 2021 ⋅ 10:50am - 11:30am (EDT)

Virtual at 11 AM EDT - you'll receive call-in instructions upon registering

Sep

Virtual access

XPX CT Hartford: The Current Environment and Outlook for M&A

Wed, Sep 15^th, 2021 ⋅ 8:20am - 9:30am (EDT)

Virtual - Connection details sent upon registration.

Sep

Virtual access

XPX Long Island: The XPX Experience and Program Year Kickoff (Virtual)

Fri, Sep 10^th, 2021 ⋅ 8:35am - 10:15am (EDT)

Virtual - connection details sent upon registration

Sep

All XPX - Member Cross-Chapter Signup deadline for member power networking - September

Thu, Sep 2^nd, 2021 ⋅ 12:00am - 9:00am (EDT)

Your Group Leader Will Reach Out to Set a Date / Time

Aug

Virtual access

XPX Orientation

Wed, Aug 25^th, 2021 ⋅ 10:50am - 11:30am (EDT)

Virtual at 11 AM EDT - you'll receive call-in instructions upon registering

Aug

Website Visibility - Training and Troubleshooting

Tue, Aug 24^th, 2021 ⋅ 10:00am - 10:45am (EDT)

Virtual--register to receive the URL

Aug

All XPX - Member Cross-Chapter Signup deadline for member power networking - August

Mon, Aug 2^nd, 2021 ⋅ 12:00am - 9:00am (EDT)

Your Group Leader Will Reach Out to Set a Date / Time

Jul

Virtual access

XPX Orientation

Wed, Jul 28^th, 2021 ⋅ 10:50am - 11:30am (EDT)

Virtual at 11 AM EDT - you'll receive call-in instructions upon registering

Jul

All XPX - Member Cross-Chapter Signup deadline for member power networking - July

Thu, Jul 1^st, 2021 ⋅ 12:00am - 9:00am (EDT)

Your Group Leader Will Reach Out to Set a Date / Time

Jun

Virtual access

XPX Orientation

Wed, Jun 30^th, 2021 ⋅ 10:50am - 11:30am (EDT)

Virtual at 11 AM EDT - you'll receive call-in instructions upon registering

Jun

XPX Global - Member Cross-Chapter Signup deadline for member power networking - June

Wed, Jun 2^nd, 2021 ⋅ 12:00am - 9:00am (EDT)

Your Group Leader Will Reach Out to Set a Date / Time

May

Virtual access

XPX Orientation

Wed, May 26^th, 2021 ⋅ 10:50am - 11:30am (EDT)

Virtual at 11 AM EDT - you'll receive call-in instructions upon registering

May

XPX Members - Cross-Chapter Signup deadline for member power networking

Sat, May 1^st, 2021 ⋅ 12:00am - 11:00pm (EDT)

Your Group Leader Will Reach Out to Set a Date / Time

Apr

Virtual access

XPX Orientation

Wed, Apr 28^th, 2021 ⋅ 10:50am - 11:30am (EDT)

Virtual at 11 AM EDT - you'll receive call-in instructions upon registering

Mar

Virtual access

XPX Emerging Professionals: When Advisors Collide

Wed, Mar 24^th, 2021 ⋅ 5:00pm - 6:30pm (EDT)

Virtual - connection details sent upon registration

Mar

Virtual access

XPX Orientation

Wed, Mar 17^th, 2021 ⋅ 10:50am - 11:30am (EDT)

Virtual at 11 AM EDT - you'll receive call-in instructions upon registering

Feb

Virtual access

XPX Orientation

Wed, Feb 17^th, 2021 ⋅ 10:50am - 11:30am (EDT)

Virtual at 11 AM EDT - you'll receive call-in instructions upon registering

Jan

Virtual access

XPX Orientation

Wed, Jan 20^th, 2021 ⋅ 10:50am - 11:30am (EDT)

Virtual at 11 AM EDT - you'll receive call-in instructions upon registering

Dec

Virtual access

XPX Orientation

Wed, Dec 16^th, 2020 ⋅ 10:50am - 11:30am (EDT)

Virtual at 11 AM EDT - you'll receive call-in instructions upon registering

Nov

Virtual access

XPX Orientation

Wed, Nov 18^th, 2020 ⋅ 10:50am - 11:30am (EDT)

Virtual at 11 AM EDT - you'll receive call-in instructions upon registering

Nov

Virtual access

XPX Tri-State Post Election Deep Dive

Tue, Nov 17^th, 2020 ⋅ 4:00pm - 6:00pm (EDT)

Virtual - connection details sent upon registration

Oct

Virtual access

XPX Orientation

Wed, Oct 21^st, 2020 ⋅ 10:50am - 11:30am (EDT)

Virtual at 11 AM EDT - you'll receive call-in instructions upon registering

Sep

Virtual access

XPX Orientation

Wed, Sep 16^th, 2020 ⋅ 10:50am - 11:30am (EDT)

Virtual at 11 AM EDT - you'll receive call-in instructions upon registering

Aug

Virtual access

XPX Orientation

Wed, Aug 19^th, 2020 ⋅ 10:50am - 11:30am (EDT)

Virtual at 11 AM EDT - you'll receive call-in instructions upon registering

Jul

Virtual access

XPX CONNECTICUT VIRTUAL SUMMIT WEEK: July 27 - July 30, 2020

Mon, Jul 27^th, 2020 ⋅ 12:00am (EDT)
Thu, Jul 30^th, 2020 ⋅ 12:00am (EDT)

Virtual Meeting -You will receive unique call-in information for each Summit day

Jul

Virtual access

XPX Orientation

Wed, Jul 15^th, 2020 ⋅ 10:50am - 11:30am (EDT)

Virtual at 11 AM EDT - you'll receive call-in instructions upon registering

Jun

Virtual access

XPX Orientation

Wed, Jun 17^th, 2020 ⋅ 10:50am - 11:30am (EDT)

Virtual at 11 AM EDT - you'll receive call-in instructions upon registering

May

Virtual access

XPX Orientation

Wed, May 20^th, 2020 ⋅ 10:50am - 11:30am (EDT)

Virtual at 11 AM EDT - you'll receive call-in instructions upon registering

Apr

Virtual access

XPX Advisor Exchange - EBITDAC, Disruption and Hiring Remotely

Wed, Apr 29^th, 2020 ⋅ 11:50am (EDT)

Virtual at Noon EDT, Login info sent upon registration

Apr

Virtual access

XPX Advisor Exchange

Wed, Apr 22^nd, 2020 ⋅ 11:50am (EDT)

Virtual at Noon EDT, Login info sent upon registration

Apr

Virtual access

XPX Advisor Exchange - Supply Chains, Presenting Remotely and Business Value

Wed, Apr 15^th, 2020 ⋅ 11:50am (EDT)

Virtual at Noon EDT, Login info sent upon registration

Apr

Virtual access

XPX New Member Orientation

Wed, Apr 15^th, 2020 ⋅ 10:50am - 11:30am (EDT)

Virtual at 11 AM EDT - you'll receive call-in instructions upon registering

Apr

Virtual access

XPX Advisor Exchange - How to have difficult conversations

Wed, Apr 8^th, 2020 ⋅ 12:00pm - 1:00pm (EDT)

Virtual event at Noon EDT. Login details forwarded upon registration.

Apr

Virtual access

XPX Advisor Exchange - M&A, Employment law, Healthcare, Courage

Wed, Apr 1^st, 2020 ⋅ 12:00pm (EDT)

Virtual at Noon EDT, Login info sent upon registration

Mar

XPX Advisor Forum

Wed, Mar 25^th, 2020 ⋅ 12:00pm (EDT)

Virtual at noon EDT, Login info sent upon registration

Mar

Virtual Meeting on Virtual Meetings

Wed, Mar 18^th, 2020 ⋅ 12:00pm (EDT)

Virtual

Jan

XPX TRI-STATE SUMMIT 2020 | NEW YORK CITY

Wed, Jan 29^th, 2020 ⋅ 1:30pm - 7:00pm (EDT)

KMPG Conference Center, 345 Park Avenue, New York City, NY

Contact & Connect

Chapter Events

XPX New Jersey - State of the Exit Markets

Sep 18, 2024 ⋅ 8:00am - 10:00am (EDT)

XPX Hartford CT: Stock Market Secrets: How to Build Wealth in a Complex Economy

Sep 26, 2024 ⋅ 8:00am - 10:00am (EDT)

XPX New York: Save the date!

Sep 26, 2024 ⋅ 8:30am - 10:00am (EDT)

XPX Long Island - Case Study: "We want to Sell"

Oct 2, 2024 ⋅ 8:30am - 10:00am (EDT)

More Events

For even more opportunities to connect with XPX Members check out our Cross-Chapter events.

Tri-State Gold Sponsors

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