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EVENTS

Here's our New York event list. View more events on our XPX Tri-State Calendar

Upcoming events

    • December 14, 2017
    • 8:00 AM - 9:30 AM
    • Bernstein, 1345 Avenue of the Americas, New York, NY, (Between 54th and 55th Streets)
    Register

    How can the owners of Murphy’s Metal Manufacturing determine a fair price for their business, if they choose to sell? Our valuation experts will go through the basics of valuation to help the management of Murphy’s better understand the individual components of the valuation analysis, as well as provide insight on how to assess the quality and reliability of the analysis. The presentation will review the primary methodologies used in a valuation assignment, as well as some of the key questions to ask and issues to watch out for when reviewing the valuation, such as:

    • Strategic vs. Fair Market Value
    • Typical normalization adjustments and when they should be applied
    • How previous transactions in company stock can affect value
    • Timing of gifts with a potential sale
    • Discounts to value related to minority interests
    • When to plan for an exit and what aspects to consider from a valuation standpoint

    Panelists

    T.J. Hope, Director, Valuation Advisory, Stout Risius Ross
    Mandeep Trivedi, Principal, Practice Leader, Valuation Services, Citrin Cooperman

    Click here for the Case Study.



    • January 04, 2018
    • 5:30 PM - 7:30 PM
    • TBD

    Stat tuned!



    • January 11, 2018
    • 8:00 AM - 9:30 AM
    • Bernstein, 1345 Avenue of the Americas, New York, NY, (Between 54th and 55th Streets)

    How can I maximize value in the short term?


    Stay tuned!


    Click here for the Case Study.



    • February 08, 2018
    • 8:00 AM - 9:30 AM
    • Bernstein, 1345 Avenue of the Americas, New York, NY, (Between 54th and 55th Streets)

    As told by Owner(s) with Experience


    Stay tuned!


    Click here for the Case Study.



    • March 08, 2018
    • 8:00 AM - 9:30 AM
    • Bernstein, 1345 Avenue of the Americas, New York, NY, (Between 54th and 55th Streets)

    Hire Family Members or Professional Managers


    Stay tuned!


    Click here for the Case Study.



    • April 12, 2018
    • 8:00 AM - 9:30 AM
    • Bernstein, 1345 Avenue of the Americas, New York, NY, (Between 54th and 55th Streets)

    How Can Owners Keep What They Have Earned


    Stay tuned!


    Click here for the Case Study.



    • May 10, 2018
    • 8:00 AM - 9:30 AM
    • Bernstein, 1345 Avenue of the Americas, New York, NY, (Between 54th and 55th Streets)

    Tricks of the Trade from Investment Bankers


    Stay tuned!


    Click here for the Case Study.



    • June 14, 2018
    • 8:00 AM - 9:30 AM
    • Bernstein, 1345 Avenue of the Americas, New York, NY, (Between 54th and 55th Streets)

    Perspectives from a Private Equity Investor


    Stay tuned!


    Click here for the Case Study.



    • July 12, 2018
    • 5:30 PM - 7:30 PM
    • TBD

    A celebration of a great year at XPX


    Stay tuned!





Chapter Events

TRI-STATE SPONSORS

"At XPX, I find really great people network with, and I enjoy being able to prospect with a cadre of experienced and accomplished high level advisors, at one location, where you can learn about their expertise at a much deeper level People at XPX tend to be more worldly not only due to the nature of the M&A biz — but as they hail from multiple disciplines over their years of experience.

XPX differs from other networking learning orgs in that it maintains a heavy focus on education but also is a group where pure professionalism is weighed more highly than just prospecting, with experienced professionals looking to gain an understanding of what you do and how you do it as opposed to just making a sale.

I have developed multiple tax clients and projects, but more importantly I value the fantastic relationships that I know over time will not only produce lots of new business but enable me to confidently refer to others e.g., attorneys in the group — and enable me to look good when I recommend. I love going to XPX for the social side, for the power networking groups –one of mine splintered off into an ongoing mastermind group sharing business ideas and mindfully addressing challenges — and, of course, the learning."

— BOB COHEN - CPA, Wealth Planner, Expert in Taxation and M&A, Corporate Division & Reorganization, Partnerships, Retirement Planning

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