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EVENTS

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

Upcoming events

Past events

June 14, 2018 XPX New York - Perspectives from a Private Equity Investor
May 10, 2018 XPX New York - Corporate Image – How a branding tune up can revitalize your family business
April 19, 2018 XPX New York - Trust and Estate Planning: How Business Owners Can Keep What They Have Earned
March 08, 2018 XPX New York - Corporate Image – How a branding tune up can revitalize your family business
February 08, 2018 XPX New York - Management Review – Hire Family Members or Professional Managers?
January 11, 2018 XPX New York - Operational Efficiencies
January 09, 2018 XPX Tri-State Cocktail Networking Reception
December 14, 2017 XPX Tri-State - New York: Business Valuations: What is the business worth? And why?
November 09, 2017 XPX Tri-State: New York - Strategic Options Review:
October 12, 2017 XPX Tri-State: New York - Managing Family Dynamics - The Good, The Bad and The Ugly
September 14, 2017 XPX Tri-State: New York Case Study Series & Breakfast
June 21, 2017 XPX Tri-State New York - Assessing Strategic Options:
May 17, 2017 XPX Tri-State New York-Good Fences Make Good Neighbors
April 19, 2017 XPX Tri-State New York: Defining Success
March 15, 2017 XPX Tri-State New York: Defining Success
February 15, 2017 XPX Tri-State New York: Operations
December 21, 2016 XPX Tri-State New York: Focus on Growth
November 17, 2016 XPX Tri-State New York: Managing Management
October 19, 2016 XPX Tri-State New York: Creating a Strategic Plan to Maximize Value
September 13, 2016 XPX Tri-State New York: Case Study Series & Luncheon
April 28, 2016 XPX NY Metro - The Private Capital Ecosystem
February 25, 2016 XPX NY Metro - The Importance of Revisiting The Benefits of ESOP’s To Business Owners
February 16, 2016 XPX NY Metro - Part 2: Our Advisor Network Matrix
November 11, 2015 XPX NY Metro - Save the Date!

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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