As XPX closes out their Long Island Chapter for the 2019/2020 session they will circle back to their case study and finalize considerations for the family and business. You can expect to learn:
* The journey to closing from an investment banking process
* How to get the right results from negotiating strategies
* Due diligence preparation and pitfalls – war stories
*What legal documents mean and the important role they play
DATE: June 12, 2020
TIME: 8:20 AM – 9:30 AM
PLEASE LOG IN EARLY TO BE READY FOR 8:30 START TIME
SPEAKERS:
Christine Malafi, Senior Partner – Campolo, Middleton & McCormick, LLP
Gregg Schor, Chief Executive Officer – Protegrity Advisors
Jeffrey L. Bass, M.A., M.P.A. – Executive Strategies Group LLC
Jeff Stern, Principal – Eagle Business Solutions
About XPX Long Island
XPX is all about collaboration, learning and building relationships to serve our clients. XPX members are professional service providers who assist with business value growth, exit and succession planning, business value transfer, and business owner life and legacy. Assisting business owners through all stages of the company life cycle, XPX members put their clients first by collaborating as a team in order to provide clear, coordinated advice.