Northeast Private Client Group

10/08/2026

For business owners, a successful exit does not begin when an offer is on the table. It begins with the decisions you make years before the transition.

On November 4, our CEO, Mark B. Murphy, CLU®, ChFC®, will join a distinguished panel of business leaders and advisors for Exit Strategies for Business Owners: Don’t Leave Money on the Table, a conversation focused on the steps owners can take to protect and maximize the value they have spent years building.

Mark will be joined by Bill Barrett, CEO of Mandelbaum Barrett PC, Alan Scharfstein, CEO of The DAK Group, Steven DeAngelo, Founder and Principal of St. Agrestis, and Marc Dispensa, Founder of WhatIf? Collective. The discussion will be moderated by Peter A. Levy, Senior Counsel at Mandelbaum Barrett PC.

Together, the panel will explore preparing a business for sale, understanding and maximizing enterprise value, navigating the complexities of a transition, and learning from business owners who have successfully gone through the process themselves.

Whether your exit is on the horizon or still years away, thoughtful preparation today can create more options and greater clarity when the time comes to make one of the most significant decisions of your career.

Event Details:

📅 November 4, 2026
⏰ 6:00-9:00 PM ET
📍 Il Tulipano | Cedar Grove, NJ

Space is limited. Reserve your spot today: https://bit.ly/3SpoG9D

09/25/2026

We had the opportunity to join dental professionals and industry leaders at Beyond Chairside: Navigating Exit Strategies for Dentists at the NJDA Headquarters.

For practice owners, preparing for the next chapter is about much more than deciding when to sell. It requires thoughtful planning around practice value, financial strategy, transition goals, and the legacy you ultimately want to leave behind.

The evening brought together perspectives from across dentistry, finance, law, and practice transitions for an important conversation around the decisions dentists can make today to better prepare for tomorrow.

We were proud to be part of the discussion and grateful to Mandelbaum Barrett PC, the New Jersey Dental Association, MAX Surgical Specialty Management, and ddsmatch.com for helping bring this educational event together.

Thank you to everyone who joined us and contributed to such a thoughtful conversation. We always value opportunities to connect with the dental community and help practice owners approach their futures with greater clarity and confidence.

09/21/2026

We’re heading to Las Vegas! ✈️

Northeast Private Client Group is excited to be part of Smile Together and Vet Together 2026, where dental and veterinary professionals from across the country come together for three days of education, connection, and new opportunities.

We're looking forward to meeting practice owners and leaders from both communities and continuing conversations around the financial strategies that can help entrepreneurs build stronger businesses, prepare for what’s ahead, and create multigenerational wealth.

Whether you’re attending Smile Together or Vet Together, be sure to stop by and say hello. We’d love the opportunity to connect with you!

📅 October 1–3, 2026
📍 Las Vegas Convention Center, West Hall | Visit us at Booth #317 (On the Smile Together Side)

See you there!

09/16/2026

An internship is more than a summer experience. It can be the beginning of what comes next.

This summer, our 2026 interns had the opportunity to learn, contribute, collaborate, and experience firsthand what it means to be part of the Northeast team. From gaining real-world exposure and developing new skills to building relationships with professionals across our firm, each step was an opportunity for growth.

Our Internship Journey video captures their experience through their own perspectives, highlighting the lessons they learned, the connections they made, and the moments that helped shape their summer at Northeast.

Watch the full 2026 Internship Journey video on our YouTube channel to hear directly from this year’s interns and see more from their experience ➡️ https://bit.ly/InternshipJourney2026

09/15/2026

Our Chief Investment Officer, Christopher Pike, CFA®, shares his latest insights in this week's Thinking Out Loud note, "Two Sides of Different Coins".

🔹AI-related stocks have come under pressure as higher interest-rate expectations, concerns over AI monetization, and growing regulatory and safety scrutiny have weakened investor sentiment.

🔹We distinguish between frontier AI development and the broader AI infrastructure opportunity. Regulation or slower progress in advanced AI models does not necessarily translate into weaker demand for data centers, semiconductors, networking, power, cooling, and electrical equipment.

🔹Demand for computing extends well beyond frontier models. Existing AI applications, cloud computing, software development, data processing, simulations, and other digital workloads should continue to require significant computing capacity.

🔹Risk increases as investors move higher in the AI value chain. Frontier-model developers face greater regulatory, competitive, and profitability risk, while infrastructure providers benefit from a broader mix of AI and non-AI demand.

🔹We believe overbuilding is the more important long-term risk to the infrastructure thesis. Excess computing and data-center capacity could pressure utilization, pricing, and returns; however, concerns about slower frontier-model development may be having an outsized influence on infrastructure stocks in the near term.

Click here to read the full report: https://bit.ly/TOLTwoSidesofDifferentCoins

09/07/2026

This Labor Day, we recognize the people whose dedication, talent, and commitment make progress possible every day.

At Northeast, we know that the strength of our firm begins with our people. We are grateful for the professionals across our team who bring their expertise, energy, and care to the work they do and to the clients and communities we have the privilege of serving.

Today is also an opportunity to recognize hardworking individuals everywhere and the contributions they make to their organizations, families, and communities.

From all of us at Northeast Private Client Group, we hope you enjoyed a safe, relaxing, and well-deserved Labor Day with the people who matter most 🇺🇸

09/04/2026

Recently, the Northeast team traded the office for the tee box and spent some time together at Topgolf. Between a little friendly competition, plenty of laughs, and a few impressive swings, it was a great opportunity to connect outside of our day-to-day work.

We’re grateful for moments like these and, most importantly, for the people who make Northeast the team it is.

Here’s to great people, great memories, and maybe a few future golf pros in the making! ⛳🏌️

08/28/2026

Thinking about the future of your dental practice is about more than deciding when to step away. A successful transition requires thoughtful planning well before that day arrives.

On September 22, our CEO, Mark B. Murphy, CLU®, ChFC®, will join Dr. Jason M. Auerbach and Bill Barrett for Beyond Chairside: Navigating Exit Strategies for Dentists, an educational discussion designed to help dental practice owners better understand the decisions that can shape a successful transition.

From understanding practice value and preparing financially to navigating the transition process itself, this conversation will bring together perspectives from across dentistry, finance, and law. Whether an exit is approaching or still years away, planning early can provide greater clarity, flexibility, and control over what comes next.

Event Details:
📅 September 22, 2026
⏰ 6:00-9:00 PM
📍 NJDA Headquarters

We are proud to participate alongside Mandelbaum Barrett PC, ddsmatch.com (DDSmatch Practice Transitions), MAX Surgical Specialty Management, and the New Jersey Dental Association in bringing this conversation to the dental community.

Register today: https://cvent.me/O3Ya8R

Thinking about what's next for your dental practice?

Join us for Beyond Chairside: Navigating Exit Strategies for Dentists, featuring insights from Dr. Jason Auerbach, William S. Barrett, and Mark Murphy.

Whether you're planning years in advance or actively considering your next chapter, you'll gain practical guidance on practice transitions, financial planning, valuation strategies, and preparing for a successful exit.

Register today: https://cvent.me/O3Ya8R

More panelists and event details to come.

DDS Match, Northeast Sequoia Private Client Group, MAX Surgical Specialty Management, and New Jersey Dental Association.

https://www.njda.org/ce-events-advertising/continuing-education/beyond-chairside--navigating-exit-strategies-for-dentists

08/14/2026

A great evening made even better by the people we had the opportunity to spend it with.

Our Financial Advisors, Lucas Murphy and Michael Millman, recently hosted a Client Appreciation Event at The Splendid Rooftop, bringing clients together for an evening of great conversation, networking, and connection.

At Northeast, we believe strong client relationships are built through more than the work we do together. They are strengthened by trust, meaningful conversations, and taking the time to connect beyond the day-to-day. Events like this give us an opportunity to celebrate the people and relationships that are at the heart of our firm.

Thank you to everyone who joined us and helped make it such a memorable evening. We look forward to many more opportunities to connect, celebrate, and continue building relationships together.

07/18/2026

One game. Countless predictions. One great team. ⚽

The FIFA World Cup brings people together from every corner of the globe, and this year, our Northeast team joined in the excitement by representing countries, sharing our predictions, and enjoying a little friendly competition around the office.

Who did you have winning it all? Let us know in the comments! 🌎🏆