Join Us As a Full Member!
Power of Three
One of our Chapter’s most popular offerings is our Power of Three Networking Program. This members-only benefit brings together small groups of advisors from different disciplines and provides a series of structured meetings so you can get to know each other on a much deeper level than you can at your average networking meeting.
Interested in learning more? Please contact us.
XPX Open Mic Night: How to Turn your Biggest Losers into Winners
XPX CT and ACG CT Meeting
Advisor Professions
Accountants
Attorneys
Bankers
Coaches
Consultants
Insurance Providers
Investors
M&A Intermediaries
Non-Profits
Valuators
Virtual managers
Wealth Planners
Collaboration Stories
XPX Member Stu Welsh and The Power of 5
Dick Albu on learning and collaborating at XPX
The Latest News – XPX Connecticut
Latest – XPX Connecticut
Chapter Events
Annual Sponsors
Silver Sponsors
You are seeking financing to buy a business, or to pre-qualify a business for an upcoming sale.
Bronze Sponsors
An owner is contemplating or has completed a sale or transfer of their company. My team and I provide advice and planning around the impact of the sale to their personal financial management.
Tri-State Sponsors
Gold
Silver
Buy or sell-side due diligence is needed. You need a part-time or interim CFO.The CFO needs to improve accounting operationsThe company needs a new accounting system.
Bronze
Shareholders of a family-owned or closely held business are at or approaching a transition point relative to transferring ownership, management and/or control of the business.
You need help navigating complexity and want to pre-experience wealth creation decisions.