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GROWTH. TRANSFER. LEGACY.

EVENTS

Find events across the Tri-State area in New York, New Jersey, Hartford CT and Fairfield County CT. 

Upcoming events

  • XPX Hartford - Exploring Owner Goals and Objectives with a Transition

    • October 17, 2018
    • 8:00 AM - 10:00 AM
    • The Hartford Club, 46 Prospect St, Hartford, CT
    • 27 registrants
    Register

    As professional advisors, having a good understanding of how exit planning professionals evaluate an owner's goals and objectives is critical to a building the strong relationship with your client as a "trusted advisor". The first step in the process is defining and clarifying the owners' personal situation and his/her vision of a successful exit. In this session we will explore.

    • Clearly defining objectives - financial, personal, professional and other
    • How can owners manage potentially conflicting objectives
    • What are the exit options that owners can consider when ready

    Speakers:

    Roy Johnson, M&A Advisor and Certified Exit Consultant - Touchstone Advisors

    Steven V. Prigionieri, CPA, CEPA, MSAT  and Managing Partner - Nicola Yester & Company

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  • XPX New Jersey - Current State of Capital Markets and Financing Options

    • October 17, 2018
    • 8:00 AM - 10:00 AM
    • The offices of Fox Rothschild LLP - 49 Market Street, Morristown, NJ
    • 24 registrants
    Register

    The New Jersey chapter is growing and welcoming professional advisors who help business owners plan for a successful exit. As we continue to examine many of the different planning considerations and decisions an owner needs to face, our members participate in this interactive discussion. We welcome your attendance at our next meeting.

    As a company contemplates options for its long-term growth or entering the M/A market, the owners need to have a strong understanding of the current market environment and financing market. In this session, we will have senior lenders discuss with the group the state of the lending market and the variables owners need to be aware of. There has been a growth of alternative lenders competing with traditional banks, how has the changed the options available to owners? Interest rates have finally been rising over the past couple of years with signs that it will continue. How does higher interest rates change an owners time schedule for financing options? We will discuss multiples for mezzanine debt, financing combinations, and other less traditional financing opportunities that can assist in getting M&A deals closed.

    Please join us with a discussion led by Jon Wronski, Sr. Vice President with Bank of America and Peggy Murphy, Sr. Client Manager with Bank of America, as they share their professional experience with all of us. This highly interactive session will allow for participation by attendees in a collaborative format. As an association of experienced advisory professionals for business owners and their companies, we are all focused on delivering the highest level of subject matter expertise to our clients and we would value your expertise and insights.

    We invite you to join us for this exciting event and for the entire series this year!

    To make it easy to remember, we’ll always meet on the 3rd Wednesday morning of each month through June 2019, so please set up a recurring calendar appointment now so you won’t miss an XPX breakfast!

    Parking Suggestions:

    Ann Bank Parking Garage
    41 Bank Street, Morristown, NJ

    OR

    DeHart Street Parking Garage
    14 Maple Ave, Morristown, NJ


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  • XPX Fairfield -Defining Success: Exploring Owner Objectives with a Transition

    • October 19, 2018
    • 7:30 AM - 9:30 AM
    • The Patterson Club, Fairfield, CT 1118 Cross Hwy, Fairfield, CT 06824
    • 41 registrants
    Register

    Planning for a success transition is critical to success. The first step in the process if defining and clarifying the owners’ vision of success. In this session we will explore:

    • What are the strategic options that owners can consider
    • Clearly defining objectives – financial, personal, corporate and community
    • How can owners manage potentially conflicting objectives
    Our Speakers:

    Andy Karlen of Karlen Law 
    Keith Michaelson of The Lovin's Group
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  • XPX New York - Visit to Smith Family Business Initiative at Cornell

    • November 08, 2018
    • 8:15 AM - 9:45 AM
    • TBD (NYC)
    • Nobody
    Register

    The Smith Family Business Initiative at Cornell is dedicated to supporting and strengthening the network of owners, leaders and Cornell alumni that work in, with or for a family business. The program provides education, networking and new knowledge for family business owners, successors and students from across the globe. This session will focus on the particular dynamics of family businesses, best practices for governance and preparing the transfer to the next generation.

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  • XPX Hartford - Save the Date - Nov. 14

    • November 14, 2018
    • 8:00 AM - 10:00 AM
    • The Hartford Club, 46 Prospect St, Hartford, CT
    • 1 registrant
    Register

    Stay Tuned!


    Show details

  • XPX New Jersey - Save the Date - Nov. 14

    • November 14, 2018
    • 8:00 AM - 10:00 AM
    • The offices of Fox Rothschild LLP - 49 Market Street, Morristown, NJ
    • 2 registrants
    Register

    Stay tuned!


    Parking Suggestions:

    Ann Bank Parking Garage
    41 Bank Street, Morristown, NJ

    OR

    DeHart Street Parking Garage
    14 Maple Ave, Morristown, NJ


    Show details

  • XPX Fairfield - Save the Date - Nov. 16

    • November 16, 2018
    • 7:30 AM - 9:30 AM
    • The Shore and Country Club, 220 Gregory Boulevard, Norwalk
    • 5 registrants
    Register

    Stay Tuned!


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  • 8th Annual CT Economic Forum | Presented by XPX CT, CTTMA & ACG CT

    • November 19, 2018
    • 3:00 PM - 8:00 PM
    • Fairfield University | Dolan School of Business, 1073 North Benson Road, Fairfield, CT
    • Nobody

         


                              


    KEYNOTE

    James C. Smith is the recently retired Chief Executive Officer and Chairman of Webster Bank. Bio


    PROGRAM

    Panel I: The State of the State

    Moderator:

    Kathryn A. Nantz, Ph.D., Associate Dean, Professor & Chair of the Economics Department, Fairfield University. Bio

    Panelists:

    Philip J. Lane, Ph.D., Associate Professor of Economics, Dolan School of Business, Fairfield University, Bio

    John S. Traynor, Chief Investment Officer, People's United Bank, Bio


    Panel II: Global Economic Trends

    Featured Speaker:

    James Glassman, Managing Director & Head Economist for Commercial Banking, JPMorgan Chase Commercial Banking, Bio

    AGENDA

    3:00pm Check-In | Networking | Light Refreshments
    3:30pm Panel I: The State of the State
    4:30pm Panel II: Global Economic Trends
    5:45pm Keynote: James C. Smith, CT's Fiscal Stability & Economic Growth
    6:30pm Cocktail Reception | Buffet Dinner

    CERTIFICATION

    CTP (Certified Turnaround Professional): 3.6 Credits

    REGISTRATION SCHEDULE

    Registration Closes NOON Friday, 11/16/18
    Early Bird (now -11/2/18): All $100, Students/See note below
    Regular (11/3/18 - 11/16/18 Noon EST): All $130, Students/See note below
    OnSite (if available on 11/19/18): All $160, Students/See note below

    Student Registration Fee:
    $ 0 | Attend the Program ONLY | 3:00-6:30pm | Use Promo Code: SPKR24
    $25 | Attend the Program + Reception | 3:00-8:00pm | Use Promo Code: VIP

    To capture these student registration fees, enter the applicable promo code during the registration process at: Step 2, Mailing Address Information, bottom line of form. Please note all student registrations will be confirmed for eligible student status.

    Fee Payment Options:

    Credit Card: Click the red "Register Now" button listed above
    Check: Mail check (payable to CTTMA) + Business Card to CTTMA, P.O. Box 1034, Weston, CT, 06883. Receipt deadline: Noon, Friday 11/16/18
    CTTMA Bucks: CTTMA Annual Sponsors are invited to register using their CTTMA Bucks by emailing registrant(s) complete contact information to cttma@turnaround.org. Receipt deadline: Noon, Friday 11/16/18

    CANCELLATION | SUBSTITUTION POLICY

    CTTMA, ACG CT, XPX CT uphold a strict no cancellations, no refunds and no application of registration fees to future events policy. However substitutions are welcomed. To send a substitute in your place, simply email the following information for your substitute to cttma@turnaround.org by Noon, Friday 11/16/18: Name, Firm, Business Title, Address, Email and Phone. Thank you.

    QUESTIONS

    Event Questions: CTTMA Chapter Executive, cttma@turnaround.org

    Sponsorship Questions: ACG CT Chapter Executive, jmaude@acg.org


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  • XPX New Jersey - Save the Date - Dec. 12

    • December 12, 2018
    • 8:00 AM - 10:00 AM
    • The offices of Fox Rothschild LLP - 49 Market Street, Morristown, NJ
    • 1 registrant
    Register

    Stay tuned!


    Parking Suggestions:

    Ann Bank Parking Garage
    41 Bank Street, Morristown, NJ

    OR

    DeHart Street Parking Garage
    14 Maple Ave, Morristown, NJ


    Show details

  • XPX New York - Recapitalization as an Alternative to Selling

    • December 13, 2018
    • 8:15 AM - 9:45 AM
    • Bernstein, 1345 Avenue of the Americas, New York, NY, (Between 54th and 55th Streets)
    • Nobody
    Register

    Business owners commonly face a dilemma of whether to hold on to their business, continuing to enjoy its financial rewards and the sense of fulfillment and purpose it gives, or cashing in to secure their future and lower their risk profile. Oftentimes, a need for liquidity, either for oneself or for a passive shareholder, may drive the owner to sell before he or she is ready. Adding to the anxiety, the question of when to sell can arouse all sorts of fears that had been suppressed or ignored over the years, such as:

    • What will I do with myself after the sale?
    • Will I have enough proceeds to support my lifestyle and philanthropic objectives?
    • Will the market for companies in my industry get even better than it is now?
    • And for some, will my being around the house jeopardize my marital status?

    There is a path that a surprising number of entrepreneurs are not aware of, one that lies in that middle zone and lets them keep the cake while taking an outsized slice for themselves – a partial recapitalization. Rather than agonize over whether they are selling too soon, owners should give serious consideration to a recap because it allows them to continue to own and control their company while still addressing any liquidity needs or securing their personal finances.


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  • XPX Fairfield - Save the Date - Dec. 14

    • December 14, 2018
    • 7:30 AM - 9:30 AM
    • The Shore and Country Club, 220 Gregory Boulevard, Norwalk
    • 1 registrant
    Register

    Stay Tuned!


    Show details

  • XPX Hartford - Save the Date - Dec. 19

    • December 19, 2018
    • 8:00 AM - 10:00 AM
    • The Hartford Club, 46 Prospect St, Hartford, CT
    • Nobody
    Register

    Stay Tuned!


    Show details

  • XPX New York - Presentation from a Seller

    • January 10, 2019
    • 8:15 AM - 9:45 AM
    • Bernstein, 1345 Avenue of the Americas, New York, NY, (Between 54th and 55th Streets)
    • Nobody
    Register

    In this session, we will hear from an owner who has sold his business. The discussion will cover the good and the bad, the emotional rollercoaster owners experience, his experience with his advisors, and what pitfalls to avoid.


    Show details

  • XPX Hartford - Save the Date - Jan. 16

    • January 16, 2019
    • 8:00 AM - 10:00 AM
    • The Hartford Club, 46 Prospect St, Hartford, CT
    • Nobody
    Register

    Stay Tuned!


    Show details

  • XPX New Jersey - Save the Date - Jan. 16

    • January 16, 2019
    • 8:00 AM - 10:00 AM
    • The offices of Fox Rothschild LLP - 49 Market Street, Morristown, NJ
    • Nobody
    Register

    Stay tuned!


    Parking Suggestions:

    Ann Bank Parking Garage
    41 Bank Street, Morristown, NJ

    OR

    DeHart Street Parking Garage
    14 Maple Ave, Morristown, NJ


    Show details

  • XPX Fairfield - Save the Date - Jan. 18

    • January 18, 2019
    • 7:30 AM - 9:30 AM
    • The Patterson Club, Fairfield, CT 1118 Cross Hwy, Fairfield, CT 06824
    • 1 registrant
    Register

    Stay Tuned!


    Show details

  • XPX New York - Support and Services for Owners who have Sold their Business

    • February 14, 2019
    • 8:15 AM - 9:45 AM
    • Bernstein, 1345 Avenue of the Americas, New York, NY, (Between 54th and 55th Streets)
    • Nobody
    Register

    Several organizations exist for business owners who have sold their business and come into life changing wealth. Tiger 21 is a peer membership organization for high-net-worth wealth creators. The organization currently has more than 500 Members across North America and London, collectively managing approximately $51 billion in assets. The group holds monthly meetings that provide its members with a confidential peer forum in which to explore a range of critical issues including investment strategies, wealth preservation, philanthropy, estate planning, health issues, and family governance.


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  • XPX Hartford - Save the Date - Feb. 20

    • February 20, 2019
    • 8:00 AM - 10:00 AM
    • The Hartford Club, 46 Prospect St, Hartford, CT
    • Nobody
    Register

    Stay Tuned!


    Show details

  • XPX New Jersey - Save the Date - Feb. 20

    • February 20, 2019
    • 8:00 AM - 10:00 AM
    • The offices of Fox Rothschild LLP - 49 Market Street, Morristown, NJ
    • Nobody
    Register

    Stay tuned!


    Parking Suggestions:

    Ann Bank Parking Garage
    41 Bank Street, Morristown, NJ

    OR

    DeHart Street Parking Garage
    14 Maple Ave, Morristown, NJ


    Show details

  • XPX New York - Buy/Sell Agreements

    • March 14, 2019
    • 8:15 AM - 9:45 AM
    • Bernstein, 1345 Avenue of the Americas, New York, NY, (Between 54th and 55th Streets)
    • Nobody
    Register

    Businesses that are established by two or more founders commonly face a point when one founder wants or needs to exit the business before the other. A useful tool in those situations is a buy/sell agreement, hopefully set up early on in the business, which determines the terms and valuation to allow the remaining owner to buy out his partner. In this session we will explore:

    When is the right time to implement a buy/sell agreement?

    How is valuation determined?

    What is the alternative to a buy/sell agreement?


    Show details

  • XPX Fairfield - Save the Date - Mar. 15

    • March 15, 2019
    • 7:30 AM - 9:30 AM
    • The Shore and Country Club, 220 Gregory Boulevard, Norwalk
    • Nobody
    Register

    Stay Tuned!


    Show details

  • XPX Hartford - Save the Date - Mar. 20

    • March 20, 2019
    • 8:00 AM - 10:00 AM
    • The Hartford Club, 46 Prospect St, Hartford, CT
    • Nobody
    Register

    Stay Tuned!


    Show details

  • XPX New Jersey - Save the Date - Mar. 20

    • March 20, 2019
    • 8:00 AM - 10:00 AM
    • The offices of Fox Rothschild LLP - 49 Market Street, Morristown, NJ
    • Nobody
    Register

    Stay tuned!


    Parking Suggestions:

    Ann Bank Parking Garage
    41 Bank Street, Morristown, NJ

    OR

    DeHart Street Parking Garage
    14 Maple Ave, Morristown, NJ


    Show details

  • XPX New York - What do Investors Look for?

    • April 11, 2019
    • 8:15 AM - 9:45 AM
    • Bernstein, 1345 Avenue of the Americas, New York, NY, (Between 54th and 55th Streets)
    • Nobody
    Register

    When seeking to attract capital into your business, owners need to understand the language and motivation of institutional investors. Owner often don’t understand that selling to investors is entirely different than selling to customers. In this session we will cover:

    How to position your company to investors and where it sits relative to larger companies in its industry

    Being candid about the company’s shortfalls and areas for improvement

    How to approach financing sources


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  • XPX Fairfield - Save the Date - Apr. 12

    • April 12, 2019
    • 7:30 AM - 9:30 AM
    • The Shore and Country Club, 220 Gregory Boulevard, Norwalk
    • Nobody
    Register

    Stay Tuned!


    Show details

  • XPX Hartford - Save the Date - Apr. 17

    • April 17, 2019
    • 8:00 AM - 10:00 AM
    • The Hartford Club, 46 Prospect St, Hartford, CT
    • Nobody
    Register

    Stay Tuned!


    Show details

  • XPX New Jersey - Save the Date - April 17

    • April 17, 2019
    • 8:00 AM - 10:00 AM
    • The offices of Fox Rothschild LLP - 49 Market Street, Morristown, NJ
    • Nobody
    Register

    Stay tuned!


    Parking Suggestions:

    Ann Bank Parking Garage
    41 Bank Street, Morristown, NJ

    OR

    DeHart Street Parking Garage
    14 Maple Ave, Morristown, NJ


    Show details

  • XPX New York - Building the Best Advisory Team

    • May 09, 2019
    • 8:15 AM - 9:45 AM
    • Bernstein, 1345 Avenue of the Americas, New York, NY, (Between 54th and 55th Streets)
    • Nobody
    Register

    No company should execute a transaction without professional help. In this session we will explore:

    • Who really needs to be a part of the company’s advisory team?
    • How to find qualified advisors
    • How can things go wrong?
    • Going it alone




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  • XPX Hartford - Save the Date - May 15

    • May 15, 2019
    • 8:00 AM - 10:00 AM
    • The Hartford Club, 46 Prospect St, Hartford, CT
    • Nobody
    Register

    Stay Tuned!


    Show details

  • XPX New Jersey - Save the Date - May 15

    • May 15, 2019
    • 8:00 AM - 10:00 AM
    • The offices of Fox Rothschild LLP - 49 Market Street, Morristown, NJ
    • Nobody
    Register

    Stay tuned!


    Parking Suggestions:

    Ann Bank Parking Garage
    41 Bank Street, Morristown, NJ

    OR

    DeHart Street Parking Garage
    14 Maple Ave, Morristown, NJ


    Show details

  • XPX Fairfield - Save the Date - May 17

    • May 17, 2019
    • 7:30 AM - 9:30 AM
    • The Shore and Country Club, 220 Gregory Boulevard, Norwalk
    • Nobody
    Register

    Stay Tuned!


    Show details

  • XPX New York - Networking Reception

    • June 13, 2019
    • 5:30 PM - 7:00 PM
    • TBD
    • Nobody
    Register
    Close out the end of the season with and kickoff the summer with XPX NY’s beginning of summer cocktail party and networking event.




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  • XPX Hartford - Save the Date - June 19

    • June 19, 2019
    • 8:00 AM - 10:00 AM
    • The Hartford Club, 46 Prospect St, Hartford, CT
    • Nobody
    Register