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Here you can see all the events we host across the Tri-State area in New York, New Jersey, Hartford CT and Fairfield County CT. 

Upcoming events

    • May 08, 2018
    • 3:30 PM - 6:00 PM
    • Barebone Bar & Grill, Baltimore National Pike, Ellicott City, MD
    Register



    Join us for our Spring Networking Event. Come celebrate Spring with some of the most highly respected professionals in our area. Since 1988, the 'Bare Bones' concept has included its award winning barbecue & other grill items. Bare Bones' microbrewery, featuring eight of their own, complements the menu. The event is being held at Barebones Bar & Grill off Route 40 in Howard County. Enjoy a light dinner and cash bar.

    There are a limited number of table sponsors available so reserve the opportunity to get your name out through your name on a table now - $200 a table and $250 to be the exclusive table sponsor in your service category. Sponsors get 1 free ticket and their name on a table.

    We have limited space available to us so sign-up now to reserve your space! There are no walk-ins due to a fixed number for the event.

    Contact Chris Marasco at cmarasco@howardbank.com to reserve your sponsorship.

    • May 10, 2018
    • 8:00 AM - 9:30 AM
    • Bernstein, 1345 Avenue of the Americas, New York, NY, (Between 54th and 55th Streets)
    Register

    Companies with a long history oftentimes overlook the need to keep their message and look fresh and contemporary. Family companies in particular grapple with whether it is valuable to keep the family name on the business or better to rebrand to reflect its current offering. At the next XPX meeting, we’ll be hearing from an expert on brand strategy and design.

    Our Speaker:

    Carlos Williams, Founder of Studio DBC. Studio DBC provides brand design and strategy for growing organizations. Studio DBC’s clients include American Express, Bain & Co., Knotel, National Basketball Players Association Foundation and Corcoran Real Estate, assisting them with messaging, positioning, digital presence and brand campaigns. Carlos founded DBC in 2013 after working at Bain & Co. and Tishman Speyer.


    Click here for the Case Study.


    • May 18, 2018
    • 7:30 AM - 9:30 AM
    • The Shore and Country Club, 220 Gregory Boulevard, Norwalk
    Tricks of the Trade from Investment Bankers


    Stay Tuned!


    Click here for the Case Study.


    • May 23, 2018
    • 8:00 AM - 10:00 AM
    • The Hartford Club, 46 Prospect St, Hartford, CT
    Trusts and Estates planning – How can owners keep what they have earned


    Stay tuned! 

    Click here for the Case Study.


    • June 14, 2018
    • 8:00 AM - 9:30 AM
    • Bernstein, 1345 Avenue of the Americas, New York, NY, (Between 54th and 55th Streets)

    Perspectives from a Private Equity Investor


    Stay tuned!


    Click here for the Case Study.



    • June 15, 2018
    • 7:30 AM - 9:30 AM
    • The Shore and Country Club, 220 Gregory Boulevard, Norwalk
    Perspectives from a Private Equity Investors


    Stay Tuned!


    Click here for the Case Study.


    • June 20, 2018
    • 8:00 AM - 10:00 AM
    • The offices of Fox Rothschild LLP - 49 Market Street, Morristown, NJ

    Perspectives from a Private Equity Investor

    Stay tuned!

    Click here for the Case Study.



    Parking Suggestions:

    Ann Bank Parking Garage
    41 Bank Street, Morristown, NJ

    OR

    DeHart Street Parking Garage
    14 Maple Ave, Morristown, NJ


    • June 20, 2018
    • 8:00 AM - 10:00 AM
    • The Hartford Club, 46 Prospect St, Hartford, CT
    Perspectives from a Private Equity Investor


    Stay tuned! 

    Click here for the Case Study.


    • July 12, 2018
    • 5:30 PM - 7:30 PM
    • TBD

    A celebration of a great year at XPX


    Stay tuned!





    • July 18, 2018
    • 5:00 PM - 7:30 PM
    • TBD

    A celebration of a great year at XPX

    Stay tuned!


    • July 18, 2018
    • 5:30 PM - 7:30 PM
    • The Shore and Country Club, 220 Gregory Boulevard, Norwalk
    A celebration of a great year at XPX


    Stay Tuned!


    • July 25, 2018
    • 5:00 PM - 7:00 PM
    • TBD

    A Celebration of a great year at XPX

    Stay tuned! 

    Click here for the Case Study.


Past events

April 20, 2018 XPX Fairfield - Trust and Estate Planning: Helping Business Owners Keep What They Have Earned
April 19, 2018 XPX New York - Trust and Estate Planning: How Business Owners Can Keep What They Have Earned
April 18, 2018 XPX Hartford - Management Review
April 18, 2018 XPX New Jersey - Transaction Process
March 28, 2018 XPX New Jersey - Moving Closer to a Sale? What Estate Planning Techniques Can Help Owners Keep What They Have Earned?
March 21, 2018 XPX Hartford - Management Review
March 21, 2018 XPX New Jersey - Moving Closer to a Sale? What Estate Planning Techniques Can Help Owners Keep What They Have Earned?
March 16, 2018 XPX Fairfield - B2B Revenue Growth thru Social Media
March 08, 2018 XPX New York - Corporate Image – How a branding tune up can revitalize your family business
February 21, 2018 XPX New Jersey - Operational Efficiencies
February 14, 2018 XPX Hartford - Operational Efficiencies
February 08, 2018 XPX New York - Management Review – Hire Family Members or Professional Managers?
February 02, 2018 XPX Fairfield - Joint Event with ACG CT Breakfast Meeting
January 19, 2018 XPX Fairfield - Operational Efficiencies
January 17, 2018 XPX Hartford - Operational Efficiencies
January 17, 2018 XPX New Jersey - Operational Efficiencies
January 11, 2018 XPX New York - Operational Efficiencies
January 09, 2018 XPX Tri-State Cocktail Networking Reception
December 20, 2017 XPX Tri-State: Hartford Valuation - What could the business be worth...and why?
December 20, 2017 XPX Tri-State: New Jersey - Valuation – What could the business be worth…and why?
December 15, 2017 XPX Tri-State: Fairfield County - Strategic Options: What Makes the Most Sense
December 14, 2017 XPX Tri-State - New York: Business Valuations: What is the business worth? And why?
December 06, 2017 XPX Hartford and ACG Hartford Joint Event
November 20, 2017 7th Annual CT Economic Forum | Presented by XPX CT & CTTM & ACG CT
November 17, 2017 XPX Tri-State: Fairfield County - Business Valuations: What is the business worth? And why?
November 15, 2017 XPX Tri-State: Hartford Strategic Options Review:
November 15, 2017 XPX Tri-State: New Jersey - Strategic Options Review:
November 09, 2017 XPX Tri-State: New York - Strategic Options Review:
October 20, 2017 XPX Tri-State: Fairfield County - Managing Family Dynamics:
October 18, 2017 XPX Tri-State: Hartford Managing Family Dynamics: The Good, The Bad and The Ugly
October 18, 2017 XPX Tri-State: New Jersey - Managing Family Dynamics – The Good, The Bad and The Ugly
October 12, 2017 XPX Tri-State: New York - Managing Family Dynamics - The Good, The Bad and The Ugly
September 20, 2017 XPX Tri-State: Hartford Case Introduction
September 20, 2017 XPX Tri-State: New Jersey Case Study Series & Breakfast
September 15, 2017 XPX Tri-State: Fairfield County Case Introduction
September 14, 2017 XPX Tri-State: New York Case Study Series & Breakfast
July 27, 2017 XPX Tri-State CT Hartford Year End Party
July 26, 2017 XPX New Jersey – Summer Celebration
July 19, 2017 XPX Tri-State CT: Closing Cocktail Party
June 27, 2017 XPX NJ & ACG NJ Announce Joint Event, June 27th at LPS Industries - Register Today!
June 21, 2017 XPX Tri-State New York - Assessing Strategic Options:
June 21, 2017 XPX Tri-State CT (Hartford) - Planning for the Exit
June 16, 2017 XPX Tri-State CT: Assessing Strategic Options
June 13, 2017 XPX CT Hartford & ACG CT Event, June 13th - Yard Goats Game - Register Today!
May 19, 2017 XPX Tri-State CT: Good Fences Make Good Neighbors
May 17, 2017 XPX Tri-State New York-Good Fences Make Good Neighbors
May 17, 2017 XPX Tri-State CT (Hartford) - Good Fences Make Good Neighbors
May 03, 2017 XPX New Jersey Inauguration! Newly Launched Chapter of the Exit Planning Exchange
April 21, 2017 XPX Tri-State CT: Financing Growth Part 2
April 19, 2017 XPX Tri-State New York: Defining Success
April 19, 2017 XPX Tri-State CT (Hartford) - Financing Growth
March 17, 2017 XPX Tri-State CT: Financing Growth Part 1
March 15, 2017 XPX Tri-State New York: Defining Success
March 15, 2017 XPX Tri-State CT (Hartford) - Financing Growth Part 1
February 15, 2017 XPX Tri-State New York: Operations
February 15, 2017 XPX Tri-State CT: Using LinkedIn to Grow your business
February 03, 2017 XPX Tri-State CT: Successful Exits
January 20, 2017 XPX Tri-State CT: Operations
December 21, 2016 XPX Tri-State New York: Focus on Growth
December 16, 2016 XPX Tri-State CT: Focus on Growth
November 18, 2016 XPX Tri-State CT: Managing Management
November 17, 2016 XPX Tri-State New York: Managing Management
October 21, 2016 XPX Tri-State CT: Creating a Strategic Plan to Maximize Value
October 19, 2016 XPX Tri-State New York: Creating a Strategic Plan to Maximize Value
September 16, 2016 XPX Tri-State CT: Case Study
September 13, 2016 XPX Tri-State New York: Case Study Series & Luncheon
July 20, 2016 XPX CT: Closing Cocktail Party!
June 23, 2016 XPX CT: Deepening Your Referral Connections
June 17, 2016 XPX CT: Legal Documents
May 20, 2016 XPX CT: Due Diligence Preparation and Pitfalls
April 28, 2016 XPX NY Metro - The Private Capital Ecosystem
April 22, 2016 XPX CT: The Next Big Idea
March 18, 2016 XPX CT: Investment Banking Process
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
February 05, 2016 XPX CT: Successful Exit Stories - Joint Meeting with ACG CT
January 22, 2016 XPX CT: Business Valuations
December 18, 2015 XPX CT: Estate Planning Options
November 20, 2015 XPX CT: Wealth Management Planning
November 11, 2015 XPX NY Metro - Save the Date!
October 16, 2015 XPX CT: Managing Family Dynamics – How can the family prepare for success?
September 18, 2015 XPX CT - Breakfast Meeting

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TESTIMONIALS

The most valuable part of my participation with XPX is the education about exit planning that I have received from attending meetings and from all the members. XPX is a very approachable group. Everyone is willing and interested in an exchange of ideas. I especially like the Power of Three which enables you to get to know other members better.

Dick Albu, Albu Consulting LLC

I really enjoy the small group interactions at XPX which is different from other organizations. I have also received an engagement from a XPX member.

Alan Booth, Executive Leadership Advisor

XPX offers excellent content based seminars specifically geared towards professionals focusing on the sale or transition of a business. The diverse topics and membership provide strong networking opportunities. Both the targeted content and diverse membership, focusing on bringing advisors together as a team to help the client, help XPX stand out from other organizations.

Michael Clear, Wiggin and Dana

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