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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 New Jersey - War Stories from the Trenches

    • January 22, 2020
    • 8:00 AM - 10:00 AM
    • The offices of Fox Rothschild LLP - 49 Market Street, Morristown, NJ
    • 28 registrants
    Register

    The New Jersey chapter is excited to continue our programming year with another thoughtful and insightful meeting. Our 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.

    Our January meeting will focus on War Stories from the Trenches – what are some of the real examples of challenges advisors face when working through a transaction. Even the best planned and coordinated transaction will hit bumps in the road. How can we as advisors prepare both ourselves and our clients for such obstacles. What are some examples of these unforeseen obstacles?

    Our discussion will be led by Anthony Moretti, Senior Managing Director and Head of Investment Banking at Brooks, Houghton & Company. Mr. Moretti brings with him over 15 years of investment and commercial banking experience to Brooks, Houghton & Company. Mr. Moretti has spent his career assisting middle market and emerging growth companies on numerous assignments involving mergers, acquisitions, divestitures, spin-offs, debt and equity financings (public and private), general corporate finance advisory, valuations and fairness opinions. Mr. Moretti's transaction experience covers several industry sectors, including apparel & footwear, consumer electronics, digital media, filmed and interactive entertainment, personal care products and services, recreational products, retail and toys.

    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 2020, 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

    Show details

  • XPX TRI-STATE SUMMIT 2020 | NEW YORK CITY

    • January 29, 2020
    • 1:30 PM - 7:00 PM
    • KMPG Conference Center, 345 Park Avenue, New York City, NY
    Register

    Join us at our 2020 Summit!

    Register Today!

    1. Reserve a Table…or
    2. Reserve your seat as an individual

    This is a special half-day event designed with business owners in mind. The program covers the full life cycle of the privately-held business:

    • Business Value Growth
    • Business Value Transfer
    • Owner Life and Legacy

    Panelists will include personal stories and examples from business owners, different types of buyers and selected experts. Your invitation to colleagues and clients will help them learn about the challenges and opportunities across the business life cycle. And it will showcase the power of your vision, expertise and network as part of the XPX ecosystem.

    PROGRAM:

    Keynote Speaker: Jeff Mortimer, BNY Mellon Wealth Management

    Panel 1 : Growth
    Panelists:
    Andrew Bonanno, Kohlberg & Company
    Allan Grafman, CEO, All Media Ventures 
    Polly Mack, Riverside Partners

    Panel 2: Transfer
    Panelists:
    Robert Gerstel, AG Adjustments (TriVest)
    Terry Hannafin, Carter Morse & Goodrich
    Cyrus Lam,  KPMG
    Eilis Meagher, Finn Dixon & Herling LLP

    Panel 3 : Life and Legacy
    Moderator: Warren Abkowitz, KPMG
    Panelists: Mike Minihan, BX3 Capital

    AGENDA:
    1:30pm Check-In | Networking | Light Refreshments
    2:00pm Keynote Speaker
    2:45pm Panel 1: Growth
    3:30pm Break|Networking
    4:00pm Panel 2: Transfer
    4:45pm Panel 3: Life & Legacy
    5:30pm Network Reception

    REGISTRATION FEES:
    TriState Members $135.00 
    Other Chapter Members $160.00
    Non-Members 199.00

    No refunds or credits will be given for cancellations.

    SPONSOR PRICING:
    Current XPX Sponsors Receive a Discount
    Full Table for 8 $1,500 ($300 savings)
    Half Table for 4 people $750 ($150 savings)

    Non XPX Sponsors
    Full Table for 8 people $1,800
    Half Table for 4 people $900

    Tables are provided on a first come, first served basis. You do not need to be a member of XPX to purchase a table and attend the event.  No refunds will be given for cancellations. Reserve your table now to make sure you start the year off right with for your clients and for your business. Contact Angie Ellis if you want to purchase a table at angie@exitplanningexchange.com


    THANK YOU TO OUR SUMMIT SPONSORS:

    Summit Host Sponsor:
    KPMG

    Summit-Table Sponsors:
    AB Bernstein
    CFO Consulting Partners
    William Blair

    Summit-Half Table Sponsors:
    BDO
    blumshapiro
    Carter Deluca & Farrell
    CFO Consulting Partners
    Citrin Cooperman, LLC
    Gerber Finance Inc. 
    Osage Advisors, LLC
    Preservation Capital Partners
    Rockport Investment Partners
    Touchstone

    Show details

  • XPX Fairfield - Joint Event with ACG CT Breakfast Meeting

    • February 07, 2020
    • 7:30 AM - 9:30 AM
    • Sheraton Stamford Hotel, 700 East Main Street, Stamford,CT

    A Business Exit:  From the Owner’s Perspective

    As professionals engaged in the various aspects of the business exit process, we are experts in our respective specialties and work hard to engage with owners to ensure a successful deal close.  Imagine how much more productive the process, and better the outcome could be if we understood the experience from the owner’s perspective and could learn from their insights and advice.

    • What did the owner find most valuable during the process?
    • What do we need to understand about the owner’s thinking to remove the barriers to starting a process? To keeping a deal on track?
    •  What do advisors do that unwittingly put a transaction at risk?

    Join us as we hear directly from owners about their exit experiences, how they selected their advisors, their complements, their frustrations, and their best advice to us.

    Show details

  • XPX New York: Employee ownership as an Exit Plan

    • February 13, 2020
    • 8:15 AM - 9:45 AM
    • Bernstein, 1345 Avenue of the Americas, New York, NY, (Between 54th and 55th Streets)
    • 6 registrants
    Register

    Employee ownership is an option that many exiting business owners ignore or are not aware of, yet for many, it is the approach that can best achieve their financial and non-financial goals. This seminar will walk through the benefits of broad based ownership and why business owners should add employee ownership to the options they are considering in their exit. We will provide an overview of the various forms of employee ownership, including Employee Stock Ownership Plans (ESOPs), employee ownership trusts, and worker cooperatives as well as the process a transition to employee ownership entails.

    Our Speaker:

    David Hammer, Executive Director - ICA Group

    David Hammer is the Executive Director of the ICA Group and a leading practitioner of employee buyouts of small business. He has assisted in the conversion, launch and growth of dozens of employee-owned firms and social enterprises.

    David joined the ICA Group in 2008 and served as a Senior Business Consultant until assuming the position of Executive Director in June 2013. David earned a Master’s of Science from the Labor Relations and Research Center at the University of Massachusetts, Amherst and a Bachelor’s degree in History from the University of Massachusetts, Amherst.

    Show details

  • XPX Hartford - Don’t Let Them Take a Byte: Defending Your Data Bit by Bit

    • February 19, 2020
    • 8:00 AM - 10:00 AM
    • The Hartford Club, 46 Prospect St, Hartford, CT
    • Be the first
    Register


    Join Kevin Ricci, a Principal and a leader within Citrin Cooperman’s Technology Risk and Advisory Consulting (TRAC) team, as he shares his cybersecurity expertise to help you develop a strategic and effective cybersecurity game plan. In addition to spending over 15 years as a technology and cybersecurity consultant, Kevin has also spent more than 15 years as the head of IT departments, so he has significant first-hand experience from the trenches. This discussion will cover strategies to help minimize your cyber-risk and keep your business safe and secure. Attendees will leave with actionable steps that can be immediately implemented.

    • Statistics and overview of today’s cybersecurity landscape
    • The cost of a data breach
    • Best practices for passwords, remote and mobile computing, email usage, and more
    • Spear phishing detection and avoidance
    • Getting the most out of a cybersecurity awareness training program
    Show details

  • XPX New Jersey - Save the date!

    • February 19, 2020
    • 8:00 AM - 10:00 AM
    • The offices of Fox Rothschild LLP - 49 Market Street, Morristown, NJ

    XPX New Jersey Chapter hosts monthly meeting that are focused on deep learning and networking with fellow advisors to privately-held businesses. Our speakers and attendees are experts who focus on particular aspects of the private company life cycle including business value growth, business value transfer and owner life and legacy.

    At this meeting, you can expect to:

    • Learn how to better serve your clients
    • Meet new contacts in the private company market
    • Get visibility with your existing network of contacts
    • Gain an appreciation of the power of the XPX Advisor Principles

    Hope you'll join us!

    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 Member Orientation

    • February 19, 2020
    • 11:00 AM - 11:30 AM
    • Virtual - you'll receive call-in instructions upon registering
    Register

    Welcome to XPX!

    Please join us at this quick web meeting with other new members from across the country and learn how to get the most out of your membership.

    You’ll learn:

    • Where to find the resources and information you need to be the best advisor
    • How to share resources (especially our private video library) with your clients
    • How to maximize the effectiveness and visibility of your profile on our site
    • How to manage your profile, registrations and payments through the website

    Your guides will be Mary Adams, XPX Executive Director, and Angie Ellis, XPX Chapter Administrator.

    (We hold these meetings the second Wednesday of every month at 11 AM ET. If you can’t make this meeting, please let us know in the registration form and we’ll add you to next month’s meeting)


    Show details

  • XPX New York: Case Study – Family Offices – How they really work

    • March 12, 2020
    • 8:15 AM - 9:45 AM
    • Bernstein, 1345 Avenue of the Americas, New York, NY, (Between 54th and 55th Streets)

    XPX New York Metro Chapter hosts monthly meeting that are focused on deep learning and networking with fellow advisors to privately-held businesses. Our speakers and attendees are experts who focus on particular aspects of the private company life cycle including business value growth, business value transfer and owner life and legacy.

    At this meeting, you can expect to:

    • Learn how to better serve your clients
    • Meet new contacts in the private company market
    • Get visibility with your existing network of contacts
    • Gain an appreciation of the power of the XPX Advisor Principles

    Hope to see you there!

    Show details

  • XPX New Jersey - Family Offices – how they really work (forming one, single family vs. multi family, benefits and drawbacks)

    • March 18, 2020
    • 8:00 AM - 10:00 AM
    • The offices of Fox Rothschild LLP - 49 Market Street, Morristown, NJ

    XPX New Jersey Chapter hosts monthly meeting that are focused on deep learning and networking with fellow advisors to privately-held businesses. Our speakers and attendees are experts who focus on particular aspects of the private company life cycle including business value growth, business value transfer and owner life and legacy.

    At this meeting, you can expect to:

    • Learn how to better serve your clients
    • Meet new contacts in the private company market
    • Get visibility with your existing network of contacts
    • Gain an appreciation of the power of the XPX Advisor Principles

    Hope you'll join us!

    Parking Suggestions:

    Ann Bank Parking Garage
    41 Bank Street, Morristown, NJ

    OR

    DeHart Street Parking Garage
    14 Maple Ave, Morristown, NJ

    Show details

  • XPX CONNECTICUT SUMMIT 2020

    • March 18, 2020
    • 1:30 PM - 7:00 PM
    • New Haven Lawn Club - 193 Whitney Ave, New Haven, CT 06511
    Register

    Join us at our 2020 Connecticut Summit!

    Limited opportunities for table sponsorship – Connecticut Summit 2020

    Reserve your table now for the Connecticut Summit 2020.

    This is a special half-day event designed with business owners in mind. The program covers the full life cycle of the privately-held business:

    • Business Value Growth
    • Business Value Transfer
    • Owner Life and Legacy

    Panelists will include personal stories and examples from business owners, different types of buyers and selected experts. Your invitation to colleagues and clients will help them learn about the challenges and opportunities across the business life cycle. And it will showcase the power of your vision, expertise and network as part of the XPX ecosystem.

    Registration is currently open for full- or half-table sponsorships. Your sponsorship provides the following benefits:

    • Your own full/half table (with logo table sign) for 8/4 attendees
    • Your company’s logo on the Summit website and emails
    • Featured full/half page ad in our program

    Tables provided on a first come, first served basis. Reserve yours now to make sure you start the year off right with for your clients and for your business.

    Category Pricing Current *XPX Sponsors Receive a Discount
    Full Tables (8 People) $1,800.00 $1,500.00 ($300.00 Savings)
    Half Tables (4 People) $900.00 $750.00 ($150.00 Savings)
    *XPX Sponsors does not equal membership.

    Tables are provided on a first come, first served basis. You do not need to be a member of XPX to purchase a table and attend the event. Individual seats will not be sold. No refunds or credits will be given for cancellations.   Reserve your table now to make sure you start the year off right with for your clients and for your business.


    PROGRAM:

    Keynote Speaker:
    Cindi Bigalow, President & CEO Bigelow Family Tea

    Panel 1 : Growth
    Panelists:
    Paul Decelles, YardZone Inc.

    Panel 2: Transfer
    Panelists:
    Tim Heide, Heide & Company

    Panel 3 : Life and Legacy
    Panelists:
    Keith Michaelson, Loving Group

    Agenda:
    1:30 - 2:00 - Registration Opens/Light Refreshments
    2:00 – 2:45 – Keynote Speaker
    2:45 – 3:30 – Panel 1 – Growth
    3:30 – 3:50 – Break/Networking
    4:00 – 4:45 – Panel 2 – Transfer
    4:45 – 5:30 – Panel 3 – Life and Legacy
    5:30 - 7:00 - Networking Reception 

    Further programming information to come soon!

    THANK YOU TO OUR SUMMIT SPONSORS:

    Summit-Table Sponsors:
    KeyBank
    VR Business Sales

    Summit-Half Table Sponsors:
    Carter Morse & Goodrich
    Rockport Investment Partners
    Touchstone

    Show details

  • XPX New York: Owner Success Story

    • April 09, 2020
    • 8:15 AM - 9:45 AM
    • Bernstein, 1345 Avenue of the Americas, New York, NY, (Between 54th and 55th Streets)

    XPX New York Metro Chapter hosts monthly meeting that are focused on deep learning and networking with fellow advisors to privately-held businesses. Our speakers and attendees are experts who focus on particular aspects of the private company life cycle including business value growth, business value transfer and owner life and legacy.

    At this meeting, you can expect to:

    • Learn how to better serve your clients
    • Meet new contacts in the private company market
    • Get visibility with your existing network of contacts
    • Gain an appreciation of the power of the XPX Advisor Principles

    Hope to see you there!

    Show details

  • XPX Hartford - Owner Success Story (how did they plan for and execute their exit and what is next for the owner)

    • April 15, 2020
    • 8:00 AM - 10:00 AM
    • The Hartford Club, 46 Prospect St, Hartford, CT

    XPX Hartford Chapter hosts monthly meeting that are focused on deep learning and networking with fellow advisors to privately-held businesses. Our speakers and attendees are experts who focus on particular aspects of the private company life cycle including business value growth, business value transfer and owner life and legacy.

    At this meeting, you can expect to:

    • Learn how to better serve your clients
    • Meet new contacts in the private company market
    • Get visibility with your existing network of contacts
    • Gain an appreciation of the power of the XPX Advisor Principles

    Hope you'll join us!

    Show details

  • XPX Fairfield - Owner Success Story (how did they plan for and execute their exit and what is next for the owner)

    • April 17, 2020
    • 7:30 AM - 9:30 AM
    • The Shore and Country Club, 220 Gregory Boulevard, Norwalk, CT
    XPX Fairfield Chapter hosts monthly meeting that are focused on deep learning and networking with fellow advisors to privately-held businesses. Our speakers and attendees are experts who focus on particular aspects of the private company life cycle including business value growth, business value transfer and owner life and legacy.


    At this meeting, you can expect to:

    • Learn how to better serve your clients
    • Meet new contacts in the private company market
    • Get visibility with your existing network of contacts
    • Gain an appreciation of the power of the XPX Advisor Principles

    Hope you'll join us!

    Show details

  • XPX New Jersey - Owner Success Story (how did they plan for and execute their exit and what is next for the owner)

    • April 22, 2020
    • 8:00 AM - 10:00 AM
    • The offices of Fox Rothschild LLP - 49 Market Street, Morristown, NJ

    XPX New Jersey Chapter hosts monthly meeting that are focused on deep learning and networking with fellow advisors to privately-held businesses. Our speakers and attendees are experts who focus on particular aspects of the private company life cycle including business value growth, business value transfer and owner life and legacy.

    At this meeting, you can expect to:

    • Learn how to better serve your clients
    • Meet new contacts in the private company market
    • Get visibility with your existing network of contacts
    • Gain an appreciation of the power of the XPX Advisor Principles

    Hope you'll join us!

    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: Succession Planning – how to build a great management team and succession plan before the deal

    • May 14, 2020
    • 8:15 AM - 9:45 AM
    • Bernstein, 1345 Avenue of the Americas, New York, NY, (Between 54th and 55th Streets)

    XPX New York Metro Chapter hosts monthly meeting that are focused on deep learning and networking with fellow advisors to privately-held businesses. Our speakers and attendees are experts who focus on particular aspects of the private company life cycle including business value growth, business value transfer and owner life and legacy.

    At this meeting, you can expect to:

    • Learn how to better serve your clients
    • Meet new contacts in the private company market
    • Get visibility with your existing network of contacts
    • Gain an appreciation of the power of the XPX Advisor Principles

    Hope to see you there!

    Show details

  • XPX Fairfield - Succession Planning – how to build a great management team and succession plan before the deal

    • May 15, 2020
    • 7:30 AM - 9:30 AM
    • The Shore and Country Club, 220 Gregory Boulevard, Norwalk, CT
    XPX Fairfield Chapter hosts monthly meeting that are focused on deep learning and networking with fellow advisors to privately-held businesses. Our speakers and attendees are experts who focus on particular aspects of the private company life cycle including business value growth, business value transfer and owner life and legacy.


    At this meeting, you can expect to:

    • Learn how to better serve your clients
    • Meet new contacts in the private company market
    • Get visibility with your existing network of contacts
    • Gain an appreciation of the power of the XPX Advisor Principles

    Hope you'll join us!

    Show details

  • XPX Hartford - Succession Planning – how to build a great management team and succession plan before the deal

    • May 20, 2020
    • 8:00 AM - 10:00 AM
    • The Hartford Club, 46 Prospect St, Hartford, CT

    XPX Hartford Chapter hosts monthly meeting that are focused on deep learning and networking with fellow advisors to privately-held businesses. Our speakers and attendees are experts who focus on particular aspects of the private company life cycle including business value growth, business value transfer and owner life and legacy.

    At this meeting, you can expect to:

    • Learn how to better serve your clients
    • Meet new contacts in the private company market
    • Get visibility with your existing network of contacts
    • Gain an appreciation of the power of the XPX Advisor Principles

    Hope you'll join us!

    Show details

  • XPX New Jersey - Succession Planning – how to build a great management team and succession plan before the deal

    • May 20, 2020
    • 8:00 AM - 10:00 AM
    • The offices of Fox Rothschild LLP - 49 Market Street, Morristown, NJ

    XPX New Jersey Chapter hosts monthly meeting that are focused on deep learning and networking with fellow advisors to privately-held businesses. Our speakers and attendees are experts who focus on particular aspects of the private company life cycle including business value growth, business value transfer and owner life and legacy.

    At this meeting, you can expect to:

    • Learn how to better serve your clients
    • Meet new contacts in the private company market
    • Get visibility with your existing network of contacts
    • Gain an appreciation of the power of the XPX Advisor Principles

    Hope you'll join us!

    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: Irrational Fear of Firing – what really happens to management, owners, employees after the deal

    • June 11, 2020
    • 8:15 AM - 9:45 AM
    • Bernstein, 1345 Avenue of the Americas, New York, NY, (Between 54th and 55th Streets)

    XPX New York Metro Chapter hosts monthly meeting that are focused on deep learning and networking with fellow advisors to privately-held businesses. Our speakers and attendees are experts who focus on particular aspects of the private company life cycle including business value growth, business value transfer and owner life and legacy.

    At this meeting, you can expect to:

    • Learn how to better serve your clients
    • Meet new contacts in the private company market
    • Get visibility with your existing network of contacts
    • Gain an appreciation of the power of the XPX Advisor Principles

    Hope to see you there!

    Show details

  • XPX Hartford - Irrational Fear of Firing – what really happens to management, owners, employees after the deal (Hint: more investment in talent, not firing)

    • June 17, 2020
    • 8:00 AM - 10:00 AM
    • The Hartford Club, 46 Prospect St, Hartford, CT

    XPX Hartford Chapter hosts monthly meeting that are focused on deep learning and networking with fellow advisors to privately-held businesses. Our speakers and attendees are experts who focus on particular aspects of the private company life cycle including business value growth, business value transfer and owner life and legacy.

    At this meeting, you can expect to:

    • Learn how to better serve your clients
    • Meet new contacts in the private company market
    • Get visibility with your existing network of contacts
    • Gain an appreciation of the power of the XPX Advisor Principles

    Hope you'll join us!

    Show details

  • XPX New Jersey - Irrational Fear of Firing – what really happens to management, owners, employees after the deal (Hint: more investment in talent, not firing)

    • June 17, 2020
    • 8:00 AM - 10:00 AM
    • The offices of Fox Rothschild LLP - 49 Market Street, Morristown, NJ

    XPX New Jersey Chapter hosts monthly meeting that are focused on deep learning and networking with fellow advisors to privately-held businesses. Our speakers and attendees are experts who focus on particular aspects of the private company life cycle including business value growth, business value transfer and owner life and legacy.

    At this meeting, you can expect to:

    • Learn how to better serve your clients
    • Meet new contacts in the private company market
    • Get visibility with your existing network of contacts
    • Gain an appreciation of the power of the XPX Advisor Principles

    Hope you'll join us!

    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 - Irrational Fear of Firing – what really happens to management, owners, employees after the deal (Hint: more investment in talent, not firing)

    • June 19, 2020
    • 7:30 AM - 9:30 AM
    • The Shore and Country Club, 220 Gregory Boulevard, Norwalk, CT
    XPX Fairfield Chapter hosts monthly meeting that are focused on deep learning and networking with fellow advisors to privately-held businesses. Our speakers and attendees are experts who focus on particular aspects of the private company life cycle including business value growth, business value transfer and owner life and legacy.


    At this meeting, you can expect to:

    • Learn how to better serve your clients
    • Meet new contacts in the private company market
    • Get visibility with your existing network of contacts
    • Gain an appreciation of the power of the XPX Advisor Principles

    Hope you'll join us!

    Show details

  • XPX New York: Closing Cocktail Party

    • July 09, 2020
    • 8:15 AM - 9:45 AM
    • TBD

    Stay tuned!

    Show details

Past events

January 15, 2020 XPX New Member Orientation
January 15, 2020 XPX Hartford - When Good Deals Go Bad – Pitfalls to Avoid During the Sale Process
December 20, 2019 XPX Fairfield - Growth Strategies: Dealing with Disruption, Distraction and Division
December 18, 2019 XPX New Member Orientation
December 18, 2019 XPX New Jersey - Top 10 ways to improve the value of your business
December 18, 2019 XPX Hartford: Improving Business Value
December 12, 2019 XPX New York: Legacy and Charitable Planning
November 25, 2019 9th Annual CT Economic Forum | Keynote CT Governor Ned Lamont
November 20, 2019 XPX New Jersey - The Deal Closed so What’s Next?
November 20, 2019 XPX Hartford - THE DEAL CLOSED SO WHAT’S NEXT? – OWNER CONSIDERATIONS AFTER THE TRANSACTION (LEGAL, TAX AND CHARITY)
November 15, 2019 XPX Fairfield - The Deal closed so what’s next? – Owner considerations for life after the transaction (management transition plan, owner legacy, charity)
November 14, 2019 XPX New York: Pre-Transaction Planning: Key Considerations Ahead of a Sale
November 13, 2019 XPX New Member Orientation
October 18, 2019 XPX Fairfield - Lamentations of Labor, Employment and Benefits Attorneys in the World of M&A
October 16, 2019 XPX New Jersey - Family Dynamics
October 16, 2019 XPX Hartford: Family Dynamics – What really matters for multi-generational family sellers and how some things are more important than money.
October 10, 2019 XPX New York: Approaching the Sale – When family’s consider an exit transaction and the underlying dynamics at play
September 20, 2019 XPX Fairfield - The PE Playbook – How Investors Grow the Top and Bottom Line
September 18, 2019 XPX New Jersey - The Private Equity Playbook
September 18, 2019 XPX Hartford - The PE Playbook: How Private Equity focuses on Growth
September 12, 2019 XPX New York: The PE Playbook – How Private Equity focuses on growth (Topline Sales, Bottom line Profit, & Acquisitions)
July 24, 2019 2nd Annual XPX Hartford & ACG CT - Beer & BBQ Party
July 17, 2019 XPX Fairfield: Closing Cocktail Party
July 16, 2019 XPX New Jersey - Summer Cocktail Party
June 26, 2019 XPX New York - Networking Cocktail Reception
June 21, 2019 XPX Fairfield - Building the Perfect Advisory Team
June 19, 2019 XPX New Jersey - Pulling the Trigger! How to start the transition process
June 19, 2019 XPX Hartford - Pulling the Trigger - How to start the transition process
May 17, 2019 XPX Fairfield - Navigating the Digital Marketing Maze – How Advisors can Grow Their Professional Practice
May 15, 2019 XPX New Jersey - It’s all about the people! How to Enhance the Management Team
May 15, 2019 XPX Hartford - It’s All About The People - How to Enhance the Management Team
May 09, 2019 XPX New York - Cyber Insurance – Managing the Risk of Cybersecurity Breaches through Insurance
April 17, 2019 XPX New Jersey - Building the Perfect Advisory Team
April 17, 2019 XPX Hartford - Improving Operations to Maximize Value
April 12, 2019 XPX Fairfield - Transitioning to Insiders – Family Business Planning and Continuity
April 11, 2019 XPX New York - PROTECTING YOUR CLIENTS FROM DISASTER
March 20, 2019 XPX New Jersey - It’s All About the People! How to enhance the management team
March 20, 2019 XPX Hartford - Building the right advisory team at the right time of a business cycle
March 15, 2019 XPX Fairfield - Recapitalization as an Alternative to Selling
March 14, 2019 XPX New York - Why Your Clients Should Be Knowledgeable About Blockchain
February 20, 2019 XPX New Jersey - Middle Market M&A and Capital Markets Update
February 20, 2019 XPX Hartford - Navigating the Digital Marketing Maze – Educational seminar for XPX advisors to help grow their professional practice
February 14, 2019 XPX New York - Support and Services for Owners who have Sold their Business
February 01, 2019 XPX Fairfield - Joint Event with ACG CT Breakfast Meeting: A Different Perspective on Exit Planning
January 18, 2019 XPX Fairfield - It's all about the people - How to enhance the management team
January 16, 2019 XPX New Jersey - Transitioning to Outside Buyers
January 16, 2019 XPX Hartford - Transitioning to Outsiders – Strategic Buyers and Private Equity
January 10, 2019 XPX New York - The Tax Man Cometh - Selling Your Business in 2019
December 19, 2018 XPX Hartford - ESOPs as an Exit Plan: What you don't know may surprise you
December 19, 2018 XPX New Jersey - Keeping Employees Motivated Through Equity Incentive Plans
December 14, 2018 XPX Fairfield - ESOPs as a Succession Planning and Wealth Creation Tool for Business Owners
December 13, 2018 XPX New York - Recapitalization as an Alternative to Selling
November 29, 2018 XPX Hartford and ACG CT Event, November 29, 2018
November 19, 2018 8th Annual CT Economic Forum | Presented by XPX CT, CTTMA & ACG CT
November 16, 2018 XPX Fairfield - Building the Perfect Advisory Team
November 14, 2018 XPX New Jersey - Transitioning to Insiders: Family Business Planning and Business Continuity
November 14, 2018 XPX Hartford - Transitioning to Insiders: Family Business Planning & Business Continuity
November 08, 2018 XPX New York - Buy/Sell agreements
October 19, 2018 XPX Fairfield -Defining Success: Exploring Owner Objectives with a Transition
October 17, 2018 XPX New Jersey - Current State of Capital Markets and Financing Options
October 17, 2018 XPX Hartford - Exploring Owner Goals and Objectives with a Transition
October 11, 2018 XPX New York - Current state of the M&A markets and financing options
September 26, 2018 XPX New Jersey - Defining Success: Exploring the Owner’s Objectives in a Transition
September 21, 2018 XPX Fairfield - Current State of Capital Markets and Financing Options
September 19, 2018 XPX Hartford - Current State of Capital Markets and Financing Options
September 13, 2018 XPX New York - Fall Kickoff with Cocktail Reception!
July 25, 2018 XPX Hartford & ACG CT - Beer & BBQ Party
July 18, 2018 XPX Fairfield: Closing Cocktail Party
July 17, 2018 XPX New Jersey - Summer Cocktail Party
June 20, 2018 XPX Hartford - Perspectives from a Private Equity Investor
June 20, 2018 XPX New Jersey - Next Steps? What’s the Best Plan Moving Forward?
June 14, 2018 XPX New York - Perspectives from a Private Equity Investor
May 23, 2018 XPX Hartford - Trusts and Estates planning – How can owners keep what they have earned
May 18, 2018 XPX Fairfield - Tricks of the Trade from Investment Bankers
May 16, 2018 XPX New Jersey - The Transaction Process – Tricks of the Trade from Investment Bankers
May 10, 2018 XPX New York - Corporate Image – How a branding tune up can revitalize your family business
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
October 16, 2015 XPX CT: Managing Family Dynamics – How can the family prepare for success?
September 18, 2015 XPX CT - Breakfast Meeting

Bronze Tri-State Sponsors

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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