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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

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

    The New Jersey chapter is growing and welcoming professional advisors who help business owners plan for a successful exit. As we continue to follow a case study approach addressing all of the various considerations associated with a successful exit, we welcome your attendance at our next meeting. Our ‘client’ is a partnership that wants to position itself for an exit in two to three years. As with most companies, there are some issues that need to be resolved to make the transition, and ultimate exit, a success.

    Join us as we look back on all of the topics we covered in support of our middle market company and discuss what should be their best plan moving forward. There are many considerations for a multi-generational private company to examine and address. Which should be the priority, which should be put on the back-burner. What is the right team of professionals they need to achieve the most successful outcome? We will explore and collectively determine the key priorities for these owners and define a plan of action.

    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 2018, so please set up a recurring calendar appointment now so you won’t miss an XPX breakfast!

    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
    Register

    Trade Secrets of investing in the lower middle market and their approach to business valuation

    Private equity Firms are very active in today’s marketplace of mergers and acquisitions. This month we will explore the ins and outs of private equity and how they look at possible investments. What is their approach on valuating a business, deal structure and how they work with investment bankers, M&A advisors and other trusted advisors.


    James Andersen , Co-Founder and Managing Partner of Clearview Capital, LLC

    James is involved in all aspects of the firm’s activities, is Co-Chair of the Investment Committee and serves as Chairman or Director of Pyramid Healthcare, Pediatric Healthchoice, Derby Building Products, Advanced Medical Personnel Services, Controlled Products and Community Medical Services. James earned a BSE in Civil Engineering, cum laude, from Princeton University and an MBA from The Wharton School. He is active in Princeton University alumni affairs where he serves on the Advisory Council for the department of Operations Research and Financial Engineering and is past Chair of the Alumni Council Committee on Careers. He also serves as Chair of the Board of Trustees of St. Luke’s School, a secular, independent day school in New Canaan, CT.


    Doni Perl
    , Vice Preseident Charter Oak Equity Partners

    Doni joined Charter Oak Equity in 2017. Prior to Charter Oak Equity, Doni spent four years at Quadrangle Group, where he focused on investments in the communications and media sectors, and two years with Sanabe & Associates, an investment banking boutique providing M&A, restructuring and strategic advice to companies in the building products, paper/packaging and renewable energy industries. He has served on the board of directors of Hargray Holdings and TowerVision Group. Doni received a B.S., summa cum laude, in Marketing and International Business from the Stern School of Business at New York University, and an MBA from the Yale School of Management.


    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 17, 2018
    • 5:00 PM - 7:00 PM
    • Town Bar and Kitchen, Morristown NJ

    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
    • 5:30 PM - 7:30 PM
    • Stony Creek Brewery (The Celebration Room), Branford CT
    Register


    Don’t miss an opportunity to network with Hartford XPX and ACG professionals in this popular joint event at Stoney Creek Brewery.

    Relax away from work and enjoy this state of the art brewery in a laid back environment. Sample a variety of craft beers including IPAs, Lagers, Ales & Stouts and seasonal unique brews.

    Enjoy good food, conversation, and beer.  This event is a unique opportunity to connect with colleagues, create new relationships and celebrate the summer.  Don't forget to bring business cards!


    Attire is summer casual. Registration fee includes food and open bar.

    INVESTMENT

    XPX Members:
    Member of XPX Hartford & Tri-State: $55.00
    Young Member of XPX CT & Tri-State: $45.00
    Member of Other XPX Chapter: $65.00

    ACG Members: Registration code required to get rates below.
    Member of ACG CT: $55.00 - BEER2018
    Young Member of ACG CT: $45.00 - BBQ2018
    Member of Other ACG Chapter: $65.00 - Summer2018


    Non-Members & Guests:
    $75.00 (expires July 18)
    $95.00 (after July 18)



Past events

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
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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