US Member: 

Log in


                GROWTH. TRANSFER. LEGACY.

Message or share this event on LinkedIn:

EVENT DETAILS


XPX CONNECTICUT SUMMIT 2020 - NEW DATE!

  • July 29, 2020
  • 1:30 PM - 7:00 PM
  • New Haven Lawn Club - 193 Whitney Ave, New Haven, CT 06511

Registration


Register

NEW DATE!

XPX CONNECTICUT SUMMIT 2020
July 29, 2020 1:30 PM - 7:00 PM
New Haven Lawn Club - 193 Whitney Ave, New Haven, CT 06511

Join us at our 2020 Connecticut Summit!


Register Today!

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. Additionally, an investment in a sponsor table will showcase the power of your vision, expertise and network as part of the XPX ecosystem.

PROGRAM AGENDA:

1:30 pm - Registration & Opening Remarks

Introduction by: Ramsey Goodrich, Carter Morse & Goodrich

2:00 pm - Keynote Fireside Chat: with Cindi Bigelow, President & CEO Bigelow Tea












Fire Chat Moderator: Dick Albu, Albu Consulting LLC


2:45 – 3:30 pm: Panel 1 : Business Value Growth

Moderator: Steve Ronan, Citrin Cooperman 
Panelists: 
Paul Decelles, YardZone Inc.
Brian Kerrigan, Whittlesey
Nicole Russo, Microboard Processing, Inc

3:30 – 3:50 pm: Break/Networking

4:00 – 4:45 pm: Panel 2: Business Value Transfer

Moderator: Steven Pappas, Touchstone Advisors
Panelists:
Capri Brighenti, Miller Farms
Tom Heide, Heide & Company
Michael Rocheleau, PTA Plastics


4:45 - 5:30 pm: Panel 3 : Owner Life and Legacy

Moderator: Michael Clear, Wiggin and Dana
Panelists:
Keith Michaelson, Lovins Group
Francois de Visscher, FODIS
Gavin Watson, Former Co-owner of Watson Inc.

5:30 - 7:00 pm: Networking Reception

Mix and mingle with business owners and their advisors in a casual environment.

REGISTRATION FEES:  Early Bird(Through 7/22/20)  Regular  At the door
Connecticut & Tri-State Members  $175  $210  $250
Other Chapter Members
 $190  $225  $265
Non-Members  $225  $265  $280

No refunds or credits will be given for cancellations.


Click here to visit our website.

THANK YOU TO OUR SUMMIT SPONSORS:

Summit Marquee Sponsor:
KPMG

Summit-Table Sponsors:
KeyBank 
Touchstone Advisors
VR Business Sales 
Wiggin & Dana

Summit-Half Table Sponsors:
Blum Shapiro
Carmody Torrance Sandak & Hennessey LLP
Carter Morse & Goodrich
CFO Consulting Partners 
Citrin Cooperman, LLC
Day Pitney 
Gallagher 
Hinckley Allen
PKF O'Connor Davies
Rockport Investment Partners
Wealthspire Advisors 
Webster Bank
Whittlesey


Copyright XPX Global LLC | Terms-of-Use | Privacy-Policy