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   GROWTH. TRANSFER. LEGACY.

EVENTS

The Exit Planning Exchange Fairfield County Chapter holds events throughout the Fairfield County. 

Our association events promote peer learning, networking and visibility for our members in the local private company advisor community.  Topics cover all three phases of the private company life cycle: business value growth, business value transfer and owner life and legacy. 

View our full Tri-State Calendar for additional events in Hartford CT as well as New York and New Jersey.

Upcoming events

    • January 29, 2020
    • 1:30 PM - 7:00 PM
    • KMPG Conference Center, 345 Park Avenue, New York City, NY
    • 0

    We're excited to announce that our Tri-State 2020 Summit is officially SOLD OUT. Due to full capacity, onsite registration will not be available.

    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
    Moderator: Tara Thompson Popernik, Wealth Strategies Group of AB Bernstein
    Panelists:
    Andrew Bonanno, Kohlberg & Company
    Polly Mack, Riverside Partners
    Richard P. Prestegaard, High Road Capital Partners

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

    Panel 3 : Life and Legacy
    Moderator: Warren Abkowitz, KPMG
    Panelists:
    Allan Grafman, CEO, All Media Ventures
    Thomas Livaccari, UBS
    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

    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

    • 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.

    • 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)


    • 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 soldNo 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

    • 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!

    • 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!

    • 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!

Past events

January 15, 2020 XPX New Member Orientation
December 20, 2019 XPX Fairfield - Growth Strategies: Dealing with Disruption, Distraction and Division
December 18, 2019 XPX New Member Orientation
November 25, 2019 9th Annual CT Economic Forum | Keynote CT Governor Ned Lamont
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 13, 2019 XPX New Member Orientation
October 18, 2019 XPX Fairfield - Lamentations of Labor, Employment and Benefits Attorneys in the World of M&A
September 20, 2019 XPX Fairfield - The PE Playbook – How Investors Grow the Top and Bottom Line
July 17, 2019 XPX Fairfield: Closing Cocktail Party
June 21, 2019 XPX Fairfield - Building the Perfect Advisory Team
May 17, 2019 XPX Fairfield - Navigating the Digital Marketing Maze – How Advisors can Grow Their Professional Practice
April 12, 2019 XPX Fairfield - Transitioning to Insiders – Family Business Planning and Continuity
March 15, 2019 XPX Fairfield - Recapitalization as an Alternative to Selling
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
December 14, 2018 XPX Fairfield - ESOPs as a Succession Planning and Wealth Creation Tool for Business Owners
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
October 19, 2018 XPX Fairfield -Defining Success: Exploring Owner Objectives with a Transition
September 21, 2018 XPX Fairfield - Current State of Capital Markets and Financing Options
July 18, 2018 XPX Fairfield: Closing Cocktail Party
May 18, 2018 XPX Fairfield - Tricks of the Trade from Investment Bankers
April 20, 2018 XPX Fairfield - Trust and Estate Planning: Helping Business Owners Keep What They Have Earned
March 16, 2018 XPX Fairfield - B2B Revenue Growth thru Social Media
February 02, 2018 XPX Fairfield - Joint Event with ACG CT Breakfast Meeting
January 19, 2018 XPX Fairfield - Operational Efficiencies
January 09, 2018 XPX Tri-State Cocktail Networking Reception
December 15, 2017 XPX Tri-State: Fairfield County - Strategic Options: What Makes the Most Sense
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?
October 20, 2017 XPX Tri-State: Fairfield County - Managing Family Dynamics:
September 15, 2017 XPX Tri-State: Fairfield County Case Introduction
July 19, 2017 XPX Tri-State CT: Closing Cocktail Party
June 16, 2017 XPX Tri-State CT: Assessing Strategic Options
May 19, 2017 XPX Tri-State CT: Good Fences Make Good Neighbors
April 21, 2017 XPX Tri-State CT: Financing Growth Part 2
March 17, 2017 XPX Tri-State CT: Financing Growth Part 1
February 03, 2017 XPX Tri-State CT: Successful Exits
January 20, 2017 XPX Tri-State CT: Operations

Chapter Events

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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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