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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

    • December 14, 2018
    • 7:30 AM - 9:30 AM
    • The Shore and Country Club, 220 Gregory Boulevard, Norwalk
    Register

    ESOPs can offer significant succession planning and wealth creation benefits. In many instances, an ESOP can provide a greater ROI to the business owner, management and employees than private equity. We will examine the key features and considerations as well as instances where ESOPs make sense. Learn what factors about the business, owners and business timeline that make it attractive to use an ESOP.

    In this session, we will explore:

    • Whether an ESOP is appropriate to accomplish a business owner’s succession planning and wealth creation goals;
    • The succession and tax planning opportunity, and
    • Considerations and steps to implement an ESOP

    Our speaker:

    John Vitucci, PKF O'Connor Davies, LLP

    John N. Vitucci is a Principal in the Employee Benefits Services Practice at PKF O’Connor Davies and has more than 30 years of experience working with Fortune 500 corporations and investment banks in all areas of employee benefits, executive compensation and ERISA. John is currently an adjunct professor at Columbia University where he teaches Pensions & ERISA and Oral Communications for Actuaries in the Actuarial Master’s Program. John has implemented ESOPs at over 100 Fortune 500 companies and at many private companies.

    • January 18, 2019
    • 7:30 AM - 9:30 AM
    • The Patterson Club, Fairfield, CT 1118 Cross Hwy, Fairfield, CT 06824
    Register

    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!


    • February 01, 2019
    • 7:30 AM - 10:30 AM
    • Sheraton Stamford Hotel, 700 East Main Street, Stamford,CT
    Save the dates!

    Details to come


    Registration Fees: Early Bird Rates Expire January 29, 2019

    Members of ACG CT - Complimentary

    Young Members of ACG CT - Complimentary

    Non-Member 95.00 (early bird)

    Non-Member 125.00

    Member of other ACG Chapter 55.00 (early bird)

    Member of other ACG Chapter 75.00


    ***Registration is through ACG***


    • March 15, 2019
    • 7:30 AM - 9:30 AM
    • The Shore and Country Club, 220 Gregory Boulevard, Norwalk
    Register

    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!


    • April 12, 2019
    • 7:30 AM - 9:30 AM
    • The Shore and Country Club, 220 Gregory Boulevard, Norwalk
    Register

    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 17, 2019
    • 7:30 AM - 9:30 AM
    • The Shore and Country Club, 220 Gregory Boulevard, Norwalk
    Register

    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 21, 2019
    • 7:30 AM - 9:30 AM
    • The Shore and Country Club, 220 Gregory Boulevard, Norwalk
    Register

    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!


    • July 17, 2019
    • 5:30 PM - 7:30 PM
    • The Shore and Country Club, 220 Gregory Boulevard, Norwalk, CT
    A CELEBRATION - XPX FAIRFIELD CLOSING COCKTAIL PARTY!


    Join us for our annual summer evening of outdoor summer networking with fellow professionals interested in the exit planning space. Invite a colleague who would benefit from learning about XPX Fairfield.

    We will have an open bar, appetizers and a hot dinner buffet.

    If it rains we have space inside the club.



    View from the Outdoor Patio!

Past events

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

CONNECTICUT SPONSORS

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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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