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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

    • April 15, 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 monthly 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 third 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)


    • April 17, 2020
    • 8:30 AM - 9:30 AM
    • Virtual - connection details sent upon registration
    Register

    The exit environment has changed considerably in a very short period of time.

    • How will the business “pause” impact valuations and activity?
    • What actions should owners and advisors take now?

    Hear from four experienced advisors as they share their best advice for navigating these uncertain waters:

    Our Panel:

    Michael Clear, Trust & Estate Attorney - Principal at Wiggin and Dana

    Michael is the Chair of the Private Client Services Department at Wiggin and Dana. Michael regularly counsels clients on the far-reaching financial implications of estate planning. Michael’s estate planning practice includes assisting individuals and families in tax-efficient and practical estate and gift planning. Michael also assists business owners with succession planning, by presenting to family groups on business/estate planning matters and by preparing business entities, shareholders’ agreements, and buy-sell agreements. He often facilitates the sale or purchase of business assets. He is also a trained counselor with insight into the family dynamics these matters can effect.

    Ramsey Goodrich, Investment Banker - Managing Partner at Carter Morse & Goodrich

    Ramsey W. Goodrich is a Managing Partner at Carter Morse & Goodrich and brings more than 25 years of experience advising business owners of privately held middle market companies on M&A and capital transactions. Over the course of his career, Mr. Goodrich has advised on more than 100 transactions totaling more than $3.5 billion in value.

    He is an active speaker on M&A and Capital transactions, having given dozens of presentations to corporations, associations and trade organizations and is a regular speaker at industry conferences around the country. In 2019, he was awarded the Thomas Farrell Memorial Award from M&A Advisor given “to the individual chosen by their peers to have made the most generous contribution to the advancement of our industry.”


    Brad Hardy, Commercial Banker - Senior Vice President Enterprise Banker Connecticut and Western Massachusetts Market at KeyBank

    Bradley Hardy serves as an Enterprise Banker responsible for developing new and expanding existing relationships with commercial customers throughout KeyBank’s Connecticut and Western Massachusetts markets with annual revenues of $25 million or more. He is an established lending professional with a proven track record of providing tailored financial solutions to middle market clients looking to expand or develop their business.

    Prior to joining First Niagara Bank in 2015, the predecessor to KeyBank, Brad spent 17 years at Wells Fargo in New York City, serving as a Senior Vice President and Managing Director for middle market lending.


    Moderator:

    Gail Harris, CFP®, CIMA® Wealth Advisor - Wealthspire Advisors

    Gail Harris is a Senior Vice President with Wealthspire Advisors, a $10B RIA headquartered in NYC. Gail has been providing comprehensive wealth advice for over 20 years. Her passion is helping clients make financial decisions consistent with their goals, values, and resources by taking a comprehensive approach that considers investments, estate planning, tax, insurance, cash flow and charitable planning. She particularly enjoys guiding clients through major life transitions such as selling a business.

    Prior to joining Wealthspire, Gail had tenures with Merrill Lynch, US Trust, Key Private Bank, and a large Single Family Office. After graduating Oregon State University, Gail served as an officer in the U.S. Navy.


    • 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!

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


Past events

April 08, 2020 XPX Advisor Exchange - How to have difficult conversations
April 01, 2020 XPX Advisor Exchange
March 25, 2020 XPX Advisor Forum
March 18, 2020 Virtual Meeting on Virtual Meetings
March 18, 2020 XPX New Member Orientation
February 19, 2020 XPX New Member Orientation
February 07, 2020 XPX Fairfield - Joint Event with ACG CT Breakfast Meeting
January 29, 2020 XPX TRI-STATE SUMMIT 2020 | NEW YORK CITY
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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