Put The Power of XPX Membership to Work For You - and Your Clients

The Exit Planning Exchange –  XPX Hartford Chapter is a community of trusted advisors that collaborate to help their private company clients build business value, transfer ownership and create a legacy of success in their lives and their communities.

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If you are an advisor to owners and managers of companies in the lower middle market, XPX can be a powerful learning network for you! Our members represent twelve different professions but share core principles of collaboration, putting the client first, thinking long term, considering the human angle and continuous learning. Learn more about our membership benefits and options.

Power of Three

One of our Chapter’s most popular offerings is our Power of Three Networking Program. This members-only benefit brings together small groups of advisors from different disciplines and provides a series of structured meetings so you can get to know each other on a much deeper level than you can at your average networking meeting.

Interested in learning more? Please contact us.

XPX Open Mic Night: How to Turn your Biggest Losers into Winners

XPX members gathered for an open mic night to share their stories on what it took to turn what was once their biggest loser into a winner for all parties involved.

XPX CT and ACG CT Meeting

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The Latest News – XPX Hartford

Latest – XPX Hartford

Homogeneity among your leadership team is like a decadent creamy chocolate cake: it feels tempting, but when you resist it, you get in much better shape. Increasing diversity on your leadership team leads to better decisions – and better financial results. However we have a natural tendency to surround ourselves with people similar to us:…

  The 2023 Sales Dilemma Susan Powers, Peak Sales/Sandler   Salespeople have never had a greater advantage and opportunity than they do today. They can secure even greater advantages and opportunities with each passing day. That’s because artificial intelligence, machine learning, and technology continue to make advancements that help salespeople develop closer and stronger relationships…

Do you want to get rich quickly? Very simple: Buy a business for its actual value, and sell it back right away for what the business owner values it. Many business owners overvalue their own business (after all, isn’t your business the most beautiful baby in the world?). What do you need to pay attention to…

In today’s ever-expanding “gig economy,” outsourcing entry-level tasks and job roles has become commonplace. But a growing number of organizations are exploring and adopting outsourcing for higher-level functions, too. Small to mid-sized sales organizations are increasingly outsourcing the sales function – from the sales rep role to executive sales management – and finding success with…

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Community

Upcoming Chapter Events

27
Mar
Virtual access
Wed, Mar 27th, 2024 ⋅ 10:50am - 11:30am (EDT)
Virtual at 11 AM EDT - you'll receive call-in instructions upon registering
28
Mar
Thu, Mar 28th, 2024 ⋅ 5:30pm - 7:30pm (EDT)
Pickleball America, 140 Atlantic Street, Stamford, CT 06901
11
Apr
Virtual access
Thu, Apr 11th, 2024 ⋅ 9:55am - 11:00am (EDT)
Virtual - you'll receive login info upon registration
16
Apr
Virtual access
Tue, Apr 16th, 2024 ⋅ 4:55pm - 6:00pm (EDT)
Virtual - you'll receive login info upon registration
17
Apr
Wed, Apr 17th, 2024 ⋅ 8:00am - 10:00am (EDT)
The Hartford Club, 46 Prospect St, Hartford, CT
06
May
Mon, May 6th, 2024 ⋅ 9:30am - 6:30pm (EDT)
The Farms Country Club, 180 Cheshire Road, Wallingford, CT

Our Members

Senior Vice President Wealth Manangement
Merrill Lynch
Senior Vice President - Wealth Management
UBS
CEO
Ambrose Growth
Mr.
Bradley, Foster & Sargent, Inc.
Managing Director
Marcum LLP

Why I'm an XPX Member