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The Exit Planning Exchange Hartford Chapter holds events throughout the Greater Hartford area. 

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 Fairfield County CT as well as New York and New Jersey

Upcoming events

    • June 19, 2019
    • 8:00 AM - 10:00 AM
    • The Hartford Club, 46 Prospect St, Hartford, CT

    Now that you have decided on a direction, what can you do to prepare for a transaction? It is important to start the process early and focus on leaving a well-run, clean company for the next owners.

    In this session we will explore:

    • Leaving your legacy
    • Cleaning up the books and records, while preparing for due diligence
    • Making sure the financials are clean
    • Tax planning - avoiding pitfalls


    Mike Liapakis, Tax Managing Director – KPMG
    Andy Koutroumanis, Senior Tax Manager – KPMG

    • July 24, 2019
    • 5:30 PM - 7:30 PM
    • Stony Creek Brewery (The Celebration Room), Branford CT

    Don’t miss an opportunity to network with Hartford XPX and ACG professionals in this popular joint event at Stoney Creek Brewery.

    Relax away from work and enjoy this state of the art brewery in a laid back environment. Sample a variety of craft beers including IPAs, Lagers, Ales & Stouts and seasonal unique brews.

    Enjoy good food, conversation, and beer.  This event is a unique opportunity to connect with colleagues, create new relationships and celebrate the summer.  Don't forget to bring business cards!

    Attire is summer casual. Registration fee includes food and open bar.


    XPX Members:
    Member of XPX Hartford & Tri-State: $55.00
    Young Member of XPX CT & Tri-State: $45.00
    Member of Other XPX Chapter: $65.00

    ACG Members: Registration code required to get rates below.
    Member of ACG CT: $55.00 - BEER2019
    Young Member of ACG CT: $45.00 - BBQ2019
    Member of Other ACG Chapter: $65.00 - Summer2019

    Non-Members & Guests:
    $75.00 (expires July 22)
    $95.00 (after July 22)

Past events

May 15, 2019 XPX Hartford - It’s All About The People - How to Enhance the Management Team
April 17, 2019 XPX Hartford - Improving Operations to Maximize Value
March 20, 2019 XPX Hartford - Building the right advisory team at the right time of a business cycle
February 20, 2019 XPX Hartford - Navigating the Digital Marketing Maze – Educational seminar for XPX advisors to help grow their professional practice
January 16, 2019 XPX Hartford - Transitioning to Outsiders – Strategic Buyers and Private Equity
December 19, 2018 XPX Hartford - ESOPs as an Exit Plan: What you don't know may surprise you
November 29, 2018 XPX Hartford and ACG CT Event, November 29, 2018
November 19, 2018 8th Annual CT Economic Forum | Presented by XPX CT, CTTMA & ACG CT
November 14, 2018 XPX Hartford - Transitioning to Insiders: Family Business Planning & Business Continuity
October 17, 2018 XPX Hartford - Exploring Owner Goals and Objectives with a Transition
September 19, 2018 XPX Hartford - Current State of Capital Markets and Financing Options
July 25, 2018 XPX Hartford & ACG CT - Beer & BBQ Party
June 20, 2018 XPX Hartford - Perspectives from a Private Equity Investor
May 23, 2018 XPX Hartford - Trusts and Estates planning – How can owners keep what they have earned
April 18, 2018 XPX Hartford - Management Review
March 21, 2018 XPX Hartford - Management Review
February 14, 2018 XPX Hartford - Operational Efficiencies
January 17, 2018 XPX Hartford - Operational Efficiencies
January 09, 2018 XPX Tri-State Cocktail Networking Reception
December 20, 2017 XPX Tri-State: Hartford Valuation - What could the business be worth...and why?
December 06, 2017 XPX Hartford and ACG Hartford Joint Event
November 15, 2017 XPX Tri-State: Hartford Strategic Options Review:
October 18, 2017 XPX Tri-State: Hartford Managing Family Dynamics: The Good, The Bad and The Ugly
September 20, 2017 XPX Tri-State: Hartford Case Introduction
July 27, 2017 XPX Tri-State CT Hartford Year End Party
June 21, 2017 XPX Tri-State CT (Hartford) - Planning for the Exit
June 13, 2017 XPX CT Hartford & ACG CT Event, June 13th - Yard Goats Game - Register Today!
May 17, 2017 XPX Tri-State CT (Hartford) - Good Fences Make Good Neighbors
April 19, 2017 XPX Tri-State CT (Hartford) - Financing Growth
March 15, 2017 XPX Tri-State CT (Hartford) - Financing Growth Part 1
February 15, 2017 XPX Tri-State CT: Using LinkedIn to Grow your business

Chapter Events


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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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