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GROWTH. TRANSFER. LEGACY.

EVENTS

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

    • February 01, 2021
    • ? - 4:00 PM (EST)
    • Virtual this month - coordinate details with your assigned group
    Register


    FEBRUARY POWER NETWORKING

    THE PROGRAM RUNS ALL MONTH
    DEADLINE TO SIGN UP IS FEBRUARY 1, 2020 AT 4:00 PM ET


    XPX Members rely on each other for advice and connections. This program helps spark virtual conversations in our network.

    Here's how the Power Networking works:

    • We'll match you with a group of around five fellow members of from other XPX Chapters
    • We'll try to balance members from different professions (Accountant, Attorney, Banker, Wealth Advisor, Consultant, etc)
    • Your group can set the virtual meeting for any time in the morning, afternoon or over cocktails
    • Your only commitment is to meet with your group at least once during the month for at least an hour. If the group decides to meet more than once, all the better
    The Power of 5 is just one more way we fulfill the promise of XPX of powerful inter-disciplinary connections and learning. You might even find a great resource for your clients!

    When you register, let us know if you have an account to host video conferencing for your group for at least a full hour.

    Questions?  Please contact us directly by clicking on our names listed below.

    See you soon!

    Stephen Ronan, XPX CT Fairfield Power of Five Chair

    Brian Fischer, XPX CT Hartford Power of Five Chair


    Cross-Chapter Program also available for those who are interested

    • February 01, 2021
    • ? - 4:00 PM (EST)
    • Sign up for this virtual program by the first of the month
    Register



    FEBRUARY POWER NETWORKING
    THE PROGRAM RUNS ALL MONTH
    DEADLINE TO SIGN UP IS FEBRUARY 01, 2021 AT 4:00PM ET


    XThe Cross-Chapter program is a supplement to local XPX Chapter power networking. Please visit your Chapter website for more information. Use this Cross-Chapter option if you want to meet members from other parts of the country. You are welcome to participate in both programs if you want. Here's how it works:

    XPX Members rely on each other for advice and connections. This program helps spark virtual conversations in our network.

    Here's how the Power Networking works:

    • We'll match you with a group of around five fellow members of from other XPX Chapters
    • We'll try to balance members from different professions (Accountant, Attorney, Banker, Wealth Advisor, Consultant, etc)
    • Your group can set the virtual meeting for any time in the morning, afternoon or over cocktails
    • Your only commitment is to meet with your group at least once during the month for at least an hour. If the group decides to meet more than once, all the better
    The Power of 5 is just one more way we fulfill the promise of XPX of powerful inter-disciplinary connections and learning. You might even find a great resource for your clients!

    When you register, let us know if you have an account to host video conferencing for your group for at least a full hour.

    Let me know if you have any question please email us

    • February 05, 2021
    • 8:30 AM - 9:45 AM (EST)
    • Virtual - Connection & Registration through ACG Connecticut

    Friday, February 5, 2021

    8:30 AM - 9:45 AM ET

    9th Annual Joint Event with XPX CT

    A Successful Business Exit

    Timing is Everything; Closing Deals in Turbulent Times

    A fireside chat with

    Michael Glatt

    Vice Chairman, North American Head of Project Management

    MACRO, A Savills Company


    Additional speaker to be announced.


    Speaker:


    Michael Glatt
    MACRO, A Savills Company
    Vice Chairman, North American Head of Project Management

    With over 40 years of industry experience, Michael epitomizes daily leadership for both clients and fellow team members. Michael has managed an extensive array of projects and accounts, ranging from commercial, large-scale towers and campuses to various nonprofit assignments. No matter the size of scope of the project, Michael brings his unfettered energy, experience and commitment.

    Since joining Macro over 15 years ago, Michael has helped the business grow exponentially, with involvement in over 65M square feet of transformative projects for Fortune 500 companies. Along the way, he has worked to deepen and expand the company’s set of unique competencies, making Macro considerably more flexible and experienced in addressing any client’s end-to-end needs. In 2020, Michael oversaw Savills’ acquisition of Macro, bringing Macro’s project management experience to new heights across the country.

    With a combination of proven accomplishments and a passion for protecting client interests, Michael has instilled his vision in a new generation of project managers at Savills—one that is able to manage the big picture in tandem with the details. He has been honored by and welcomed to the boards of several marquee clients as a trusted advisor.



    Hosted by: ACG Connecticut

    Registration Fees:

    Members of XPX CT - Complimentary  (Select Non-Member in the Dropdown to access Member of XPX option)

    Members of ACG/Other Chapter- Complimentary

    Young Members of ACG CT - Complimentary

    Non-Member $15.00

    REGISTRATION IS THROUGH ACG CLICK HERE!




    • February 17, 2021
    • 10:50 AM - 11:30 AM (EST)
    • Virtual at 11 AM EDT - you'll receive call-in instructions upon registering
    Register

    Virtual meeting at 11 AM ET


    Welcome to XPX!

    Please join us at this quick monthly web meeting with 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 content to increase your visibility in our community
    • 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). Non-members welcome to listen in too!


Past events

January 22, 2021 XPX CT: Fairfield & Hartford Chapter Joint Event: Was It Something I Said?
January 20, 2021 XPX Orientation
January 08, 2021 XPX Members - January Cross-Chapter Power Networking Options
January 01, 2021 XPX Connecticut Chapters Power of 5, January Session
December 17, 2020 XPX CT: Fairfield and Hartford Chapter Holiday Joint Event
December 16, 2020 XPX Orientation
December 01, 2020 XPX Members - December Cross-Chapter Power Networking
November 23, 2020 XPX CT 10th Annual Economic Forum | Keynote CT Governor Ned Lamont
November 18, 2020 XPX Orientation
November 17, 2020 XPX Tri-State Post Election Deep Dive
November 01, 2020 XPX Connecticut Chapters Power of 5, November Session
October 23, 2020 XPX Fairfield & Hartford Joint Meeting: Case Study – Preparing Companies for the Exit: Getting the financial house in order
October 21, 2020 XPX Orientation
October 01, 2020 XPX Connecticut October Session Power of 5
September 23, 2020 XPX Hartford: Top 10 Sales and Marketing Strategies for 2021
September 16, 2020 XPX Orientation
September 01, 2020 XPX Connecticut September Session Power of 5
August 19, 2020 XPX Orientation
July 27, 2020 XPX CONNECTICUT VIRTUAL SUMMIT WEEK: July 27 - July 30, 2020
July 22, 2020 3rd Annual XPX CT & ACG CT - Beer Tasting!
July 15, 2020 XPX Orientation
July 01, 2020 XPX Connecticut July Session Power of 5
June 19, 2020 XPX Fairfield & Hartford Joint Meeting - Repositioning for the Future: Preparing to Emerge Stronger in the Post-Covid World
June 17, 2020 XPX Orientation
May 20, 2020 XPX Orientation
May 15, 2020 XPX Fairfield & Hartford Joint Meeting - Business Valuations in the Post-Covid World
April 29, 2020 XPX Advisor Exchange - EBITDAC, Disruption and Hiring Remotely
April 22, 2020 XPX Advisor Exchange
April 15, 2020 XPX Advisor Exchange - Supply Chains, Presenting Remotely and Business Value
April 15, 2020 XPX New Member Orientation
April 08, 2020 Virtual Event - XPX Hartford: Top things business owners should do now
April 01, 2020 XPX Advisor Exchange - M&A, Employment law, Healthcare, Courage
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 19, 2020 XPX Hartford - Don’t Let Them Take a Byte: Defending Your Data Bit by Bit
January 29, 2020 XPX TRI-STATE SUMMIT 2020 | NEW YORK CITY
January 15, 2020 XPX New Member Orientation
January 15, 2020 XPX Hartford - When Good Deals Go Bad – Pitfalls to Avoid During the Sale Process
December 18, 2019 XPX New Member Orientation
December 18, 2019 XPX Hartford: Improving Business Value
November 25, 2019 9th Annual CT Economic Forum | Keynote CT Governor Ned Lamont
November 20, 2019 XPX Hartford - THE DEAL CLOSED SO WHAT’S NEXT? – OWNER CONSIDERATIONS AFTER THE TRANSACTION (LEGAL, TAX AND CHARITY)
November 13, 2019 XPX New Member Orientation
October 16, 2019 XPX Hartford: Family Dynamics – What really matters for multi-generational family sellers and how some things are more important than money.
September 18, 2019 XPX Hartford - The PE Playbook: How Private Equity focuses on Growth
July 24, 2019 2nd Annual XPX Hartford & ACG CT - Beer & BBQ Party
June 19, 2019 XPX Hartford - Pulling the Trigger - How to start the transition process
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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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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