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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

    • June 01, 2020
    • 4:00 PM (EDT)
    • June 30, 2020
    • 9:00 PM (EDT)
    • Virtual - coordinate details with your assigned group
    Register

    NEW, VIRTUAL VERSION OF A FAVORITE MEMBER BENEFIT!


    For those of you who are new or have not participated previously, one of our XPX’s most popular offerings has been the PO3 Networking Program. This is a Connecticut members-only benefit brought together small groups of advisors from different disciplines and provided 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. 

    So what are we changing?

    • For at least the next three months, (May, June, July) virtual groups of 5 will be formed composed of members from 5 different advisory verticals (CPA, Attorney, Banker, Wealth Advisor, Consultant, etc)
    • Since geography is not an issue in the virtual world, we have decided to combine both the Hartford and Fairfield Chapters into one large XPX Connecticut group providing the opportunity for some relationships to expand geographically.
    • New groups will be formed at the beginning of each month so if you participate during all three months you will have the opportunity to meet with some 15 advisors. 
    • Unlike the PO3 program, we will not attempt to track who has met with whom in the past.  If you already know everyone in your group, no matter. 
    • Meetings of course can be held at any time in the morning, afternoon or over cocktails. 
    •  By signing up for the program, your only commitment is to meet with your group at least once during the month for at least an hour.  That said if the group decides to meet more than once, all the better.

    In this current Covid19 world in which we are living and working, our clients are in need of varied advice as what to do to survive today and move forward tomorrow.  The expanded program will allow for meeting a larger cross section of advisors. And if we use these groups as a platform from which we can get to know one another, discuss the client issues we are encountering, and collectively perhaps come to some solutions for a client, we will be directly fulfilling the promise of XPX.  And were one to refer a member of the group to a client as solution, awesome!

    So, for those of you interested in participating in the June Session, please get back to us by Monday, June 1st so that we can put together the new list of groupings to start early the following week.

    And important, please let us know when you sign up if you will be able to host a Zoom, Webex or whatever video conferencing service you use for 5 people for a longer period than say the free 40 minutes on Zoom.

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

    See you soon!

    John Weidner, Fairfield Chapter

    Steve Pappas, President Hartford Chapter


    Cross-Chapter Program also available for those who are interested

    • June 17, 2020
    • 10:50 AM - 11:30 AM (EDT)
    • Virtual at 11 AM EDT - you'll receive call-in instructions upon registering
    Register

    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 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). Non-members welcome to listen in too!


    • June 19, 2020
    • 8:25 AM - 9:30 AM (EDT)
    • Virtual - connection details sent upon registration
    Register

    PLEASE LOG IN EARLY TO BE READY FOR 8:30 START TIME

    Like it not, Covid is a disruptive reality. But for savvy and proactive businesses there is an opportunity to take action to strengthen and prepare for the future as we emerge into a new normal. Our four speakers, each representing a critical business component, will present ideas for tangible steps that owners can take now to not just survive Covid, but to strengthen and thrive.


    Our Panel:


    Dick Albu, President & Founder Albu Consulting LLC

    Dick founded Albu Consulting in 1994, a strategy management consulting firm dedicated to helping its clients realize their growth goals. Having worked on a wide range of industries, his principle skill is in developing robust strategic plans and managing strategy execution. Prior to forming Albu Consulting, Dick worked as Vice President with a New York City based business development consulting group. At Nestle he held senior management positions both in the US and Switzerland. Dick’s Board of Advisor seats include the David S. Lapine Co., Center for Family Business and the Entrepreneur & Innovation Center at the University of New Haven and XPX CT Chapter.

    Stephen E. Ronan, Principal - Citrin Cooperman

    Steve Ronan is a principal and the leader of Citrin Cooperman’s Strategy & Business Transformation Practice. He is an experience professional in the theory and execution of improving business value. Steve has partnered with a range of companies, from Fortune 100 to middle-market, to develop and implement strategies that improve profitability, create scalable businesses, and strengthen customer relationships.  His projects have created over $100M in value through top-line growth and bottom-line savings. Steve’s experience includes strategic planning, process improvement, and organizational transformation.  Previously, Steve owned a boutique consulting firm and was a senior manager at Deloitte Consulting.


    John Weidner, Founder & Managing Partner  - Cornell Global LLC

    John is Founder and Managing Partner of Cornell Global LLC, a Human Capital Strategy Consulting firm. Working with various sized companies across various industry sectors, John strives to drive increased company valuation through leadership development, talent acquisition and innovative people focused programs and processes. John’s corporate career included progressively responsible positions with Price Waterhouse, Bankers Trust, E. F. Hutton, Chemical Bank and later G.E. Capital. Since leaving corporate, John has founded three management and career coaching consulting firms; Cornell Global LLC, Pierway Associates LLC and Heroes in Transition.

    John attained his Masters Degree from Boston University and a Bachelors Degree from Westminster College.


    Keith Michaelson, Family Business Advisor & Owner - The Lovins Group

    Keith Michaelson helps family businesses navigate the challenges of generational transition. With his help, families discuss the difficult issues that have been creating tension in the family and holding back progress in the business. Keith joined The Lovins Group after 25 years of experience working with business leaders in major corporations and non-profit organizations to integrate their personal growth with improvement in organizational performance. Keith’s education includes an MBA from the Yale School of Management and an MA in Marriage and Family Therapy from Fairfield University. He is a Licensed Marriage and Family Therapist (LMFT) in the State of Connecticut.

    • July 22, 2020
    • 5:30 PM - 7:30 PM (EDT)
    • Stony Creek Brewery (The Celebration Room), Branford CT
    Register


    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.

    INVESTMENT

    XPX Members:
    Member of XPX CT & 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 - BEER2020
    Young Member of ACG CT: $45.00 - BBQ2020
    Member of Other ACG Chapter: $65.00 - Summer2020


    Non-Members & Guests:
    $75.00 (expires July 15)
    $95.00 (after July 15)



    • July 29, 2020
    • 1:30 PM - 7:00 PM (EDT)
    • 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

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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