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

Name: XPX Connecticut - Empowering Businesses with AI
Start: 2025-11-13T08:00:00-05:00
End: 2025-11-13T10:00:00-05:00
Location: The Patterson Club 1118 Cross Hwy Fairfield, CT

The Exit Planning Exchange – XPX Connecticut 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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XPX Chapters

Join Us As a Full Member!

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 CT and ACG CT Meeting

Advisor Professions

Accountants

Attorneys

Bankers

Coaches

Consultants

Insurance Providers

Investors

M&A Intermediaries

Non-Profits

Valuators

Virtual managers

Wealth Planners

Advisor Principles

Put The Client First

Work Collaboratively

Think Long Term

Consider The Human Angle

Always Be Learning

Collaboration Stories

XPX Member Stu Welsh and The Power of 5

Dick Albu on learning and collaborating at XPX

H-1B Visas Now Require $100,000 Fee

Robert Brody

Brody and Associates, LLC

2 weeks ago

By Robert G. Brody and William C. Collins September 19, 2025, President Trump issued an executive order requiring a $100,00 dollar fee for H-1B

Oct 23, 2025 2 min read Connecticut Long Island New Jersey New York Tri-State

Business Value Growth

Love in the Workplace

Robert Brody

Brody and Associates, LLC

3 weeks ago

Relationships in the workplace are a common source of liability for any company, and they are also a fact of work. One study suggested

Oct 10, 2025 3 min read Tri-State

Business Value Growth

Healthcare as a Consumer Product: Navigating the System with Price and Quality in Mind

Louis Bernardi

BritePath aka Group Planners Inc

4 months ago

The healthcare system often feels like a maze, where confusion reigns and the cost of care seems arbitrary. Plan sponsors and employees alike are

Jun 12, 2025 5 min read Connecticut Long Island New Jersey New York Tri-State

Member News

How to turn conflicts into your growth engine

Xavier Lederer

Ambrose Growth

1 year ago

“Conflicts look bad. I always prepare touchy agenda points with my 2 senior leaders before leadership team meetings. This way senior leadership presents a

Jun 12, 2024 4 min read Connecticut

Business Value Growth

5 tips to make more effective executive decisions

Xavier Lederer

Ambrose Growth

1 year ago

How many decisions do you make every day? According to Cornell University researchers: more than 35,000. Every. Single. Day. Decision-making is one of a CEO’s most

May 12, 2024 5 min read Connecticut

Business Value Growth

Why Can’t I Find the Right Salespeople?

Kevin Donovan

Fortis Sales Solutions

1 year ago

It’s midnight. Your recycling bin is overflowing with rejected resumes. Your eyes can barely focus on the letters in front of you — and

Apr 19, 2024 6 min read Connecticut

Contact & Connect

Chapter Events

XPX Connecticut - Empowering Businesses with AI

Nov 13, 2025 ⋅ 8:00am - 10:00am (EST)

XPX Connecticut Annual Economic Forum | November 24th at Fairfield University

Nov 24, 2025 ⋅ 3:00pm - 8:00pm (EST)

XPX Connecticut - Holiday Gathering

Dec 3, 2025 ⋅ 6:00pm - 8:00pm (EST)

More Events

For even more opportunities to connect with XPX Members check out our Cross-Chapter events.

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Community

Upcoming Chapter Events

Nov

XPX Connecticut - Empowering Businesses with AI

Thu ⋅ 8:00am - 10:00am (EST)

The Patterson Club 1118 Cross Hwy Fairfield, CT

Nov

Virtual access

XPX - Making the Most of Your Membership

Wed ⋅ 10:50am - 11:30am (EST)

Virtual at 11 AM EDT - you'll receive call-in instructions upon registering

Nov

Virtual access

XPX Members Only Cross-Chapter Power Networking: Maximizing Your Value as An Advisor

Thu ⋅ 4:00pm - 5:15pm (EST)

Virtual - you'll receive Swapcard info to access the program

Nov

XPX Connecticut Annual Economic Forum | November 24th at Fairfield University

Mon ⋅ 3:00pm - 8:00pm (EST)

Fairfield University's Dolan School of Business 1073 North Benson Road Fairfield, CT

Dec

XPX Connecticut - Holiday Gathering

Wed ⋅ 6:00pm - 8:00pm (EST)

Il Gabbiano 501 Long Wharf Dr New Haven, CT 06511

Our Members

Anthony Macaluso

Belden Hill Partners

Vice President

Cheri Mazza

PKF O'Connor Davies

Partner

Daniel Toder

Preservation Capital Partners

Manager

Denis Horrigan

Connecticut Wealth Management

Partner

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

Tri-State Sponsors

Gold

Silver

Bronze

Gold Sponsors

Silver

Bronze

Join Us As a Full Member!

Power of Three

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

XPX CT and ACG CT Meeting

Advisor Professions

Advisor Principles

Collaboration Stories

XPX Member Stu Welsh and The Power of 5

Dick Albu on learning and collaborating at XPX

H-1B Visas Now Require $100,000 Fee

Love in the Workplace

Healthcare as a Consumer Product: Navigating the System with Price and Quality in Mind

How to turn conflicts into your growth engine

5 tips to make more effective executive decisions

Why Can’t I Find the Right Salespeople?

Chapter Events

More Events

Tri-State Sponsors

Gold

Silver

Bronze

Gold Sponsors

Silver Sponsors

Bronze Sponsors

Upcoming Chapter Events

Our Members

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