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  • Exit Planning Exchange
Exit Planning Exchange
Jan
21

XPX CT: Fairfield & Hartford Chapter Joint Event (Virtual) - Valuations

Details

Date & Time

Fri, Jan 21st, 2022 ⋅ 8:30am - 10:00am (EDT)

Location

Virtual - connection details sent upon registration

Tickets

Connecticut & Tri-State Members
$0.00
Non-members Early Bird (through 1/18/22)
$25.00
Non-Members Regular Rate
$35.00
Non-Members Same Day Fee
$45.00
Other XPX Chapter Members
$10.00
Guests

Registrants

54 people attended
SC
David Fasi, CFP®, CEPA® of UBS is a member of XPX Hartford
Paul Visokey of Stony Hill Advisors is a member of XPX Tri-State
Xavier Lederer of Ambrose Growth is a member of XPX Hartford
Donald Andrews of Berkshire Bank is a member of XPX Hartford
+49

Value is in the Eye of The Beholder:

Owners always want to know what their business is worth, and determining that value depends on a multitude of factors. Join us on Friday, January 21 for a joint meeting between XPX Fairfield and Hartford on what impacts valuation. We will be joined by Nathan Klatt (Managing Director, Rockport Investment Partners) and John DelGrego (Managing Director, Marcum LLP) as we explore how valuations vary depending on their purpose, what has changed as a result of Covid-19, and other issues impacting business owners.


Our Speakers:


Nathan Klatt
Managing Director
Rockport Investment Partners

Nathan Klatt is an entrepreneur, connector, and leader. After nearly 20 years of experience with global consulting firms, Nathan launched Rockport Investment Partners in 2015 with a mission to serve corporate management, asset managers, investors, private companies and business owners with high impact professional services.

Nathan actively builds relationships, collaborates with strategic partners and organizations, and leads consulting engagements with numerous clients in Fairfield County/Connecticut, Texas, New York, and other U.S. markets. Nathan is guided by core values that resonate in the marketplace and cares deeply to solve the challenges faced by his clients.



John Del Grego
Managing Director
Marcum LLP

John DelGrego is a managing director in the Valuation and Litigation Support Services group. Mr. DelGrego specializes in valuations of closely held businesses and business interests for matrimonial litigation, collaborative and non-adversarial divorce, and estate and gift tax matters. He also performs valuation services for business damages, buy-sell agreements, shareholder litigation, buying and selling businesses, and employee stock ownership plans.


AGENDA:

8:30 - 9:30 am - Program
9:30 - 10: 00 am - Networkig

Registration Fees:

Connecticut & Tri-State Members in good standing - $0.00, so join today!

Non-members Early Bird (through 1/18) – $25.00
Non-members Regular Fee – $35.00 
Same Day Registration Fee – $45.00

Other XPX Chapter Members – $10.00

Virtual - connection details sent upon registration

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Guests
Registrant lists may take up to 24 hours to update on Events pages.
SC
Steven Crowley
CFO Consulting Partners, LLC
David Fasi, CFP®, CEPA® of UBS is a member of XPX Hartford
David Cepa® Cfp® Fasi
UBS
Paul Visokey of Stony Hill Advisors is a member of XPX Tri-State
Paul Visokey
Stony Hill Advisors
Xavier Lederer of Ambrose Growth is a member of XPX Hartford
Xavier Lederer
Ambrose Growth
Donald Andrews of Berkshire Bank is a member of XPX Hartford
Donald Andrews
Berkshire Bank
ND
Nora Debellis
Key Bank
Ken Nixon of Expense Reduction Analysts is a member of XPX Tri-State
Ken Nixon
Expense Reduction Analysts
Jack Penzi of Great Rock Capital is a member of XPX Fairfield County
Jack Penzi
Great Rock Capital
BS
Barry Schwimmer
Petros CT Fund
WW
Wiktor Wozniak
UBS Financial Services, Inc.
Thomas Heide of Heide & Company, LLC is a member of XPX Fairfield County
Thomas Heide
Heide & Company, LLC
BH
Bradley Hardy
KeyBank
Roy Johnson of Touchstone Advisors, LLC is a member of XPX Fairfield County
Roy Johnson
Touchstone Advisors, LLC
LC
Linda Crothers
Monroe Credit Advisors
Diane Johnston of UBS Financial Services, Inc. is a member of XPX Tri-State
Diane Johnston
UBS Financial Services, Inc.
Larry Rollins of Twenty Four Wealth is a member of XPX Fairfield County
Larry Rollins
Twenty Four Wealth
Andrew Karlen of Law Office of Andrew N. Karlen is a member of XPX Fairfield County
Andrew Karlen
Law Office of Andrew N. Karlen
John Gover of ACBI Insurance is a member of XPX Fairfield County
John Gover
ACBI Insurance
Gregory Murphy of U.S. Bank is a member of XPX Tri-State
Gregory Murphy
U.S. Bank
BF
Brian Fischer
Day Pitney LLP
John Weidner of Cornell Global LLC is a member of XPX Fairfield County
John Weidner
Cornell Global LLC
Winston Bragg of Levitt-Fuirst Insurance is a member of XPX Fairfield County
Winston Bragg
Levitt-Fuirst Associates, Ltd.
Ricardo (Dick) Albu of Albu Consulting LLC is a member of XPX Fairfield County
Ricardo (dick) Albu
Albu Consulting LLC
Joseph VonEhr of CFO Consulting Partners is a member of XPX Tri-State
Joseph Vonehr
CFO Consulting Partners
BK
Brian Keigan
Executive Financial Solutions Group, LLC
Eric Mendelsohn of Transworld Business Advisors of NY is a member of XPX New York
Eric Mendelsohn
Transworld Business Advisors of NY
GS
Gregory Shalov
DBD Partners LLC
Mike Drinkwater of VISTA HIGHLAND LLC is a member of XPX Fairfield County
Mike Drinkwater
VISTA HIGHLAND LLC
Michael Karwic of Glenayr Family Advisors is a member of XPX Philadelphia
Michael Karwic
The Zajac Group
Bob Zelinger of Hinckley Allen is a member of XPX Hartford
Bob Zelinger
Hinckley Allen
AR
Ann Richo
Key Bank
Donald Gelestino of Champion Elevator Corp. is a member of XPX Tri-State
Donald Gelestino
Champion Elevator Corp.
Ramsey Goodrich of Carter Morse & Goodrich is a member of XPX Tri-State
Ramsey Goodrich
Carter Morse & Goodrich
MA
Matthew Allison
ROCG Consulting
Alan Booth of Alan Booth Executive Coach is a member of XPX
Alan Booth
Alan Booth Executive Coach
Michael Clear of Wiggin and Dana is a member of XPX Tri-State
Michael Clear
Wiggin and Dana
DH
Denis Horrigan
Connecticut Wealth Management
John Simonetta of Simonetta Consulting is a member of XPX Greater Boston
John Simonetta
Simonetta Consulting
Jeff Swiggett of VR Business Sales is a member of XPX Fairfield County
Jeff Swiggett
VR Business Sales
Michael Engelhart of HCRMA, LLC is a member of XPX Fairfield County
Michael Engelhart
HCRMA, LLC
SN
Scott Nevins
Bernstein Global Wealth Management
Bruce Blasnik of PKF O'Connor Davies LLP is a member of XPX Fairfield County
Bruce Blasnik
PKF O'Connor Davies LLP
JC
Jay Cohen
Giordano Halleran & Ciesla
William Conron of PKF O’Connor Davies is a member of XPX Fairfield County
William Conron
Martin DeCruze & Co. LLP
Nathan Klatt of Rockport Investment Partners is a member of XPX Connecticut,Fairfield County,Hartford
Nathan Klatt
Rockport Investment Partners
John DelGrego of Marcum LLP is a member of XPX Hartford
John Delgrego
Marcum LLP
TK
Ted Kantor
A Neumann & Associates
Jacquelyn Galligan of CBIZ Human Capital Management is a member of XPX Hartford
Jacquelyn Galligan
CBIZ Human Capital Management
Joseph Pucci of William Blair is a member of XPX Tri-State
Joseph Pucci
William Blair
TM
Tom Maier
Action Coach Business Coaching
Keith Dee of Osage Advisors, LLC is a member of XPX Hartford
Keith Dee
Osage Advisors, LLC
Jeff Stern of Eagle Business Solutions is a member of XPX Long Island
Jeff Stern
Eagle Business Solutions
Martin Anderson of Webster Bank is a member of XPX Connecticut,Fairfield County,Hartford
Martin Anderson
Webster Bank
Gail Harris of Wealthspire Advisors is a member of XPX Connecticut,Fairfield County,Hartford
Gail Harris
Wealthspire Advisors