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  • Exit Planning Exchange
Exit Planning Exchange
Sep
21

XPX Fairfield County CT In Person Event: State of the Exit Markets

Details

Date & Time

Wed, Sep 21st, 2022 ⋅ 4:30pm - 6:30pm (EDT)

Location

The Shore & Country Club - 220 Gregory Blvd., Norwalk, CT

Tickets

Connecticut & Tri-State Members
$0.00
Non-Members Early Bird (through 9/14)
$75.00
Non-Members Regular Fee
$90.00
Non-Members Same Day Registration/Walk-In Fee
$100.00
Other XPX Chapter Members Early Bird (through 9/14)
$55.00
Other XPX Chapter Members Regular Fee
$75.00
Other XPX Chapter Same Day Registration/Walk-In Fee
$85.00
Guests

Registrants

38 people attended
Todd Robison of Cedar Point Financial Services LLC is a member of XPX Tri-State
ND
Steven Pappas of Touchstone Advisors is a member of XPX Tri-State
Ricardo (Dick) Albu of Albu Consulting LLC is a member of XPX Fairfield County
John Weidner of Cornell Global LLC is a member of XPX Fairfield County
+33

The past year was a roller coaster of change as businesses, owners, buyers, and advisors grappled with rapidly changing macroeconomic conditions, political change, global uncertainty, a competitive labor market, and secular changes to how people work. What does the exit market look like during a period of rising interest rates and economic uncertainty? Let’s first look back to evaluate how this dynamic year impacted activity and deal terms, and look at the most likely scenarios for the year ahead.

  • What is the outlook for 2022 for deal volume?
  • What are expectations for valuations? For multiples?
  • How are interest rates affecting lending and values?
  • How are buyers viewing the market?
  • What pandemic changes are here to stay?

Please join us as our speakers share their front-line views on the current state of deals.

Moderator: Gail Harris, Wealthspire Advisors
Martin Anderson, Webster Bank
Carrie DiLauro, Hamilton Robinson Capital Partners
Terence Hannafin, Carter Morse & Goodrich



AGENDA:

4:30 – 5:00 Networking
5:00 – 6:00 Program
6:00 – 6:30 Cocktails

Registration Fees:

CT & Tri-State Members – FREE

Non-members:

$75.00 Early Bird (through 9/14)
$90.00 Regular Fee
$100.00 Same Day Registration/Walk-In Fee

Other XPX Chapter Members:
$55.00 Early Bird  (through 9/14)
$75.00 Regular Fee
$100.00 Same Day Registration/Walk-In Fee

Includes heavy appetizers and open bar.


Refund Policy: You may request to cancel your registration for a full refund, up to 72 hours before the date and time of the event. We are unable to issue a credit towards another meeting or individual, no substitutes.

.

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Guests
Registrant lists may take up to 24 hours to update on Events pages.
Todd Robison of Cedar Point Financial Services LLC is a member of XPX Tri-State
Todd Robison
Cedar Point Financial Services LLC
ND
Nora Debellis
Key Bank
Steven Pappas of Touchstone Advisors is a member of XPX Tri-State
Steven Pappas
Touchstone Advisors
Ricardo (Dick) Albu of Albu Consulting LLC is a member of XPX Fairfield County
Ricardo (dick) Albu
Albu Consulting LLC
John Weidner of Cornell Global LLC is a member of XPX Fairfield County
John Weidner
Cornell Global LLC
Ken Zinghini of Martin LLP is a member of XPX Fairfield County
Ken Zinghini
Martin LLP
SC
Steven Crowley
CFO Consulting Partners, LLC
Gianni DiMeglio of William Blair is a member of XPX Fairfield County
Gianni Dimeglio
William Blair
KM
Kevin Manning
Associated Benefit Consultants
JC
Josh Carter
Merrill Lynch
Gina D'Ambruoso of TD Bank is a member of XPX Tri-State
Gina d'Ambruoso
TD Bank
Nathan Klatt of Rockport Investment Partners is a member of XPX Connecticut,Fairfield County,Hartford
Nathan Klatt
Rockport Investment Partners
Christopher Martens of Cross Insurance is a member of XPX Tri-State
Christopher Martens
Marsh Private Client Services
Winston Bragg of Levitt-Fuirst Insurance is a member of XPX Fairfield County
Winston Bragg
Levitt-Fuirst Associates, Ltd.
Paul Visokey of Stony Hill Advisors is a member of XPX Tri-State
Paul Visokey
Stony Hill Advisors
Carrie DiLauro of Hamilton Robinson Capital Partners is a member of XPX Fairfield County
Carrie Dilauro
Hamilton Robinson Capital Partners
RA
Ralph Aurelia
Crestmark
Allan Tepper, CPA of CFO Consulting Partners LLC is a member of XPX Tri-State
Allan Cpa Tepper
CFO Consulting Partners LLC
Robert Brody of Brody and Associates, LLC is a member of XPX Tri-State
Robert Brody
Brody and Associates, LLC
DB
Daniel Besse
Clapboard Hill Private Wealth
Nicholas Stancu of Pelagic Capital Partners is a member of XPX
Nicholas Stancu
Pelagic Capital Partners
Joseph VonEhr of CFO Consulting Partners is a member of XPX Tri-State
Joseph Vonehr
CFO Consulting Partners
BP
Brandon Pacilio
Clapboard Hill Private Wealth
Michael Grundei of Wiggin and Dana LLP is a member of XPX Tri-State
Michael Grundei
Wiggin and Dana LLP
Michael Engelhart of HCRMA, LLC is a member of XPX Fairfield County
Michael Engelhart
HCRMA, LLC
Gail Harris of Wealthspire Advisors is a member of XPX Connecticut,Fairfield County,Hartford
Gail Harris
Wealthspire Advisors
Martin Anderson of Webster Bank is a member of XPX Connecticut,Fairfield County,Hartford
Martin Anderson
Webster Bank
AK
Ali King
Carter Morse Goodrich
JW
Jeremiah Wanzell
Growth Mindset Advisors LLC
Michael Clear of Wiggin and Dana is a member of XPX Tri-State
Michael Clear
Wiggin and Dana
RJ
Roy Johnson
Touchstone Advisors
Thomas Heide of Heide & Company, LLC is a member of XPX Fairfield County
Thomas Heide
Heide & Company, LLC
Andrew Karlen of Law Office of Andrew N. Karlen is a member of XPX Fairfield County
Andrew Karlen
Law Office of Andrew N. Karlen
Daniel Trudo of Peapack Gladstone Bank is a member of XPX Fairfield County
Daniel Trudo
Capital One Bank
PK
Philip Kane
U.S. Bank
EC
Elizabeth Cahill
Bank of America Private Bank
Steve Ronan of Citrin Cooperman is a member of XPX Tri-State
Steve Ronan
Citrin Cooperman
MH
Marian Howlye
M Howley Consulting