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  • Exit Planning Exchange
Exit Planning Exchange
Sep
21

XPX Fairfield County CT: State of the Exit Markets – What’s Ahead for 2023 & Beyond

Details

Date & Time

Thu, Sep 21st, 2023 ⋅ 8:00am - 10:00am (EDT)

Location

The Patterson Club 1118 Cross Hwy Fairfield, CT

Tickets

Connecticut & Tri-State Members
$0.00
Non-Members Early Bird (through 9/18)
$75.00
Non-Members Regular Fee
$90.00
Non-Members Same Day Registration Fee
$100.00
Other XPX Chapter Members Early Bird (through 9/18)
$55.00
Other XPX Chapter Members Regular Fee
$75.00
Other XPX Chapter Same Day Registration Fee
$85.00
Guests

Registrants

41 people attended
Michael Engelhart of HCRMA, LLC is a member of XPX Fairfield County
CC
Ron Reuter, CTP/CVA of RJ Reuter Business Consulting is a member of XPX Tri-State
Paul Visokey of Stony Hill Advisors is a member of XPX Tri-State
Paul Visokey of Stony Hill Advisors is a member of XPX Tri-State
+36

The past year has kept us all in limbo…we are still grappling with changing macroeconomic conditions, political change, global uncertainty, and a competitive labor market. What does the exit market look like during a period of rising interest rates and economic uncertainty? What is the outlook for 2024?

  • What are expectations for valuations? For multiples? For deal volume?
  • How are interest rates affecting lending and values?
  • How are buyers viewing the market?


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

Moderator: Gail Harris, Wealthspire Advisors
Banker: Martin Anderson, Webster Bank
Buy side: Carrie DiLauro, Hamilton Robinson Capital Partners
Sell side: Ramsey Goodrich, Carter Morse & Goodrich


AGENDA:

8:00 – 8:30 Breakfast
8:30 – 9:30 Program
9:30 – 10:00 Networking

Registration Fees:

CT & Tri-State Members – FREE

Non-members:
$75.00 Early Bird (through 9/18)
$90.00 Regular Fee
$100.00 Onsite/Same Day

Other XPX Chapter Members:
$55.00 Early Bird (through 9/18)
$75.00 Regular Fee
$85.00 Onsite/Same Day Registration

First Time Guest: Complimentary pass to a first XPX event. Member referral is required. Member (not guest) must email angie@exitplanningexchange.com to register a FIRST TIME guest.

Includes buffet breakfast.

Cancellation Policy: You may request to cancel your registration for a full refund, up to 72 hours before the date and time of the event.  If you miss the deadline, the sale is final. We are unable to issue a credit towards another meeting or individual, not transferable/substitutes.


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Guests
Registrant lists may take up to 24 hours to update on Events pages.
Michael Engelhart of HCRMA, LLC is a member of XPX Fairfield County
Michael Engelhart
HCRMA, LLC
CC
Caleb Chu
Denarius Consulting
Ron Reuter, CTP/CVA of RJ Reuter Business Consulting is a member of XPX Tri-State
Ron Ctp/cva Reuter
RJ Reuter Business Consulting
Paul Visokey of Stony Hill Advisors is a member of XPX Tri-State
Paul Visokey
Stony Hill Advisors
John Weidner of Cornell Global LLC is a member of XPX Fairfield County
John Weidner
Cornell Global LLC
ND
Nora Debellis
Key Bank
David Wallace of Wallace Management Group is a member of XPX Fairfield County
David Wallace
Wallace Management Group
SC
Steven Crowley
CFO Consulting Partners, LLC
Gianni DiMeglio of William Blair is a member of XPX Fairfield County
Gianni Dimeglio
William Blair
RJ
Roy Johnson
Touchstone Advisors
Seamus Monschein of RBC Wealth Management is a member of XPX Fairfield County
Seamus Monschein
RBC Wealth Management
Andrew Karlen of Law Office of Andrew N. Karlen is a member of XPX Fairfield County
Andrew Karlen
Law Office of Andrew N. Karlen
BH
Bradley Hardy
Citizens Bank
TG
Tyler Greif
HomeBase Corp.
Gina D'Ambruoso of TD Bank is a member of XPX Tri-State
Gina d'Ambruoso
TD Bank
Jason Correia of CLA is a member of XPX Tri-State
Jason Correia
CLA
TW
Thomas Walsh
Brody Wilkinson PC
Mark Kaduboski of Wiggin and Dana is a member of XPX Fairfield County
Mark Kaduboski
Wiggin and Dana
JT
Jon Tretler
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
Carrie DiLauro of Hamilton Robinson Capital Partners is a member of XPX Fairfield County
Carrie Dilauro
Hamilton Robinson Capital Partners
Ramsey Goodrich of Carter Morse & Goodrich is a member of XPX Tri-State
Ramsey Goodrich
Carter Morse & Goodrich
JB
Jim Betzig
TrinityPoint Wealth
Todd Robison of Cedar Point Financial Services LLC is a member of XPX Tri-State
Todd Robison
Cedar Point Financial Services LLC
WW
Wiktor Wozniak
UBS Financial Services, Inc.
JL
Jason Liu
General Network
JP
Jeff Paz
Stonehenge Capital
BF
Brian Fischer
Day Pitney LLP
TT
Timothy Cexp Llm Jd Throckmorton
Webster Private Bank
MH
Marian Howley
M Howley Consulting
AA
Andrew Allen
Bank of America
RB
Rich Bochicchio
TD BANK
ML
Molly Linell
Marshall & Stevens
Will Gourd of UBS is a member of XPX Fairfield County
Will Gourd
UBS
Christopher Michelsen of Strategic Family Capital of B. Riley is a member of XPX Tri-State
Christopher Michelsen
B Riley Wealth
Joseph VonEhr of CFO Consulting Partners is a member of XPX Tri-State
Joseph Vonehr
CFO Consulting Partners
AN
Andy Novotny
Interpro Group, LLC
William Conron of PKF O’Connor Davies is a member of XPX Fairfield County
William Conron
PKF O’Connor Davies
TB
Thomas Bronner
Young America Capital