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  • Exit Planning Exchange
Exit Planning Exchange
Oct
25

XPX Hartford CT: Building Better Businesses to Increase Valuation

Details

Date & Time

Wed, Oct 25th, 2023 ⋅ 8:00am - 10:00am (EDT)

Location

The Hartford Club, 46 Prospect St, Hartford, CT

Tickets

Connecticut & Tri-State Members
$0.00
Non-Members Early Bird (through 10/22)
$75.00
Non-Members Regular Fee
$90.00
Non-Members Same Day/Walk-In Fee
$100.00
Other XPX Chapter Members Early Bird (through 10/22)
$55.00
Other XPX Chapter Members Regular Fee
$70.00
Other XPX Chapter Members Same Day/Walk-In Fee
$80.00
Guests

Registrants

27 people attended
Gina D'Ambruoso of TD Bank is a member of XPX Tri-State
Bob Zelinger of Hinckley Allen is a member of XPX Hartford
Nick Ciampanelli of National Financial Network is a member of XPX Tri-State
LH
WM
+22

As the multiples normalize and we approach the next election year, potentially, it is not the ideal time for everyone to exit their business. That doesn’t mean that owners should stop the planning process. This gives our owners an advantage - if they choose to take it. Let’s learn how to help them guide the business into an ideal exit by growing sales, profitability and taking the time to look at factors that can impact the valuation when the market it better suited to an exit.

Our Speakers:

Bob Bishop
Apex Consulting

Susan Powers
Sandler Sales Training

Steve Pappas
Touchstone Advisors


Registration Fees:

XPX CT & Tri-State Level Members in good standing are FREE. Join our membership today!

Non-members:
$75.00 Early Bird (through 10/22)
$90.00 Regular Fee
$100.00 Same Day Registration/Walk-In Fee

Other XPX Chapter Members:
$55.00 Early Bird (through 10/22)
$70.00 Regular Fee
$80.00 Same Day Registration/Walk-In Fee

Includes full breakfast.


BRING A FIRST TIME GUEST TO XPX!

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

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, no substitutes.


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Guests
Registrant lists may take up to 24 hours to update on Events pages.
Gina D'Ambruoso of TD Bank is a member of XPX Tri-State
Gina d'Ambruoso
TD Bank
Bob Zelinger of Hinckley Allen is a member of XPX Hartford
Bob Zelinger
Hinckley Allen
Nick Ciampanelli of National Financial Network is a member of XPX Tri-State
Nick Ciampanelli
National Financial Network
LH
Lloyd Huie
Liberty Bank
WM
William Murray
MPI
Jason Correia of CLA is a member of XPX Tri-State
Jason Correia
CLA
JK
Jeff Klaus
Berkshire Bank
Deborah Agrafojo of Touchstone Advisors, LLC is a member of XPX Hartford
Deborah Agrafojo
Touchstone Advisors, LLC
David Wallace of Wallace Management Group is a member of XPX Fairfield County
David Wallace
Wallace Management Group
Carlos Salmon, CFP®, CExP, CIMA®, CPWA® of CIC Wealth, LLC is a member of XPX Hartford
Carlos Cpwa® Cima® Cexp Cfp® Salmon
CIC Wealth, LLC
Christopher Michelsen of Strategic Family Capital of B. Riley is a member of XPX Tri-State
Christopher Michelsen
B Riley Wealth
RI
Richard Iovanne
M&T Bank
DH
Denis Horrigan
Connecticut Wealth Management
David Fasi, CFP®, CEPA® of UBS is a member of XPX Hartford
David Cepa® Cfp® Fasi
UBS
WW
Wiktor Wozniak
UBS Financial Services, Inc.
RB
Robert Bishop
Apex Consulting
Susan Powers of Sandler Training by PEAK Sales Performance is a member of XPX Hartford
Susan Powers
Sandler
Steven Pappas of Touchstone Advisors is a member of XPX Tri-State
Steven Pappas
Touchstone Advisors
Joseph VonEhr of CFO Consulting Partners is a member of XPX Tri-State
Joseph Vonehr
CFO Consulting Partners
RA
Rick Allen
Great Hill Advisors
John Weidner of Cornell Global LLC is a member of XPX Fairfield County
John Weidner
Cornell Global LLC
Donald Andrews of Berkshire Bank is a member of XPX Hartford
Donald Andrews
Berkshire Bank
RJ
Roy Johnson
Touchstone Advisors
ML
Molly Linell
Marshall & Stevens
Robert Schatz of ESOP Plus®: Schatz Brown Glassman LLP is a member of XPX Tri-State
Robert Schatz
ESOP Plus®: Schatz Brown Glassman LLP
BK
Bonnie Kumiega
Updike, Kelly & Spellacy, P.C.
Keith Dee of Osage Advisors, LLC is a member of XPX Hartford
Keith Dee
Osage Advisors, LLC