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  • Exit Planning Exchange
Exit Planning Exchange
Sep
18

XPX Fairfield County CT - The Current State of the Exit Markets

Details

Date & Time

Wed, Sep 18th, 2024 ⋅ 8:00am - 10:00am (EDT)

Location

The Patterson Club 1118 Cross Hwy, Fairfield, CT 06824

Tickets

Connecticut & Tri-State Level Members
$0.00
Non-Members Early Bird (through 9/15)
$75.00
Non-Members Regular Fee
$85.00
Non-Members Walk-In/Same Day Registration Fee
$100.00
XPX Chapter Network Members Early Bird (through 9/15)
$65.00
XPX Chapter Network Members Regular Fee
$75.00
XPX Chapter Network Members Same Day/Walk-In Fee
$85.00
Guests

Registrants

33 people attended
Christopher Martens of Cross Insurance is a member of XPX Tri-State
SR
MR
Jason Correia of CLA is a member of XPX Tri-State
NC
+28

Our panel of corporate, M&A and banking experts will discuss the state of the local and national business exit markets in 2024 and help us all prepare ourselves and our clients for what promises to be a very interesting fourth quarter and 2025.

Moderator:

Christopher Michelsen
B. Riley Wealth

Our Speakers:

Bradley Hardy
Citizens Bank

Ramsey Goodrich
Carter Morse & Goodrich

Carrie DiLauro
Hamilton Robinson Capital Partners

Agenda:

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

Registration Fees:

CT & Tri-State Members & Tri-State Level Members -FREE.  There is no charge for this event but registration is required for headcount purposes. 

Non-members:
$75.00 Early Bird (through 9/15)
$90.00 Regular Fee
$100.00 Onsite/Same Day

XPX Network Chapter Members:
$65.00 Early Bird (through 9/15)
$75.00 Regular Fee
$85.00 Onsite/Same Day

Includes 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.  The sale is final after the 72 hour deadline. We are unable to issue a credit towards another meeting. This registration is not transferable to another individual - no substitutes please.


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© 2026 XPX Global LLC. All Rights Reserved.

Guests
Registrant lists may take up to 24 hours to update on Events pages.
Christopher Martens of Cross Insurance is a member of XPX Tri-State
Christopher Martens
AssuredPartners
SR
Steven Reisberg
CLA
MR
Michael Ruggiero
PKF O'Connor Davies, LLP
Jason Correia of CLA is a member of XPX Tri-State
Jason Correia
CLA
NC
Nathan Collins
Raymond James
Michelle Orr of Live Oak Bank is a member of XPX Connecticut,Fairfield County,Hartford
Michelle Orr
Live Oak Bank
BF
Brian Fischer
Day Pitney LLP
Christopher Michelsen of Strategic Family Capital of B. Riley is a member of XPX Tri-State
Christopher Michelsen
Strategic Family Capital
John Weidner of Cornell Global LLC is a member of XPX Fairfield County
John Weidner
Cornell Global LLC
RS
Ron Smith
Bernstein Private Wealth
DA
Dave Altman
Bernstein Global Wealth Management
Ken Zinghini of Martin LLP is a member of XPX Fairfield County
Ken Zinghini
Martin LLP
BH
Bradley Hardy
Citizens Bank
MD
Mark Dailey
Newport LLC
MM
Michael Millard
Haven Capital Partners
RJ
Roy Johnson
Touchstone Advisors
JL
Jason Liu
General Network Service Inc.
EW
Elizabeth Wolf
Bernstein Wealth Management
Ramsey Goodrich of Carter Morse & Goodrich is a member of XPX Tri-State
Ramsey Goodrich
Carter Morse & Goodrich
Carrie DiLauro of Hamilton Robinson Capital Partners is a member of XPX Fairfield County
Carrie Dilauro
Hamilton Robinson Capital Partners
Mark Kaduboski of Wiggin and Dana is a member of XPX Fairfield County
Mark Kaduboski
Wiggin and Dana
Gail Harris of Wealthspire Advisors is a member of XPX Connecticut,Fairfield County,Hartford
Gail Harris
Wealthspire Advisors
SC
Steven Crowley
CFO Consulting Partners, LLC
Yoav Cohen of NYC Advisors, LLC is a member of XPX Connecticut, Long Island, New Jersey, New York, Tri-State
Yoav Cohen
NYC Advisors, LLC
Paul Visokey of Stony Hill Advisors is a member of XPX Tri-State
Paul Visokey
Stony Hill Advisors
KM
Keith Michaelson
The Lovins Group
Peter Marengo of Charter Oak Financial is a member of XPX Fairfield County
Peter Marengo
Charter Oak Financial
John Ruckstuhl of Weaver is a member of XPX Tri-State
John Ruckstuhl
Weaver
Terence Hannafin of Carter Morse & Goodrich is a member of XPX Tri-State
Terence Hannafin
Carter Morse & Goodrich
RA
Rick Allen
Great Hill Advisors
Michael Clear of Wiggin and Dana is a member of XPX Tri-State
Michael Clear
Wiggin and Dana
Nick Ciampanelli of National Financial Network is a member of XPX Tri-State
Nick Ciampanelli
National Financial Network
EC
Elizabeth Cahill
Bank of America Private Bank