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  • Exit Planning Exchange
Exit Planning Exchange
Jan
16

XPX Fairfield County CT -Planning The Perfect Exit

Details

Date & Time

Thu, Jan 16th, 2025 ⋅ 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 1/13)
$75.00
Non-members Regular Fee
$90.00
Non-Members Same Day Registration Fee
$100.00
XPX Chapter Network Members Early Bird Early Bird (through 1/13)
$65.00
XPX Chapter Network Members Regular Fee
$75.00
XPX Network Member Same Day Fee
$85.00
Guests

Registrants

56 people attended
Nathan Klatt of Rockport Investment Partners is a member of XPX Connecticut,Fairfield County,Hartford
Christopher Martens of Cross Insurance is a member of XPX Tri-State
RJ
Paul Visokey of Stony Hill Advisors is a member of XPX Tri-State
Steven Pappas of Touchstone Advisors is a member of XPX Tri-State
+51

Our panel of expert advisors will discuss steps a business owner can take to maximize the value of their business and minimize the price risk and deal execution pain points in a future exit transaction.

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 1/13)
$90.00 Regular Fee
$100.00 Onsite/Same Day

XPX Network Chapter Members:
$65.00 Early Bird (through 1/13)
$75.00 Regular Fee
$85.00 Onsite/Same Day

Includes breakfast.

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.

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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Guests
Registrant lists may take up to 24 hours to update on Events pages.
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
Cross Insurance
RJ
Roy Johnson
Touchstone Advisors
Paul Visokey of Stony Hill Advisors is a member of XPX Tri-State
Paul Visokey
Stony Hill Advisors
Steven Pappas of Touchstone Advisors is a member of XPX Tri-State
Steven Pappas
Touchstone Advisors
ND
Nora Debellis
Key Bank
Michelle Orr of Live Oak Bank is a member of XPX Connecticut,Fairfield County,Hartford
Michelle Orr
Live Oak Bank
BH
Bradley Hardy
Citizens Bank
NC
Nathan Collins
Raymond James
Gianni DiMeglio of William Blair is a member of XPX Fairfield County
Gianni Dimeglio
William Blair
Nick Ciampanelli of National Financial Network is a member of XPX Tri-State
Nick Ciampanelli
National Financial Network
Robert Brody of Brody and Associates, LLC is a member of XPX Tri-State
Robert Brody
Brody and Associates, LLC
Mark Kaduboski of Wiggin and Dana is a member of XPX Fairfield County
Mark Kaduboski
Wiggin and Dana
Ken Zinghini of Martin LLP is a member of XPX Fairfield County
Ken Zinghini
Martin LLP
John Ruckstuhl of Weaver is a member of XPX Tri-State
John Ruckstuhl
Weaver
Carrie DiLauro of Hamilton Robinson Capital Partners is a member of XPX Fairfield County
Carrie Dilauro
Hamilton Robinson Capital Partners
Jason Correia of CLA is a member of XPX Tri-State
Jason Correia
CLA
Ron Reuter, CTP/CVA of RJ Reuter Business Consulting is a member of XPX Tri-State
Ron Ctp/cva Reuter
RJ Reuter Business Consulting
SC
Steven Crowley
CFO Consulting Partners, LLC
SR
Steven Reisberg
CLA
JL
Jason Liu
General Network
JC
Josh Carter
Merrill Lynch
MD
Mark Dailey
Newport LLC
JF
Julian Friedman
Hotaling Insurance Services
WW
Wiktor Wozniak
UBS Financial Services, Inc.
DS
Doug Shankman
OTC Communications, Inc.
WB
Will Blommer
Down Harbor Partners
Gail Harris of Wealthspire Advisors is a member of XPX Connecticut,Fairfield County,Hartford
Gail Harris
Wealthspire Advisors
MK
Matthew Kerzner
New England Center for Family Business Excellence
Gregory Murphy of U.S. Bank is a member of XPX Tri-State
Gregory Murphy
U.S. Bank
DA
Dave Altman
Bernstein Private Wealth Management
EW
Elizabeth Wolf
Bernstein Private Wealth Management
Michael Engelhart of HCRMA, LLC is a member of XPX Fairfield County
Michael Engelhart
HCRMA, LLC
Winston Bragg of Levitt-Fuirst Insurance is a member of XPX Fairfield County
Winston Bragg
Levitt-Fuirst Insurance
Kelly Caruso of Citrin Cooperman is a member of XPX Fairfield County
Kelly Caruso
Citrin Cooperman
RA
Rick Allen
Great Hill Advisors
SB
Steve Busby
Slate Point Partners
John Weidner of Cornell Global LLC is a member of XPX Fairfield County
John Weidner
Cornell Global LLC
KP
Kevin Palumberi
Carmody Torrance Sandak & Hennessey LLP
Martin Anderson of Webster Bank is a member of XPX Connecticut,Fairfield County,Hartford
Martin Anderson
Webster Bank
RH
Samuel Hanford
S.R. Hanford Consulting
JF
John Farmer
Ketch Capital
Deborah Agrafojo of Touchstone Advisors, LLC is a member of XPX Hartford
Deborah Agrafojo
Touchstone Advisors, LLC
DN
David Nayor
Berkshire Bank
GB
Greg Bilotta
Bankside M&A Advisors
TN
Taylor Nissi
Pleasant Street Wealth Advisors
WM
William Murray
MPI
SM
Steven Meyers
UBS Financial Services
EC
Elizabeth Cahill
Bank of America Private Bank
Mark Campbell of Scout Valuations is a member of XPX Fairfield County
Mark Campbell
Scout Valuations
LM
Lawrenzo McGee
LNS Group LLC
AB
Anan Balaji
Advantage Capital
Joseph VonEhr of CFO Consulting Partners is a member of XPX Tri-State
Joseph Vonehr
CFO Consulting Partners
MB
Mike Brennan
Capital Management
MK
Michael Kislin