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  • Exit Planning Exchange
Exit Planning Exchange
Apr
16

XPX Hartford CT - What the F ReOrg is that?

Details

Date & Time

Wed, Apr 16th, 2025 ⋅ 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 4/13)
$75.00
Non-Members Regular Fee
$90.00
Non-Members Same Day/Walk-In Fee
$100.00
XPX Chapter Network Members Early Bird (through 4/13)
$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
Donald Andrews of Berkshire Bank is a member of XPX Hartford
BF
AH
Kevin Donovan of FML is a member of XPX Hartford
RJ
+28

The F Reorganization process has moved downstream and is impacting many deals in the lower middle market. Join us for a discussion about what this process might mean to both buyers and sellers that you work with.

Moderator:

Deborah Agrafojo
Partner, Managing Partner
Touchstone Advisors

Speakers:

Brian Fischer
Partner
Day Pitney LLP

Evan Proulx
Director
AAFCPAs, Inc.

Agenda:

8:00 – 8:30 Registration & Networking
8:30 – 9:45 Main Program
9:45 – Program conclusion and networking

Registration Fees:

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

Non-members:
$75.00 Early Bird (through 4/13)
$90.00 Regular Fee
$100.00 Same Day Registration/Walk-In Fee

XPX Chapter Network Members:
$65.00 Early Bird (through 4/13)
$75.00 Regular Fee
$85.00 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.  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.
Donald Andrews of Berkshire Bank is a member of XPX Hartford
Donald Andrews
Berkshire Bank
BF
Brian Fischer
Day Pitney LLP
AH
Andrea Harrington
FML
Kevin Donovan of FML is a member of XPX Hartford
Kevin Donovan
FML
RJ
Roy Johnson
Touchstone Advisors
John Weidner of Cornell Global LLC is a member of XPX Fairfield County
John Weidner
Cornell Global LLC
DH
Denis Horrigan
Connecticut Wealth Management
Lauren Altschuler of Touchstone Advisors is a member of XPX Hartford
Lauren Altschuler
Touchstone Advisors
Kevin Donovan of Fortis Sales Solutions is a member of XPX Hartford
Kevin Donovan
Fortis Sales Solutions
Joseph VonEhr of CFO Consulting Partners is a member of XPX Tri-State
Joseph Vonehr
CFO Consulting Partners
Carlos Salmon, CFP®, CExP, CIMA®, CPWA® of CIC Wealth, LLC is a member of XPX Hartford
Carlos Cpwa® Cima® Cexp Cfp® Salmon
Wooster Square Advisor, LLC
Jason Correia of CLA is a member of XPX Tri-State
Jason Correia
CLA
Paul Sapiro of UBS is a member of XPX Hartford
Paul Sapiro
UBS
Robert Brody of Brody and Associates, LLC is a member of XPX Tri-State
Robert Brody
Brody and Associates, LLC
YR
Yana Reiser
FML
Leslie Fajfer of Armanino, LLP is a member of XPX Tri-State
Leslie Fajfer
Armanino, LLP
WM
William Murray
MPI
Gina D'Ambruoso of TD Bank is a member of XPX Tri-State
Gina d'Ambruoso
TD Bank
NH
Nancy Hancock
Pullman & Comley, LLC
GT
George Thomson
TAAG LLC
EP
Evan Proulx
AAFCPAs, Inc.
JP
Jim Podrazky
White Rabbit Financial
JL
Jason Liu
General Network
SC
Steven Crowley
CFO Consulting Partners, LLC
Deborah Agrafojo of Touchstone Advisors, LLC is a member of XPX Hartford
Deborah Agrafojo
Touchstone Advisors, LLC
TT
Timothy Throckmorton
Webster Private Bank
Steven Pappas of Touchstone Advisors is a member of XPX Tri-State
Steven Pappas
Touchstone Advisors
CH
Casey Haverstick
JF
Julian Friedman
Hotaling Insurance Services
Ramsey Goodrich of Carter Morse & Goodrich is a member of XPX Tri-State
Ramsey Goodrich
Carter Morse & Goodrich
Kevin Murray of Business Seller Center is a member of XPX Tri-State
Kevin Murray
Business Seller Center
OM
Owen Murray
Business Seller Center