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  • Exit Planning Exchange
Exit Planning Exchange
Jul
17

XPX Fairfield - Navigating a Business Owner’s Exit: Ensuring Well-Being and Success

Details

Date & Time

Thu, Jul 17th, 2025 ⋅ 8:00am - 10:00am (EDT)

Location

The Patterson Club 1118 Cross Hwy Fairfield, CT

Tickets

CT & Tri-State Members
$0.00
Non-Members Early Bird (through 7/14)
$75.00
Non-Members Regular Fee
$90.00
Non-Members Same Day
$100.00
XPX Network Chapter Members Early Bird (through 7/14)
$65.00
XPX Network Chapter Members Regular Fee
$75.00
XPX Network Chapter Members Same Day
$85.00
Guests

Registrants

39 people attended
SR
BH
HK
NC
RJ
+34

Join us for a must-attend event designed to help owners successfully navigate one of the most profound transitions of their lives. While an exit is often seen as a financial event—a transaction—the deeper reality is that change is situational, but transition is psychological. Selling a business means letting go of a major part of one’s identity, purpose, and daily structure. During this event, we’ll explore tools that help owners prepare emotionally, socially, and mentally for life after the sale, ensuring they move from ownership to their next chapters with clarity, resilience, and a renewed sense of meaning. As exit professionals, our opportunity is not just to close the deal, but to guide our clients through a successful personal transition that honors the wealth they’ve built and the lives they want to create next.

Our Speaker:


Michael B. Kislin

Senior Vice President
Morgan Stanley


AGENDA:

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

Registration Fees:

XPX CT & Tri-State Members – FREE

XPX Network Chapter Members:

$65.00 Early Bird (through 7/14)
$75.00 Regular Fee
$85.00 Onsite/Same Day

Non-members:

$75.00 Early Bird (through 7/14)
$90.00 Regular Fee
$100.00 Onsite/Same Day

Includes breakfast.

Event Registration Cancellation Policy: You may request a full refund for your event registration up to 72 hours before the scheduled date and time. After that deadline, the sale is final and no refunds will be issued. The registration fee is non-transferable, non-substitutable and no replacements are offered.

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Guests
Registrant lists may take up to 24 hours to update on Events pages.
SR
Steven Reisberg
CLA
BH
Bradley Hardy
Citizens Bank
HK
Howard Klein
Citrin Cooperman
NC
Nathan Collins
Raymond James
RJ
Roy Johnson
Touchstone Advisors
Nathan Klatt of Rockport Investment Partners is a member of XPX Connecticut,Fairfield County,Hartford
Nathan Klatt
Rockport Investment Partners
John Weidner of Cornell Global LLC is a member of XPX Fairfield County
John Weidner
Cornell Global LLC
Todd Robison of Cedar Point Financial Services LLC is a member of XPX Tri-State
Todd Robison
Cedar Point Financial Services LLC
JL
Jason Liu
General Network
EW
Elizabeth Wolf
Bernstein Private Wealth Management
Tyler Champagne of AAFCPAs is a member of XPX Fairfield County
Tyler Champagne
AAFCPAs
MD
Mark Dailey
Newport LLC
Kelly Caruso of Citrin Cooperman is a member of XPX Fairfield County
Kelly Caruso
Citrin Cooperman
Michael Kislin, CFA, CIMA®, CFP®, CDFA®, CEPA® of Morgan Stanley Wealth Management is a member of XPX Tri-State
Michael Cepa® Cdfa® Cfp® Cima® Cfa Kislin
Morgan Stanley Wealth Management
Paul Visokey of Stony Hill Advisors is a member of XPX Tri-State
Paul Visokey
Stony Hill Advisors
ND
Nora Debellis
Key Bank
RA
Rick Allen
Great Hill Advisors
JP
Jim Podrazky
White Rabbit Financial
Mark Campbell of Scout Valuations is a member of XPX Fairfield County
Mark Campbell
Scout Valuations
Carrie DiLauro of Hamilton Robinson Capital Partners is a member of XPX Fairfield County
Carrie Dilauro
Hamilton Robinson Capital Partners
Robert Brody of Brody and Associates, LLC is a member of XPX Tri-State
Robert Brody
Brody and Associates, LLC
SW
Sarah Watson
CLA
PE
Paul Edwards
Webster Bank
OZ
Omid Zareh
Weinberg Zareh Malkin Price LLP
Jason Correia of CLA is a member of XPX Tri-State
Jason Correia
CLA
Deborah Agrafojo of Touchstone Advisors, LLC is a member of XPX Hartford
Deborah Agrafojo
Touchstone Advisors, LLC
Judy Wilks of Steadfast Ventures, LLC is a member of XPX Greater Boston
Judy Wilks
Steadfast Ventures, LLC
MC
Mlc868@att.net
MLAC Property Ventures LLC
Michael Engelhart of HCRMA, LLC is a member of XPX Fairfield County
Michael Engelhart
HCRMA, LLC
JH
Jon Horwitz
HR Insights Consulting
DA
Dave Altman
Bernstein Global Wealth Management
WW
Wiktor Wozniak
UBS Global Wealth Management
EC
Erik Campbell
BDO
CG
Chris Gaspar
BDO USA
PK
Peter Kearney
Reynolds + Rowella
Martin Anderson of Webster Bank is a member of XPX Connecticut,Fairfield County,Hartford
Martin Anderson
Webster Bank
EC
Elizabeth Cahill
Bank of America Private Bank
Gina D'Ambruoso of TD Bank is a member of XPX Tri-State
Gina d'Ambruoso
TD Bank
Andrew Karlen of Law Office of Andrew N. Karlen is a member of XPX Fairfield County
Andrew Karlen
Law Office of Andrew N. Karlen