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  • Exit Planning Exchange
Exit Planning Exchange
Oct
15

XPX Connecticut - Exploring the Financing Markets for Small and Mid-sized Business Acquisitions

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Details
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Date & Time

Thu, Oct 15th, 2026 â‹… 8:00am - 10:00am (EDT)

Location

The Patterson Club 1118 Cross Hwy Fairfield, CT

Status

Registration Open

Tickets

CT & Tri-State Members
$0.00
Non-Members Early Bird (through 10/12)
$75.00
Non-Members Regular Fee
$90.00
Non-Members Same Day
$100.00
XPX Network Chapter Members Early Bird (through 10/12)
$65.00
XPX Network Chapter Members Regular Fee
$75.00
XPX Network Chapter Members Same Day
$85.00
Guests

Registrants

43 people are going
BH
Michael Gershfeld of Emely AI is a member of XPX Long Island
SR
Gina D'Ambruoso of TD Bank is a member of XPX Tri-State
Carlos Salmon, CFP®, CExP, CIMA®, CPWA® of Wooster Square Advisor, LLC is a member of XPX Connecticut
+38

A review and discussion of the various types of loan financings owners have available to them to support their exit decision.

Speakers:

Michelle Orr
Vice President
Live Oak Bank

Howard Fugate
Senior Vice President
Popular Bank

Tyler Klenk
Senior Associate
Ironwood Capital

Patrick Pattrell
Senior Associate
Ironwood Capital

Moderator

Keith Dee
President
Osage Advisors


Registration Fees:

XPX CT & Tri-State Members: Free

There is no charge for this event but registration is required for catering planning and venue access.

XPX Network Chapter Members:

$65.00 Early Bird (through 10/12)
$75.00 Regular Fee
$85.00 Same Day

Non-members:

$75.00 Early Bird (through 10/12)
$90.00 Regular Fee
$100.00 Same Day

Includes breakfast and coffee.

BRING A FIRST-TIME GUEST TO XPX!

Member Benefit (First Time Guest to an XPX event ) -  Complimentary pass to a first XPX educational event only.  A Connecticut or Tri-State member referral is required. The XPX member (not the guest) must email angie@exitplanningexchange.com to register their first-time guest.

This offer is valid only for individuals who have never attended an XPX Chapter event. Guests who have previously attended any XPX event, whether paid or complimentary, are not eligible.

Regular Monthly Educational Events 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 pr credits 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.
BH
Bradley Hardy
Citizens Bank
Michael Gershfeld of Emely AI is a member of XPX Long Island
Michael Gershfeld
Emely AI
SR
Steven Reisberg
CLA
Gina D'Ambruoso of TD Bank is a member of XPX Tri-State
Gina d'Ambruoso
TD Bank
Carlos Salmon, CFP®, CExP, CIMA®, CPWA® of Wooster Square Advisor, LLC is a member of XPX Connecticut
Carlos Salmon
Wooster Square Advisors, LLC
CS
Chris Salem
CRS Group Holdings, LLC (Sustainable Success Coaching & Consulting)
Nathan Klatt of Rockport Investment Partners is a member of XPX Connecticut,Fairfield County,Hartford
Nathan Klatt
Rockport Investment Partners
Michelle Orr of Live Oak Bank is a member of XPX Connecticut,Fairfield County,Hartford
Michelle Orr
Live Oak Bank
RJ
Roy Johnson
Touchstone Advisors
ND
Nora Debellis
Key Bank
Robert Brody of Brody and Associates, LLC is a member of XPX Tri-State
Robert Brody
Brody and Associates, LLC
Winston Bragg of Levitt-Fuirst Insurance is a member of XPX Fairfield County
Winston Bragg
Levitt-Fuirst Insurance
JL
Jason Liu
General Network
AR
Antonio Rivera
Henley & Partners
Richard Hulme of Newport LLC is a member of XPX Connecticut, Long Island, New Jersey, New York, Tri-State
Richard Hulme
Newport LLC
BF
Brian Fischer
Day Pitney LLP
FY
Ford Young
Libertas Funding
Jason Correia of CLA is a member of XPX Tri-State
Jason Correia
CLA
Brian Lasher of Euclid Harding, LLC is a member of XPX Tri-State
Brian Lasher
Euclid Harding, LLC
Ron Reuter, CTP/CVA of RJ Reuter Business Consulting is a member of XPX Tri-State
Ron Ctp/cva Reuter
RJ Reuter Business Consulting
OZ
Omid Zareh
Weinberg Zareh Malkin Price LLP
PS
Persorensen@vistechcorp.com
Bentley Associates
Keith Dee of Osage Advisors, LLC is a member of XPX Hartford
Keith Dee
Osage Advisors, LLC
TK
Tara Kelly
Ives Bank
Mark Campbell of Scout Valuations is a member of XPX Fairfield County
Mark Campbell
Scout Valuations
WW
Wiktor Wozniak
UBS Global Wealth Management
OD
Olivia Delucco
Insperity
Michael Engelhart of HCRMA, LLC is a member of XPX Fairfield County
Michael Engelhart
HCRMA, LLC
Gail Harris of Wealthspire Advisors is a member of XPX Connecticut,Fairfield County,Hartford
Gail Harris
Wealthspire Advisors
Ramsey Goodrich of Carter Morse & Goodrich is a member of XPX Tri-State
Ramsey Goodrich
Carter Morse & Goodrich
Todd Robison of Cedar Point Financial Services LLC is a member of XPX Tri-State
Todd Robison
Cedar Point Financial Services LLC
CH
Casey Haverstick
Bessemer Trust
MF
Michael Fuschetto
Michael Fuschetto
Deborah Agrafojo of Touchstone Advisors, LLC is a member of XPX Hartford
Deborah Agrafojo
Touchstone Advisors, LLC
JS
Jose Samayoa
Eels LLC
JC
Jeff Clair
ClairVoyant Consulting LLC
ZS
Zak Smith
I. M. Financial
Paul Visokey of Stony Hill Advisors is a member of XPX Tri-State
Paul Visokey
Stony Hill Advisors
DZ
Drew Zielinski
10 East
Joseph VonEhr of CFO Consulting Partners is a member of XPX Tri-State
Joseph Vonehr
CFO Consulting Partners