Put The Power of XPX Membership to Work For You - and Your Clients

The Exit Planning Exchange –  XPX Fairfield County Chapter is a community of trusted advisors that collaborate to help their private company clients build business value, transfer ownership and create a legacy of success in their lives and their communities.

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If you are an advisor to owners and managers of companies in the lower middle market, XPX can be a powerful learning network for you! Our members represent twelve different professions but share core principles of collaboration, putting the client first, thinking long term, considering the human angle and continuous learning. Learn more about our membership benefits and options

Power of Three

One of our Chapter’s most popular offerings is our Power of Three Networking Program. This members-only benefit brings together small groups of advisors from different disciplines and provides a series of structured meetings so you can get to know each other on a much deeper level than you can at your average networking meeting.

Interested in learning more? Please contact us.

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The Latest News – XPX Fairfield County

Latest – XPX Fairfield County

Business acquisitions are among the eligible uses for Small Business Administration (SBA) 7(a) loans. In fact, the SBA 7(a) program provides many advantages for acquiring an established business, including its attractive terms, allowing a buyer to finance up to 90% of total project costs. Eligible Project Costs for SBA 7(a) Loans Include The acquisition of…

Uncertainty…Has inflation peaked? Are we in a recession? Will the federal reserve increase rates?  Will supply chain challenges be resolved?  We have written often about the challenges business leaders face and the impact of uncertainty on strategy management.  Two of our most recent articles on the subject were Strategic Thinking in Turbulent Times, May 2022…

Our small business survey shows that there’s ample opportunity for the next wave of business owners to acquire historically successful and sound businesses. 18% of small business owners said they’ve already taken steps to transition ownership of their business, and 29% said they expect to transition ownership in the next five years. https://info.liveoakbank.com/small-business-survey-results-download

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Upcoming Chapter Events

22
Mar
Virtual access
Wed, Mar 22nd, 2023 ⋅ 10:50am - 11:30am (EDT)
Virtual at 11 AM EDT - you'll receive call-in instructions upon registering
06
Apr
Virtual access
Thu, Apr 6th, 2023 ⋅ 10:00am - 11:00am (EDT)
Virtual - you'll receive login info upon registration and are welcome at one or both sessions
11
Apr
Virtual access
Tue, Apr 11th, 2023 ⋅ 5:00pm - 6:00pm (EDT)
Virtual - you'll receive login info upon registration and are welcome at one or both sessions

Our Members

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Scout Valuations
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Albu Consulting LLC
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Martin LLP
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Why I'm an XPX Member