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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.

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XPX Open Mic Night: How to Turn your Biggest Losers into Winners

XPX members gathered for an open mic night to share their stories on what it took to turn what was once their biggest loser into a winner for all parties involved.

XPX CT and ACG CT Meeting

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The Latest News – XPX Fairfield County

Latest – XPX Fairfield County

I believe one of the most understood transition /exit planning areas for business owners is when the goal is to move it to children, or other close family members. Clients for whatever reason often think moving their business to a child or multiple heirs is just about creating an agreement, maybe including a trust, figure…

Our borrowers often ask us, “Is it better to buy an established business or start up a business?” It’s a reasonable question for those looking to exit their current employment or invest in a business for another income stream. While it may make sense in specific industries to start a business, the benefits of purchasing…

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…

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Upcoming Chapter Events

24
Apr
Wed, Apr 24th, 2024 ⋅ 8:00am - 10:00am (EDT)
The Patterson Club 1118 Cross Hwy Fairfield, CT
24
Apr
Virtual access
Wed, Apr 24th, 2024 ⋅ 10:50am - 11:30am (EDT)
Virtual at 11 AM EDT - you'll receive call-in instructions upon registering
06
May
Mon, May 6th, 2024 ⋅ 9:30am - 6:30pm (EDT)
The Farms Country Club, 180 Cheshire Road, Wallingford, CT
16
May
Virtual access
Thu, May 16th, 2024 ⋅ 4:55pm - 6:00pm (EDT)
Virtual - you'll receive login info upon registration
16
May
Virtual access
Thu, May 16th, 2024 ⋅ 4:55pm - 6:00pm (EDT)
Virtual - you'll receive login info upon registration

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