At XPX, learning and networking go hand in hand
XPX Fairfield County promotes peer learning, networking and visibility for our members, while creating an environment that fosters collaboration on behalf of our clients. Topics cover all three phases of the private company life cycle: business value growth, business value transfer and owner life and legacy.
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Tri-State Bronze Sponsors
When considering business succession issues, retirement and when a business owner wants to take some chips off the table. When deciding when and how to incentive key employees
Buy or sell-side due diligence is needed. You need a part-time or interim CFO.The CFO needs to improve accounting operationsThe company needs a new accounting system.
Clients are looking to build value through better accounting and finance, operations, and technology ahead of an exit
Gold Sponsors
An owner is contemplating or has completed a sale or transfer of their company. My team and I provide advice and planning around the impact of the sale to their personal financial management.
Silver Sponsors
You or your client seeks patient capital for expansion, acquisition, equipment, real estate and/or a second opinion on current financing strategy and structure.
You need a professional to discuss your business ownership exit planning options.
You are seeking financing to buy a business, or to pre-qualify a business for an upcoming sale.
You have any kind of banking need or general question.
Bronze Sponsors
A business owner(s) is seeking to engage an itermediary in a sell side or buy side engagement.
A business owner is contemplating a transaction (Financing, Sale or Acquisition), even years in advance of a transaction so we can help the owner maximize shareholder value.
A client needs a valuation and/or support for a potential transaction and would like to work with a collaborative advisor.