Giving Back To Our Community
Our leaders demonstrate their dedication to the XPX mission and our local community by pitching in to ensure we have the best people in the room sharing the best content. They are role models for the kind of collaboration and long-term thinking that our members value. Please reach out to any of our leaders to learn how you too can gain visibility and influence as a volunteer for our chapter.
Leader Directory
![Michelle Orr of Live Oak Bank is a member of XPX Connecticut,Fairfield County,Hartford](https://www.exitplanningexchange.com/wp-content/uploads/2021/11/headshot-updated.jpg)
Call Me When... You are seeking financing to buy a business, or to pre-qualify a business for an upcoming sale.
![Ken Zinghini of Martin LLP is a member of XPX Fairfield County](https://www.exitplanningexchange.com/wp-content/uploads/2021/05/ken-zinghini-47697846.png)
Call Me When... You need legal advice on a corporate or business matter -- such as financing (debt or equity), buying, selling, investing in or operating a business -- or are interested in the federal Opportunity Zones capital gains tax program.
![Christopher Martens of AssuredPartners is a member of XPX Tri-State](https://www.exitplanningexchange.com/wp-content/uploads/2021/05/christopher-martens-47933782.png)
Call Me When... There is a need for commercial insurance and employee benefits consulting, with a focus on Captive Insurance.
![Gail Harris of Wealthspire Advisors is a member of XPX Connecticut,Fairfield County,Hartford](https://www.exitplanningexchange.com/wp-content/uploads/2021/05/gail-harris-38531302.png)
Call Me When... 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.
![Anthony Macaluso of Belden Hill Partners is a member of XPX Fairfield County](https://www.exitplanningexchange.com/wp-content/uploads/2021/05/anthony-macaluso-29511087.png)
Call Me When... Succession/liquidity planning options ("Consulting"), access to the debt or equity capital markets ("Corporate Finance"), or navigating the sale process for their business ("M&A Advisory").
![Martin Anderson of Webster Bank is a member of XPX Connecticut,Fairfield County,Hartford](https://www.exitplanningexchange.com/wp-content/uploads/2021/05/martin-anderson-29514705.png)
Call Me When... you or your client seeks patient capital for expansion, acquisition, equipment, real estate and/or a second opinion on current financing strategy and structure.
Call Me When... Always in the market for LMM deals in the industrial sector and investors who like this space.
Contact & Connect
Chapter Events
Tri-State Gold Sponsors
Tri-State Silver Sponsors
![CFO Consulting Partners LLC](https://www.exitplanningexchange.com/wp-content/uploads/2023/02/CFO_-Consulting_logo_pms_V2-CMYK-1024x348.jpg)
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.
Tri-State Bronze Sponsors
![Touchstone Advisors](https://www.exitplanningexchange.com/wp-content/uploads/2023/02/touchstoneAdvisorsLogo_3-2022-1024x261.jpg)
![Touchstone Advisors](https://www.exitplanningexchange.com/wp-content/uploads/2023/02/touchstoneAdvisorsLogo_3-2022-1024x261.jpg)
![Touchstone Advisors](https://www.exitplanningexchange.com/wp-content/uploads/2023/02/touchstoneAdvisorsLogo_3-2022-1024x261.jpg)
You need a professional to discuss your business ownership exit planning options.
![Withum](https://www.exitplanningexchange.com/wp-content/uploads/2023/08/RGB-Withum-Advisory-Tax-Audit-1024x592.jpg)
![Withum](https://www.exitplanningexchange.com/wp-content/uploads/2023/08/RGB-Withum-Advisory-Tax-Audit-1024x592.jpg)
![Withum](https://www.exitplanningexchange.com/wp-content/uploads/2023/08/RGB-Withum-Advisory-Tax-Audit-1024x592.jpg)
Business owners need to prepare their financial, operational and technical systems for a sale and when buyers have identified an acquisition target for diligence.
Gold Sponsors
Silver Sponsors
![Webster Bank](https://www.exitplanningexchange.com/wp-content/uploads/2021/06/2017WebsterBankLogo_RGB_Final.jpeg.jpg)
![Webster Bank](https://www.exitplanningexchange.com/wp-content/uploads/2021/06/2017WebsterBankLogo_RGB_Final.jpeg.jpg)
![Webster Bank](https://www.exitplanningexchange.com/wp-content/uploads/2021/06/2017WebsterBankLogo_RGB_Final.jpeg.jpg)
you or your client seeks patient capital for expansion, acquisition, equipment, real estate and/or a second opinion on current financing strategy and structure.
![Live Oak Bank](https://www.exitplanningexchange.com/wp-content/uploads/2021/06/liveoak-primarylogo-green-indigo-01-1024x279.png)
![Live Oak Bank](https://www.exitplanningexchange.com/wp-content/uploads/2021/06/liveoak-primarylogo-green-indigo-01-1024x279.png)
![Live Oak Bank](https://www.exitplanningexchange.com/wp-content/uploads/2021/06/liveoak-primarylogo-green-indigo-01-1024x279.png)
You are seeking financing to buy a business, or to pre-qualify a business for an upcoming sale.
Bronze Sponsors
![Carter Morse & Goodrich](https://www.exitplanningexchange.com/wp-content/uploads/2021/06/CMG_LOGO_7694_7741_424_final-1024x251.jpg)
![Carter Morse & Goodrich](https://www.exitplanningexchange.com/wp-content/uploads/2021/06/CMG_LOGO_7694_7741_424_final-1024x251.jpg)
![Carter Morse & Goodrich](https://www.exitplanningexchange.com/wp-content/uploads/2021/06/CMG_LOGO_7694_7741_424_final-1024x251.jpg)
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.