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

The Exit Planning Exchange –  XPX Hartford Chapter is a local nonprofit association of diverse professional advisors collaborating 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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Join Us As a Full Member!

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 Hartford

Latest – XPX Hartford

Xavier Lederer of Ambrose Growth is a member of XPX Hartford

FREE CEO Workshop – How to Build a Culture of Accountability on Tuesday, June 7th at Noon EST on Zoom. By the end of this CEO Workshop you will: Know the three pillars of accountability. Understand how to build a system to hold your team (and yourself) accountable. Have a first draft plan to increase accountability, and…

David Fasi, CFP®, CEPA® of UBS is a member of XPX Hartford

A client recently sold his business and was looking for options to address a large capital gain as a result of the sale. We presented a number of solutions with support from his other advisors. One of the options we are implementing includes an investment in a Qualified Opportunity Zone (QOZ). Opportunity Zones were born…

Cheryl Centeno of XPX Global is a member of XPX

Program produced by XPX Tri-State. The Exit Planning Exchange (“XPX”) Tri-State – covering New York (New York City & Long Island), Connecticut (Fairfield & Hartford), and New Jersey – is holding a regional virtual event from 4-6PM on Wednesday, March 16, 2022 to examine the three main aspects that influence a deal – business environment,…

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Community

Upcoming Chapter Events

28
Sep
Wed, Sep 28th, 2022 8:00am (EDT)
The Hartford Club, 46 Prospect St, Hartford, CT
28
Sep
Wed, Sep 28th, 2022 10:50am (EDT)
Virtual at 11 AM EDT - you'll receive call-in instructions upon registering
01
Oct
Sat, Oct 1st, 2022 (EDT)
Your Group Leader Will Reach Out to Set a Date / Time to meet

Our Members

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YardeZone Inc.
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FML
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U.S. Bank
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Osage Advisors, LLC
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Hinckley Allen

Why I'm an XPX Member