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

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,…

Xavier Lederer of Ambrose Growth is a member of XPX Hartford

Do you or your clients struggle to say “no” to tempting strategic initiatives that pull your organization in different directions? Would you (or your team) wish you had clearer criteria on which strategic initiatives not to pursue? If so: this workshop is for you. At the end of this interactive workshop you will: – Understand…

Cheryl Centeno of XPX Global is a member of XPX

Program produced by XPX Fairfield County and XPX Hartford. Our program was a discussion with serial entrepreneur Shea Coakley on building and selling a business. Shea has co-founded and built several companies, which have since been brought to an exit. We invite you to explore his journey and the important lessons learned in exiting a…

Cheryl Centeno of XPX Global is a member of XPX

Program produced by XPX Fairfield County and XPX Hartford. Owners always want to know what their business is worth, and determining that value depends on a multitude of factors. Join us on Friday, January 21 for a joint meeting between XPX Fairfield and Hartford on what impacts valuation. We will be joined by Nathan Klatt (Managing Director,…

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Upcoming Chapter Events

24
May
Tue, May 24th, 2022 4:30pm (EDT)
Hotel Delamar Southport - Folly Room Indoor/Outdoor Space, 275 Old Post Road - Southport, CT 06890
25
May
Wed, May 25th, 2022 10:50am (EDT)
Virtual at 11 AM EDT - you'll receive call-in instructions upon registering
01
Jun
Wed, Jun 1st, 2022 (EDT)
Your Group Leader Will Reach Out to Set a Date / Time to meet

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Osage Advisors, LLC
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