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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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

Cheryl Centeno of XPX Global is a member of XPX

The business community was dealt unprecedented challenges brought on by the pandemic, creating massive disruptions in everything from supply chains, to employment, technology and valuations. Join us as we hear from local experts on the M&A outlook for the rest of the year and into 2022. Our Speakers:  Deborah Agrafojo M&A AdvisorTouchstone Advisors) Deborah has…

David Fasi of UBS is a member of XPX Hartford

Why are business owners and their advisors talking about ESOPs? With capital gains taxes on the rise, ESOPs are playing an increasing pivotal role as an exit strategy. Come join us on October 19 for an important webinar on Tax Reform & ESOPs. We will provide an overview of Employee Stock Ownership Plans, including the…

Cheryl Centeno of XPX Global is a member of XPX

We can’t wait for you to experience the cleaner, brighter and more user-friendly feel of our new platform! The site is designed to give you and your company greater visibility. Here are three things you should know: Emails from XPX will now come from my.exitplanningexchange.com—please adjust your email settings! Your new profile can have a…

XPX Content of Exit Planning Exchange is a member of XPX
XPX Content

Rainmaking and Growing business using zoom Have you been using online technology to the fullest extent to develop your business? Are you doing enough networking to generate results? Are you structuring the appropriate follow-up conversations? Online networking has accelerated throughout Covid and the ease of contact and content development means it’s here to stay. Learn…

XPX Content of Exit Planning Exchange is a member of XPX
XPX Content

How to Emotionally Prepare Key Stakeholders for a Successful Transition People always have mixed feelings about change. When negative feelings are not surfaced and addressed in a systematic way, they often assert themselves exactly when they stand to do the most damage, at the closing. Thoughtful exit planners do well to find ways to address the needs and…

XPX Content of Exit Planning Exchange is a member of XPX
XPX Content

Program produced by XPX Fairfield County and XPX Hartford. Fine Print: The Deal’s Not Done Until the Paperwork is Signed The LOI and Asset/Stock Purchase Agreement is a critical step in the M&A process. Negotiating these agreements takes experience and skills to properly protect the client. All of this must take place before the deal…

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Executive Financial Solutions Group, LLC
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Merril Lynch
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Robinson & Cole LLP
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UBS
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Touchstone Advisors, LLC

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