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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
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…
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,…
Do you (or your clients) complain about your meetings being boring or ineffective, and do you long for the end of them? Do you allow you / your people to skip them from time to time for “more important” work? Do you come out of a meeting, not quite sure what has been decided? You…
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…
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…
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,…