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

The Exit Planning Exchange –  XPX Hartford Chapter is a community of trusted advisors that collaborate 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.


XPX CT/ACG CT Meeting

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The Latest News – XPX Hartford

Latest – XPX Hartford

  The 2023 Sales Dilemma Susan Powers, Peak Sales/Sandler   Salespeople have never had a greater advantage and opportunity than they do today. They can secure even greater advantages and opportunities with each passing day. That’s because artificial intelligence, machine learning, and technology continue to make advancements that help salespeople develop closer and stronger relationships…

Do you want to get rich quickly? Very simple: Buy a business for its actual value, and sell it back right away for what the business owner values it. Many business owners overvalue their own business (after all, isn’t your business the most beautiful baby in the world?). What do you need to pay attention to…

In today’s ever-expanding “gig economy,” outsourcing entry-level tasks and job roles has become commonplace. But a growing number of organizations are exploring and adopting outsourcing for higher-level functions, too. Small to mid-sized sales organizations are increasingly outsourcing the sales function – from the sales rep role to executive sales management – and finding success with…

🤔What is your question-to-statement ratio? 🎓Register for our CEO Workshop about “How to be a better coach for your team” on Tuesday, May 2nd at 12 pm EST on Zoom. Register now! 😓Leaders can’t be great CEOs UNLESS they spend less time giving advice, and more time asking great questions. The issue is that many…

Our borrowers often ask us, “Is it better to buy an established business or start up a business?” It’s a reasonable question for those looking to exit their current employment or invest in a business for another income stream. While it may make sense in specific industries to start a business, the benefits of purchasing…

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Community

Upcoming Chapter Events

12
Dec
Tue, Dec 12th, 2023 ⋅ 4:50pm - 6:00pm (EST)
Virtual - you'll receive login info upon registration and are welcome at one or both sessions
13
Dec
Wed, Dec 13th, 2023 ⋅ 8:00am - 10:00am (EST)
The Hartford Club, 46 Prospect St, Hartford, CT
20
Dec
Wed, Dec 20th, 2023 ⋅ 10:50am - 11:30am (EST)
Virtual at 11 AM EDT - you'll receive call-in instructions upon registering
17
Jan
Wed, Jan 17th, 2024 ⋅ 8:00am - 10:00am (EST)
The Hartford Club, 46 Prospect St, Hartford, CT

Our Members

President
Osage Advisors, LLC
Partner
Hinckley Allen
Partner
FML
Managing Partner
Carter Morse & Goodrich
Managing Director
Rockport Investment Partners

Why I'm an XPX Member