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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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

Business acquisitions are among the eligible uses for Small Business Administration (SBA) 7(a) loans. In fact, the SBA 7(a) program provides many advantages for acquiring an established business, including its attractive terms, allowing a buyer to finance up to 90% of total project costs. Eligible Project Costs for SBA 7(a) Loans Include The acquisition of…

Join our CEO Book Club on Tuesday February 7 at noon EST (on Zoom) to discuss the book “The Motive” by Patrick Lencioni. What is the essence of your job as a CEO? In his recent book “The Motive” best-selling author Patrick Lencioni analyzes reward-centered leadership as opposed to responsibility-centered leadership, and from there derives…

“I have smart people but I underutilize their potential,” the CEO confessed. “I don’t know what I should do differently though. I feel like I am the #1 bottleneck in my organization.” My client was right: she was a genius with a thousand helpers, and she needed to become a genius maker in order to…

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Upcoming Chapter Events

09
Feb
Virtual access
Thu, Feb 9th, 2023 ⋅ 10:00am - 11:00am (EST)
Virtual - you'll receive login info upon registration and are welcome at one or both sessions
13
Feb
Virtual access
Mon, Feb 13th, 2023 ⋅ 1:00pm - 2:00pm (EST)
Virtual - you'll receive login info upon registration and are welcome at one or both sessions
22
Feb
Wed, Feb 22nd, 2023 ⋅ 8:00am - 10:00am (EST)
The Hartford Club, 46 Prospect St, Hartford, CT
16
Mar
Thu, Mar 16th, 2023 ⋅ 12:00pm - 6:30pm (EST)
Grant Thornton LLP 757 Third Avenue, 9th Floor NY, NY 10017

Our Members

Managing Director
Rockport Investment Partners
Attorney
Wiggin and Dana
President
Osage Advisors, LLC
Managing Partner
Carter Morse & Goodrich
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Wiggin and Dana LLP

Why I'm an XPX Member