At XPX, learning and networking go hand in hand
XPX Hartford promotes peer learning, networking and visibility for our members, while creating an environment that fosters collaboration on behalf of our clients. Topics cover all three phases of the private company life cycle: business value growth, business value transfer and owner life and legacy.
Upcoming Events
View Our Tri-State Calendar
View our full Tri-State Calendar for additional events in Fairfield CT as well as Long Island, New Jersey and New York City.
Past Events
Contact & Connect
Chapter Events
Tri-State Gold Sponsors
Tri-State Silver Sponsors
Buy or sell-side due diligence is needed. You need a part-time or interim CFO.The CFO needs to improve accounting operationsThe company needs a new accounting system.
Tri-State Bronze Sponsors
When considering business succession issues, retirement and when a business owner wants to take some chips off the table. When deciding when and how to incentive key employees
You need a professional to discuss your business ownership exit planning options.
Business owners need to prepare their financial, operational and technical systems for a sale and when buyers have identified an acquisition target for diligence.
Gold Sponsors
Business owners need accurate financial data, help making decisions, or don't understand their numbers. We do NOT do tax or audit.
you encounter a growing technology or life sciences company looking to seize opportunities and avoid expensive legal mistakes
a company is looking to source or refinance a corporate loan. My tech company offers an online platform to access over 70+ lenders, run a streamlined RFP process and manage loan compliance.
you need a fractional CFO to help with cash flow analysis, projections, consolidating financials, etc.
You need accounting/tax/valuation exit planning assistance or if your client is looking for a CPA/Consulting firm to assist them.
Silver Sponsors
You are seeking financing to buy a business, or to pre-qualify a business for an upcoming sale.
you or your client seeks patient capital for expansion, acquisition, equipment, real estate and/or a second opinion on current financing strategy and structure.
Bronze Sponsors
A business owner is contemplating a transaction (Financing, Sale or Acquisition), even years in advance of a transaction so we can help the owner maximize shareholder value.
A client needs a valuation and/or support for a potential transaction and would like to work with a collaborative advisor.
An owner is contemplating or has completed a sale or transfer of their company. My team and I provide advice and planning around the impact of the sale to their personal financial management.