A Wealth of Learning Opportunities – and Resources – at Your Fingertips

Knowledge is power. Imagine what you could do with 24-hour access to a powerful learning community to help you stay up to date with the latest trends, insights, news, and best practices to share with your valued clients.  XPX’s exclusive Knowledge Exchange is the one place where you can exchange knowledge with some of the industry’s most successful professionals with expertise in a wide variety of areas.   Here are recent posts from our chapter activities and members:

News & Posts

David Fasi, CFP®, CEPA® of UBS is a member of 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…

Cheryl Centeno of XPX Global is a member of XPX

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,…

Xavier Lederer of Ambrose Growth is a member of XPX Hartford

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…

Cheryl Centeno of XPX Global is a member of XPX

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…

Cheryl Centeno of XPX Global is a member of XPX

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,…

Michelle Orr of Live Oak Bank is a member of XPX Connecticut

Live Oak Bank is the #1 SBA Lender in the Nation.  We provide M&A financing as well as owner occupied commercial real estate loans with attractive terms.  Please contact me to discuss specific financing needs.   Thanks, Michelle Orr Vice President, Sr. Loan Officer 203-461-5097 sba_general_mergers_acquisition_brochure_orr sba_general_commercial_real_estate_brochure

Cheryl Centeno of XPX Global is a member of XPX

A good offense always necessitates a good defense. Core mantra across all sports. So no surprise that in business the same holds true. It has been called many names, The Talent Tsunami, The Great Resignation, the Big Quit, or maybe best, The Great Discontent. Regardless, the war for Talent is very real. And while virtually…

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. Meet Our Speakers: Deborah Agrafojo M&A AdvisorTouchstone Advisors Deborah…

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

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 how to leverage this ‘new normal’…

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…

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

Program produced by XPX Tri-State. Post-Election Analysis XPX Tri-State – covering New York (New York City & Long Island), Connecticut (Fairfield & Hartford), and New Jersey – meeting with core coverage areas including: The state of the economy and business environment, nationally and regionally. Wealth planning, the corresponding tax implications and how the specific factors play into the merger…

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

Program produced by XPX Fairfield County and XPX Hartford.  Financial Management in Private and High-growth Organizations and Those Considering Exit Opportunities The heart of XPX is the inter-disciplinary nature of exit planning. As advisors to business owners we understand that it takes a team of experts working together to navigate a successful exit. Working in…

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

In this session we focus on growing your business using both equity and debt. Our distinguished panel of bank lenders and private equity will describe what steps a business should—and should not—take to attract and qualify for bank loans and how to find the right equity partner. We will continue to use our case study…

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

Borrowing Ground Rules: Do’s and Don’ts In the first of two programs focused on locating outside financing, our distinguished panel of lenders will describe the profile of a successful borrower and what steps a business should—and should not—take to attract and qualify for bank loans and other third-party loans. We will continue to use our…

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

A successful exit is about more than finding the right buyer and the right price. A company’s corporate governance documents should contain appropriate rights and restrictions to ensure the business stays on track, your partners remain your partners and exit process is streamlined when the time comes. SpeakersJames Greifzu, Associate, Wiggin and DanaMike Grundei, Partner,…

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

HiTech owners have asked two critical questions, “How do we get started (to organize and prepare for sale)? What should our priorities be?” Developing strategy long before beginning the exit process is an important step toward answering these questions, because strategy will set priorities and provide the road map for achieving success. In this presentation…

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