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
We can’t wait for you to experience the cleaner, brighter and more user-friendly feel of our new platform! The site…
Aug. 20, 2021
Program produced by XPX Fairfield County and XPX Hartford. Rainmaking and Growing business using zoom Have you been using online…
Jun. 24, 2021
Program produced by XPX Fairfield County and XPX Hartford. How to Emotionally Prepare Key Stakeholders for a Successful Transition People…
Apr. 27, 2021
Program produced by XPX Fairfield County and XPX Hartford. Fine Print: The Deal’s Not Done Until the Paperwork is Signed…
Apr. 17, 2021
Program produced by XPX Tri-State. Post-Election Analysis XPX Tri-State – covering New York (New York City & Long Island), Connecticut…
Nov. 24, 2020
Program produced by XPX Fairfield County and XPX Hartford. Financial Management in Private and High-growth Organizations and Those Considering Exit…
Nov. 13, 2020
Program produced by XPX Fairfield County and XPX Hartford. XPX CT Virtual Summit Day 2: Business Value Transfer Moderator: Steven…
Aug. 19, 2020
Chapter Events
Tri-State Silver Sponsors
Tri-State Bronze 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.
Gold Sponsors
Silver Sponsors
You or your client seeks patient capital for expansion, acquisition, equipment, real estate and/or a second opinion on current financing strategy and structure.
You are seeking financing to buy a business, or to pre-qualify a business for an upcoming sale.
You need a professional to discuss your business ownership exit planning options.
You have any kind of banking need or general question.
Bronze Sponsors
A client needs a valuation and/or support for a potential transaction and would like to work with a collaborative advisor.
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.