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
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
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…
Program produced by XPX Hartford. 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. Our Speakers: Deborah Agrafojo…
Why are business owners and their advisors talking about ESOPs? With capital gains taxes on the rise, ESOPs are playing an increasing pivotal role as an exit strategy. Come join us on October 19 for an important webinar on Tax Reform & ESOPs. We will provide an overview of Employee Stock Ownership Plans, including the…
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…
Aug. 20, 2021
Rainmaking and Growing business using zoom 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 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…
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…
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…
Nov. 24, 2020
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…
Program produced by XPX Fairfield County and XPX Hartford. XPX CT Virtual Summit Day 2: Business Value Transfer Moderator: Steven Pappas, Touchstone Advisors Panelists: Capri Brighenti, Miller Farms Tom Heide, Heide & Company Michael Rocheleau, PTA Plastics
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…
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…
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,…
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…
Chapter Events
Tri-State Silver Sponsors
If your client needs to build a more scalable, sustainable business that is easier to manage and measure. We develop and execute operations, technology, and people strategies.
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.
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
Tri-State Bronze Sponsors
If your client needs to build a more scalable, sustainable business that is easier to manage and measure. We develop and execute operations, technology, and people strategies.
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.
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
Gold Sponsors
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.
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 need a professional to discuss your business ownership exit planning options.
You have any kind of banking need or general question.
You are seeking financing to buy a business, or to pre-qualify a business for an upcoming sale.
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(s) is seeking to engage an itermediary in a sell side or buy side engagement.
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.