Help build a strong, local business ecosystem
Join the trusted advisors who share a collaborative, long-term mindset.
Our members are not just individual accountants, attorneys, wealth planners, investors, or exit planners; they’re a collaboration of experienced, proven professional advisors who know they can accomplish more for their businesses, their private company clients – and the entire community – when they collaborate together. Membership in XPX is for those who –
- Understand the vital role that established private companies play in helping building our local communities.
- Are focused on building relationships versus conducting transactions.
- See the big picture. They know that they can better serve their clients by having access to a trusted community of professional advisors who can help build business value, manage succession, and build owner legacy.
- Represent one of our 12 Advisor Professions (Accountants, Attorneys, Bankers, Coaches, Consultants, Insurance Providers, Investors, M&A Intermediaries, Non-profits, Valuators, Virtual Managers, Wealth Planners).
- Uphold the highest standards of professional integrity.
- See the value of having an open network to ensure there is no single approach or solutions provider to assisting private company owners.
- Know the business environment is always changing and need to keep abreast of the latest information to meet their clients demand.
- Are sponsored by existing XPX members.
- Adhere to our Five Core Advisor Principles (Work Collaboratively, Put The Client first, Think Long Term, Consider The Human Angle, & Always Be Learning).
Connecticut Individual Memberships
Fairfield County
Emerging Professional Membership
- Fairfield County
- Hartford
Advisor Professions
Accountants
Attorneys
Bankers
Coaches
Consultants
Insurance Providers
Investors
M&A Intermediaries
Non-Profits
Valuators
Virtual managers
Wealth Planners
Why Join?
We hope that you will become an active member of our chapter and take advantage of the valuable benefits we offer as an organization:
Resources
You’ll learn from great content and programming. “What I know, What I don’t know, What I don’t know that I don’t know. XPX helps me get this right.”
Relationships
You’ll expand your network with people who are genuine, inviting, and welcome collaboration. “We’re givers, not takers (and givers get more in the long run)”.
Visibility
You’ll raise your profile by sharing your knowledge in meetings, networking, and contributing to our on-line Owners’ Academy knowledge base. “I know the guy/gal! who can help”.
Principles
You’ll find a group of like-minded advisors who share our values of collaboration, client first, long-term thinking, focus on the human factor, and continuous learning. “It’s about the quality of the people in the room.”
Chapter Events
Annual Sponsors

someone in your network needs interim or project-based finance and accounting support.

You have questions about ESOPs or clients who may be interested in learning whether an ESOP may be an appropriate strategy to address their planning needs.

I specialize in mergers and acquisitions, partner buyouts, debt restructuring, and SBA loans. With years of experience, I help entrepreneurs and business owners navigate complex transactions & secure the capital they need
Offering Full-Service, Permanent, Hourly, Part-time & Project based Customized Fractional CFO, Controller, Operational Accounting, & Consulting

you need to make more money or pay lesstax.

Your client needs tax planning, estate planning, or charitable giving advice in connection with a transaction

You are considering estate planning and/or transfer tax planning.

you are looking for someone to build a collaborative team to assist an owner in strategic activities to build and more attractive and valuable business, or to assist in the sell side diligence support for a transaction.

Call ZHS when you need top talent, strategic HR solutions, help scaling your team, or expert guidance to solve workforce challenges and align HR with business goals.

Opportunities to advise business owners on preparing for the transition