If you are an advisor to owners and managers of companies in the lower middle market, XPX can be a powerful learning network for you! Our members represent twelve different professions but share core principles of collaboration, putting the client first, thinking long term, considering the human angle and continuous learning. Learn more about our membership benefits and options.

If you are an advisor to owners and managers of companies in the lower middle market, XPX can be a powerful learning network for you! Our members represent twelve different professions but share core principles of collaboration, putting the client first, thinking long term, considering the human angle and continuous learning. Learn more about our membership benefits and options.

XPX Chapters

Exit Planning Exchange XPX Fairfield County Has Made a Great Launch!

Welcome to the XPX Fairfield County! At the hub of the Southeastern United States business community, XPX Fairfield County is ideally positioned to serve an extremely high concentration of family and privately-held businesses. Our board, membership, and sponsors are comprised of a high-quality network of advisors and service providers focused upon collaboration and placing the clients’ interest at the center of all that we do.

We are actively recruiting both members and sponsors. If you want to learn more about our Membership Opportunities, please contact Cherish De la Cruz.

If you would like to learn more about our Sponsor Opportunities, please contact Krystall Sanford.

Power of Three

One of our Chapter’s most popular offerings is our Power of Three Networking Program. This members-only benefit brings together small groups of advisors from different disciplines and provides a series of structured meetings so you can get to know each other on a much deeper level than you can at your average networking meeting.

Interested in learning more? Please contact our Power of Three Chair, John Weidner at jweidner@cornellglobal.com

Interested in Joining XPX Fairfield County?

If you are an advisor to owners and managers of companies in the lower middle market, XPX can be a powerful learning network for you! Our members represent twelve different professions but share core principles of collaboration, putting the client first, thinking long term, considering the human angle and continuous learning. Learn more about our membership benefits and options

Advisor Professions

Accountants

Attorneys

Bankers

Coaches

Consultants

Insurance Providers

Investors

M&A Intermediaries

Non-Profits

Valuators

Virtual managers

Wealth Planners

Advisor Principles

Work Collaboratively

Put The Client First

Think Long Term

Consider The Human Angle

Always Be Learning

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Our Members

Sr. Finance and Operations Consultant
Robert Pravder Consulting, LLC
Founder/CEO
Sales Advisor LLC
Senior Vice President-Wealth Advisor
UBS
Managing Partner
Cornell Global LLC
Principal
Footnote Journal LLC
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