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Members

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Members of the Exit Planning Exchange Fairfield County Chapter are a select group of expert advisors to privately-held businesses.

These diverse experts are chosen by their peers for their expertise and shared values that include: Work collaboratively, Put the client first, Think long term, Consider the human angle and Always be learning.

It’s easy to find an expert by using the search box or these handy directories to choose from 12 professions, 75+ areas of functional expertise and 20 client industry categories. Feel free to reach out to the advisors with the expertise you seek. Contact us for further assistance.

Member Directory

    • Profession
    • Functional Expertise
    • Client Industries
    Mr.
    Northwestern Mutual/The Freeman Group
    Fairfield County
    Registered Representative
    Rainmaker Securities, LLC

    You want to buy or sell shares of private company, pre IPO stock "unicorns".

    Fairfield County
    Associate
    Martin LLP

    Whenever you need advice on corporate or governance matters or when you’re considering a transaction.

    Fairfield County
    Business Performance Advisor
    Insperity
    Fairfield County
    Managing Director
    Bank of America Private Bank

    An individual, family, or not for profit organization, is looking for a customized solution to a complex situation involving investments, financing of personal assets, or the sale of a business.

    Fairfield County
    Attorney
    Wiggin and Dana
    Fairfield County
    Partner
    Martin DeCruze & Co. LLP

    You have you have a client who has a question related to planning for an exit to bounce it off me.

    Fairfield County
    Principal
    Footnote Journal LLC

    Business owner(s) interested in developing a risk profile. We take a systematic approach to risk and investment in order to generate liquidity and sustainable income streams.

    Fairfield County
    Principal
    Sales Management Group
    Fairfield County
    Partner, Private Client Services
    Wiggin and Dana LLP
    Fairfield County
    Private Wealth Advisor
    Sagemark Consulting
    Fairfield County
    Private Wealth Advisor
    Brenton Point Wealth Advisors

    You would like to have a Certified Financial Planner™️ with over 25 years of experience review your investments and financial planning goals.

    Fairfield County
    CEO
    Heide & Company, LLC

    a multi-generational family business needs to improve its value in preparation for an exit

    Fairfield County
    Founder/CEO
    Sales Advisor LLC

    Sales management expertise is needed to revamp and revitalize a client's sales revenue operations. A Sales Audit needs to be conducted to spotlight gaps and/or faulty sales processes and practices.

    Fairfield County
    Attorney
    Day Pitney

    I advises clients on a wide variety of legal issues including corporate law, commercial finance/banking, private equity, mergers and acquisitions, estate planning and employment related matters

    Fairfield County
    Partner
    Wiggin and Dana LLP
    Fairfield County
    Managing Director
    Albu Consulting

    We help CEOs and their Leadership teams make strategy happen. We accomplish that by collaboratively working with clients to develop achievable strategies and plans.

    Fairfield County
    Chairman
    General Network Service Inc.

    Business hour, Business days

    Fairfield County
    Tax Partner
    PKF O'Connor Davies, LLP
    Fairfield County
    Sr. Finance and Operations Consultant
    Robert Pravder Consulting, LLC

    You need an entrepreneurial, growth-oriented finance executive who has served as CFO for high-potential middle-market companies, and can transform or turnaround your business.

    Fairfield County
    Executive Director
    Private Bank at JP Morgan

    a client needs help analyzing any aspects of their personal balance sheet (estate planning, asset allocation, personal liability management, philanthropic planning, family office structuring, etc.)

    Fairfield County
    First Vice President - Investments
    Wells Fargo Advisors
    Fairfield County
    Partner
    Siller & Cohen
    Fairfield County
    Senior Partner
    Sandler Training PEAK Sales Performance

    We coach Executives, as well as Business Owners, in the definition of their expected top line growth curve, especially where the top line has flattened and sales competency needs to be raised.

    Fairfield County
    Chief Results Officer
    Aurora Consulting, LLC

    when your client needs financing that maybe the bank cannot do. Our biggest referral source is banks. We find unique and cost effective solutions many traditional lenders aren’t offering.

    Fairfield County
    Managing Director
    MPI

    I do valuations of private companies for estate planning, financial reporting and litigation.

    Fairfield County
    owner
    Renaissance Executive Forums of Connecticut
    Fairfield County
    PARTNER
    B2B CFO

    a privately held company needs help with traditional CFO financial planning and analysis, controls, strategic planning and transition planning.

    Fairfield County
    Associate
    Martin LLP
    Fairfield County
    Partner
    Cedar Point Financial Services
    Fairfield County
    President
    Wallace Management Group

    Call me when your sales team is overwhelmed or not keeping up with the growth of your company and markets.

    Fairfield County
    Partner
    Martin, DeCruze & Co.

    you or a client are in need of full service accounting or tax services.

    Fairfield County
    Managing Director
    Next Genoa
    Fairfield County
    partner
    Reynolds & Rowella, LLP

    For assistance with traditional accounting services, including tax and audit, as well as planning for a successful exit for closely - held business owners.

    Fairfield County
    M&A Advisor
    Touchstone Advisors, LLC

    A business owner is contemplating an exit from his/her business or needs a financial analysis and/or valuation for the business.

    Fairfield County
    Partner and Portfolio Manager
    Brown Advisory

    a family or executive is about to enter a period of transition whether that is starting or selling a business or considering any major life/professional changes

    Fairfield County
    Senior Associate
    VR Business Sales
    Fairfield County
    Advisor
    Associated Benefit Consultants

    You encounter a business owner who would benefit from an independent review of an existing retirement plan (401K, profit sharing, cash balance), or looking to start a new plan.

    Fairfield County
    Director
    Wealthspire Advisors

    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.

    Fairfield County
    Senior Vice President
    UBS

    There is a need for a Wealth Management team that has significant experience helping families work through transition events during their lifetime.

    Fairfield County
    Senior Manager
    KPMG
    Fairfield County
    Senior Vice President-Wealth Advisor
    UBS

    My team provides detailed financial plans and investments for business owners/sellers and others.
    Our goal is to help our clients make the best, informed, and thoughtful financial decisions.

    Fairfield County
    Partner
    Martin LLP

    You need legal or business advice regarding mergers and acquisitions, debt or equity finance, joint ventures, securities, and other general corporate and commercial matters or transactions.

    Fairfield County
    CEO
    The Success Coach

    Executive and growth strategies coaching to take your business or family business to the next level; reinvent/reignite your business and better position for an exit (DO IT BETTER -->SMARTER-->FASTER)

    Fairfield County
    Private Wealth Advisor
    UBS Financial Services, Inc
    Fairfield County
    President
    Next Level Strategies
    Fairfield County
    Of Counsel
    Cohen and Wolf, P.C.
    Fairfield County
    President
    AlanBoothCoach, LLC

    Staff is not meeting your expectationsLiving in chaos with your business or firmNeed confidential guidance to resolve a problem

    Fairfield County
    Managing Director
    Lucent Advisors LLC
    Fairfield County
    Owner
    HCRMA, LLC

    Before you sell your business to discuss tax efficiency, succession and estate planning g.

    Fairfield County
    Mr.
    Northwestern Mutual/The Freeman Group
    Fairfield County
    Registered Representative
    Rainmaker Securities, LLC

    You want to buy or sell shares of private company, pre IPO stock "unicorns".

    Fairfield County
    Associate
    Martin LLP

    Whenever you need advice on corporate or governance matters or when you’re considering a transaction.

    Fairfield County
    Business Performance Advisor
    Insperity
    Fairfield County
    Managing Director
    Bank of America Private Bank

    An individual, family, or not for profit organization, is looking for a customized solution to a complex situation involving investments, financing of personal assets, or the sale of a business.

    Fairfield County
    Attorney
    Wiggin and Dana
    Fairfield County
    Partner
    Martin DeCruze & Co. LLP

    You have you have a client who has a question related to planning for an exit to bounce it off me.

    Fairfield County
    Principal
    Footnote Journal LLC

    Business owner(s) interested in developing a risk profile. We take a systematic approach to risk and investment in order to generate liquidity and sustainable income streams.

    Fairfield County
    Principal
    Sales Management Group
    Fairfield County
    Partner, Private Client Services
    Wiggin and Dana LLP
    Fairfield County
    Private Wealth Advisor
    Sagemark Consulting
    Fairfield County
    Private Wealth Advisor
    Brenton Point Wealth Advisors

    You would like to have a Certified Financial Planner™️ with over 25 years of experience review your investments and financial planning goals.

    Fairfield County
    CEO
    Heide & Company, LLC

    a multi-generational family business needs to improve its value in preparation for an exit

    Fairfield County
    Founder/CEO
    Sales Advisor LLC

    Sales management expertise is needed to revamp and revitalize a client's sales revenue operations. A Sales Audit needs to be conducted to spotlight gaps and/or faulty sales processes and practices.

    Fairfield County
    Attorney
    Day Pitney

    I advises clients on a wide variety of legal issues including corporate law, commercial finance/banking, private equity, mergers and acquisitions, estate planning and employment related matters

    Fairfield County
    Partner
    Wiggin and Dana LLP
    Fairfield County
    Managing Director
    Albu Consulting

    We help CEOs and their Leadership teams make strategy happen. We accomplish that by collaboratively working with clients to develop achievable strategies and plans.

    Fairfield County
    Chairman
    General Network Service Inc.

    Business hour, Business days

    Fairfield County
    Tax Partner
    PKF O'Connor Davies, LLP
    Fairfield County
    Sr. Finance and Operations Consultant
    Robert Pravder Consulting, LLC

    You need an entrepreneurial, growth-oriented finance executive who has served as CFO for high-potential middle-market companies, and can transform or turnaround your business.

    Fairfield County
    Executive Director
    Private Bank at JP Morgan

    a client needs help analyzing any aspects of their personal balance sheet (estate planning, asset allocation, personal liability management, philanthropic planning, family office structuring, etc.)

    Fairfield County
    First Vice President - Investments
    Wells Fargo Advisors
    Fairfield County
    Partner
    Siller & Cohen
    Fairfield County
    Senior Partner
    Sandler Training PEAK Sales Performance

    We coach Executives, as well as Business Owners, in the definition of their expected top line growth curve, especially where the top line has flattened and sales competency needs to be raised.

    Fairfield County
    Chief Results Officer
    Aurora Consulting, LLC

    when your client needs financing that maybe the bank cannot do. Our biggest referral source is banks. We find unique and cost effective solutions many traditional lenders aren’t offering.

    Fairfield County
    Managing Director
    MPI

    I do valuations of private companies for estate planning, financial reporting and litigation.

    Fairfield County
    owner
    Renaissance Executive Forums of Connecticut
    Fairfield County
    PARTNER
    B2B CFO

    a privately held company needs help with traditional CFO financial planning and analysis, controls, strategic planning and transition planning.

    Fairfield County
    Associate
    Martin LLP
    Fairfield County
    Partner
    Cedar Point Financial Services
    Fairfield County
    President
    Wallace Management Group

    Call me when your sales team is overwhelmed or not keeping up with the growth of your company and markets.

    Fairfield County
    Partner
    Martin, DeCruze & Co.

    you or a client are in need of full service accounting or tax services.

    Fairfield County
    Managing Director
    Next Genoa
    Fairfield County
    partner
    Reynolds & Rowella, LLP

    For assistance with traditional accounting services, including tax and audit, as well as planning for a successful exit for closely - held business owners.

    Fairfield County
    M&A Advisor
    Touchstone Advisors, LLC

    A business owner is contemplating an exit from his/her business or needs a financial analysis and/or valuation for the business.

    Fairfield County
    Partner and Portfolio Manager
    Brown Advisory

    a family or executive is about to enter a period of transition whether that is starting or selling a business or considering any major life/professional changes

    Fairfield County
    Senior Associate
    VR Business Sales
    Fairfield County
    Advisor
    Associated Benefit Consultants

    You encounter a business owner who would benefit from an independent review of an existing retirement plan (401K, profit sharing, cash balance), or looking to start a new plan.

    Fairfield County
    Director
    Wealthspire Advisors

    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.

    Fairfield County
    Senior Vice President
    UBS

    There is a need for a Wealth Management team that has significant experience helping families work through transition events during their lifetime.

    Fairfield County
    Senior Manager
    KPMG
    Fairfield County
    Senior Vice President-Wealth Advisor
    UBS

    My team provides detailed financial plans and investments for business owners/sellers and others.
    Our goal is to help our clients make the best, informed, and thoughtful financial decisions.

    Fairfield County
    Partner
    Martin LLP

    You need legal or business advice regarding mergers and acquisitions, debt or equity finance, joint ventures, securities, and other general corporate and commercial matters or transactions.

    Fairfield County
    CEO
    The Success Coach

    Executive and growth strategies coaching to take your business or family business to the next level; reinvent/reignite your business and better position for an exit (DO IT BETTER -->SMARTER-->FASTER)

    Fairfield County
    Private Wealth Advisor
    UBS Financial Services, Inc
    Fairfield County
    President
    Next Level Strategies
    Fairfield County
    Of Counsel
    Cohen and Wolf, P.C.
    Fairfield County
    President
    AlanBoothCoach, LLC

    Staff is not meeting your expectationsLiving in chaos with your business or firmNeed confidential guidance to resolve a problem

    Fairfield County
    Managing Director
    Lucent Advisors LLC
    Fairfield County
    Owner
    HCRMA, LLC

    Before you sell your business to discuss tax efficiency, succession and estate planning g.

    Fairfield County

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