About Our Programming
The Exit Planning Exchange – XPX Hartford chapter holds events throughout the Greater Hartford area. Our association events promote peer learning, networking and visibility for our members in the local private company advisor community. Topics cover all three phases of the private company life cycle: business value growth, business value transfer and owner life and legacy.
Upcoming Events
23
Apr
28
Apr
Wed, Apr 28th, 2021
01
May
Sat, May 1st, 2021
21
May
Fri, May 21st, 2021
18
Jun
Fri, Jun 18th, 2021
28
Jul
Wed, Jul 28th, 2021
View Our Tri-State Calendar
View our full Tri-State Calendar for additional events in Fairfield CT as well as New York and New Jersey.
Past Events
March 24th, 2021
March 19th, 2021
March 17th, 2021
February 17th, 2021
February 5th, 2021
February 1st, 2021
January 27th, 2021
January 20th, 2021
January 8th, 2021
January 1st, 2021
December 17th, 2020
December 16th, 2020
December 1st, 2020
November 23rd, 2020
November 18th, 2020
November 17th, 2020
November 1st, 2020
October 23rd, 2020
October 21st, 2020
October 1st, 2020
September 23rd, 2020
September 16th, 2020
September 1st, 2020
August 19th, 2020
July 27th, 2020
July 22nd, 2020
July 15th, 2020
July 1st, 2020
June 19th, 2020
June 17th, 2020
June 1st, 2020
May 20th, 2020
May 20th, 2020
May 1st, 2020
April 29th, 2020
April 22nd, 2020
April 15th, 2020
April 8th, 2020
March 25th, 2020
March 18th, 2020
March 18th, 2020
February 19th, 2020
February 19th, 2020
January 29th, 2020
January 15th, 2020
December 18th, 2019
December 18th, 2019
November 25th, 2019
November 20th, 2019
November 13th, 2019
October 16th, 2019
September 18th, 2019
July 24th, 2019
April 17th, 2019
March 20th, 2019
February 20th, 2019
December 19th, 2018
November 29th, 2018
November 19th, 2018
November 14th, 2018
October 17th, 2018
September 19th, 2018
July 25th, 2018
June 20th, 2018
May 23rd, 2018
April 18th, 2018
March 21st, 2018
February 21st, 2018
February 14th, 2018
January 17th, 2018
January 9th, 2018
December 6th, 2017
November 15th, 2017
September 24th, 2017
September 24th, 2017
September 20th, 2017
August 25th, 2017
July 27th, 2017
June 21st, 2017
April 19th, 2017
March 15th, 2017
February 15th, 2017
Chapter Events
Gold Sponsors
About Wealthspire Advisors
Contact Me When... 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
About VR Business Sales
Contact Me When... A business owner(s) is seeking to engage an itermediary in a sell side or buy side engagement.
About Webster Bank
Contact Me When... you or your client seeks patient capital for expansion, acquisition, equipment, real estate and/or a second opinion on current financing strategy and structure.
Bronze Sponsors
About Touchstone Advisors
Contact Me When... You need a professional to discuss your business ownership exit planning options.
About Carter Morse & Goodrich
Contact Me When... 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.
About Rockport Investment Partners
Contact Me When... A client needs a valuation and/or support for a potential transaction and would like to work with a collaborative advisor.