XPX Isn’t for Everyone
XPX is only for those who share our 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 only 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, and Always be learning).
About Our XPX Hartford Memberships
We invite you to consider membership in XPX Hartford! The Exit Planning Exchange – XPX Hartford is a unique multi-disciplinary association of professional advisors who work collaboratively to help owners build valuable businesses and assist them in preparing and executing a successful transition. We welcome qualified individuals and firms as members.
We are actively recruiting both members and sponsors. If you want to learn more about our Membership Opportunities, please contact Maria Forbes or Jeff Leonard. If you would like to learn more about our Sponsorship Opportunities please contact Bob Tankesley
Membership Options
Connecticut – Hartford Membership: $350 (includes programming in both Fairfield County and Hartford)
Tri-State Membership: $550 (CT, NY, NJ, LI)
Connecticut – Hartford Young Professional Under 40 Membership: $195 (includes both Fairfield County and Hartford)
Tri-State Individual – Young Professional Under 40 Membership: $295 (CT, NY, NJ, LI)
Corporate Group Memberships: 3-4 join: $900 ($50 off) 5-9 join: $1,375 ($75 off) 10+ join: $2,500 ($100 off) ** All memberships must be processed at the same time and will have the same join and expiration dates.
Current members who transfer to Tri-State Membership will have their membership extended by the amount of time left on their existing local membership.
Connecticut Individual Memberships
Tri-State Individual Memberships
Tri-State
Membership-
Connecticut
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Long Island
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New Jersey
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New York
Tri-State
Emerging Professional-
Connecticut
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Long Island
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New Jersey
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New York
Corporate Group Memberships
Corporate
Group Memberships-
3-4 Members
Corporate
Group Memberships-
5-9 Members
Corporate
Group Memberships-
10+ Members
Advisor Professions
Accountants
Attorneys
Bankers
Coaches
Consultants
Insurance Providers
Investors
M&A Intermediaries
Non-Profits
Valuators
Virtual managers
Wealth Planners
Advisor Principles
Put The Client First
Work Collaboratively
Think Long Term
Consider The Human Angle
Always Be Learning
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
Tri-State Silver Sponsors
Call me when....clients are approaching a liquidity event.
Tri-State Bronze Sponsors
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
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.
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.
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
A business owner(s) is seeking to engage an itermediary in a sell side or buy side engagement.
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 are seeking financing to buy a business, or to pre-qualify a business for an upcoming sale.
Bronze Sponsors
You need a professional to discuss your business ownership exit planning options.
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.
A client needs a valuation and/or support for a potential transaction and would like to work with a collaborative advisor.
You need financial or tax due diligence services (buy-side or sell-side) in conjunction with an M&A transaction, from a reliable, experienced and responsive CPA.