About Our XPX Hartford Leaders
The leaders of the Exit Planning Exchange – XPX Hartford Chapter include prominent professionals in the local market. The board supports the Chapter’s work to build a focused, strong community of the best advisors to privately-held businesses. The primary activities of the local board are programming, membership and sponsorship. Feel free to contact any of these leaders or our Administrator to get more involved in our Chapter!
Leader Directory
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
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.
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.
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
You or your client seeks patient capital for expansion, acquisition, equipment, real estate and/or a second opinion on current financing strategy and structure.
A business owner(s) is seeking to engage an itermediary in a sell side or buy side engagement.
Bronze Sponsors
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.
A client needs a valuation and/or support for a potential transaction and would like to work with a collaborative advisor.
You or a business you know needs assistance with due diligence, tax or succession planning, an M&A transaction, or audit and accounting services.
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.