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
Touchstone Advisors
Leadership Role
President
Leadership Role
Membership Chair
Leadership Role
Programing Chair
UBS
blumshapiro
Chapter Events
Gold Sponsors
Wiggin and Dana
Wealthspire Advisors
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
Webster Bank
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.
KeyBank
VR Business Sales
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.
Bronze Sponsors
Rockport Investment Partners
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.
Carter Morse & Goodrich
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.
blumshapiro
PKF O'Connor Davies LLP
Touchstone Advisors
About Touchstone Advisors
Contact Me When... You need a professional to discuss your business ownership exit planning options.