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Members

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Members of the Exit Planning Exchange Hartford 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
    Partner
    Robinson & Cole LLP

    You or your client are considering selling your business or need general legal advice.

    Hartford
    Merger and Acquisitions Advisor
    Touchstone Advisors, LLC

    You are thinking about, thinking about selling your company. There are steps that you can be taking to prepare your business to sell that can maximize the amount it's valued at.

    Hartford
    Partner
    Connecticut Wealth Management

    you are interested in taking a holistic look at your Financial picture including where your personal life and business life intersect

    Hartford
    Financial Advisor
    Merrill Lynch

    Client will like to know if they have enough financial resources to exit successfully.

    Hartford
    Managing Partner
    Great Hill Advisors

    a company needs an accomplished financial exec to advise owners and investors on exit planning, financial presentations and operating/financial projects. Also serve on Board of Directors

    Hartford
    Partner
    Hinckley Allen

    you need an experienced and practical business attorney.

    Hartford
    Senior Vice President
    Merril Lynch

    Our team has the resources and experience to assist our clients answer the all important question, do I have enough money for retirement?

    Hartford
    Attorney
    Hudak Law Office

    Whenever you need practical legal advice to help navigate the challenges to starting, growing, buying, or selling a business.

    Hartford
    President
    Osage Advisors, LLC

    you are looking to sell your company. We work with closely-held and family owned businesses with $3.0 to $100 million in revenue.

    Hartford
    Vice President
    U.S. Bank

    Transactional service provider: Collateral Agent, Custodian, Escrow Agent and Trustee.

    Hartford
    Partner
    Robinson & Cole LLP

    You or your client are considering selling your business or need general legal advice.

    Hartford
    Merger and Acquisitions Advisor
    Touchstone Advisors, LLC

    You are thinking about, thinking about selling your company. There are steps that you can be taking to prepare your business to sell that can maximize the amount it's valued at.

    Hartford
    Partner
    Connecticut Wealth Management

    you are interested in taking a holistic look at your Financial picture including where your personal life and business life intersect

    Hartford
    Financial Advisor
    Merrill Lynch

    Client will like to know if they have enough financial resources to exit successfully.

    Hartford
    Managing Partner
    Great Hill Advisors

    a company needs an accomplished financial exec to advise owners and investors on exit planning, financial presentations and operating/financial projects. Also serve on Board of Directors

    Hartford
    Partner
    Hinckley Allen

    you need an experienced and practical business attorney.

    Hartford
    Senior Vice President
    Merril Lynch

    Our team has the resources and experience to assist our clients answer the all important question, do I have enough money for retirement?

    Hartford
    Attorney
    Hudak Law Office

    Whenever you need practical legal advice to help navigate the challenges to starting, growing, buying, or selling a business.

    Hartford
    President
    Osage Advisors, LLC

    you are looking to sell your company. We work with closely-held and family owned businesses with $3.0 to $100 million in revenue.

    Hartford
    Vice President
    U.S. Bank

    Transactional service provider: Collateral Agent, Custodian, Escrow Agent and Trustee.

    Hartford

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