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                GROWTH. TRANSFER. LEGACY.

National Calendar

This calendar includes all XPX events at all chapters. Here's a list of all our events from our founding in 2007 through August, 2015.

Upcoming events

    • November 19, 2018
    • 3:00 PM - 8:00 PM
    • Fairfield University | Dolan School of Business, 1073 North Benson Road, Fairfield, CT

         


                              


    KEYNOTE

    James C. Smith is the recently retired Chief Executive Officer and Chairman of Webster Bank. Bio


    PROGRAM

    Panel I: The State of the State

    Moderator:

    Kathryn A. Nantz, Ph.D., Associate Dean, Professor & Chair of the Economics Department, Fairfield University. Bio

    Panelists:

    Philip J. Lane, Ph.D., Associate Professor of Economics, Dolan School of Business, Fairfield University, Bio

    John S. Traynor, Chief Investment Officer, People's United Bank, Bio


    Panel II: Global Economic Trends

    Featured Speaker:

    James Glassman, Managing Director & Head Economist for Commercial Banking, JPMorgan Chase Commercial Banking, Bio

    AGENDA

    3:00pm Check-In | Networking | Light Refreshments
    3:30pm Panel I: The State of the State
    4:30pm Panel II: Global Economic Trends
    5:45pm Keynote: James C. Smith, CT's Fiscal Stability & Economic Growth
    6:30pm Cocktail Reception | Buffet Dinner

    CERTIFICATION

    CTP (Certified Turnaround Professional): 3.6 Credits

    REGISTRATION SCHEDULE

    Registration Closes NOON Friday, 11/16/18
    Early Bird (now -11/2/18): All $100, Students/See note below
    Regular (11/3/18 - 11/16/18 Noon EST): All $130, Students/See note below
    OnSite (if available on 11/19/18): All $160, Students/See note below

    Student Registration Fee:
    $ 0 | Attend the Program ONLY | 3:00-6:30pm | Use Promo Code: SPKR24
    $25 | Attend the Program + Reception | 3:00-8:00pm | Use Promo Code: VIP

    To capture these student registration fees, enter the applicable promo code during the registration process at: Step 2, Mailing Address Information, bottom line of form. Please note all student registrations will be confirmed for eligible student status.

    Fee Payment Options:

    Credit Card: Click the red "Register Now" button listed above
    Check: Mail check (payable to CTTMA) + Business Card to CTTMA, P.O. Box 1034, Weston, CT, 06883. Receipt deadline: Noon, Friday 11/16/18
    CTTMA Bucks: CTTMA Annual Sponsors are invited to register using their CTTMA Bucks by emailing registrant(s) complete contact information to cttma@turnaround.org. Receipt deadline: Noon, Friday 11/16/18

    CANCELLATION | SUBSTITUTION POLICY

    CTTMA, ACG CT, XPX CT uphold a strict no cancellations, no refunds and no application of registration fees to future events policy. However substitutions are welcomed. To send a substitute in your place, simply email the following information for your substitute to cttma@turnaround.org by Noon, Friday 11/16/18: Name, Firm, Business Title, Address, Email and Phone. Thank you.

    QUESTIONS

    Event Questions: CTTMA Chapter Executive, cttma@turnaround.org

    Sponsorship Questions: ACG CT Chapter Executive, jmaude@acg.org


    • November 29, 2018
    • 8:00 AM - 9:30 AM
    • The offices of KatzAbosch 9690 Deereco Road, Suite 400 Timonium, MD
    Register

    Effective communication often hinges upon bridging gaps between communicators with different styles, backgrounds, or objectives, but what about overcoming generational barriers while communicating?

    Come join the XPX Emerging Professionals group and hear from Zachary Cochran from Cochran Coaching on how to overcome generational barriers in order to communicate more effectively with clients, prospects, or other exit planning advisors. 

    When: Thursday, November 29th
    Time: 
    Networking -  8:00 AM
    Program -  8:30 AM - 9:30 AM
    Where: The offices of KatzAbosch 9690 Deereco Road, Suite 400 Timonium, MD

    Cost: $25 for non-members $20 for members      

                                                                 

    Thank you to our Event Sponsor!





    • November 29, 2018
    • 5:30 PM - 7:30 PM
    • Max Downtown, 185 Asylum Street, Hartford, CT

    REGISTRATION IS THROUGH ACG CT


    Join us for our networking event with ACG CT!


    Registration Fees:

    Members of XPX CT 60.00
    Members of ACG CT 60.00
    Young Professional Members of XPX CT or ACG CT or 45.00
    Non-Members 80.00 (Through November 26th)
    Non-Member 95.00 (After November 26th)


    REGISTRATION IS THROUGH ACG CT



    • November 30, 2018
    • 11:00 AM - 12:00 PM
    • Virtual meeting - time is for Eastern Time Zone
    Register


    FINANCE MEETING

    We'll share successes, challenges and new ideas across the network. 

    The goal is to get you ready for 2018 year end and 2019 budgets. A few items of interest that we will address include:

    • The XPX business model - how to maximize the success of your Chapter
    • Comparative ratios across the network
    • Where to find financials and metrics available for benchmarking
    • Emerging new event models
    • Global support for billing 


    If you have agenda suggestions or any questions, please contact Mary Adams by email or 781-729-9650.

    Can't make this meeting? Feel free to invite other Board or Committee members to attend in your place. You can find a link to this and all meetings on our Leadership Calendar.  


    • December 03, 2018
    • 4:00 PM - 7:00 PM
    • Ellicott Mills Brewing Company, 8308 Main St, Ellicott City, MD
    Register



    Please join us for our

    Ultimate Holiday Networking Event 

    Monday, December 3, 2018

    4:00 - 7:00 pm 

    Ellicott Mills Brewing Company

    8308 Main St

    Ellicott City, MD 21042
     

    Join us for the ultimate Holiday Networking Event. Come celebrate the joy of the season with some of the most highly respected professionals in our area. Voted Howard County’s best Brewery from 1997-2015 the event is being held at Ellicott Mills Brewing Company in downtown Ellicott City, Howard County. Enjoy dinner and cash bar.

    • December 04, 2018
    • 5:00 PM - 7:00 PM
    • Charles River Country Club, 483 Dedham Street | Newton, Massachusetts
    Register


    On December 4, XPX New England will host Holiday Celebration and Networking Party, for an opportunity to connect with new and long-standing members.

    This event is a great time to meet likeminded professionals in Greater Boston. If you have been waiting to invite a friend or colleague to an XPX New England event, this is the perfect opportunity!

    Refreshments and light appetizers to be served. Space is limited, so sign up early, invite a friend and say cheers to XPX New England! Register today.

    • December 04, 2018
    • 5:30 PM - 7:30 PM
    • First Financial Group 7101 Wisconsin Avenue, Suite 1200, Bethesda, MD
    Register

             

    Please join us for our Annual XPX DC Metro Holiday Networking Event on December 4th!

    Enjoy Great Folks and Holiday Cheer with likeminded professionals in the DC Metro area at First Financial Group.

    If you have been waiting to invite a friend or colleague to a DC Metro event, this is the perfect opportunity!

    Cost: $0

    Hors d’ouevres and drinks provided.

    There is NO charge for members and guests but registration is required for headcount purposes. You can register your guest online or they can contact Angie Ellis to get the guest code at angie@exitplanningexchange.com.

    Best Wishes, 

    XPX DC Metro Chapter
    • December 04, 2018
    • 4:30 PM - 6:30 PM (CST)
    • The Offices of Kutchins, Robbins & Diamond Ltd., 35 E. Wacker Dr., Suite 690, Chicago, IL
    Register


    Please join us for our Annual XPX Chicago Holiday Networking Event on Tuesday, December 4th!

    Enjoy a Holiday Cheer with likeminded professionals in the Chicago area The Offices of Kutchins, Robbins & Diamond Ltd., 35 E. Wacker Dr., Suite 690, Chicago, IL.

    If you have been waiting to invite a friend or colleague to a Chicago event, this is the perfect opportunity!

    Cost: $0

    Hors d’ouevres, beer, wine, and drinks will be provided.

    There is NO charge for members and guests but registration is required for headcount purposes. You can register your guest online or they can contact Angie Ellis to get the guest code at angie@exitplanningexchange.com.

    Best Wishes, 

    XPX Chicago Chapter


    Thank you to our event sponsor!


    • December 06, 2018
    • 7:30 AM - 9:30 AM
    • Rolling Road Golf Club 814 Hilltop Avenue Catonsville, MD 21228
    Register

    Build a 30-yr. old business. Sell it. Buy it Back. Add Six Children. Build an Estate Plan. Find a Life for the founder after the sale. Mix in a Valuation and Marinate all the ingredients together for nine months.

    What do you get in the end???

    This is potentially a recipe for disaster for all the parties concerned.

    Come discuss the traps, pitfalls and options for this family owned legacy business. Everyone around the table should have some great insights into some of the issues that can surface.

    In the last case study of the year, we will need to explore what the options are and what an ideal set of solutions might be.

    What comes first”

    A.  The Family?

    B.  The Business?

    C.  The Owner?

    D.  The Legacy?

    Come help us make sense of this by working through a real case that recently closed from one of our XPX Maryland members.

    This is a XPX Maryland, Member-Only benefit.

    Kind regards,

    Greg Boucher
    President
    StrataSource Consulting
    410.799.2053 - direct
    443.623.5587 – mobile
    GBoucher@StrataSourceConsulting.com

    • December 11, 2018
    • 2:00 PM - 2:45 PM
    • Webinar details forwarded upon registration
    Register


    STORIES FROM THE FRONT LINES 

    Over one hundred leaders ensure the success of local XPX Chapters. Like XPX Members in general, these leaders represent diverse professions and have deep experience working with privately-held businesses and their owners.  

    Each month in this program, we'll be featuring a few of these Chapter leaders. They will explain their role in the exit planning ecosystem, describe what they get out of XPX and share a story about their work.

    After the 30-minute web discussion, Mary and Paul be available to review the basics of starting an XPX Chapter.


    Moderators: 


    Mary Adams, Executive Director, XPX Global - Mary's firm was one of the founders of XPX. For the past five years, she has guided the overall growth of the network including coaching a number of our successful Chapter launches. 




    Paul Cronin, Director of Business Development, XPX Global - Paul is a leader of the Successful Transition Planning Institute and a long-time XPX member. He recently joined us to help manage the accelerating growth of our Chapter network.   


    • December 12, 2018
    • 8:00 AM - 10:00 AM
    • The offices of Fox Rothschild LLP - 49 Market Street, Morristown, NJ
    Register

    XPX New Jersey hosts monthly meeting that are focused on deep learning and networking with fellow advisors to privately-held businesses. Our speakers and attendees are experts who focus on particular aspects of the private company life cycle including business value growth, business value transfer and owner life and legacy.

    At this meeting, you can expect to:

    • Learn how to better serve your clients
    • Meet new contacts in the private company market
    • Get visibility with your existing network of contacts
    • Gain an appreciation of the power of the XPX Advisor Principles

    Hope you'll join us!


    Parking Suggestions:

    Ann Bank Parking Garage
    41 Bank Street, Morristown, NJ

    OR

    DeHart Street Parking Garage
    14 Maple Ave, Morristown, NJ


    • December 13, 2018
    • 8:15 AM - 9:45 AM
    • Bernstein, 1345 Avenue of the Americas, New York, NY, (Between 54th and 55th Streets)
    Register

    Business owners commonly face a dilemma of whether to hold on to their business, continuing to enjoy its financial rewards and the sense of fulfillment and purpose it gives, or cashing in to secure their future and lower their risk profile. Oftentimes, a need for liquidity, either for oneself or for a passive shareholder, may drive the owner to sell before he or she is ready. Adding to the anxiety, the question of when to sell can arouse all sorts of fears that had been suppressed or ignored over the years, such as:

    • What will I do with myself after the sale?
    • Will I have enough proceeds to support my lifestyle and philanthropic objectives?
    • Will the market for companies in my industry get even better than it is now?
    • And for some, will my being around the house jeopardize my marital status?

    There is a path that a surprising number of entrepreneurs are not aware of, one that lies in that middle zone and lets them keep the cake while taking an outsized slice for themselves – a partial recapitalization. Rather than agonize over whether they are selling too soon, owners should give serious consideration to a recap because it allows them to continue to own and control their company while still addressing any liquidity needs or securing their personal finances.


    • December 14, 2018
    • 7:30 AM - 9:30 AM
    • The Shore and Country Club, 220 Gregory Boulevard, Norwalk
    Register

    ESOPs can offer significant succession planning and wealth creation benefits. In many instances, an ESOP can provide a greater ROI to the business owner, management and employees than private equity. We will examine the key features and considerations as well as instances where ESOPs make sense. Learn what factors about the business, owners and business timeline that make it attractive to use an ESOP.

    In this session, we will explore:

    • Whether an ESOP is appropriate to accomplish a business owner’s succession planning and wealth creation goals;
    • The succession and tax planning opportunity, and
    • Considerations and steps to implement an ESOP

    Our speaker:

    John Vitucci, PKF O'Connor Davies, LLP

    John N. Vitucci is a Principal in the Employee Benefits Services Practice at PKF O’Connor Davies and has more than 30 years of experience working with Fortune 500 corporations and investment banks in all areas of employee benefits, executive compensation and ERISA. John is currently an adjunct professor at Columbia University where he teaches Pensions & ERISA and Oral Communications for Actuaries in the Actuarial Master’s Program. John has implemented ESOPs at over 100 Fortune 500 companies and at many private companies.

    • December 19, 2018
    • 8:00 AM - 10:00 AM
    • The Hartford Club, 46 Prospect St, Hartford, CT
    Register

    Employees are critical to the success of any organization, and giving them a beneficial ownership interest in the business can be a great motivating factor. In this session, we will explore:

    • What is an ESOP?
    • What are the benefits? For owners, employees, and the business itself
    • How to defer – and possibly avoid – capital gains tax through the sale to an ESOP
    • Financing & Valuation Considerations
    • What is the process for an ESOP transaction from inception?
    • How to prepare your company for sale

    Our Speakers:


    Ken Pia, Partner, Marcum LLP -  Ken run's Marcum's ESOP business nationally and is based In CT


    Maureen Cosgrove, Senior Vice President, Aegis Fiduciary - Maureen is an ESOP trustee out of Glastonbury.

    • January 08, 2019
    • 2:00 PM - 2:45 PM
    • Webinar details forwarded upon registration
    Register


    STORIES FROM THE FRONT LINES 

    Over one hundred leaders ensure the success of local XPX Chapters. Like XPX Members in general, these leaders represent diverse professions and have deep experience working with privately-held businesses and their owners.  

    Each month in this program, we'll be featuring a few of these Chapter leaders. They will explain their role in the exit planning ecosystem, describe what they get out of XPX and share a story about their work.

    After the 30-minute web discussion, Mary and Paul be available to review the basics of starting an XPX Chapter.


    Moderators: 


    Mary Adams, Executive Director, XPX Global - Mary's firm was one of the founders of XPX. For the past five years, she has guided the overall growth of the network including coaching a number of our successful Chapter launches. 




    Paul Cronin, Director of Business Development, XPX Global - Paul is a leader of the Successful Transition Planning Institute and a long-time XPX member. He recently joined us to help manage the accelerating growth of our Chapter network.   


    • January 10, 2019
    • 8:15 AM - 9:45 AM
    • Bernstein, 1345 Avenue of the Americas, New York, NY, (Between 54th and 55th Streets)
    Register

    In this session, we will hear from an owner who has sold his business. The discussion will cover the good and the bad, the emotional rollercoaster owners experience, his experience with his advisors, and what pitfalls to avoid.


    • January 16, 2019
    • 8:00 AM - 10:00 AM
    • The Hartford Club, 46 Prospect St, Hartford, CT
    Register

    XPX Hartford Chapter hosts monthly meeting that are focused on deep learning and networking with fellow advisors to privately-held businesses. Our speakers and attendees are experts who focus on particular aspects of the private company life cycle including business value growth, business value transfer and owner life and legacy.

    At this meeting, you can expect to:

    Learn how to better serve your clients

    Meet new contacts in the private company market

    Get visibility with your existing network of contacts

    Gain an appreciation of the power of the XPX Advisor Principles

    Hope you'll join us!


    • January 16, 2019
    • 8:00 AM - 10:00 AM
    • The offices of Fox Rothschild LLP - 49 Market Street, Morristown, NJ
    Register

    XPX New Jersey Chapter hosts monthly meeting that are focused on deep learning and networking with fellow advisors to privately-held businesses. Our speakers and attendees are experts who focus on particular aspects of the private company life cycle including business value growth, business value transfer and owner life and legacy.

    At this meeting, you can expect to:

    Learn how to better serve your clients

    Meet new contacts in the private company market

    Get visibility with your existing network of contacts

    Gain an appreciation of the power of the XPX Advisor Principles

    Hope you'll join us!


    Parking Suggestions:

    Ann Bank Parking Garage
    41 Bank Street, Morristown, NJ

    OR

    DeHart Street Parking Garage
    14 Maple Ave, Morristown, NJ


    • January 18, 2019
    • 7:30 AM - 9:30 AM
    • The Patterson Club, Fairfield, CT 1118 Cross Hwy, Fairfield, CT 06824
    Register

    XPX Fairfield Chapter hosts monthly meeting that are focused on deep learning and networking with fellow advisors to privately-held businesses. Our speakers and attendees are experts who focus on particular aspects of the private company life cycle including business value growth, business value transfer and owner life and legacy.

    At this meeting, you can expect to:

    Learn how to better serve your clients

    Meet new contacts in the private company market

    Get visibility with your existing network of contacts

    Gain an appreciation of the power of the XPX Advisor Principles

    Hope you'll join us!


    • February 01, 2019
    • 7:30 AM - 10:30 AM
    • Sheraton Stamford Hotel, 700 East Main Street, Stamford,CT
    Save the dates!

    Details to come


    Registration Fees: Early Bird Rates Expire January 29, 2019

    Members of ACG CT - Complimentary

    Young Members of ACG CT - Complimentary

    Non-Member 95.00 (early bird)

    Non-Member 125.00

    Member of other ACG Chapter 55.00 (early bird)

    Member of other ACG Chapter 75.00


    ***Registration is through ACG***


    • February 12, 2019
    • 2:00 PM - 2:45 PM
    • Webinar details forwarded upon registration
    Register


    STORIES FROM THE FRONT LINES 

    Over one hundred leaders ensure the success of local XPX Chapters. Like XPX Members in general, these leaders represent diverse professions and have deep experience working with privately-held businesses and their owners.  

    Each month in this program, we'll be featuring a few of these Chapter leaders. They will explain their role in the exit planning ecosystem, describe what they get out of XPX and share a story about their work.

    After the 30-minute web discussion, Mary and Paul be available to review the basics of starting an XPX Chapter.


    Moderators: 


    Mary Adams, Executive Director, XPX Global - Mary's firm was one of the founders of XPX. For the past five years, she has guided the overall growth of the network including coaching a number of our successful Chapter launches. 




    Paul Cronin, Director of Business Development, XPX Global - Paul is a leader of the Successful Transition Planning Institute and a long-time XPX member. He recently joined us to help manage the accelerating growth of our Chapter network.   


    • February 14, 2019
    • 8:15 AM - 9:45 AM
    • Bernstein, 1345 Avenue of the Americas, New York, NY, (Between 54th and 55th Streets)
    Register

    Several organizations exist for business owners who have sold their business and come into life changing wealth. Tiger 21 is a peer membership organization for high-net-worth wealth creators. The organization currently has more than 500 Members across North America and London, collectively managing approximately $51 billion in assets. The group holds monthly meetings that provide its members with a confidential peer forum in which to explore a range of critical issues including investment strategies, wealth preservation, philanthropy, estate planning, health issues, and family governance.


    • February 20, 2019
    • 8:00 AM - 10:00 AM
    • The Hartford Club, 46 Prospect St, Hartford, CT
    Register

    XPX Hartford Chapter hosts monthly meeting that are focused on deep learning and networking with fellow advisors to privately-held businesses. Our speakers and attendees are experts who focus on particular aspects of the private company life cycle including business value growth, business value transfer and owner life and legacy.

    At this meeting, you can expect to:

    Learn how to better serve your clients

    Meet new contacts in the private company market

    Get visibility with your existing network of contacts

    Gain an appreciation of the power of the XPX Advisor Principles

    Hope you'll join us!


    • February 20, 2019
    • 8:00 AM - 10:00 AM
    • The offices of Fox Rothschild LLP - 49 Market Street, Morristown, NJ
    Register

    XPX New Jersey Chapter hosts monthly meeting that are focused on deep learning and networking with fellow advisors to privately-held businesses. Our speakers and attendees are experts who focus on particular aspects of the private company life cycle including business value growth, business value transfer and owner life and legacy.

    At this meeting, you can expect to:

    Learn how to better serve your clients

    Meet new contacts in the private company market

    Get visibility with your existing network of contacts

    Gain an appreciation of the power of the XPX Advisor Principles

    Hope you'll join us!


    Parking Suggestions:

    Ann Bank Parking Garage
    41 Bank Street, Morristown, NJ

    OR

    DeHart Street Parking Garage
    14 Maple Ave, Morristown, NJ


    • March 12, 2019
    • 2:00 PM - 2:45 PM
    • Webinar details forwarded upon registration
    Register


    STORIES FROM THE FRONT LINES 

    Over one hundred leaders ensure the success of local XPX Chapters. Like XPX Members in general, these leaders represent diverse professions and have deep experience working with privately-held businesses and their owners.  

    Each month in this program, we'll be featuring a few of these Chapter leaders. They will explain their role in the exit planning ecosystem, describe what they get out of XPX and share a story about their work.

    After the 30-minute web discussion, Mary and Paul be available to review the basics of starting an XPX Chapter.


    Moderators: 


    Mary Adams, Executive Director, XPX Global - Mary's firm was one of the founders of XPX. For the past five years, she has guided the overall growth of the network including coaching a number of our successful Chapter launches. 




    Paul Cronin, Director of Business Development, XPX Global - Paul is a leader of the Successful Transition Planning Institute and a long-time XPX member. He recently joined us to help manage the accelerating growth of our Chapter network.   


    • March 14, 2019
    • 8:15 AM - 9:45 AM
    • Bernstein, 1345 Avenue of the Americas, New York, NY, (Between 54th and 55th Streets)
    Register

    Businesses that are established by two or more founders commonly face a point when one founder wants or needs to exit the business before the other. A useful tool in those situations is a buy/sell agreement, hopefully set up early on in the business, which determines the terms and valuation to allow the remaining owner to buy out his partner. In this session we will explore:

    When is the right time to implement a buy/sell agreement?

    How is valuation determined?

    What is the alternative to a buy/sell agreement?


    • March 15, 2019
    • 7:30 AM - 9:30 AM
    • The Shore and Country Club, 220 Gregory Boulevard, Norwalk
    Register

    XPX Fairfield Chapter hosts monthly meeting that are focused on deep learning and networking with fellow advisors to privately-held businesses. Our speakers and attendees are experts who focus on particular aspects of the private company life cycle including business value growth, business value transfer and owner life and legacy.

    At this meeting, you can expect to:

    Learn how to better serve your clients

    Meet new contacts in the private company market

    Get visibility with your existing network of contacts

    Gain an appreciation of the power of the XPX Advisor Principles

    Hope you'll join us!


    • March 20, 2019
    • 8:00 AM - 10:00 AM
    • The Hartford Club, 46 Prospect St, Hartford, CT
    Register

    XPX Hartford Chapter hosts monthly meeting that are focused on deep learning and networking with fellow advisors to privately-held businesses. Our speakers and attendees are experts who focus on particular aspects of the private company life cycle including business value growth, business value transfer and owner life and legacy.

    At this meeting, you can expect to:

    Learn how to better serve your clients

    Meet new contacts in the private company market

    Get visibility with your existing network of contacts

    Gain an appreciation of the power of the XPX Advisor Principles

    Hope you'll join us!


    • March 20, 2019
    • 8:00 AM - 10:00 AM
    • The offices of Fox Rothschild LLP - 49 Market Street, Morristown, NJ
    Register

    XPX New Jersey Chapter hosts monthly meeting that are focused on deep learning and networking with fellow advisors to privately-held businesses. Our speakers and attendees are experts who focus on particular aspects of the private company life cycle including business value growth, business value transfer and owner life and legacy.

    At this meeting, you can expect to:

    Learn how to better serve your clients

    Meet new contacts in the private company market

    Get visibility with your existing network of contacts

    Gain an appreciation of the power of the XPX Advisor Principles

    Hope you'll join us!


    Parking Suggestions:

    Ann Bank Parking Garage
    41 Bank Street, Morristown, NJ

    OR

    DeHart Street Parking Garage
    14 Maple Ave, Morristown, NJ


    • April 11, 2019
    • 8:15 AM - 9:45 AM
    • Bernstein, 1345 Avenue of the Americas, New York, NY, (Between 54th and 55th Streets)
    Register

    When seeking to attract capital into your business, owners need to understand the language and motivation of institutional investors. Owner often don’t understand that selling to investors is entirely different than selling to customers. In this session we will cover:

    How to position your company to investors and where it sits relative to larger companies in its industry

    Being candid about the company’s shortfalls and areas for improvement

    How to approach financing sources


    • April 12, 2019
    • 7:30 AM - 9:30 AM
    • The Shore and Country Club, 220 Gregory Boulevard, Norwalk
    Register

    XPX Fairfield Chapter hosts monthly meeting that are focused on deep learning and networking with fellow advisors to privately-held businesses. Our speakers and attendees are experts who focus on particular aspects of the private company life cycle including business value growth, business value transfer and owner life and legacy.

    At this meeting, you can expect to:

    Learn how to better serve your clients

    Meet new contacts in the private company market

    Get visibility with your existing network of contacts

    Gain an appreciation of the power of the XPX Advisor Principles

    Hope you'll join us!


    • April 17, 2019
    • 8:00 AM - 10:00 AM
    • The Hartford Club, 46 Prospect St, Hartford, CT
    Register

    XPX Hartford Chapter hosts monthly meeting that are focused on deep learning and networking with fellow advisors to privately-held businesses. Our speakers and attendees are experts who focus on particular aspects of the private company life cycle including business value growth, business value transfer and owner life and legacy.

    At this meeting, you can expect to:

    Learn how to better serve your clients

    Meet new contacts in the private company market

    Get visibility with your existing network of contacts

    Gain an appreciation of the power of the XPX Advisor Principles

    Hope you'll join us!


    • April 17, 2019
    • 8:00 AM - 10:00 AM
    • The offices of Fox Rothschild LLP - 49 Market Street, Morristown, NJ
    Register

    XPX New Jersey Chapter hosts monthly meeting that are focused on deep learning and networking with fellow advisors to privately-held businesses. Our speakers and attendees are experts who focus on particular aspects of the private company life cycle including business value growth, business value transfer and owner life and legacy.

    At this meeting, you can expect to:

    Learn how to better serve your clients

    Meet new contacts in the private company market

    Get visibility with your existing network of contacts

    Gain an appreciation of the power of the XPX Advisor Principles

    Hope you'll join us!


    Parking Suggestions:

    Ann Bank Parking Garage
    41 Bank Street, Morristown, NJ

    OR

    DeHart Street Parking Garage
    14 Maple Ave, Morristown, NJ