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GROWTH. TRANSFER. LEGACY.

EVENTS

Find events across the Tri-State area in New York, New Jersey, Hartford CT and Fairfield County CT. 

Upcoming events

    • May 09, 2019
    • 8:15 AM - 9:45 AM
    • Bernstein, 1345 Avenue of the Americas, New York, NY, (Between 54th and 55th Streets)
    Register

    Carrying on from April’s topic, the May meeting will explore the ways companies can address and mitigate their cybersecurity exposure. Maintaining the proper cyber insurance program is a critical component to that plan. Join us at the next XPX NY breakfast, where Roger Gill and David Anderson from Lockton Companies will review what all companies should know about ongoing cyber/data security coverage and risk management as well as its implications for M&A transactions.

    Roger is the practice group leader for Lockton Northeast’s Professional & Financial Services Practice. In this role he is responsible for managing client relationships and negotiating the placement of professional liability, directors & officers, and other specialty insurance lines of coverage, including cyber/data security.

    David is the Technology and Privacy subject matter expert for Lockton’s Northeast Operations. While providing cyber and privacy risk management guidance to his clients with a hands-on approach, he is responsible for the placement of Cyber and Technology Liability programs for various commercial, financial institution, healthcare, and private equity clients.

    • May 15, 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!


    • May 15, 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


    • May 17, 2019
    • 7:30 AM - 9:30 AM
    • The Shore and Country Club, 220 Gregory Boulevard, Norwalk
    Register

    This month we’ll be focusing on educating advisors on how to grow their professional practice using today's marketing technologies and social media. You’ll receive insights from two marketing professionals to help you navigate the maze and simplify the landscape. Where do you start? What do you really need to know?

    • Marketing Fundamentals for Digital Platforms
    • Human Behavior for Marketers
    • Content that Works
    • Which Platforms to Use
      • Social, Email, Website, SEO, Google


    Presenter: Susan Catalano

    Susan Catalano is the Managing Partner of JQLaCorte, a full-service LinkedIn consultancy providing comprehensive LinkedIn based marketing, business development, and employee advocacy programs for businesses. Susan has over 15 years of experience in talent management for Fortune 500 corporations and sales and marketing programs for companies and individual business owners.

    Presenter: Robert Clark

    Robert Clark is Managing Principal of LucidPointe, a boutique digital agency specializing in online marketing, email marketing, marketing automation strategy and execution. Robert has over 30 years of experience advising businesses from SMB to Fortune 50 companies, nonprofits, associations, and industry groups on marketing, sales, operations, strategy, and information technology.

    • June 13, 2019
    • 5:30 PM - 7:00 PM
    • TBD
    Register
    Close out the end of the season with and kickoff the summer with XPX NY’s beginning of summer cocktail party and networking event.




    • June 19, 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!


    • June 19, 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


    • June 21, 2019
    • 7:30 AM - 9:30 AM
    • The Shore and Country Club, 220 Gregory Boulevard, Norwalk
    Register

    Come to this interactive program lead by chapter president Michael Clear. We will explore building the perfect advisory team and will discuss:

    • Various timelines for effective exit planning
    • Who should be part of the company’s advisory team and how should that team build-up and change during the timeline
    • Who are the best quarterbacks to lead the transition process? Should quarterbacks change depending on the phase of the exit?
    • Strategies to use when an advisor needs to be supplemented
    • How do professional teams work more effectively together towards a common goal

    Don’t miss this great opportunity to learn (and explain to others) the best time for you to be referred into an advisory team working towards a business sale. The program will utilize the expertise of a number of our members who will be in attendance.

    • July 17, 2019
    • 5:30 PM - 7:30 PM
    • The Shore and Country Club, 220 Gregory Boulevard, Norwalk, CT
    A CELEBRATION - XPX FAIRFIELD CLOSING COCKTAIL PARTY!


    Join us for our annual summer evening of outdoor summer networking with fellow professionals interested in the exit planning space. Invite a colleague who would benefit from learning about XPX Fairfield.

    We will have an open bar, appetizers and a hot dinner buffet.

    If it rains we have space inside the club.



    View from the Outdoor Patio!

    • July 17, 2019
    • 5:30 PM - 7:30 PM
    • TBD

    Celebrate the summer with quality networking! 

    Stay tuned!


    • July 24, 2019
    • 5:30 PM - 7:30 PM
    • Stony Creek Brewery (The Celebration Room), Branford CT
    Register


    Don’t miss an opportunity to network with Hartford XPX and ACG professionals in this popular joint event at Stoney Creek Brewery.

    Relax away from work and enjoy this state of the art brewery in a laid back environment. Sample a variety of craft beers including IPAs, Lagers, Ales & Stouts and seasonal unique brews.

    Enjoy good food, conversation, and beer.  This event is a unique opportunity to connect with colleagues, create new relationships and celebrate the summer.  Don't forget to bring business cards!


    Attire is summer casual. Registration fee includes food and open bar.

    INVESTMENT

    XPX Members:
    Member of XPX Hartford & Tri-State: $55.00
    Young Member of XPX CT & Tri-State: $45.00
    Member of Other XPX Chapter: $65.00

    ACG Members: Registration code required to get rates below.
    Member of ACG CT: $55.00 - BEER2019
    Young Member of ACG CT: $45.00 - BBQ2019
    Member of Other ACG Chapter: $65.00 - Summer2019


    Non-Members & Guests:
    $75.00 (expires July 22)
    $95.00 (after July 22)



Past events

April 17, 2019 XPX New Jersey - Building the Perfect Advisory Team
April 17, 2019 XPX Hartford - Improving Operations to Maximize Value
April 12, 2019 XPX Fairfield - Transitioning to Insiders – Family Business Planning and Continuity
April 11, 2019 XPX New York - PROTECTING YOUR CLIENTS FROM DISASTER
March 20, 2019 XPX New Jersey - It’s All About the People! How to enhance the management team
March 20, 2019 XPX Hartford - Building the right advisory team at the right time of a business cycle
March 15, 2019 XPX Fairfield - Recapitalization as an Alternative to Selling
March 14, 2019 XPX New York - Why Your Clients Should Be Knowledgeable About Blockchain
February 20, 2019 XPX New Jersey - Middle Market M&A and Capital Markets Update
February 20, 2019 XPX Hartford - Navigating the Digital Marketing Maze – Educational seminar for XPX advisors to help grow their professional practice
February 14, 2019 XPX New York - Support and Services for Owners who have Sold their Business
February 01, 2019 XPX Fairfield - Joint Event with ACG CT Breakfast Meeting: A Different Perspective on Exit Planning
January 18, 2019 XPX Fairfield - It's all about the people - How to enhance the management team
January 16, 2019 XPX New Jersey - Transitioning to Outside Buyers
January 16, 2019 XPX Hartford - Transitioning to Outsiders – Strategic Buyers and Private Equity
January 10, 2019 XPX New York - The Tax Man Cometh - Selling Your Business in 2019
December 19, 2018 XPX Hartford - ESOPs as an Exit Plan: What you don't know may surprise you
December 19, 2018 XPX New Jersey - Keeping Employees Motivated Through Equity Incentive Plans
December 14, 2018 XPX Fairfield - ESOPs as a Succession Planning and Wealth Creation Tool for Business Owners
December 13, 2018 XPX New York - Recapitalization as an Alternative to Selling
November 29, 2018 XPX Hartford and ACG CT Event, November 29, 2018
November 19, 2018 8th Annual CT Economic Forum | Presented by XPX CT, CTTMA & ACG CT
November 16, 2018 XPX Fairfield - Building the Perfect Advisory Team
November 14, 2018 XPX New Jersey - Transitioning to Insiders: Family Business Planning and Business Continuity
November 14, 2018 XPX Hartford - Transitioning to Insiders: Family Business Planning & Business Continuity
November 08, 2018 XPX New York - Buy/Sell agreements
October 19, 2018 XPX Fairfield -Defining Success: Exploring Owner Objectives with a Transition
October 17, 2018 XPX New Jersey - Current State of Capital Markets and Financing Options
October 17, 2018 XPX Hartford - Exploring Owner Goals and Objectives with a Transition
October 11, 2018 XPX New York - Current state of the M&A markets and financing options
September 26, 2018 XPX New Jersey - Defining Success: Exploring the Owner’s Objectives in a Transition
September 21, 2018 XPX Fairfield - Current State of Capital Markets and Financing Options
September 19, 2018 XPX Hartford - Current State of Capital Markets and Financing Options
September 13, 2018 XPX New York - Fall Kickoff with Cocktail Reception!
July 25, 2018 XPX Hartford & ACG CT - Beer & BBQ Party
July 18, 2018 XPX Fairfield: Closing Cocktail Party
July 17, 2018 XPX New Jersey - Summer Cocktail Party
June 20, 2018 XPX Hartford - Perspectives from a Private Equity Investor
June 20, 2018 XPX New Jersey - Next Steps? What’s the Best Plan Moving Forward?
June 14, 2018 XPX New York - Perspectives from a Private Equity Investor
May 23, 2018 XPX Hartford - Trusts and Estates planning – How can owners keep what they have earned
May 18, 2018 XPX Fairfield - Tricks of the Trade from Investment Bankers
May 16, 2018 XPX New Jersey - The Transaction Process – Tricks of the Trade from Investment Bankers
May 10, 2018 XPX New York - Corporate Image – How a branding tune up can revitalize your family business
April 20, 2018 XPX Fairfield - Trust and Estate Planning: Helping Business Owners Keep What They Have Earned
April 19, 2018 XPX New York - Trust and Estate Planning: How Business Owners Can Keep What They Have Earned
April 18, 2018 XPX Hartford - Management Review
April 18, 2018 XPX New Jersey - Transaction Process
March 28, 2018 XPX New Jersey - Moving Closer to a Sale? What Estate Planning Techniques Can Help Owners Keep What They Have Earned?
March 21, 2018 XPX Hartford - Management Review
March 21, 2018 XPX New Jersey - Moving Closer to a Sale? What Estate Planning Techniques Can Help Owners Keep What They Have Earned?
March 16, 2018 XPX Fairfield - B2B Revenue Growth thru Social Media
March 08, 2018 XPX New York - Corporate Image – How a branding tune up can revitalize your family business
February 21, 2018 XPX New Jersey - Operational Efficiencies
February 14, 2018 XPX Hartford - Operational Efficiencies
February 08, 2018 XPX New York - Management Review – Hire Family Members or Professional Managers?
February 02, 2018 XPX Fairfield - Joint Event with ACG CT Breakfast Meeting
January 19, 2018 XPX Fairfield - Operational Efficiencies
January 17, 2018 XPX Hartford - Operational Efficiencies
January 17, 2018 XPX New Jersey - Operational Efficiencies
January 11, 2018 XPX New York - Operational Efficiencies
January 09, 2018 XPX Tri-State Cocktail Networking Reception
December 20, 2017 XPX Tri-State: Hartford Valuation - What could the business be worth...and why?
December 20, 2017 XPX Tri-State: New Jersey - Valuation – What could the business be worth…and why?
December 15, 2017 XPX Tri-State: Fairfield County - Strategic Options: What Makes the Most Sense
December 14, 2017 XPX Tri-State - New York: Business Valuations: What is the business worth? And why?
December 06, 2017 XPX Hartford and ACG Hartford Joint Event
November 20, 2017 7th Annual CT Economic Forum | Presented by XPX CT & CTTM & ACG CT
November 17, 2017 XPX Tri-State: Fairfield County - Business Valuations: What is the business worth? And why?
November 15, 2017 XPX Tri-State: Hartford Strategic Options Review:
November 15, 2017 XPX Tri-State: New Jersey - Strategic Options Review:
November 09, 2017 XPX Tri-State: New York - Strategic Options Review:
October 20, 2017 XPX Tri-State: Fairfield County - Managing Family Dynamics:
October 18, 2017 XPX Tri-State: Hartford Managing Family Dynamics: The Good, The Bad and The Ugly
October 18, 2017 XPX Tri-State: New Jersey - Managing Family Dynamics – The Good, The Bad and The Ugly
October 12, 2017 XPX Tri-State: New York - Managing Family Dynamics - The Good, The Bad and The Ugly
September 20, 2017 XPX Tri-State: Hartford Case Introduction
September 20, 2017 XPX Tri-State: New Jersey Case Study Series & Breakfast
September 15, 2017 XPX Tri-State: Fairfield County Case Introduction
September 14, 2017 XPX Tri-State: New York Case Study Series & Breakfast
July 27, 2017 XPX Tri-State CT Hartford Year End Party
July 26, 2017 XPX New Jersey – Summer Celebration
July 19, 2017 XPX Tri-State CT: Closing Cocktail Party
June 27, 2017 XPX NJ & ACG NJ Announce Joint Event, June 27th at LPS Industries - Register Today!
June 21, 2017 XPX Tri-State New York - Assessing Strategic Options:
June 21, 2017 XPX Tri-State CT (Hartford) - Planning for the Exit
June 16, 2017 XPX Tri-State CT: Assessing Strategic Options
June 13, 2017 XPX CT Hartford & ACG CT Event, June 13th - Yard Goats Game - Register Today!
May 19, 2017 XPX Tri-State CT: Good Fences Make Good Neighbors
May 17, 2017 XPX Tri-State New York-Good Fences Make Good Neighbors
May 17, 2017 XPX Tri-State CT (Hartford) - Good Fences Make Good Neighbors
May 03, 2017 XPX New Jersey Inauguration! Newly Launched Chapter of the Exit Planning Exchange
April 21, 2017 XPX Tri-State CT: Financing Growth Part 2
April 19, 2017 XPX Tri-State New York: Defining Success
April 19, 2017 XPX Tri-State CT (Hartford) - Financing Growth
March 17, 2017 XPX Tri-State CT: Financing Growth Part 1
March 15, 2017 XPX Tri-State New York: Defining Success
March 15, 2017 XPX Tri-State CT (Hartford) - Financing Growth Part 1
February 15, 2017 XPX Tri-State New York: Operations
February 15, 2017 XPX Tri-State CT: Using LinkedIn to Grow your business
February 03, 2017 XPX Tri-State CT: Successful Exits
January 20, 2017 XPX Tri-State CT: Operations
December 21, 2016 XPX Tri-State New York: Focus on Growth
December 16, 2016 XPX Tri-State CT: Focus on Growth
November 18, 2016 XPX Tri-State CT: Managing Management
November 17, 2016 XPX Tri-State New York: Managing Management
October 21, 2016 XPX Tri-State CT: Creating a Strategic Plan to Maximize Value
October 19, 2016 XPX Tri-State New York: Creating a Strategic Plan to Maximize Value
September 16, 2016 XPX Tri-State CT: Case Study
September 13, 2016 XPX Tri-State New York: Case Study Series & Luncheon
July 20, 2016 XPX CT: Closing Cocktail Party!
June 23, 2016 XPX CT: Deepening Your Referral Connections
June 17, 2016 XPX CT: Legal Documents
May 20, 2016 XPX CT: Due Diligence Preparation and Pitfalls
April 28, 2016 XPX NY Metro - The Private Capital Ecosystem
April 22, 2016 XPX CT: The Next Big Idea
March 18, 2016 XPX CT: Investment Banking Process
February 25, 2016 XPX NY Metro - The Importance of Revisiting The Benefits of ESOP’s To Business Owners
February 16, 2016 XPX NY Metro - Part 2: Our Advisor Network Matrix
February 05, 2016 XPX CT: Successful Exit Stories - Joint Meeting with ACG CT
January 22, 2016 XPX CT: Business Valuations
December 18, 2015 XPX CT: Estate Planning Options
November 20, 2015 XPX CT: Wealth Management Planning
October 16, 2015 XPX CT: Managing Family Dynamics – How can the family prepare for success?
September 18, 2015 XPX CT - Breakfast Meeting

Bronze Tri-State Sponsors

TESTIMONIALS

The most valuable part of my participation with XPX is the education about exit planning that I have received from attending meetings and from all the members. XPX is a very approachable group. Everyone is willing and interested in an exchange of ideas. I especially like the Power of Three which enables you to get to know other members better.

Dick Albu, Albu Consulting LLC

I really enjoy the small group interactions at XPX which is different from other organizations. I have also received an engagement from a XPX member.

Alan Booth, Executive Leadership Advisor

XPX offers excellent content based seminars specifically geared towards professionals focusing on the sale or transition of a business. The diverse topics and membership provide strong networking opportunities. Both the targeted content and diverse membership, focusing on bringing advisors together as a team to help the client, help XPX stand out from other organizations.

Michael Clear, Wiggin and Dana

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