XPX Fairfield County CT: Transform your clients business into one that is BOUGHT and not just SOLD

When
May 10, 2023
5:30 PM - 7:30 PM
Location
The Shore & Country Club - 220 Gregory Blvd., Norwalk, CT.
Registered
38 registrants

Registration

Connecticut & Tri-State Members
Non-Members Early Bird (through 5/7) – $75.00
Non-Members Regular Fee – $90.00
Non-Members Same Day Registration/Walk-In Fee – $100.00
Other XPX Chapter Members Early Bird (through 5/7) – $55.00
Other XPX Chapter Members Regular Fee – $75.00
Other XPX Chapter Same Day Registration/Walk-In Fee – $85.00

Registration is closed

This panel will explore ways to enhance business value in a future exit transaction by optimizing benefit programs and other wealth management tools, planning for the legal and other potholes that will be uncovered in a sale process, and capitalizing on strengths in ESG. Position your clients to be that sought-after acquisition and take full advantage of the multiplier effect -- every $ of profit is worth a multiple of that dollar at exit or transition.

Moderator:

Nathan Klatt
Managing Director
Rockport Investment Partners

Our Speakers:

Christopher Geotes
Partner
Martin LLP

Soledad Matteozzi
Founder,
Think Beyond Business

Patrick Morrow
SVP
STAR Wealth Solutions Group

Registration Fees:

CT & Tri-State Members – FREE

Non-members:
$75.00 Early Bird (through 5/7)
$90.00 Regular Fee
$100.00 Same Day Registration/Walk-In Fee

Other XPX Chapter Members:
$55.00 Early Bird (through 5/7)
$75.00 Regular Fee
$85.00 Same Day Registration/Walk-In Fee

First Time Guest: Complimentary pass for potential members to a first XPX event. Member referral is required. Member (not guest) must email angie@exitplanningexchange.com to register a FIRST TIME guest.

Includes buffet breakfast.

Cancellation Policy: You may request to cancel your registration for a full refund, up to 72 hours before the date and time of the event. If you miss the deadline, the sale is final. We are unable to issue a credit towards another meeting or individual, no substitutes.