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EVENTS

These are our local events. View our full Tri-State Calendar for additional events in Fairfield County CT as well as New York and New Jersey

Upcoming events

    • December 06, 2017
    • 5:30 PM - 7:30 PM
    • Infinity Music Hall & Bistro- 32 Front Street, Hartford, CT 06103


    Don’t miss an opportunity to network with Hartford XPX and ACG professionals in this increasingly popular joint event at Infiniti Hall.

    This event is open to professionals of all disciplines who would like to strengthen their business relationships and build new ones.

    Guest speaker: Mayor Luke Bronin

    Topic: Hartford's Financial Outlook: Challenges and Opportunities

    Speaker:







    Luke A. Bronin
    67th Mayor of the City of Hartford

    Investment

    XPX CT and Tri-State Members: $55
    Non-members early bird through 12/6: $75
    After 12/6: $96

    We will have food, beverages and open bar.

    Registration is through ACG.


    • December 20, 2017
    • 8:00 AM - 10:00 AM
    • The Hartford Club, 46 Prospect St, Hartford, CT
    Register

    How can the owners of Murphy’s Metal Manufacturing determine a fair price for their business, if they choose to sell? Our valuation experts will go through the basics of valuation to help the management of Murphy’s better understand the individual components of the valuation analysis, as well as provide insight on how to assess the quality and reliability of the analysis. The presentation will review the primary methodologies used in a valuation assignment, as well as some of the key questions to ask and issues to watch out for when reviewing the valuation, such as:

    • Strategic vs. Fair Market Value
    • Typical normalization adjustments and when they should be applied
    • How previous transactions in company stock can affect value
    • Timing of gifts with a potential sale
    • Discounts to value related to minority interests
    • When to plan for an exit and what aspects to consider from a valuation standpoint

    Panelists

    Vivian Raukas, Aimus Advisors Bio.

    Roger Winsby, Axiom Valuation Bio.

    David Roy, KPMG Bio.


    Click here for the Case Study.

    • January 17, 2018
    • 8:00 AM - 10:00 AM
    • The Hartford Club, 46 Prospect St, Hartford, CT
    How can I maximize value in the short term?


    Stay tuned! 

    Click here for the Case Study.


    • February 21, 2018
    • 5:00 PM - 7:00 PM
    • TBD
    • March 21, 2018
    • 8:00 AM - 10:00 AM
    • The Hartford Club, 46 Prospect St, Hartford, CT
    Hire Family Members or Professional Managers


    Stay tuned! 

    Click here for the Case Study.


    • April 18, 2018
    • 8:00 AM - 10:00 AM
    • The Hartford Club, 46 Prospect St, Hartford, CT
    How Can Owners Keep What They Have Earned?


    Stay tuned! 

    Click here for the Case Study.


    • May 16, 2018
    • 8:00 AM - 10:00 AM
    • The Hartford Club, 46 Prospect St, Hartford, CT
    Tricks of the Trade from Investment Bankers


    Stay tuned! 

    Click here for the Case Study.


    • June 20, 2018
    • 8:00 AM - 10:00 AM
    • The Hartford Club, 46 Prospect St, Hartford, CT
    Perspectives from a Private Equity Investor


    Stay tuned! 

    Click here for the Case Study.


    • July 26, 2018
    • 5:00 PM - 7:00 PM
    • TBD

    A Celebration of a great year at XPX

    Stay tuned! 

    Click here for the Case Study.


Chapter Events

CONNECTICUT SPONSORS

We could not have quality programming without our 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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