2011 – The Year in Review
Breakfast Meetings
March 3 – 2011 Exit Environment for Closely-Held Businesses: Opportunity. ..and Continuing Risk: Peter Gioia, Economist for the Connecticut Business and Industry Association, David Leibell, a partner in the Private Client Services department at Wiggin and Dana LLP, Ramsey Goodrich, Managing Director with the investment bank Carter Morse & Mathias, Joe Pucci, a financial advisor at [...]
XPX Knowledge Base
Earlier this year we launched the XPX Knowledge Exchange. All XPX members are eligible to contribute articles you have written, would like to write or access from another source and may be relevant to exit planning. While the articles may be read by everyone who comes to the Knowledge Base site, including business owners, only XPX [...]
Welcome to the XPXConnecticut.com website
Welcome to the website at XPX Connecticut.com, your source for everything about the Connecticut Chapter of the Exit Planning Exchange.
Vision & Mission
Every business owner achieves a well-prepared and successful exit.
- Make it easier for business owners to find qualified professionals with deep exit planning expertise
- Support the growth of the emerging exit planning field
- Enable members to share their intellectual capital with other members
- Develop the educational programs required for this emerging discipline
- Provide members with exclusive networking, education and collaboration opportunities
About XPX
XPX consists of advisors to business owners – CPAs, estate planning attorneys, consultants, investment bankers, wealth managers, valuation specialists, insurance and tax experts, mergers and acquisitions attorneys, and marketing specialists. XPX provides cutting-edge programming and top-flight networking and connections. The purpose is to help advisors learn to raise the topic of exit planning with their [...]
