Past Events
Breakfast Meeting – Succession Planning for Business Continuity – May 25, 2011
[ May 25, 2011; 7:30 am to 9:00 am. ] The 2010 Tax Relief Act provides business owners with an extraordinary opportunity to significantly reduce confiscatory gift, estate and generation-skipping transfer taxes and allow substantial wealth to pass to family and friends, free of transfer taxes. This session will address the business succession and continuity planning opportunities presented in the current tax climate, and also [...]
Breakfast Meeting – Family Dynamics: Managing a Difficult Business Transition – April 26, 2011
[ April 26, 2011; 7:30 am to 9:00 am. ] Join your colleagues for a case study in three parts focusing on a family-owned business in transition featuring a reluctant/incapacitated father and feuding children. Mike Camerota (Touchstone Advisors) will play the role of the consultant, John Lawrence (Shipman & Goodwin) and Robin Bienemann (Crimson Rook, LLC) will play the father and daughter roles, and Paul Sessions (Director, Center for [...]
March 3, 2011 Breakfast Meeting: 2011 Exit Environment for Closely-Held Businesses: Opportunity. . .and Continuing Risk
[ March 3, 2011; 7:30 am to 9:00 am. ] Come join XPX CT for a discussion of what 2011 holds in store for closely-held business owners evaluating exit opportunities. As the year dawns, a tentative economic recovery seems to be taking hold, and advisors to business owners can find reason for optimism in recent M&A trends and compromises on tax policy. But the picture [...]
March 15, 2011 – XPX Summit: Assess, Adapt and Arrive: Navigating through challenging terrain
[ March 15, 2011; ]
Tuesday, March 15, 2011 Babson College, Trim Hall, Wellesley, MA
Click here to register.
XPX CT Members: $195
Non-Members: $295
Register Now
Topics for the Summit will include:
Dealing with difficult landscape facing business owners
How advisors can help guide owners through the rough terrain
Getting owners and advisors to try new things
Making a bigger impact – getting your advice [...]
Shifting Sands: How Families Transition Through the Sale of a Business – Wednesday, November 10, 2010
[ November 10, 2010; 7:30 am to 9:30 am. ] This breakfast meeting will focus on the transitions that families undergo when they sell their businesses, the challenges they face, and how they can prepare. Our panelists include Amelia Renkert-Thomas, Bill Cranshaw and Gretchen Davidsen. Amy, Bill and Gretchen together will discuss the differences between running an operating business and a family office or family investment vehicle, [...]
Themes in Taxation During the Election Season – Thursday, October 21, 2010
[ October 21, 2010; 7:30 am to 9:30 am. ] One thing is certain, there will be changes in how and what the government taxes. How will this effect your business and what should you do to prepare for an eventual exit. Have you reviewed the plans you currently have? If you do not have a plan, considering the impact of taxes is critical. Please [...]
XPX Connecticut receives press in the local paper
[ October 15, 2010; 11:50 am; ] The Fairfield County Business Journal gave XPX Connecticut some press in the September 24th edition. To read the article go to http://www.westfaironline.com/fairfield-county-business-journal/article/8602-exit-group-forms-in-greenwich.html
Evening Networking – Thursday, September 16, 2010
[ September 16, 2010; 5:30 pm to 7:30 pm. ] Join your colleagues for an evening of networking outside on the Withers Bergman dock on Greenwich Harbor. Invite a colleague that would benefit from networking with others in the area of Exit Planning.
(If the weather doesn’t cooperate we will move inside.)
Date: Thursday, September 16, 2010
Time: 5:30 – 7:30 PM
Location: Withers Bergman, LLP, 660 Steamboat Road, [...]
Evening Networking – Thursday, June 24, 2010
[ June 24, 2010; 5:30 pm to 7:30 pm. ] Join your colleagues for an evening of networking at Wiggin and Dana’s New Haven office. Invite a colleague that would benefit from networking with others in the area of Exit Planning.
Date: Thursday, June 24, 2010
Time: 5:30 – 7:30 PM Light refreshments and beer, wine and soft drinks will be served.
Location: Wiggin and Dana LLP, [...]
Breakfast Meeting – Wednesday, May 12, 2010
[ May 12, 2010; 7:30 am to 9:00 am. ]
The Top 10 Things Every Business Owner Must Know Before Their Exit
Join us at the Westport Arts Center for a breakfast meeting with the board, members and prospective new members of the Exit Planning Exchange of Connecticut. All professional advisers from various professions specializing in helping business owners plan for the ultimate exit of their business are welcome to attend.
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