June 30, 2014

CMM Managing Director, Ramsey Goodrich was named to Executive Board and Treasurer of the Exit Planning Exchange (XPX), Connecticut Chapter. Founded in 2009, XPX is a community of professional advisors who work collaboratively to help owners build valuable businesses and prepare them for successful transition. Mr. Goodrich has been an advisor to XPX-CT since its founding, but has now taken a more proactive role in growing the organization as part of its leadership team.

Joe Pucci, Principal at Bernstein Wealth Management and President of XPX-CT stated “We are excited about having Ramsey join the executive committee of our board and bring his wealth of experience in managing and growing collaborative business associations to our group. Ramsey has been a great advisor to us for years, and we look forward to working with him more closely to accelerate our growth, expanding our membership and furthering our mission of advising business owners and their businesses on preparing and executing successful transitions.”