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                GROWTH. TRANSFER. LEGACY.

EVENTS

The Exit Planning Exchange Maryland Chapter holds events throughout the Greater Baltimore area. 

Our association events promote peer learning, networking and visibility for our members in the local private company advisor community.  Topics cover all three phases of the private company life cycle: business value growth, business value transfer and owner life and legacy. 

Upcoming events

    • April 04, 2019
    • 7:30 AM - 9:30 AM
    • Rolling Road Golf Club 814 Hilltop Avenue Catonsville, MD 21228
    Register

    Come discuss the options, opportunities and solutions for our upcoming Closely Held Business Affinity Group meeting. Everyone around the table should have some great insights into some of the issues that can surface.

    We will dissect the business, owner, legacy, family, management, and financing of a business submitted by an XPX Maryland member.

    Come help us make sense a real case and learn from other’s perspectives.

    Agenda:
    7:30 AM – 8:00 AM – Networking
    8:00 AM – 8:30 AM – Breakfast
    8:30 AM – 9:30 AM – Case Study

    This is a XPX Maryland, Member-Only benefit.

    Kind regards,

    Greg Boucher
    President
    StrataSource Consulting
    410.799.2053 - direct
    443.623.5587 – mobile
    GBoucher@StrataSourceConsulting.com

    • April 19, 2019
    • 7:30 AM - 10:00 AM
    • Rolling Road Golf Club 814 Hilltop Ave, Catonsville, MD 21228
    Register

    Brian Briggs, President of TIC Gums, Inc., shares his experiences guiding this 3rd Generation, Family-Owned, Baltimore business through its $400 Million sale to Ingredion.

    Originally hired as the CFO of TIC in 2014, Brian served on the Board of Directors and as COO prior to being named President in 2016. Mr. Briggs will discuss preparing TIC for an acquisition, the sale process, and post-sale integration.

    Mr. Briggs has over 25 years of financial and operations experience in profitably building companies in both the public and private equity sectors, with a focus on operational excellence and M&A activity.

    Prior to TIC, Brian was the CFO of Cyren and worked with Sterling Capital Partners as EVP and CFO of portfolio company, SecureNet. Brian served for twelve years as EVP and CFO of Custom Direct, Inc., leading the company through a series of acquisitions and an eventual IPO. During that period, he was instrumental in building EZShield, Inc., a subsidiary of Custom Direct.

    • May 13, 2019
    • 4:00 PM - 7:00 PM
    • Mutiny Pirate Bar & Island Grille, 7190 Troy Hill Drive, Suite 500, Elkridge, MD
    Register



    Join us for our Spring Networking Event. Come celebrate Spring with some of the most highly respected professionals in our area. The event is being held at Mutiny Pirate Bar & Island Grille in Elkridge. Mutiny embraces the pirate lifestyle, allowing guests to cut loose, be themselves, and forget about all the stuff that makes life so tedious. They have amazing food, inventive cocktails, and a selection of craft beers.

Past events

March 15, 2019 XPX Maryland - POWER NETWORKING
February 15, 2019 XPX Maryland -A Tale of Two Firms: To Merge or Not To Merge
January 25, 2019 XPX Maryland Emerging Professionals Group
January 18, 2019 XPX Maryland - A New Way to Think of Brand Value: Experience Management
December 06, 2018 XPX Maryland Members Only Affinity Group Meeting: Better by the Half Dozen - A Family Exchange of Values
December 03, 2018 XPX Maryland Holiday Networking Event
November 29, 2018 XPX Maryland Emerging Professionals Group
November 16, 2018 XPX Maryland - Lessons Learned: Growing a Small Business through Culture and Acquisitions
October 19, 2018 XPX Maryland -A CEO's Perspective - Doing Deals and Service Providers
September 25, 2018 XPX Maryland Emerging Professionals Group
September 21, 2018 XPX MD -Conversational Intelligence (C-IQ)
September 06, 2018 XPX Maryland Members Only Affinity Group Meeting
August 08, 2018 XPX Maryland’s Summer Fun Networking Event
June 14, 2018 XPX Maryland Members Only Affinity Group Meeting
May 30, 2018 XPX Maryland Emerging Professionals Group
May 08, 2018 XPX MD -Spring Networking Event
April 20, 2018 XPX MD - Right People – Right Roles
April 05, 2018 XPX MD Members Only Affinity Group Meeting
March 16, 2018 XPX MD - Post-Acquisition Integration
February 16, 2018 XPX MD - Optimizing the Value of Transactions Through Leadership Engagement & Organizational Alignment
January 19, 2018 XPX MD - Power Networking
December 15, 2017 XPX MD - Building Brand Value Through the Business Life Cycle
December 04, 2017 XPX Maryland Holiday Networking Event
November 17, 2017 XPX MD - Human Capital and Its Impact on Transitioning Businesses
October 20, 2017 XPX MD - Lessons Learned Along the Way
September 15, 2017 XPX MD - Deal Killers
August 23, 2017 XPX Maryland’s Summer Fun Networking Event
August 03, 2017 XPX MD Members Only Affinity Group Meeting
June 07, 2017 XPX Maryland - New Member Lunch
May 31, 2017 Joint XPX DC Metro and XPX Maryland Meet-Up
May 04, 2017 XPX MD Members Only Affinity Group Meeting
April 21, 2017 XPX MD - Partnership through Spinoff
March 17, 2017 XPX MD - Power Networking
February 17, 2017 XPX MD-Getting UP! How to Find the Energy to Rebalance Your Life
February 02, 2017 XPX MD Members Only Affinity Group Meeting
January 20, 2017 XPX MD- Passing the Family Torch without Getting Burned
December 16, 2016 XPX MD - ESOPs: Characteristics of a Good Candidate
December 08, 2016 XPX MD December 8 Joint Holiday Networking Event
November 18, 2016 XPX MD - Valuation and Due Diligence for Government Contractors
November 03, 2016 XPX MD Members Only Affinity Group Meeting
October 21, 2016 XPX MD - Building Businesses That Sell Themselves!
September 16, 2016 XPX MD - Strategic Growth Challenge
August 23, 2016 XPX MD - 3rd Annual Brew & Networking Fest
May 25, 2016 XPX MD - May 25 Evening at the BSO Networking Event
May 05, 2016 XPX MD Members Only Affinity Group Meeting
April 15, 2016 XPX MD -April 15 Breakfast Networking Event
March 18, 2016 XPX MD -Power Networking
March 03, 2016 XPX MD Members Only Affinity Group Meeting
February 19, 2016 XPX MD -February 19 Breakfast Networking Event
January 15, 2016 XPX MD -Building Value
January 07, 2016 XPX MD Members Only Affinity Group Meeting
December 16, 2015 XPX MD December 16 Joint Holiday Networking Event
November 20, 2015 XPX MD November 20 Networking Breakfast - Rethinking Referrals
November 05, 2015 XPX MD Members Only Affinity Group Meeting
October 16, 2015 XPX MD October 16 Networking Breakfast - Being Relational
September 18, 2015 XPX MD - Breakfast Meeting
September 03, 2015 Affinity Group Meeting - Members Only

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