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NATIONAL CALENDAR

This calendar includes all XPX events at all chapters. Here's a list of all our events from our founding in 2007 through August, 2015.

Upcoming events

    • October 24, 2017
    • 8:00 AM - 10:00 AM
    • Seasons 52, 160 North Gulph Road, King of Prussia, PA 19406




    XPX  is pleased to collaborate with Prairie Capital Advisors, Archer Law, Capital Trustees and the Philadelphia Center of Employee Ownership to invite members and friends to this worthwhile event regarding employee ownership. 


    There are several paths you can take to transition the ownership of your business. Join us for an educational panel discussion about ESOPs with experts in financial structures, legal and exit strategies
    .

    Our panel will discuss:
    • Ownership transition: Choosing an ESOP as your strategy
    • How do ESOP transactions work?
    • Understanding how a fractional ESOP can be a solution with non-ESOP shareholders
    • How do ESOPs operate once the transaction is complete?
    • Communicating ESOP issues to employee owners in an understandable way
    • ESOPs and ESOP  "myths" in the real world

    Presenters:
    Introductory RemarksKevin McPhillips, Executive Director, PCEO
    Mark R. Kossow, Partner, Archer & Greiner P.C.
    Richard A. Heeter, Principal & Managing Director, Capital Trustees
    Andy O'Neill, Director, Prairie Capital Advisors

    Location:

    Seasons 52
    160 North Gulph Road
    King of Prussia, PA 19406

    Breakfast will be provided.



    • October 24, 2017
    • 4:00 PM - 6:30 PM
    • Sullivan & Worcester LLP, 1 Post Office Square, Boston, MA

    The XPX New England 2017-2018 season officially kicks off October 24 in Boston, and we hope you will join us!

    Fall is primetime for business owners and advisors to plan for the upcoming year, which is why we’ve assembled a panel of top-notch experts to help you make 2018 your best year ever, including:

    • A discussion of the Massachusetts region’s economic outlook for 2018 delivered by Rick Lord, President and CEO of Associated Industries Massachusetts (AIM)
    • Guidance on timing for getting started with the exit planning process from Laura Kevghas, past XPX New England President and President of Seed to Harvest LLC
    • The wealth planning “Must-Dos” every business owner needs to know before an exit from Trammel Martin, Account Vice President at UBS Private Wealth Management

    Moderated by Laura Kevghas, Seed to Harvest LLC, and hosted by XPX New England Bronze sponsor Sullivan & Worcester LLP, this event is sure to fill up fast! Seating is limited, so register today!


    Meet The Experts


    Rick Lord
    President and CEO
    Associated Industries of Massachusetts

    Associated Industries of Massachusetts (AIM) is a community of more than 4,500 Massachusetts employers working together to create public policy that supports economic opportunity and job growth. AIM works on issues that affect every employer in Massachusetts, from multinational financial services firms to small manufacturing companies, from innovative software startups to the corner grocery store.


    Laura Kevghas
    President
    Seed to Harvest LLC

    Laura’s career in M&A has spanned both sides of the negotiating table, with 20 years working as an M&A advisor for business owners who are selling their company, and 10 years in the middle of her career traveling around the world buying businesses as the leader of corporate development for a  private equity-owned B2B media company.  Her experience as both a buyer and a seller has given Laura a unique understanding of how buyers approach acquisitions and how best to position her sell-side clients to be attractive acquisition candidates.


    Trammel Martin
    Account Vice President
    UBS Private Wealth Management – The Sanders Martin Group

    Building on its history of over 150 years, UBS is committed to bringing its global resources to bear on the portfolios of high net worth individuals to help them pursue their wealth management goals. Today, as the world’s largest wealth manager, UBS is strongly positioned to help clients address the realities of the global economy and their sophisticated needs.


    Agenda:

    Networking 4:00-4:30
    Panel 4:30-5:30
    Q&A and discussion 5:30-5:45
    Networking 5:45-6:30

    • October 26, 2017
    • 7:30 AM - 9:00 AM (CDT)
    • Chicago Cut Steakhouse - 300 N LaSalle St., Chicago, IL
    Register

    In continuing our Case Study strategic assessment and solutions approach to Hi-Tech company’s challenges and opportunities, (a link to the Case Study can be found below) our topic for this month’s meetings is:

    Strategic Planning for Growth:

    • Given all the prior topics and panel discussions, what strategic recommendations should Hi-Tech consider now?
    • What is the SWOT analysis?
    • What does the company need to grow?
    • What does it need to do to manage risk?
    • Panel: Management Consultants, Investment Bankers, and Business Brokers

    Please print the Case Study, read it, and bring a copy to our meeting.

     

    Our panel Comprises:

    Ray Palys, CoreStrata Management Consulting
    Beckie Hayes, Merchab Consulting Group, Inc.
    Laura Yunger, Saltare Solutions, LLC
    Roberto Garcia, Insperity

    Moderator: Michael Karmin, Strategic Wealth Partners


    • November 09, 2017
    • 8:00 AM - 9:30 AM
    • Bernstein, 1345 Avenue of the Americas, New York, NY, (Between 54th and 55th Streets)
    Register

    What makes the most sense?

    Entrepreneurs oftentimes are not aware of the various options they may have to solve their capital needs. While an outright sale to a competitor is an obvious option, other paths may be available, including a partial recapitalization, debt financing or instituting an employee stock ownership plan (ESOP). Our panel will consist of 3 professionals providing their investment banking, legal and personal financial advisory perspectives to the family business in our case study.

    Click here for the Case Study.


    Our panel comprises:

    Stephen Berman – Managing Director, CSG Partners 

    Steve was formerly a Managing Director of Prudential-Bache Interfunding, Inc., the merchant-banking arm of Prudential Securities Incorporated. He co-managed an $800 million fund that made private equity and debt investments in leveraged transactions, which closed transactions with aggregate investments and commitments of $1.4 billion. Steve was also the co-founder of Seaport Capital Inc., a merchant banking operation formed to manage the private equity portfolio of Prudential-Bache Capital Partners I and II, L.P. 

    Jim Abbott – Partner, Seward & Kissel 

    James E. Abbott is a partner in the Business Transactions Group within the Corporate Finance Department at Seward & Kissel.  Jim has practiced law since 1984.  He joined Seward & Kissel as a partner in 2007. 

    Jim represents public and private companies, private investment funds, investment management firms, financial institutions, business owners and managers in connection with a variety of business transactions, financings and general corporate matters.  Representative transactions include mergers and acquisitions, private equity, debt and venture capital transactions, seed capital arrangements, joint ventures, strategic alliances, PIPEs and other public and private securities offerings. 

     Tara Thompson Popernik, CFA, CFP®, Director of Research—Wealth Strategies Group, Alliance Bernstein 

    Tara Thompson Popernik was named the Director of Research for the Wealth Strategies Group in 2011 and is responsible for leading research initiatives on investment planning and asset allocation issues facing high-net-worth families, family offices, and endowments and foundations. Previously, she was a wealth management specialist, and before that she was a senior investment planning analyst. Prior to joining the firm in 2003, Tara was a paralegal in the Capital Markets Group of Cadwalader, Wickersham & Taft. Tara is a Chartered Financial Analyst charterholder and a CERTIFIED FINANCIAL PLANNER™ professional.

    Moderator: Martin Magida, CFA- Berkery Noyes

    • November 13, 2017
    • 4:00 PM - 6:30 PM
    • McLane, Woburn, MA

    Stay tuned!


    • November 14, 2017
    • 7:30 AM - 9:00 AM (CST)
    • Hyatt Lodge At McDonald's Campus- 2815 Jorie Boulevard, Oak Brook, IL
    Register

    In continuing our Case Study strategic assessment and solutions approach to Hi-Tech company’s challenges and opportunities, (a link to the Case Study can be found below) our topic for this month’s meetings is:

    Exit Plan:

    • Given all the prior topics and panel discussions, how should Hi-Tech approach sale readiness?
    • What are the things Hi-Tech must do, in legal, accounting, banking, personal planning, and growth planning to be ready for sale?
    • Who are the likely buyers for Hi-Tech, and what would make it most attractive to those potential buyers?
    • Panel: Accountant, Wealth Advisor/Insurance, Investment Banker, Attorney, Business Broker & Management Consultant


    Please print the Case Study, read it, and bring a copy to our meeting. 


    Thank You to Our Meeting Sponsor!


    • November 15, 2017
    • 7:30 AM - 9:15 AM
    • The Offices of ECKERT SEAMANS CHERIN & MELLOTT, LLC, Two Liberty Place, 50 South 16th Street • 22nd Floor • Philadelphia, PA 19102

    The Good, The bad & The Ugly

    Stay tuned!

    Click here for the Case Study.


    Investment

    XPX Philadelphia in good standing are complimentary.

    Non-members: $75

    At the door: $85 non-members and complimentary for XPX Philadelphia Members.

    Breakfast will be served.

    • November 15, 2017
    • 8:00 AM - 10:00 AM
    • The offices of Fox Rothschild LLP - 49 Market Street, Morristown, NJ

    What makes the most sense?

    Stay tuned!

    Click here for the Case Study.



    Parking Suggestions:

    Ann Bank Parking Garage
    41 Bank Street, Morristown, NJ

    OR

    DeHart Street Parking Garage
    14 Maple Ave, Morristown, NJ


    • November 15, 2017
    • 8:00 AM - 10:00 AM
    • The Hartford Club, 46 Prospect St, Hartford, CT
    What makes the most sense?


    Stay tuned! 

    Click here for the Case Study.


    • November 16, 2017
    • 7:15 AM - 9:30 AM
    • Bethesda Country Club - The Bethesda Room - 7601 Bradley Blvd, Bethesda, MD 20817


    Stay tuned!

    • November 16, 2017
    • 8:00 AM - 10:00 AM (CST)
    • The Petroleum Club, 8620 N. New Braunfels Ave #700, San Antonio, TX
    Register

    Speed Networking - Come get to know us and let us get to know you!

    Speed Networking. Get acquainted with the other professionals who work with business owners.

    This event is free to XPX members, guests and other professionals. This is the last opportunity to check out XPX in 2017. Professionals who join before 12/31/17 will receive 12 months’ free dues, courtesy of our founding sponsors.

    The Exit Planning Exchange is a multi-disciplinary professional organization aimed at providing education and networking opportunities to those who serve private company owners. XPX members help owners build sustainable businesses and help them plan and execute successful exits.

    We invite attorneys, CPAs, financial planners, wealth managers, business coaches, consultants, benefits brokers, non-profits with estate planning, and other professionals to our inaugural Launch breakfast to learn more.

    XPX was founded eleven years ago in Boston, and has grown with chapters in Chicago, Connecticut, Maryland, New Jersey, New York, Washington, D.C., Philadelphia, and now San Antonio.

    How to Join

    Professionals who enroll by 12/31/17 will receive all membership benefits and a professional profile on the XPX website without charge for the initial period of one year. (Dues after that will be $300 per year.)  You can join and create your profile by using by clicking here.

    • November 17, 2017
    • 7:30 AM - 9:30 AM
    • The Shore and Country Club, 220 Gregory Boulevard, Norwalk
    What makes the most sense?


    Stay Tuned!


    Click here for the Case Study.


    • November 17, 2017
    • 8:00 AM - 10:00 AM
    • Rolling Road Golf Club 814 Hilltop Ave, Catonsville, MD 21228

    Human Capital and Its Impact on Transitioning Businesses

    Stay tuned!


    • November 20, 2017
    • 3:00 PM - 8:00 PM
    • Fairfield University | Dolan School of Business, 1073 North Benson Road, Fairfield, CT
    Register

         

                              


    KEYNOTE

    James Glassman is the Managing Director and Head Economist for JPMorgan Chase Commercial Banking. From regulations and technology to globalization and consumer habits, Jim's insights are used by companies and industries to help them better understand the changing economy and its impact on their businesses.

    Jim's work with the firm combined with his independent research on the principal forces shaping the economy and financial markets have earned him regular features in the media and as an economic commentator. He is also a long standing participant in the Federal Reserve Bank of Philadelphia's Survey of Professional Forecasters and the National Association of Business Economists' (NABE) panel of macroeconomic forecasters.

    From 1979 through 1988, Jim served as a Senior Economist in both the Research & Statistics and the Monetary Affairs departments at the Federal Reserve Board in Washington, DC. While there, he analyzed and forecasted inflation, labor market developments, the Federal Reserve's operating strategies and interest rate markets, and he developed monetary and reserves projections. He joined Morgan Guaranty in 1988 and Chemical Bank in 1993, which, through a combination of mergers, became JPMorgan Chase & Co.

    KEYNOTE

    James Glassman is the Managing Director and Head Economist for JPMorgan Chase Commercial Banking. From regulations and technology to globalization and consumer habits, Jim's insights are used by companies and industries to help them better understand the changing economy and its impact on their businesses.

    Jim's work with the firm combined with his independent research on the principal forces shaping the economy and financial markets have earned him regular features in the media and as an economic commentator. He is also a long standing participant in the Federal Reserve Bank of Philadelphia's Survey of Professional Forecasters and the National Association of Business Economists' (NABE) panel of macroeconomic forecasters.

    From 1979 through 1988, Jim served as a Senior Economist in both the Research & Statistics and the Monetary Affairs departments at the Federal Reserve Board in Washington, DC. While there, he analyzed and forecasted inflation, labor market developments, the Federal Reserve's operating strategies and interest rate markets, and he developed monetary and reserves projections. He joined Morgan Guaranty in 1988 and Chemical Bank in 1993, which, through a combination of mergers, became JPMorgan Chase & Co.

    PROGRAM

    Panel I: The State of the State

    Moderator:

    Mark Ligas, Ph.D., Interim Dean & Associate Professor Marketing, Fairfield University, Bio

    Panelists:

    Philip Lane, Ph.D., Associate Professor of Economics, Dolan School of Business, Fairfield University, Bio
    John Traynor, Chief Investment Officer, People's United Bank, Bio


    Panel II: Connecticut as Analyzed by IBIS World

    Moderator:

    Robert Miles, Lead Analyst, IBIS World, Bio

    Panelists:

    Dmitry Diment, Research Manager, IBIS World, Bio
    Andrew Cuello, Business Development Manager, IBIS World, Bio


    AGENDA

    3:00pm Check-In | Networking | Light Refreshments
    3:30pm Panel I: The State of the State
    4:30pm Panel II: Connecticut as Analyzed by IBIS World
    5:45pm Keynote: James Glassman, CT's Economic Condition & Outlook, Q&A
    6:30pm Cocktail Reception | Buffet Dinner


    CERTIFICATION

    CTP (Certified Turnaround Professional): 3 credits pending


    REGISTRATION SCHEDULE

    Registration Closes NOON Friday, 11/17/17

    Early Bird (now -11/3/17): All $100, Students/See note below

    Regular (11/4/16 - 11/17/17 Noon EST): All $130, Students/See note below

    OnSite (if available on 11/20/17): All $160, Students/See note below


    Student Registration Fee:

    $ 0 | Attend the Program ONLY | 3:00-6:30pm | Use Promo Code: SPKR24

    $25 | Attend the Program + Reception | 3:00-8:00pm | Use Promo Code: VIP

    To capture these student registration fees, enter the applicable promo code during the registration process at: Step 2, Mailing Address Information, bottom line of form. Please note all student registrations will be confirmed for eligible student status.

    Fee Payment Options:

    Credit Card: Click the red "Register Now" button listed above

    Check: Mail check (payable to CTTMA) + Business Card to CTTMA, P.O. Box 1034, Weston, CT, 06883. Receipt deadline: Noon, Friday 11/17/17

    CTTMA Bucks: CTTMA Annual Sponsors are invited to register using their CTTMA Bucks by emailing registrant(s) complete contact information to cttma@turnaround.org. Receipt deadline: Noon, Friday 11/17/17

    CANCELLATION | SUBSTITUTION POLICY

    CTTMA, ACG CT, XPX CT uphold a strict no cancellations, no refunds and no application of registration fees to future events policy. However substitutions are welcomed. To send a substitute in your place, simply email the following information for your substitute to cttma@turnaround.org by Noon, Friday 11/17/17: Name, Firm, Business Title, Address, Email and Phone. Thank you.

    QUESTIONS

    Event Questions: CTTMA Chapter Executive, cttma@turnaround.org

    Sponsorship Questions: ACG CT Chapter Executive, jmaude@acg.org


    • November 30, 2017
    • 7:30 AM - 9:00 AM (CST)
    • Chicago Cut Steakhouse - 300 N LaSalle St., Chicago, IL
    Register

    In continuing our Case Study strategic assessment and solutions approach to Hi-Tech company’s challenges and opportunities, (a link to the Case Study can be found below) our topic for this month’s meetings is:

    Exit Plan:

    • Given all the prior topics and panel discussions, how should Hi-Tech approach sale readiness?
    • What are the things Hi-Tech must do, in legal, accounting, banking, personal planning, and growth planning to be ready for sale?
    • Who are the likely buyers for Hi-Tech, and what would make it most attractive to those potential buyers?
    • Panel: Investment Banker, Business Broker, Attorney, Wealth Advisor, and Management Consultant.

    Please print the Case Study, read it, and bring a copy to our meeting. 


    Thank You to Our Meeting Sponsor!


    • December 05, 2017
    • 7:30 AM - 9:15 AM (CST)
    • Hyatt Lodge At McDonald's Campus- 2815 Jorie Boulevard, Oak Brook, IL

    SAVE THE DATE

    What Owners Need to Know About Business Improvement, Growth, and Value Creation

    Does anyone really know what their business is worth? Unless owners are thinking of selling soon, should they care? Is it possible for an owner to self-assess his or her business for growth and improvement? If so, how?

    To many owners, their businesses are valuable because of the livelihood and lifestyle provided. However, often overlooked or misunderstood is the importance of the business’ value. Especially, when the day to retire arrives. Our panel of experts will de-mystify business value creation, with the goal of helping owners build more valuable and transferable businesses.

    As a bonus, our introductory speaker will address the importance of and techniques for using the coming holiday season as a time to address long-term business and personal planning, drawing family into the process.

    SAVE THE DATE

    PROGRAM

    7:30-8:00 Registration and breakfast

    8:00-8:10 Welcome and About the Exit Planning Exchange

    Ray Palys – President Chicago Chapter Board of Directors

    8:10-8:15 Introduction to Owners’ Academy Program

    Tim Trela – Co-Chairman Owners’ Academy Committee

    8:15-8:25 Overview: Why Humans (Including Business Owners) Hate Planning

    Speaker: Larry Gard, Ph.D., Hamilton-Chase Consulting

    8:25-9:15 Panel Discussion Moderated by Tim Trela– Business Value Creation

    Panel Member: Tim Van Miegem, the Proaction Group

    Panel Member: Laura Yunger, Saltare Solutions, LLC

    Panel Member: Larry Gard, Hamilton-Chase Consulting

    Panel Member: TBD

    XPX members and non-members must bring a business-owner guest.

    REGISTRATION WILL OPEN SOON!

    • December 05, 2017
    • 4:00 PM - 6:30 PM
    • Papa Razzi, Wellesley, MA

    Stay tuned!


    • December 14, 2017
    • 8:00 AM - 9:30 AM
    • Bernstein, 1345 Avenue of the Americas, New York, NY, (Between 54th and 55th Streets)

    What could the business be worth…and why?


    Stay tuned!


    Click here for the Case Study.



    • December 15, 2017
    • 7:30 AM - 9:30 AM
    • The Shore and Country Club, 220 Gregory Boulevard, Norwalk
    What could the business be worth...and why?


    Stay Tuned!


    Click here for the Case Study.


    • December 15, 2017
    • 8:00 AM - 10:00 AM
    • Rolling Road Golf Club 814 Hilltop Ave, Catonsville, MD 21228

    Building Brand Value Through the Business Life Cycle

    Stay tuned!


    • December 20, 2017
    • 7:30 AM - 9:15 AM
    • The Offices of ECKERT SEAMANS CHERIN & MELLOTT, LLC, Two Liberty Place, 50 South 16th Street • 22nd Floor • Philadelphia, PA 19102

    Stay tuned!

    Click here for the Case Study.


    Investment

    XPX Philadelphia in good standing are complimentary.

    Non-members: $75

    At the door: $85 non-members and complimentary for XPX Philadelphia Members.

    Breakfast will be served.


    • December 20, 2017
    • 8:00 AM - 10:00 AM
    • The offices of Fox Rothschild LLP - 49 Market Street, Morristown, NJ

    What could the business be worth…and why?

    Stay tuned!

    Click here for the Case Study.



    Parking Suggestions:

    Ann Bank Parking Garage
    41 Bank Street, Morristown, NJ

    OR

    DeHart Street Parking Garage
    14 Maple Ave, Morristown, NJ


    • December 20, 2017
    • 8:00 AM - 10:00 AM
    • The Hartford Club, 46 Prospect St, Hartford, CT
    What could the business be worth...and why?


    Stay tuned! 

    Click here for the Case Study.


    • January 04, 2018
    • 5:30 PM - 7:30 PM
    • TBD

    Stat tuned!



    • January 11, 2018
    • 8:00 AM - 9:30 AM
    • Bernstein, 1345 Avenue of the Americas, New York, NY, (Between 54th and 55th Streets)

    How can I maximize value in the short term?


    Stay tuned!


    Click here for the Case Study.



    • January 17, 2018
    • 8:00 AM - 10:00 AM
    • The offices of Fox Rothschild LLP - 49 Market Street, Morristown, NJ

    How can I maximize value in the short term?

    Stay tuned!

    Click here for the Case Study.



    Parking Suggestions:

    Ann Bank Parking Garage
    41 Bank Street, Morristown, NJ

    OR

    DeHart Street Parking Garage
    14 Maple Ave, Morristown, NJ


    • 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.


    • January 19, 2018
    • 7:30 AM - 9:30 AM
    • Westport Inn, 1595 Post Road East, Westport, CT
    How can I maximize value in the short term?


    Stay Tuned!


    Click here for the Case Study.


    • February 02, 2018
    • 7:30 AM - 9:30 AM
    • TBD, Stamford,CT
    Successful Exit Stories


    stay tuned!


    • February 08, 2018
    • 8:00 AM - 9:30 AM
    • Bernstein, 1345 Avenue of the Americas, New York, NY, (Between 54th and 55th Streets)

    As told by Owner(s) with Experience


    Stay tuned!


    Click here for the Case Study.



    • February 21, 2018
    • 5:00 PM - 7:00 PM
    • TBD
    • February 21, 2018
    • 5:00 PM - 7:30 PM
    • TBD

    Successful Exit Stories

    Stay tuned!

    • March 08, 2018
    • 8:00 AM - 9:30 AM
    • Bernstein, 1345 Avenue of the Americas, New York, NY, (Between 54th and 55th Streets)

    Hire Family Members or Professional Managers


    Stay tuned!


    Click here for the Case Study.



    • March 16, 2018
    • 7:30 AM - 9:30 AM
    • Westport Inn, 1595 Post Road East, Westport, CT
    Hire Family Members or Professional Managers


    Stay Tuned!


    Click here for the Case Study.


    • March 21, 2018
    • 8:00 AM - 10:00 AM
    • The offices of Fox Rothschild LLP - 49 Market Street, Morristown, NJ

    Hire Family Members or Professional Managers

    Stay tuned!

    Click here for the Case Study.



    Parking Suggestions:

    Ann Bank Parking Garage
    41 Bank Street, Morristown, NJ

    OR

    DeHart Street Parking Garage
    14 Maple Ave, Morristown, NJ


    • 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 12, 2018
    • 8:00 AM - 9:30 AM
    • Bernstein, 1345 Avenue of the Americas, New York, NY, (Between 54th and 55th Streets)

    How Can Owners Keep What They Have Earned


    Stay tuned!


    Click here for the Case Study.



    • April 18, 2018
    • 8:00 AM - 10:00 AM
    • The offices of Fox Rothschild LLP - 49 Market Street, Morristown, NJ

    How Can Owners Keep What They Have Earned?

    Stay tuned!

    Click here for the Case Study.



    Parking Suggestions:

    Ann Bank Parking Garage
    41 Bank Street, Morristown, NJ

    OR

    DeHart Street Parking Garage
    14 Maple Ave, Morristown, NJ


    • 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.


    • April 20, 2018
    • 7:30 AM - 9:30 AM
    • The Shore and Country Club, 220 Gregory Boulevard, Norwalk
    How Can Owners Keep What They Have Earned


    Stay Tuned!


    Click here for the Case Study.


    • May 10, 2018
    • 8:00 AM - 9:30 AM
    • Bernstein, 1345 Avenue of the Americas, New York, NY, (Between 54th and 55th Streets)

    Tricks of the Trade from Investment Bankers


    Stay tuned!


    Click here for the Case Study.



    • May 16, 2018
    • 8:00 AM - 10:00 AM
    • The offices of Fox Rothschild LLP - 49 Market Street, Morristown, NJ

    Tricks of the Trade from Investment Bankers

    Stay tuned!

    Click here for the Case Study.



    Parking Suggestions:

    Ann Bank Parking Garage
    41 Bank Street, Morristown, NJ

    OR

    DeHart Street Parking Garage
    14 Maple Ave, Morristown, NJ


    • 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.


    • May 18, 2018
    • 7:30 AM - 9:30 AM
    • The Shore and Country Club, 220 Gregory Boulevard, Norwalk
    Tricks of the Trade from Investment Bankers


    Stay Tuned!


    Click here for the Case Study.


    • June 14, 2018
    • 8:00 AM - 9:30 AM
    • Bernstein, 1345 Avenue of the Americas, New York, NY, (Between 54th and 55th Streets)

    Perspectives from a Private Equity Investor


    Stay tuned!


    Click here for the Case Study.



    • June 15, 2018
    • 7:30 AM - 9:30 AM
    • The Shore and Country Club, 220 Gregory Boulevard, Norwalk
    Perspectives from a Private Equity Investors


    Stay Tuned!


    Click here for the Case Study.


    • June 20, 2018
    • 8:00 AM - 10:00 AM
    • The offices of Fox Rothschild LLP - 49 Market Street, Morristown, NJ

    Perspectives from a Private Equity Investor

    Stay tuned!

    Click here for the Case Study.



    Parking Suggestions:

    Ann Bank Parking Garage
    41 Bank Street, Morristown, NJ

    OR

    DeHart Street Parking Garage
    14 Maple Ave, Morristown, NJ


    • 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 12, 2018
    • 5:30 PM - 7:30 PM
    • TBD

    A celebration of a great year at XPX


    Stay tuned!





    • July 18, 2018
    • 5:00 PM - 7:30 PM
    • TBD

    A celebration of a great year at XPX

    Stay tuned!


    • July 18, 2018
    • 5:30 PM - 7:30 PM
    • The Shore and Country Club, 220 Gregory Boulevard, Norwalk
    A celebration of a great year at XPX


    Stay Tuned!


    • 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.


Past events

October 20, 2017 XPX MD - Lessons Learned Along the Way
October 20, 2017 XPX Tri-State: Fairfield County - Managing Family Dynamics:
October 19, 2017 XPX Chicago - Case Study and Discussion: Strategic Planning for Growth
October 19, 2017 XPX DC Metro - Sudden Money Event - What's Next for Tanya?
October 18, 2017 Start an XPX Chapter: Help Business Owners and Build Your Practice
October 18, 2017 XPX Tri-State: Hartford Managing Family Dynamics: The Good, The Bad and The Ugly
October 18, 2017 XPX Tri-State: New Jersey - Managing Family Dynamics – The Good, The Bad and The Ugly
October 18, 2017 XPX Philadelphia - Due Diligence and What Is Cash Flow?
October 12, 2017 XPX Tri-State: New York - Managing Family Dynamics - The Good, The Bad and The Ugly
October 05, 2017 XPX Philadelphia - MEMBERS ONLY - TABLE FOR TEN
September 28, 2017 XPX San Antonio Launch Event
September 26, 2017 XPX New England Mixer Meet and Greet
September 20, 2017 XPX Tri-State: Hartford Case Introduction
September 20, 2017 XPX Tri-State: New Jersey Case Study Series & Breakfast
September 20, 2017 XPX DC Metro - Creating a Meaningful Future Post: Exit with Estate and Charitable Gift Planning
September 20, 2017 XPX Philadelphia - The Investment Banking/Selling Process
September 15, 2017 XPX MD - Deal Killers
September 15, 2017 XPX Tri-State: Fairfield County Case Introduction
September 14, 2017 XPX Tri-State: New York Case Study Series & Breakfast
September 12, 2017 XPX Philadelphia - MEMBERS ONLY - TABLE FOR SIX
August 24, 2017 XPX Chicago - Case Study and Discussion: Owner Wealth
August 23, 2017 XPX Maryland’s Summer Fun Networking Event
August 16, 2017 XPX Chicago - Case Study and Discussion: Owner Wealth
August 03, 2017 XPX MD Members Only Affinity Group Meeting
July 27, 2017 XPX Tri-State CT Hartford Year End Party
July 27, 2017 XPX Chicago - Case Study and Discussion: Banking and Finance
July 26, 2017 XPX New Jersey – Summer Celebration
July 20, 2017 XPX DC Metro - Business continuity and succession planning
July 19, 2017 XPX Tri-State CT: Closing Cocktail Party
July 18, 2017 XPX Chicago - Case Study and Discussion: Banking and Finance
July 11, 2017 XPX New England: LIVE CEO Case Studies Showcase - Part 2
June 27, 2017 XPX NJ & ACG NJ Announce Joint Event, June 27th at LPS Industries - Register Today!
June 21, 2017 XPX Tri-State New York - Assessing Strategic Options:
June 21, 2017 XPX Tri-State CT (Hartford) - Planning for the Exit
June 21, 2017 XPX Philadelphia - Defining Success:
June 20, 2017 XPX Chicago Inaugural Owner’s Academy Seminar
June 16, 2017 XPX Tri-State CT: Assessing Strategic Options
June 15, 2017 XPX DC Metro- PREPARING THE CO. FOR THIRD PARTY SALE
June 13, 2017 XPX CT Hartford & ACG CT Event, June 13th - Yard Goats Game - Register Today!
June 13, 2017 XPX Chicago Spring Social Event
June 07, 2017 XPX Maryland - New Member Lunch
June 07, 2017 XPX DC Metro - Professional Development Workshop: Sharpening Communications Skills ---
May 31, 2017 Joint XPX DC Metro and XPX Maryland Meet-Up
May 23, 2017 XPX New England-NH: From Dorm Room Start-up to International Tech Company
May 19, 2017 XPX Tri-State CT: Good Fences Make Good Neighbors
May 18, 2017 XPX DC Metro- Preparing For Third Party Sale
May 17, 2017 XPX Tri-State New York-Good Fences Make Good Neighbors
May 17, 2017 XPX Tri-State CT (Hartford) - Good Fences Make Good Neighbors
May 17, 2017 XPX Philadelphia - Dealing With Family Dynamics In The Sale Process
May 11, 2017 XPX Chicago - Case Study and Discussion: Legal
May 04, 2017 XPX Chicago - Case Study and Discussion: Legal
May 04, 2017 XPX New England 2017 Summit
May 04, 2017 XPX MD Members Only Affinity Group Meeting
May 03, 2017 XPX New Jersey Inauguration! Newly Launched Chapter of the Exit Planning Exchange
April 21, 2017 XPX MD - Partnership through Spinoff
April 21, 2017 XPX Tri-State CT: Financing Growth Part 2
April 20, 2017 XPX DC Metro- MAXIMIZING AND PROTECTING VALUE – PART 3
April 19, 2017 XPX Tri-State New York: Defining Success
April 19, 2017 XPX Chicago - Case Study and Discussion: Accounting and Valuation
April 19, 2017 XPX Tri-State CT (Hartford) - Financing Growth
April 19, 2017 XPX Philadelphia - Ownership Transition and Liquidity Alternatives without a sale
April 06, 2017 XPX Chicago - Case Study and Discussion: Accounting and Valuation
March 29, 2017 XPX New England: RI/SE MA Breakfast Meeting
March 17, 2017 XPX MD - Power Networking
March 17, 2017 XPX Tri-State CT: Financing Growth Part 1
March 16, 2017 XPX DC Metro - MAXIMIZING AND PROTECTING VALUE - Part 2
March 15, 2017 XPX Chicago - Quarterly City/Suburbs Combined Networking
March 15, 2017 XPX Tri-State New York: Defining Success
March 15, 2017 XPX Tri-State CT (Hartford) - Financing Growth Part 1
March 15, 2017 XPX Philadelphia - POSTPONED - Ownership Transition and Liquidity Alternatives without a sale
February 28, 2017 XPX New England: Joint Meeting with AM&AA
February 23, 2017 XPX Chicago - Case Study Introduction and Discussion to Identify Six Core Issues that are Challenging HiTech Service Co.
February 17, 2017 XPX MD-Getting UP! How to Find the Energy to Rebalance Your Life
February 16, 2017 XPX DC Metro - ALL ABOUT BUSINESS VALUE
February 15, 2017 XPX Tri-State New York: Operations
February 15, 2017 XPX Chicago - Case Study Introduction and Discussion to Identify Six Core Issues that are Challenging HiTech Service Co.
February 15, 2017 XPX Tri-State CT: Using LinkedIn to Grow your business
February 15, 2017 XPX Philadelphia - Realistic Strategic Alternatives and Sale Value
February 03, 2017 XPX Tri-State CT: Successful Exits
February 02, 2017 XPX MD Members Only Affinity Group Meeting
January 24, 2017 XPX New England: Communicating Through Change
January 20, 2017 XPX MD- Passing the Family Torch without Getting Burned
January 20, 2017 XPX Tri-State CT: Operations
January 19, 2017 XPX DC Metro - CASE INTRODUCTION/ROUND TABLE DISCUSSION
January 18, 2017 XPX Philadelphia Case Introduction:
January 11, 2017 XPX Chicago - 2017- A Facilitated Member Discussion on the Owner Transition Process
December 21, 2016 XPX Tri-State New York: Focus on Growth
December 16, 2016 XPX MD - ESOPs: Characteristics of a Good Candidate
December 16, 2016 XPX Tri-State CT: Focus on Growth
December 14, 2016 XPX Chicago Holiday Networking Event
December 14, 2016 XPX New England: Exit Palooza
December 08, 2016 XPX MD December 8 Joint Holiday Networking Event
December 08, 2016 XPX New England - RI: Performance Excellence
December 07, 2016 XPX Philadelphia Joint Holiday Party - The Election is Over, What Will This Mean for You?
December 06, 2016 XPX DC Metro Annual Holiday Networking Event
November 18, 2016 XPX MD - Valuation and Due Diligence for Government Contractors
November 18, 2016 XPX Tri-State CT: Managing Management
November 17, 2016 XPX Tri-State New York: Managing Management
November 17, 2016 XPX DC Metro - Preparing the Owner (Personally) for the Exit:
November 16, 2016 XPX Philadelphia - Building Value for a Maximized Business Sale
November 09, 2016 XPX Chicago - Business Coaching
November 03, 2016 XPX DC Metro- Making Your Value Visible to Increase Referrals
November 03, 2016 XPX MD Members Only Affinity Group Meeting
November 01, 2016 XPX New England-NH: Business Ownership Transition
October 21, 2016 XPX MD - Building Businesses That Sell Themselves!
October 21, 2016 XPX Tri-State CT: Creating a Strategic Plan to Maximize Value
October 20, 2016 XPX New England: Understanding Cyber Risk to Your Business
October 20, 2016 XPX DC Metro - Recent Developments In The Business Valuation "World"
October 19, 2016 XPX Tri-State New York: Creating a Strategic Plan to Maximize Value
October 19, 2016 XPX Philadelphia- PPL
October 05, 2016 XPX Chicago- New Regulations on Valuation Discounts & Family Business
September 22, 2016 XPX New England RI/SE MA: Would You Buy Your Business?
September 21, 2016 XPX Philadelphia Fall Kick-Off Networking Cocktail Party
September 16, 2016 XPX MD - Strategic Growth Challenge
September 16, 2016 XPX Tri-State CT: Case Study
September 15, 2016 XPX DC Metro - BUSINESS DIVORCE
September 14, 2016 XPX Chicago Chapter Launch Event
September 13, 2016 XPX Tri-State New York: Case Study Series & Luncheon
August 23, 2016 XPX MD - 3rd Annual Brew & Networking Fest
August 04, 2016 XPX Boston: Member Appreciation Cocktail Party
July 21, 2016 XPX DC Metro - 3rd Annual ExitPalooza!
July 20, 2016 XPX CT: Closing Cocktail Party!
June 23, 2016 XPX CT: Deepening Your Referral Connections
June 23, 2016 XPX Boston: Advisory Team Integration Strategies PART 2
June 17, 2016 XPX CT: Legal Documents
June 16, 2016 XPX Boston RI/SE MA: Company Branding
June 16, 2016 XPX DC Metro - M&A Market Outlook for 2016 and 2017
June 15, 2016 XPX Philadelphia June Breakfast Meeting
May 26, 2016 XPX Boston Breakfast Meeting
May 25, 2016 XPX MD - May 25 Evening at the BSO Networking Event
May 20, 2016 XPX CT: Due Diligence Preparation and Pitfalls
May 19, 2016 XPX DC Metro: Last Chance! Joint Event with AM&AA DC Chapter
May 18, 2016 XPX Philadelphia - Valuation: What Every Seller Should Know
May 12, 2016 ​XPX DC Metro - Professional Development Seminar
May 05, 2016 XPX MD Members Only Affinity Group Meeting
April 28, 2016 XPX NY Metro - The Private Capital Ecosystem
April 28, 2016 XPX Boston 2016 SUMMIT
April 27, 2016 XPX Leadership Collaborative Annual Meeting
April 22, 2016 XPX CT: The Next Big Idea
April 21, 2016 XPX DC Metro- ESOPs: What They Forget to Mention…
April 20, 2016 XPX Philadelphia - The Unique Challenges of Technology Company Exits
April 15, 2016 XPX MD -April 15 Breakfast Networking Event
April 07, 2016 XPX Boston: Members Only Dinner & Guest Speaker
March 28, 2016 XPX Boston: Joint Event with AM&AA
March 18, 2016 XPX MD -Power Networking
March 18, 2016 XPX CT: Investment Banking Process
March 17, 2016 XPX DC Metro - How PEOs Increase M&A and Exiting Company Valuation and Success
March 16, 2016 XPX Philadelphia - “Understanding the Generations: Who They Are and How They Got That Way”
March 03, 2016 POSTPONED: XPX Boston Owners' Academy
March 03, 2016 XPX MD Members Only Affinity Group Meeting
February 25, 2016 XPX NY Metro - The Importance of Revisiting The Benefits of ESOP’s To Business Owners
February 25, 2016 XPX Boston Breakfast Meeting
February 19, 2016 XPX MD -February 19 Breakfast Networking Event
February 16, 2016 XPX NY Metro - Part 2: Our Advisor Network Matrix
February 11, 2016 XPX Boston RI/SE MA Breakfast Meeting
February 05, 2016 XPX CT: Successful Exit Stories - Joint Meeting with ACG CT
January 28, 2016 XPX Boston: A Dozen Ways to Say "No"
January 25, 2016 XPX Phoenix: Strategy RoundTables
January 22, 2016 XPX CT: Business Valuations
January 21, 2016 XPX DC Metro - How to Avoid "Business Divorces"
January 20, 2016 XPX Philadelphia - Planning for Business Succession Planning
January 15, 2016 XPX MD -Building Value
January 07, 2016 XPX MD Members Only Affinity Group Meeting
December 18, 2015 XPX CT: Estate Planning Options
December 16, 2015 XPX MD December 16 Joint Holiday Networking Event
December 10, 2015 XPX Boston Holiday Networking
December 02, 2015 XPX Philadelphia - Annual Member Only Holiday Networking Event
December 01, 2015 XPX DC Metro Annual Holiday Networking Event
November 20, 2015 XPX MD November 20 Networking Breakfast - Rethinking Referrals
November 20, 2015 XPX CT: Wealth Management Planning
November 19, 2015 XPX Boston Breakfast Meeting
November 19, 2015 XPX DC Metro - The Unplanned Exit
November 18, 2015 XPX Philadelphia - “Tuning Up Your Business for Sale”
November 12, 2015 XPX Boston Owners' Academy
November 11, 2015 XPX NY Metro - Save the Date!
November 05, 2015 XPX MD Members Only Affinity Group Meeting
November 03, 2015 XPX DC Metro - Professional Development Workshop - Members Only
October 21, 2015 XPX Philadelphia - "What do you mean my sale isn't 100% Cash & Carry?"
October 16, 2015 XPX MD October 16 Networking Breakfast - Being Relational
October 16, 2015 XPX CT: Managing Family Dynamics – How can the family prepare for success?
October 15, 2015 XPX DC Metro - Left Behind: The Owners are Exiting....What about the team?
October 07, 2015 RI/SE MASS Breakfast Meeting
September 30, 2015 XPX Boston Owners' Academy
September 24, 2015 XPX Boston Practice Builder - NEW
September 18, 2015 XPX MD - Breakfast Meeting
September 18, 2015 XPX CT - Breakfast Meeting
September 17, 2015 XPX DC Metro - BUILDING TOWARD SUCCESSFUL EXIT: BUY-ME METRICS
September 16, 2015 XPX Philadelphia - The 11th Hour Estate Plan
September 03, 2015 Affinity Group Meeting - Members Only
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