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                GROWTH. TRANSFER. LEGACY.

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

    • April 22, 2019
    • April 26, 2019
    • 5 sessions
    • Virtual
    Register


    XPX New England is excited to announce the launch of our first ever Virtual Summit! While nothing beats the energy, connections and interaction of our in-person events and annual Summit, we know that life gets busy for our members. It is with that in mind that we will be offering free access to one video per day starting on April 22 and ending on April 26. Please feel free to share this special invitation with your clients and colleagues as this offer expires and the videos will only be available to paying members upon conclusion of the virtual event.

    Each day of the Virtual Summit, you’ll receive a link to one of the five 2019 Summit presentations you to view and share with your network. This is a great opportunity to reach out to a business connection and share valuable content!

    Kindly note that although access during the Virtual Summit week is free, registration is required:

    Session Schedule:

    Monday 4/22: THE MACRO ECONOMY – When is the right time in the overall market? 

    Tuesday 4/23:  M&A MARKET – When is the right time for different kinds of buyers?

    Wednesday 4/24:  COMPANIES – When is the right time strategically?

    Thursday 4/25: OWNERS – When is the right time for you personally?

    Friday 4/26: THE DEAL ECONOMY - How should you think about the market?


    Check out the virtual Summit schedule and be sure to register to get the videos!

    • April 24, 2019
    • 8:00 AM - 9:30 AM
    • The Offices of Uehling Wealth Management, UBS Financial Services Inc., 411 South State Street, 2nd Floor, Newtown, PA
    Register

    Increase the Speed and Certainty of Close:
    Sell Side Due Diligence and A Quality of Earnings Analysis

    Now, XPX Philadelphia Chapter hosts monthly meetings in Bucks/Montgomery County! These meetings are focused on deep learning and networking with fellow advisors to privately-held businesses. Our speakers and attendees are experts who focus on particular aspects of the private company life cycle including business value growth, business value transfer and owner life and legacy.

    At April’s meeting, learn from an insider on the benefits of Seller Due Diligence through a Quality of Earnings analysis. Gain an understanding about how sell side due diligence can provide potential investors with a deeper understanding of a company as well as prepare the seller and his/her business to sell for maximum value as well as increase the speed and certainty of close.

    This discussion will be led by Andrew Finkle CPA, JD, LLM, a partner and leader in the Transaction Advisory Services Division of Marcum Advisory’s Philadelphia office and Mid-Atlantic regional leader in Marcum’s Private Equity Practice group.

    Speaker:

    Andrew Finkle. CPA, JD, LLM - Marcum Advisory’s

    Andrew Finkle is a partner and tax leader in the Transaction Advisory Services Division of the Firm’s Philadelphia office. He is also a Mid-Atlantic regional leader in Marcum’s Private Equity Practice group. He has more than 30 years of experience advising middle market businesses with transactional, day-to-day advisory, compliance and accounting-related tax matters. He is also a tax attorney skilled in tax controversy matters. Mr. Finkle leads a team of transaction tax advisory professionals providing counsel to U.S. and multinational strategic buyers and sellers, private equity groups, and other financial buyers on the tax implications of complex business transactions, including mergers and acquisitions, restructurings, joint ventures, spin-offs, bankruptcies, work-outs and dispositions.  Full Bio

    • April 24, 2019
    • 6:00 PM - 8:30 PM
    • Urban Axes, 1 North Haven Street, Baltimore, MD

    XPX EMERGING PROFESSIONALS NETWORK

    The best way to network is with BATTLE AXES! Please join XPX Maryland Emerging Professionals for a good old axe throwing party! No worries, the event will begin with safety instructions and individual throwing practice led by trained coaches. And, for better or worse, there's a bar!

    When: Wednesday, April 24th
    Time: 6:00-8:30 PM
    Where: Urban Axes, 1 North Haven Street, Baltimore, MD
    Cost: $65 for non-members $50 for members

    Includes axe throwing, light fare and a drink.


    XPX Emerging Professionals is a community of emerging professionals who are engaged in helping business owners build valuable businesses and assisting them in preparing for, and ultimately executing a successful transition.

    Thank you to our Event Sponsors!




    • April 30, 2019
    • 4:30 PM - 7:00 PM (CDT)
    • Prime & Provisions, located at 222 N. LaSalle St, Chicago, IL
    Register

    Join us for a social gathering after work.  Registration is required for headcount purposes. Light appetizers will be served, cash bar.  Stop by and say hello and join us for a cocktail. Feel free to bring a colleague.

    Where: Prime & Provisions, located at 222 N. LaSalle St, Chicago, IL

    When: Tuesday, April 30, 2019

    Time:  4:30 PM - 7:00 PM

    Thank you to our Event Sponsor!


    • May 02, 2019
    • 7:30 AM - 9:30 AM
    • Tower Club, 8000 Towers Crescent, Suite 1700, Vienna, VA
    Register

    Professional buyers generally come in two flavors: strategic and financial. Matt Craft will talk about the difference between the two and how their approach to acquisitions can differ. He will also discuss the key differences in perspective held by the professional buyer and the seller/target, and the implications for due diligence and integration.

    Speaker:

    Matt Craft is a Vice President at Capstone, a middle-market M&A advisory firm located in McLean, Virginia. Having joined the firm in 2005, Matt leads mid-market buy-side and sell-side strategic M&A projects for Capstone’s clients in a wide variety of service and manufacturing industries such as healthcare, life sciences, chemicals, food and financial services. He also leads the firm’s due diligence practice. In addition to his client work, Matt has taught senior-level executives about mergers and acquisitions through workshops, presentations and webinars. Matt received his MBA from the George Mason University, his MA from Georgetown University and his BA from the College of William & Mary.

    IMPORTANT NOTICE: PLEASE TAKE NOTE OF THE CHANGE OF DATES FOR OUR MONTHLY EVENTS. FOR 2019, WE ARE GENERALLY MEETING THE FIRST THURSDAY OF EACH MONTH (EXCEPT JUNE AND JULY). PLEASE NOTE THE SAVE THE DATE NOTICE EACH OF YOU RECEIVED AT OUR HOLIDAY EVENT, OR WAS SENT TO YOUR EMAIL. MAKE NOTES OF THESE DATES ON YOUR ANNUAL CALENDAR SO YOU DON’T MISS A SINGLE MEETING!

    • May 03, 2019
    • 8:30 AM - 10:00 AM
    • Offices of Carter, DeLuca & Farrell LLP, 576 Broad Hollow Road Melville NY
    Register

    We are forming the Launch Committee for XPX Long Island as the latest Chapter of the XPX network with ten Chapters across the U.S., including four in the NY/NJ/CT Tri-State area.

    The Exit Planning Exchange Long Island Chapter is the latest addition to the locally-controlled Tri-State nonprofit association of advisors who provide professionalism, principles and education to the heart of the middle market. Our members work in 12 different professions supporting business owners in all stages of the private company life cycle: business value growth, business value transfer, and owner life and legacy.  

    The Launch Committee will help with the planning of our initial launch in the fall as well the the on-going operations of our Chapter after that.

    Please join us to:

    • Experience the XPX network
    • Learn why this is such a good fit with the local Long Island business community.
    • Meet other professionals who work with privately-held businesses
    • Explore how you can be seen as a leader in this market through your participation in XPX Long Island. 

    There is no charge but please register for our planning purposes. 

    • May 07, 2019
    • 4:00 PM - 6:30 PM
    • McLane Middleton P.A, Trade Center 128, 7th Floor (Suite 7600), Woburn MA
    Register

    Are you looking to get the most out of your next M&A transaction? Join us May 7th, 2019 for XPX New England’s next panel discussion on how to use real estate as liquidity. This panel will address the various ways that a buyer or seller of a company can use the target company’s real estate to generate liquidity to facilitate an M&A transaction. Topics of discussion are:

    • Borrowing against the real estate to pay down debt in the company, thus increasing company equity value in advance of a sale
    • Undertaking a sale-leaseback to generate additional liquidity for the seller
    • Selling the property to an independent third party and using the cash to acquire the company
    • Borrowing against the real estate to buy-out a partner of the business
    • Leveraging the real estate and using the cash as growth capital for the company
    • Allocating the ownership of the real estate and the company to different family members based on their relative involvement in company operations
    • Leveraging real estate to provide a bridge loan to finance another opportunity 


    Moderator

    Alex Riccio, Valencia Realty Capital 

    Panelists

    Kevin Burke, First Vice President, Cambridge Savings Bank

    Sandra Mason, Vice President, Capital Markets, Audax Group

    Mark Roth, Executive Managing Director, Newmark Knight Frank


    Schedule

    Arrival and Networking: 4:00-5:00 pm
    Panel Discussion and Q&A: 5:00-6:00 pm
    Additional Networking: 6:00-6:30 pm


    Missed the April event on Pre and Post-Sale Strategies?

    Click here for the event highlights:



    • May 09, 2019
    • 8:15 AM - 9:45 AM
    • Bernstein, 1345 Avenue of the Americas, New York, NY, (Between 54th and 55th Streets)
    Register

    No company should execute a transaction without professional help. In this session we will explore:

    • Who really needs to be a part of the company’s advisory team?
    • How to find qualified advisors
    • How can things go wrong?
    • Going it alone




    • May 09, 2019
    • 7:30 AM - 9:30 AM (CDT)
    • Hyatt Lodge At McDonald's Campus- 2815 Jorie Boulevard, Oak Brook, IL
    Register



    Thursday May 9, 2019

    7:30 am – 9:30 am

    SAVE THE DATE
    Hyatt Lodge, Oak Brook, IL

    HOW AND WHY OWNERS DO BUSINESS PLANNING – - OR NOT

    What Business Advisors Can Learn From Their Clients

    A SESSION FOR PROFESSIONAL ADVISORS (XPX MEMBERS and NON-MEMBERS)
    and
    BUSINESS OWNERS

    THIS WILL BE THE ONLY CHICAGO CHAPTER XPX PROGRAM IN MAY

    To spin an old line – planning can be scary. Especially if it is about the future. Having heard from advisors on how and why owners should conduct business planning, it is time to hear from the owners themselves. Our panel of owners from diverse industries will explain obstacles and fears related to business planning, areas they struggle with, and how and why they have prepared for the future, including: Dealing with the unexpected, creating growth, recession or decline, succession, and possible sale.

    Please mark your calendar, and invite clients, prospects, or friends.

    Investment:

    XPX Member $50, Business Owner Guest, $35

    Non-Members: $75, Business Owner Guest, $50
     

    Non-Solicitation Policy

    Please note that the Owners' Academy is an educational event for business owners. By registering, all advisors agree to the Chicago Chapter of the Exit Planning Exchange's policy that both member and non-member advisors will not solicit any business owner either at the event or afterward.


    • 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.

    • May 14, 2019
    • 7:15 AM - 9:30 AM (EDT)
    • Arnall Golden Gregory, LLP - 171 17th Street NW, Suite 2100, Atlanta, GA 30363
    Register

    EXIT PLANNING EXCHANGE (XPX) ATLANTA CHAPTER LAUNCH EVENT

    May Launch Event - Introduction to XPX

    We are excited to launch XPX Atlanta Chapter - the first Southeast US chapter of XPX Global. This event will ‘kick start’ a series of events over the year where members experience XPX’s principles. What makes us different? With every event and interaction, we create an environment that fosters relationships, collaboration and learning across professions as we address real-life projects and case studies addressing: Business Growth, Business Value, and Life Legacy.

    Our first event is an introduction to XPX for professional advisors, which includes a live case study of business owner exit-transition and professional advisor collaboration.

    When: Tuesday, May 14th 7:30 AM – 9:30 AM (7:15 registration open)
    Location: Arnall Golden Gregory, LLP - 171 17th Street NW, Suite 2100, Atlanta, GA 30363

    Directions: https://www.agg.com/Atlanta/

    This is a FREE event with Breakfast served - Registration is required for headcount purposes

    REGISTER HERE!

    About XPX Atlanta

    XPX is all about collaboration, learning and building relationships to serve our clients. XPX members are professional service providers who assist with business value growth, exit and succession planning, business value transfer, and business owner life and legacy. Assisting business owners through all stages of the company life cycle, XPX members put their clients first by collaborating as a team in order to provide clear, coordinated advice.

    • May 15, 2019
    • 8:00 AM - 10:00 AM
    • The Hartford Club, 46 Prospect St, Hartford, CT
    Register

    XPX Hartford Chapter hosts monthly meeting that are focused on deep learning and networking with fellow advisors to privately-held businesses. Our speakers and attendees are experts who focus on particular aspects of the private company life cycle including business value growth, business value transfer and owner life and legacy.

    At this meeting, you can expect to:

    Learn how to better serve your clients

    Meet new contacts in the private company market

    Get visibility with your existing network of contacts

    Gain an appreciation of the power of the XPX Advisor Principles

    Hope you'll join us!


    • May 15, 2019
    • 8:00 AM - 10:00 AM
    • The offices of Fox Rothschild LLP - 49 Market Street, Morristown, NJ
    Register

    XPX New Jersey Chapter hosts monthly meeting that are focused on deep learning and networking with fellow advisors to privately-held businesses. Our speakers and attendees are experts who focus on particular aspects of the private company life cycle including business value growth, business value transfer and owner life and legacy.

    At this meeting, you can expect to:

    Learn how to better serve your clients

    Meet new contacts in the private company market

    Get visibility with your existing network of contacts

    Gain an appreciation of the power of the XPX Advisor Principles

    Hope you'll join us!


    Parking Suggestions:

    Ann Bank Parking Garage
    41 Bank Street, Morristown, NJ

    OR

    DeHart Street Parking Garage
    14 Maple Ave, Morristown, NJ


    • May 15, 2019
    • 5:00 PM - 6:30 PM
    • The Offices of Offit Kurman, Ten Penn Center, 1801 Market Street • Suite 2300 • Philadelphia
    Register

    XPX Philadelphia Chapter hosts monthly meeting that are focused on deep learning and networking with fellow advisors to privately-held businesses. Our speakers and attendees are experts who focus on particular aspects of the private company life cycle including business value growth, business value transfer and owner life and legacy.

    At this meeting, you can expect to:

    • Learn how to better serve your clients
    • Meet new contacts in the private company market
    • Get visibility with your existing network of contacts
    • Gain an appreciation of the power of the XPX Advisor Principles

    Hoe you'll join us!

    • May 16, 2019
    • 8:00 AM - 10:00 AM (CDT)
    • The Petroleum Club, 8620 N. New Braunfels Ave #700, San Antonio, TX
    Register

    Join us for a fireside chat with Carl Gustafson and XPX Member, Carolyn Smith.

    Carl will explain how his family business got started.  He will share his story about his personal experience of being part of a family owned business with multiple generations.

    Don't miss out!


    Speaker:

    Carl Gustafson, Ace Mart Restaurant Supply,

    Ace Mart is owned by Carl, his brother Paul and sister Norma, all three of whom are still active in day to day operations. It’s a source of pride to also note that 5 of the Gustafson’s children, representing the third generation, are actively participating in the business.


    Ace Mart Restaurant Supply has been recognized nationally as one of the top 15 foodservice equipment and supply dealers in the US. With 400 full time employees, annual revenue for 2018 was $130 million.  Full Bio

    • May 17, 2019
    • 7:30 AM - 9:30 AM
    • The Shore and Country Club, 220 Gregory Boulevard, Norwalk
    Register

    This month we’ll be focusing on educating advisors on how to grow their professional practice using today's marketing technologies and social media. You’ll receive insights from two marketing professionals to help you navigate the maze and simplify the landscape. Where do you start? What do you really need to know?

    • Marketing Fundamentals for Digital Platforms
    • Human Behavior for Marketers
    • Content that Works
    • Which Platforms to Use
      • Social, Email, Website, SEO, Google


    Presenter: Susan Catalano

    Susan Catalano is the Managing Partner of JQLaCorte, a full-service LinkedIn consultancy providing comprehensive LinkedIn based marketing, business development, and employee advocacy programs for businesses. Susan has over 15 years of experience in talent management for Fortune 500 corporations and sales and marketing programs for companies and individual business owners.

    Presenter: Robert Clark

    Robert Clark is Managing Principal of LucidPointe, a boutique digital agency specializing in online marketing, email marketing, marketing automation strategy and execution. Robert has over 30 years of experience advising businesses from SMB to Fortune 50 companies, nonprofits, associations, and industry groups on marketing, sales, operations, strategy, and information technology.

    • June 04, 2019
    • 3:00 PM - 6:00 PM (UTC+01:00)
    • EQ Investors, Centennium House, 100 Lower Thames Street,
    Register

    XPX London Chapter Summer Event

    Introduction to XPX

    We are excited to launch XPX London Chapter - the first international chapter of XPX Global (USA). This event will ‘kick start’ a series of events over the year where members experience XPX’s principals - learning, collaboration and strategic networking. At all events we offer a multi-perspective exploration in diverse formats of the three pillars, or 'stepping stones', which underpin successful business exit-transition - Business Growth, Business Value - Business Legacy.

    Our first event is an introduction to XPX for professional advisors, which includes a live case study of business owner exit-transition and stories of professional advisor collaboration.

    When: Tuesday, June 4th from 15.00 to 18.00
    Location: EQ Investors, Centennium House, 100 Lower Thames Street, London EC3R 6DL

    This is cost FREE but Registration is required for headcount purposes.

    RSVP HERE!


    Activities

    I. Welcome to XPX

    II. Live Business Owner Case Study - Lessons Learned from Start to Exit ('Fireside Chat' with Q&A)

    III. Stories of Professional Advisor Collaboration

    IV. Closing remarks

    V. Networking/Summer Canapes with Drinks Reception

    About XPX London Chapter

    Our association events promote peer learning, collaboration, networking and visibility for our members in the 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.

    • June 13, 2019
    • 7:30 AM - 9:30 AM
    • Bethesda Country Club - The Bethesda Room - 7601 Bradley Blvd, Bethesda,

    XPX DC Metro Chapter hosts monthly meeting that are focused on deep learning and networking with fellow advisors to privately-held businesses. Our speakers and attendees are experts who focus on particular aspects of the private company life cycle including business value growth, business value transfer and owner life and legacy.

    At this meeting, you can expect to:

    Learn how to better serve your clients

    Meet new contacts in the private company market

    Get visibility with your existing network of contacts

    Gain an appreciation of the power of the XPX Advisor Principles

    Hope you'll join us!

    • June 13, 2019
    • 7:30 AM - 9:00 AM (CDT)
    • Chicago Cut Steakhouse - 300 N LaSalle St., Chicago, IL
    In this session will have an in depth conversation on how we can help business owners identify an ideal buyer for their business. Possible buyers include: family, key employees, ESOP, private equity, public offering, strategic player. Subject matter experts from various professions will be represented on this panel. As always, we will also provide our guests with an opportunity to develop relationships with like-minded professionals.
    • June 13, 2019
    • 5:30 PM - 7:00 PM
    • TBD
    Register
    Close out the end of the season with and kickoff the summer with XPX NY’s beginning of summer cocktail party and networking event.




    • June 19, 2019
    • 7:30 AM - 9:15 AM
    • TBD

    XPX Philadelphia Chapter hosts monthly meeting that are focused on deep learning and networking with fellow advisors to privately-held businesses. Our speakers and attendees are experts who focus on particular aspects of the private company life cycle including business value growth, business value transfer and owner life and legacy.

    At this meeting, you can expect to:

    • Learn how to better serve your clients
    • Meet new contacts in the private company market
    • Get visibility with your existing network of contacts
    • Gain an appreciation of the power of the XPX Advisor Principles

    Hoe you'll join us!

    • June 19, 2019
    • 8:00 AM - 10:00 AM
    • The Hartford Club, 46 Prospect St, Hartford, CT
    Register

    XPX Hartford Chapter hosts monthly meeting that are focused on deep learning and networking with fellow advisors to privately-held businesses. Our speakers and attendees are experts who focus on particular aspects of the private company life cycle including business value growth, business value transfer and owner life and legacy.

    At this meeting, you can expect to:

    Learn how to better serve your clients

    Meet new contacts in the private company market

    Get visibility with your existing network of contacts

    Gain an appreciation of the power of the XPX Advisor Principles

    Hope you'll join us!


    • June 19, 2019
    • 8:00 AM - 10:00 AM
    • The offices of Fox Rothschild LLP - 49 Market Street, Morristown, NJ
    Register

    XPX New Jersey Chapter hosts monthly meeting that are focused on deep learning and networking with fellow advisors to privately-held businesses. Our speakers and attendees are experts who focus on particular aspects of the private company life cycle including business value growth, business value transfer and owner life and legacy.

    At this meeting, you can expect to:

    Learn how to better serve your clients

    Meet new contacts in the private company market

    Get visibility with your existing network of contacts

    Gain an appreciation of the power of the XPX Advisor Principles

    Hope you'll join us!


    Parking Suggestions:

    Ann Bank Parking Garage
    41 Bank Street, Morristown, NJ

    OR

    DeHart Street Parking Garage
    14 Maple Ave, Morristown, NJ


    • June 21, 2019
    • 7:30 AM - 9:30 AM
    • The Shore and Country Club, 220 Gregory Boulevard, Norwalk
    Register

    Come to this interactive program lead by chapter president Michael Clear. We will explore building the perfect advisory team and will discuss:

    • Various timelines for effective exit planning
    • Who should be part of the company’s advisory team and how should that team build-up and change during the timeline
    • Who are the best quarterbacks to lead the transition process? Should quarterbacks change depending on the phase of the exit?
    • Strategies to use when an advisor needs to be supplemented
    • How do professional teams work more effectively together towards a common goal

    Don’t miss this great opportunity to learn (and explain to others) the best time for you to be referred into an advisory team working towards a business sale. The program will utilize the expertise of a number of our members who will be in attendance.

    • July 11, 2019
    • 7:30 AM - 9:30 AM
    • Tower Club, 8000 Towers Crescent, Suite 1700, Vienna VA

    XPX DC Metro Chapter hosts monthly meeting that are focused on deep learning and networking with fellow advisors to privately-held businesses. Our speakers and attendees are experts who focus on particular aspects of the private company life cycle including business value growth, business value transfer and owner life and legacy.

    At this meeting, you can expect to:

    Learn how to better serve your clients

    Meet new contacts in the private company market

    Get visibility with your existing network of contacts

    Gain an appreciation of the power of the XPX Advisor Principles

    Hope you'll join us!

    • July 17, 2019
    • 5:30 PM - 7:30 PM
    • The Shore and Country Club, 220 Gregory Boulevard, Norwalk, CT
    A CELEBRATION - XPX FAIRFIELD CLOSING COCKTAIL PARTY!


    Join us for our annual summer evening of outdoor summer networking with fellow professionals interested in the exit planning space. Invite a colleague who would benefit from learning about XPX Fairfield.

    We will have an open bar, appetizers and a hot dinner buffet.

    If it rains we have space inside the club.



    View from the Outdoor Patio!

    • July 17, 2019
    • 5:30 PM - 7:30 PM
    • TBD

    Celebrate the summer with quality networking! 

    Stay tuned!


    • July 19, 2019
    • 7:30 AM - 9:00 AM (CDT)
    • Hyatt Lodge At McDonald's Campus- 2815 Jorie Boulevard, Oak Brook, IL

    In this session we will have an in depth conversation on the decisions an owner faces after the sale. Subject matter experts from various professions will be represented on this panel. As always, we will also provide our guests with an opportunity to develop relationships with like-minded professionals.

    • July 24, 2019
    • 5:30 PM - 7:30 PM
    • Stony Creek Brewery (The Celebration Room), Branford CT
    Register


    Don’t miss an opportunity to network with Hartford XPX and ACG professionals in this popular joint event at Stoney Creek Brewery.

    Relax away from work and enjoy this state of the art brewery in a laid back environment. Sample a variety of craft beers including IPAs, Lagers, Ales & Stouts and seasonal unique brews.

    Enjoy good food, conversation, and beer.  This event is a unique opportunity to connect with colleagues, create new relationships and celebrate the summer.  Don't forget to bring business cards!


    Attire is summer casual. Registration fee includes food and open bar.

    INVESTMENT

    XPX Members:
    Member of XPX Hartford & Tri-State: $55.00
    Young Member of XPX CT & Tri-State: $45.00
    Member of Other XPX Chapter: $65.00

    ACG Members: Registration code required to get rates below.
    Member of ACG CT: $55.00 - BEER2019
    Young Member of ACG CT: $45.00 - BBQ2019
    Member of Other ACG Chapter: $65.00 - Summer2019


    Non-Members & Guests:
    $75.00 (expires July 22)
    $95.00 (after July 22)



    • August 08, 2019
    • 7:30 AM - 9:00 AM (CDT)
    • Chicago Cut Steakhouse - 300 N LaSalle St., Chicago, IL

    XPX Chicago Chapter hosts monthly meeting that are focused on deep learning and networking with fellow advisors to privately-held businesses. Our speakers and attendees are experts who focus on particular aspects of the private company life cycle including business value growth, business value transfer and owner life and legacy.

    At this meeting, you can expect to:

    Learn how to better serve your clients

    Meet new contacts in the private company market

    Get visibility with your existing network of contacts

    Gain an appreciation of the power of the XPX Advisor Principles

    Hope you'll join us!

    Registration will open soon.

    • September 05, 2019
    • 7:30 AM - 9:30 AM
    • Bethesda Country Club - The Bethesda Room - 7601 Bradley Blvd, Bethesda, MD

    XPX DC Metro Chapter hosts monthly meeting that are focused on deep learning and networking with fellow advisors to privately-held businesses. Our speakers and attendees are experts who focus on particular aspects of the private company life cycle including business value growth, business value transfer and owner life and legacy.

    At this meeting, you can expect to:

    Learn how to better serve your clients

    Meet new contacts in the private company market

    Get visibility with your existing network of contacts

    Gain an appreciation of the power of the XPX Advisor Principles

    Hope you'll join us!

    • September 19, 2019
    • 8:00 AM - 10:00 AM (CDT)
    • The Petroleum Club, 8620 N. New Braunfels Ave #700, San Antonio, TX
    Register

    XPX San Antonio Chapter hosts monthly meeting that are focused on deep learning and networking with fellow advisors to privately-held businesses. Our speakers and attendees are experts who focus on particular aspects of the private company life cycle including business value growth, business value transfer and owner life and legacy.

    At this meeting, you can expect to:

    • Learn how to better serve your clients
    • Meet new contacts in the private company market
    • Get visibility with your existing network of contacts
    • Gain an appreciation of the power of the XPX Advisor Principles

    Hope you'll join us!

    • October 03, 2019
    • 7:30 AM - 9:30 AM
    • Tower Club, 8000 Towers Crescent, Suite 1700, Vienna VA

    XPX DC Metro Chapter hosts monthly meeting that are focused on deep learning and networking with fellow advisors to privately-held businesses. Our speakers and attendees are experts who focus on particular aspects of the private company life cycle including business value growth, business value transfer and owner life and legacy.

    At this meeting, you can expect to:

    Learn how to better serve your clients

    Meet new contacts in the private company market

    Get visibility with your existing network of contacts

    Gain an appreciation of the power of the XPX Advisor Principles

    Hope you'll join us!

    • October 10, 2019
    • 7:30 AM - 9:00 AM (CDT)
    • Chicago Cut Steakhouse - 300 N LaSalle St., Chicago, IL

    XPX Chicago Chapter hosts monthly meeting that are focused on deep learning and networking with fellow advisors to privately-held businesses. Our speakers and attendees are experts who focus on particular aspects of the private company life cycle including business value growth, business value transfer and owner life and legacy.

    At this meeting, you can expect to:

    Learn how to better serve your clients

    Meet new contacts in the private company market

    Get visibility with your existing network of contacts

    Gain an appreciation of the power of the XPX Advisor Principles

    Hope you'll join us!

    Registration will open soon.

    • October 10, 2019
    • 11:30 AM - 6:30 PM (CDT)
    • TBD

    Details to come- stay tuned!

    • November 07, 2019
    • 7:30 AM - 9:30 AM
    • The Bethesda Room - 7601 Bradley Blvd, Bethesda, MD

    XPX DC Metro Chapter hosts monthly meeting that are focused on deep learning and networking with fellow advisors to privately-held businesses. Our speakers and attendees are experts who focus on particular aspects of the private company life cycle including business value growth, business value transfer and owner life and legacy.

    At this meeting, you can expect to:

    Learn how to better serve your clients

    Meet new contacts in the private company market

    Get visibility with your existing network of contacts

    Gain an appreciation of the power of the XPX Advisor Principles

    Hope you'll join us!

    • November 21, 2019
    • 8:00 AM - 10:00 AM (CST)
    • The Petroleum Club, 8620 N. New Braunfels Ave #700, San Antonio, TX
    Register

    XPX San Antonio hosts monthly meeting that are focused on deep learning and networking with fellow advisors to privately-held businesses. Our speakers and attendees are experts who focus on particular aspects of the private company life cycle including business value growth, business value transfer and owner life and legacy.

    At this meeting, you can expect to:

    • Learn how to better serve your clients
    • Meet new contacts in the private company market
    • Get visibility with your existing network of contacts
    • Gain an appreciation of the power of the XPX Advisor Principles

    Hope you'll join us!


Past events

April 19, 2019 XPX Maryland - Breakfast Seminar
April 17, 2019 XPX New Jersey - Building the Perfect Advisory Team
April 17, 2019 XPX Hartford - Improving Operations to Maximize Value
April 17, 2019 XPX Philadelphia - Reps and Warranties Insurance 101
April 12, 2019 XPX Fairfield - Transitioning to Insiders – Family Business Planning and Continuity
April 11, 2019 XPX Chicago: Different types of funding methods for transferring a business.
April 11, 2019 XPX New York - PROTECTING YOUR CLIENTS FROM DISASTER
April 04, 2019 XPX Chicago XPX March Social in April
April 04, 2019 XPX DC Metro - THE PROFESSIONAL BUYER – A NEW LOOK AT DUE DILIGENCE
April 04, 2019 XPX Maryland: When Personalities Clash in Deal Negotiations - Members Only Affinity Group
April 02, 2019 XPX New England: Pre- and Post-Sale Wealth Planning Strategies
March 27, 2019 XPX Philadelphia-XPX Bucks/Montgomery County Satellite Organizing meeting
March 21, 2019 XPX San Antonio: ESOP’s Aren’t for Everyone, but They May be Right for You.
March 20, 2019 XPX Philadelphia - Where’s The Exit?
March 20, 2019 XPX New Jersey - It’s All About the People! How to enhance the management team
March 20, 2019 XPX Hartford - Building the right advisory team at the right time of a business cycle
March 15, 2019 XPX Maryland - POWER NETWORKING
March 15, 2019 XPX Fairfield - Recapitalization as an Alternative to Selling
March 14, 2019 XPX Chicago: How advisors handle shareholder disputes.
March 14, 2019 XPX New York - Why Your Clients Should Be Knowledgeable About Blockchain
March 12, 2019 XPX New England 2019 Summit
March 07, 2019 XPX DC Metro - WELL PREPARED SUCCESSOR – PANEL DISCUSSION
February 21, 2019 XPX Chicago - Young Professional Gathering
February 20, 2019 XPX New Jersey - Middle Market M&A and Capital Markets Update
February 20, 2019 XPX Hartford - Navigating the Digital Marketing Maze – Educational seminar for XPX advisors to help grow their professional practice
February 20, 2019 XPX Philadelphia - Ambivalence & Resistance: Navigating Entrepreneurial Emotions and Behavior in the Advising Relationship
February 19, 2019 XPX Chicago Social Gathering
February 15, 2019 XPX Maryland -A Tale of Two Firms: To Merge or Not To Merge
February 14, 2019 XPX New York - Support and Services for Owners who have Sold their Business
February 12, 2019 Experience XPX - Inside Stories from XPX Members
February 12, 2019 XPX Chicago: More Thoughts on How To Prepare your Business For the Future
February 11, 2019 XPX New England - Join the New England Chapters of XPX and AM&AA for a Joint Winter Social at Jack's Abby Brewery
February 07, 2019 XPX DC Metro - THE WELL-PREPARED BUYER VS THE TIRE KICKER
February 05, 2019 XPX New England - Annual Open House
February 01, 2019 XPX Fairfield - Joint Event with ACG CT Breakfast Meeting: A Different Perspective on Exit Planning
January 29, 2019 Launching an XPX Chapter: The Critical Path
January 25, 2019 XPX Maryland Emerging Professionals Group
January 22, 2019 XPX New England - Join XPX New England in their first event of 2019: M&A War Stories Unexpected Challenges and Creative Solutions
January 18, 2019 XPX Maryland - A New Way to Think of Brand Value: Experience Management
January 18, 2019 XPX Fairfield - It's all about the people - How to enhance the management team
January 17, 2019 XPX Chicago Social Gathering
January 17, 2019 XPX San Antonio: Family Transition in a Growing Business - Handing Off and Getting Out of the Way
January 16, 2019 Experience XPX - Inside Stories from XPX Members
January 16, 2019 XPX New Jersey - Transitioning to Outside Buyers
January 16, 2019 XPX Hartford - Transitioning to Outsiders – Strategic Buyers and Private Equity
January 16, 2019 XPX Philadelphia - Post-transaction Wealth Management and Risk Budgeting – A Behavioral Finance Approach
January 10, 2019 XPX Chicago: How To Prepare your Business For the Future
January 10, 2019 XPX New York - The Tax Man Cometh - Selling Your Business in 2019
January 03, 2019 XPX DC Metro - ASSESSING THE BUYER LANDSCAPE – OVERVIEW OF THE CURRENT MARKET
December 19, 2018 XPX Hartford - ESOPs as an Exit Plan: What you don't know may surprise you
December 19, 2018 XPX New Jersey - Keeping Employees Motivated Through Equity Incentive Plans
December 14, 2018 XPX Fairfield - ESOPs as a Succession Planning and Wealth Creation Tool for Business Owners
December 13, 2018 XPX New York - Recapitalization as an Alternative to Selling
December 12, 2018 XPX Philadelphia -Opportunity Zones: Is now the time?
December 11, 2018 Learn the XPX Chapter Launch Formula
December 06, 2018 XPX Maryland Members Only Affinity Group Meeting: Better by the Half Dozen - A Family Exchange of Values
December 04, 2018 XPX Chicago Holiday Networking Event
December 04, 2018 XPX DC Metro Annual Holiday Networking Event
December 04, 2018 XPX New England -Holiday Celebration
December 03, 2018 XPX Maryland Holiday Networking Event
November 30, 2018 XPX Finance and Metrics Leadership Collaborative Video Conference
November 29, 2018 XPX Hartford and ACG CT Event, November 29, 2018
November 29, 2018 XPX Maryland Emerging Professionals Group
November 19, 2018 8th Annual CT Economic Forum | Presented by XPX CT, CTTMA & ACG CT
November 16, 2018 XPX Maryland - Lessons Learned: Growing a Small Business through Culture and Acquisitions
November 16, 2018 XPX Fairfield - Building the Perfect Advisory Team
November 15, 2018 XPX San Antonio: Intergenerational Transfer – Both Sides
November 15, 2018 XPX Chicago Owners' Academy: Owners Advising Advisors
November 15, 2018 XPX DC Metro - BUSINESS VALUATION: EFFECT OF VALUE DRIVERS ON BUYERS AND SELLERS
November 14, 2018 XPX New Jersey - Transitioning to Insiders: Family Business Planning and Business Continuity
November 14, 2018 XPX Hartford - Transitioning to Insiders: Family Business Planning & Business Continuity
November 14, 2018 XPX Philadelphia - Legal Documents
November 13, 2018 Experience XPX - Inside Stories from XPX Leaders
November 08, 2018 XPX New York - Buy/Sell agreements
November 06, 2018 XPX New England - Structuring a Deal: Common and Uncommon Issues in a M&A Transaction
October 23, 2018 Experience XPX - Inside Stories from XPX Leaders
October 19, 2018 XPX Maryland -A CEO's Perspective - Doing Deals and Service Providers
October 19, 2018 XPX Fairfield -Defining Success: Exploring Owner Objectives with a Transition
October 18, 2018 XPX DC Metro - Talk Yourself Into Success and Get the Outcomes You Desire
October 17, 2018 XPX New Jersey - Current State of Capital Markets and Financing Options
October 17, 2018 XPX Hartford - Exploring Owner Goals and Objectives with a Transition
October 17, 2018 XPX Philadelphia - Private Equity Roundtable Discussion
October 11, 2018 XPX Chicago - Year-end tax planning for business owners - taking into consideration tax reform.
October 11, 2018 XPX New York - Current state of the M&A markets and financing options
October 09, 2018 XPX New England -Building Enterprise Value
October 02, 2018 XPX Philadelphia: Digital Presence
September 26, 2018 Learn How Advisors Incorporate Exit Planning into Their Work
September 26, 2018 XPX New Jersey - Defining Success: Exploring the Owner’s Objectives in a Transition
September 26, 2018 XPX Philadelphia - Perspectives of a corporate buyer
September 25, 2018 XPX Maryland Emerging Professionals Group
September 21, 2018 XPX MD -Conversational Intelligence (C-IQ)
September 21, 2018 XPX Fairfield - Current State of Capital Markets and Financing Options
September 20, 2018 XPX San Antonio: ANNUAL Summit for Business Owners & Advisors
September 20, 2018 XPX DC Metro - UNIQUE ASPECTS OF TRANSFERS TO FAMILY MEMBERS
September 19, 2018 XPX Hartford - Current State of Capital Markets and Financing Options
September 14, 2018 XPX Chicago - Inaugural Fall Social/Networking Event - Day at the Races
September 13, 2018 XPX New York - Fall Kickoff with Cocktail Reception!
September 11, 2018 XPX New England - Mixer Meet and Greet
September 06, 2018 XPX Maryland Members Only Affinity Group Meeting
August 22, 2018 Start an XPX Chapter: Help Business Owners and Build Your Practice
August 09, 2018 XPX Chicago - Wealth Management and Asset Protection Considerations for Business Owners Considering a Sale
August 08, 2018 XPX Maryland’s Summer Fun Networking Event
July 25, 2018 XPX Hartford & ACG CT - Beer & BBQ Party
July 25, 2018 Learn Who You Will Meet At An XPX Meeting
July 19, 2018 XPX DC Metro - PULLING IT ALL TOGETHER: PREPARING THE DEAL
July 18, 2018 XPX Fairfield: Closing Cocktail Party
July 17, 2018 XPX New Jersey - Summer Cocktail Party
July 17, 2018 XPX New England - Summer Networking
June 26, 2018 Sneak Peek at the XPX Chapter Startup Kit!
June 21, 2018 XPX DC Metro - WHEN THE PLANNING FALLS APART
June 20, 2018 XPX Chicago - What legal structure works for you? In today’s tax environment, how should a business owner think about the legal structure of their firm?
June 20, 2018 XPX Hartford - Perspectives from a Private Equity Investor
June 20, 2018 XPX New Jersey - Next Steps? What’s the Best Plan Moving Forward?
June 20, 2018 XPX Philadelphia - The Future of Architecture For Business Owners & Investors
June 19, 2018 XPX New England - Follow the Money: The Profitable Female Perspective
June 15, 2018 XPX Leadership Collaborative - Communications Video Conference
June 14, 2018 XPX New York - Perspectives from a Private Equity Investor
June 14, 2018 XPX Maryland Members Only Affinity Group Meeting
June 01, 2018 XPX Chicago Social
June 01, 2018 Leadership Collaborative - Membership Video Conference
May 30, 2018 XPX Maryland Emerging Professionals Group
May 23, 2018 XPX Chicago - Young Professional Gathering
May 23, 2018 The "Why" of XPX
May 23, 2018 XPX Hartford - Trusts and Estates planning – How can owners keep what they have earned
May 18, 2018 XPX Fairfield - Tricks of the Trade from Investment Bankers
May 17, 2018 XPX San Antonio: Case Study Part 2 – Legal and Tax Issues
May 17, 2018 XPX DC Metro - Professional Development Seminar
May 16, 2018 XPX New Jersey - The Transaction Process – Tricks of the Trade from Investment Bankers
May 16, 2018 XPX Philadelphia - Buy-Sell Checklist
May 15, 2018 XPX New England: ESOP Revisited with Harpoon Brewery
May 15, 2018 XPX Chicago Owners' Academy
May 10, 2018 XPX New York - Corporate Image – How a branding tune up can revitalize your family business
May 08, 2018 XPX MD -Spring Networking Event
May 01, 2018 XPX New England Sponsor Annual Dinner
April 27, 2018 XPX Chicago Social Get-Together
April 26, 2018 XPX Chicago - The current state of capital markets and financing for small- to mid-size businesses, including any opportunities as a result of recent tax reform.
April 25, 2018 Introduction to XPX for Law Exchange Members
April 24, 2018 XPX New England: Networking & Open House Event
April 20, 2018 XPX MD - Right People – Right Roles
April 20, 2018 XPX Fairfield - Trust and Estate Planning: Helping Business Owners Keep What They Have Earned
April 19, 2018 7 Principles of Successful Advisors to Premier Private Companies
April 19, 2018 XPX New York - Trust and Estate Planning: How Business Owners Can Keep What They Have Earned
April 19, 2018 XPX DC Metro - CLOSING THE GAP – MAXIMIZING & PROTECTING VALUE!
April 18, 2018 XPX Hartford - Management Review
April 18, 2018 XPX New Jersey - Transaction Process
April 18, 2018 XPX Philadelphia - Secrets from the Buyside: What do buyers know that sellers don’t?
April 13, 2018 XPX Chicago - Insperity Sponsor XPX Member Appreciation Event
April 05, 2018 XPX MD Members Only Affinity Group Meeting
March 28, 2018 XPX New Jersey - Moving Closer to a Sale? What Estate Planning Techniques Can Help Owners Keep What They Have Earned?
March 27, 2018 XPX New England: Finding the Right Advisors
March 22, 2018 XPX San Antonio: Case Study Part 1 – Valuation
March 21, 2018 Learn about the Power of the Premier Private Company Market
March 21, 2018 XPX Hartford - Management Review
March 21, 2018 XPX New Jersey - Moving Closer to a Sale? What Estate Planning Techniques Can Help Owners Keep What They Have Earned?
March 21, 2018 XPX Philadelphia - Buy-Sell Checklist
March 20, 2018 XPX Chicago - The Current Market for Mergers & Acquisitions, and its impact on the Small Business Owner
March 16, 2018 XPX MD - Post-Acquisition Integration
March 16, 2018 XPX Fairfield - B2B Revenue Growth thru Social Media
March 15, 2018 XPX DC Metro - CASH FLOW CREATES THE DEAL!
March 08, 2018 XPX New York - Corporate Image – How a branding tune up can revitalize your family business
February 28, 2018 XPX Chicago Gathering
February 27, 2018 XPX New England: How the Tax Act will impact Business Owners
February 22, 2018 XPX Chicago - Impact of Tax Reform on Business Owners
February 22, 2018 XPX DC Metro - INSIDER SALE – PREPARING THE BUYER FOR THE PURCHASE
February 21, 2018 Learn the XPX Chapter Launch Formula
February 21, 2018 XPX New Jersey - Operational Efficiencies
February 16, 2018 XPX MD - Optimizing the Value of Transactions Through Leadership Engagement & Organizational Alignment
February 14, 2018 XPX Hartford - Operational Efficiencies
February 08, 2018 XPX New York - Management Review – Hire Family Members or Professional Managers?
February 02, 2018 XPX Fairfield - Joint Event with ACG CT Breakfast Meeting
January 26, 2018 XPX Presidents Leadership Collaborative Video Conference
January 19, 2018 XPX MD - Power Networking
January 19, 2018 XPX Fairfield - Operational Efficiencies
January 18, 2018 XPX San Antonio: An Insider’s View of NAFTA Negotiations
January 18, 2018 XPX Chicago - Collaborative XPX Planning for 2018
January 18, 2018 XPX DC Metro - 2018 XPX KICKOFF!
January 17, 2018 XPX Philadelphia - Chapter Growth Strategy Meeting
January 17, 2018 3 Ways XPX Can Help Raise Your Profile in 2018
January 17, 2018 XPX Hartford - Operational Efficiencies
January 17, 2018 XPX New Jersey - Operational Efficiencies
January 16, 2018 XPX Chicago - Young Professional Gathering
January 16, 2018 XPX New England: Meeting the Growth Challenge
January 11, 2018 XPX Chicago - Collaborative XPX Planning for 2018
January 11, 2018 XPX New York - Operational Efficiencies
January 09, 2018 XPX Tri-State Cocktail Networking Reception
December 20, 2017 XPX Tri-State: Hartford Valuation - What could the business be worth...and why?
December 20, 2017 XPX Tri-State: New Jersey - Valuation – What could the business be worth…and why?
December 20, 2017 XPX Philadelphia - PLANNING FOR LIFE AFTER CLOSING; WEALTH & CAREER TRANSITION
December 15, 2017 XPX MD - Building Brand Value Through the Business Life Cycle
December 15, 2017 XPX Tri-State: Fairfield County - Strategic Options: What Makes the Most Sense
December 14, 2017 XPX Philadelphia & AM&AA Joint Holiday Party
December 14, 2017 XPX Tri-State - New York: Business Valuations: What is the business worth? And why?
December 12, 2017 XPX Chicago Holiday Gathering
December 06, 2017 XPX Hartford and ACG Hartford Joint Event
December 06, 2017 XPX New England: Would You Buy Your Business? Webinar with A.I.M
December 05, 2017 XPX DC Metro Annual Holiday Networking Event
December 05, 2017 XPX New England: Exit Palooza - The Return!!
December 05, 2017 XPX Chicago Owners' Academy Business Value Creation
December 04, 2017 XPX Maryland Holiday Networking Event
November 30, 2017 XPX Chicago - Case Study and Discussion: Exit Plan
November 20, 2017 7th Annual CT Economic Forum | Presented by XPX CT & CTTM & ACG CT
November 17, 2017 XPX MD - Human Capital and Its Impact on Transitioning Businesses
November 17, 2017 XPX Tri-State: Fairfield County - Business Valuations: What is the business worth? And why?
November 16, 2017 XPX San Antonio Speed Networking
November 16, 2017 XPX DC Metro - PROFESSIONAL DEVELOPMENT TIME: THE ILLUSION OF SPEED!
November 15, 2017 XPX Tri-State: Hartford Strategic Options Review:
November 15, 2017 XPX Tri-State: New Jersey - Strategic Options Review:
November 15, 2017 XPX Philadelphia - Legal Documents:
November 14, 2017 XPX Chicago - Case Study and Discussion: Exit Plan
November 13, 2017 XPX New England: Can you afford to sell your business?
November 09, 2017 XPX Tri-State: New York - Strategic Options Review:
October 26, 2017 XPX Chicago - Case Study and Discussion: Strategic Planning for Growth
October 24, 2017 XPX New England: Start NOW to make 2018 your best year ever!
October 24, 2017 XPX Philadelphia- Join Us! Seminar: Introduction to ESOPs
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