Log in


                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

    • March 07, 2019
    • 7:30 AM - 9:30 AM
    • Tower Club, 8000 Towers Crescent, Suite 1700, Vienna VA
    Register

    Join us on March 7th as we continue our discussion of the buy side of business transactions. We are excited to have a full panel discussion of some best practices used in successful insider sales. Joining our panel will be the Buyer, the Leadership Consultant, The Exit Planner and the Attorney, each discussing their role in the transition of Evans, Inc.

    Speakers:

    Sarah Cato, First Financial Group, Director of Business Strategies

    Having developed and/or served as the CEO of 4 mid-market companies prior to becoming a Financial Advisor over 14 years ago, I believe that only by understanding and integrating one’s financial strategies from a 360 degree perspective, can the best possible outcome be achieved. Because their most important asset is usually their business, this holistic view is particularly important in helping my business owner clients achieve optimal financial security. Protecting and enhancing equity and turning it into cash at the right time can often mean the difference between a secure financial future and a future filled with worry. My responsibility is to help my clients ensure their maximum wealth potential through strategic design, not just product selection. My 360 degree process examines each aspect of a client’s financial picture inclusive of their business, integrating each area into a well-coordinated strategy, unique to achieving their goals and values. Working with my clients and their professional advisors, I help them reduce costs, design tax strategies, reduce financial plan risks, and help bring financial balance, now and in the future.

    Specialties:

    Business Exit Planning, wealth protection, wealth accumulation, retirement income planning, business succession design/execution, executive and key person benefits design/implementation, business risk management.

    Bob Etris, Evans Incorporated. Director

    Bob Etris joined Evans Incorporated in 2003 and has played a leading role in the success and growth of the company. As of March 2019, as co-owner of Evans, he now adds the role of Managing Partner to his list of titles.

    As the Director of one of our largest accounts with the FAA, Bob is charged with management and oversight of project and program operations, client engagement and financial and operational account portfolio oversight. Outside his role with the FAA, Bob contributes to Evans’ strategic planning, marketing and business development functions.

    Bob holds a BS in Systems and Information Engineering from the University of Virginia. Bob has always been interested in human interaction in work environment which is why, during his studies, he elected to focus more on business systems than technology systems. He has over 15 years of experience in program management, business process improvement, organization development, and change management.

    John Hrastar,  InterSource , CEO

    John Hrastar has more than twenty five years of experience as a CEO, interim CEO, and CEO Advisor. He founded InterSource, a CEO Advisory firm, in 1990. The primary focus of the firm is the transitional stages of growth at the critical junctures in a company’s lifecycle. Having been both an owner and a CEO he has a unique perspective on the effect of the personal ownership concerns that drive business management issues. He is now an advisor to leaders of private companies, family businesses, and non-profit organizations. Mr. Hrastar works with leaders to realize and enhance their performativity as they create and execute their strategic plans. He is a founding partner of the Greater Washington DC Family Business Alliance, and a member of the Association for Corporate Growth, NeuroLeadership Institute, Society of International Business Fellows, Exit Planning Exchange, Omicron Delta Kappa (National Leadership Honor Society), and Mensa.

    Jim Peppe, West & Feinberg, P.C., Attorney at Law

    Jim Peppe concentrates his practice in the areas of corporate law, commercial transactions, and estate planning and administration.

    Mr. Peppe’s transactional experience spans all aspects of business transactions including negotiating and drafting the letter of intent, reviewing and completing the due diligence process, negotiating and drafting the purchase agreement, and closing the transaction.  He regularly advises and represents clients in mergers, acquisitions, sales, reorganizations, and recapitalizations.

    Mr. Peppe also provides a broad range of estate planning and estate administration services to executives, business owners and other individuals, helping them develop and implement estate plans that enable them to transfer assets to future generations while minimizing estate taxes and other costs and helping maintain family relationships.  He also frequently serves as a Trustee or Personal Representative to help families manage their estates and avoid family disputes.

    Make sure to mark your calendars for April 4th meeting at Bethesda Country Club, and sign up now! More information to come.

    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!!

    • March 12, 2019
    • 12:30 PM - 7:00 PM
    • The Offices of Nutter McClennen & Fish LLP, 155 Seaport Blvd., Boston MA
    • 82
    Register

    Registration open for individual entries! 

    Registration now open for our biggest event of the year and tickets are selling fast!

    The 2019 Summit will be a half day event, jam packed with relevant topics, engaging speakers and networking opportunities.

    This year’s theme, Is this the Right Time for you? Will cover the current economic conditions, the marketability of your business and your personal readiness for an exit.

    This Summit is for Business Owners and Professional Advisors to engage in lively round table and panel discussions to better understand the complexity of the business transition cycle from Growth to Transfer and to Legacy.

    Insightful keynotes, powerful panels, and collaborative networking make this an event you will not want to miss. *Seating is limited, so register today!

    *Kindly note that walk-ins the day of the Summit will not be accepted*

    Present your ticket at check-in for free event parking at 155 Seaport Ave Courtesy of BDO

    More info and registration

    • March 14, 2019
    • 8:15 AM - 9:45 AM
    • Bernstein, 1345 Avenue of the Americas, New York, NY, (Between 54th and 55th Streets)
    Register

    Businesses that are established by two or more founders commonly face a point when one founder wants or needs to exit the business before the other. A useful tool in those situations is a buy/sell agreement, hopefully set up early on in the business, which determines the terms and valuation to allow the remaining owner to buy out his partner. In this session we will explore:

    • When is the right time to implement a buy/sell agreement?
    • How is valuation determined?
    • What is the alternative to a buy/sell agreement?
    • March 14, 2019
    • 7:30 AM - 9:00 AM (CDT)
    • Chicago Cut Steakhouse - 300 N LaSalle St., Chicago, IL
    Register

    During this meeting, we will have a wide-ranging panel discussion on how professional advisors handle disputes between shareholders of a business. Discussion points will range from buy/sell agreements to emotional/relationship conflicts. 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 and then have a panel that will introduce and debate strategies to prepare a business for the future.

    • March 15, 2019
    • 7:30 AM - 9:30 AM
    • The Shore and Country Club, 220 Gregory Boulevard, Norwalk
    Register

    XPX Fairfield 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!


    • March 15, 2019
    • 7:30 AM - 10:00 AM
    • Rolling Road Golf Club 814 Hilltop Ave, Catonsville, MD 21228
    Register

    This event is back by popular demand! Our Fifth Annual Power Networking Event!

    In addition to enjoying a buffet breakfast, participants will have two minutes, in a round-table format, to present their expertise, explain their vision for collaboration, and describe the type of business opportunities that interest them most. After each two minute round, we will rotate, giving each participant an opportunity to meet nearly half the people in the room. This format is a proven technique for uncovering partner relationships between complementary disciplines.

    More Meaningful Networking!

    We will invite the participants to either share their ideal client scenario or describe the profile of an ideal referral source or Center of Influence (COI). Many of us have built our practices through successfully marketing to Centers of Influence, however we do not necessarily see ourselves as "COI's". Most professional services practitioners have the ability to become invaluable and generous connectors within the community. To achieve this, however, it requires vision, discipline and coordination. The end goal is a smarter and more sustainable method of business development.

    Get ready to generate valuable relationships in this unique forum.

    Register Early as this event sells out every year.

    Agenda:

    7:30 AM – 8:30 AM – Networking

    8:15 AM – 8:45 AM – Breakfast

    8:45 AM – 10:00 AM– Power Networking



    • March 19, 2019
    • 2:00 PM - 2:30 PM
    • Webinar details forwarded upon registration
    Register



    Meet, share and learn from like-minded advisors!


    2:00 -2:30 - PUBLIC SESSION 

    STORIES FROM THE FRONT LINES 

    Everyone at XPX has deep experience working with privately-held businesses and their owners. Our members represent 12 professions but are united by five core principles:

    1. Work collaboratively
    2. Put the client first
    3. Think long term
    4. Consider the human angle
    5. Always be learning

    This program is your chance to experience the magic of our network even If you can’t make it to one or all of our live meetings. You’ll meet other advisors including XPX Members and Leaders. They will explain their role in the exit planning ecosystem and share a story that illustrates our shared principles. We also leave time for discussion and introductions of all joining the meeting.

    This program is recommended for advisors wishing to experience XPX for the first time, those wishing to connect outside their home geography and Founders of Chapters in Formation. We film member stories for later publication. 


    2:35 – 3:15  FOLLOW-UP CLOSED SESSION
    LEADERSHIP COLLABORATIVE FOR CHAPTER FOUNDERS

    After the networking session, we’ll adjourn to a closed meeting with the teams of the founding teams of our newest XPX Chapters. This session uses the format used in the XPX Leadership Collaborative to encourage relationships, learning and innovation across our network. The goal is to share knowledge and experience to fuel your Chapter development activities.

    This program is open to New Chapter Founders only.  To attend, please make sure to sign into your profile.


    HOPE YOU CAN JOIN US TO MEET, SHARE AND LEARN WITH LIKE-MINDED ADVISORS!


    Moderators: 


    Mary Adams, Executive Director, XPX Global - Mary's firm was one of the founders of XPX. For the past five years, she has guided the overall growth of the network including coaching a number of our successful Chapter launches. 




    Paul Cronin, Director of Business Development, XPX Global - Paul is a leader of the Successful Transition Planning Institute and a long-time XPX member. He recently joined us to help manage the accelerating growth of our Chapter network.   


    • March 20, 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!


    • March 20, 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


    • March 20, 2019
    • 5:00 PM - 6:30 PM
    • The Offices of Baker Tilly Capital, LLC One Liberty Place • Suite 4500 1650 Market Street • Philadelphia
    Register

    Michael Lefkowitz, Founder and Managing Partner of the Benjamin Ross Group, will discuss the various options available to exit your business, when the proper time is to plan for your exit, how to plan accordingly, and the 4 most common mistakes business owners make when selling their business.

    Michael Lefkowitz is the founder of the Benjamin Ross Group, a business sales, mergers and acquisitions firm, a nationally recognized expert in buying and selling businesses and author of “WHERE’S THE EXIT”, an exit planning book for business owners. Michael has more than 30 years of business sales experience.

    Before founding the Benjamin Ross Group, he was responsible for acquisitions of two publicly traded companies and was involved in more than 1,000 acquisitions throughout the United States. In addition to his work in the public sector, Michael has successfully sold two of his family’s privately held businesses – and because of this – he really understands what it is to be the owner of a business for sale. Michael delivers empathy, ethics and energy to every business opportunity his firm represents.

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

    This presentation will examine the advantages of utilizing an ESOP to create a glide path exit for business owners with a strong commitment to existing management and employees. The discussion will focus on the tax advantages of selling to an ESOP as well as the financial structuring that allows an owner to stay engaged with the business, remain CEO and Board Chair and sell his interests in an orderly process over a period of years. The presentation will address sales by C corps as well as S corps and the use of post transaction equity grants to allow for equity transfer to management employees beyond the required nondiscriminatory allocation of stock under the ESOP.

    Speaker:

    Jay Friedman, Wilkins Finston Friedman Law Group LLP

    Jay Friedman has over 30 years of experience with the employee benefit aspects of mergers and acquisitions, all aspects of qualified retirement plans with an emphasis on the implementation and operation of private company leveraged employee stock ownership plans (ESOPs). In Jay’s ESOP practice he has implemented multiple private company ESOP’s on an annual basis for over a decade. These ESOP’s have been implemented for businesses ranging from insurance to construction, including both Subchapter S corporations as well Subchapter C corporations.

    Jay also has extensive experience in the area of plan mergers and issues concerning collective bargaining agreements and the impact of multiemployer pension plans and the imposition of withdrawal liability. In the general tax area, he spends considerable time in all areas of deferred compensation taxation. In the tax qualified plan area, Jay's practice focuses on assisting clients in handling correction of plan operational errors and failures to file under ERISA. Jay frequently assists clients under examination by the Internal Revenue Service in the employee plans area, as well as Department of Labor investigations involving clients in their capacity as plan sponsors and fiduciaries of all ERISA regulated plans, including ESOP’s. Jay also spends considerable time providing ERISA litigation support and has argued before the US 5th Circuit Court of Appeals on multiple occasions.

    • April 02, 2019
    • 4:00 PM - 6:30 PM
    • Sullivan & Worcester LLP, 1 Post Office Square, Boston, MA
    Register

    Join XPX for an informative discussion featuring professionals with expertise in wealth management, trust & estate planning and philanthropic strategies. These experts will provide insight into pre- and post-sale considerations for business owners, including various tax mitigation strategies, cash flow analysis, retirement planning, philanthropic giving and other considerations that business owners should be discussing with their advisers.

    Topics include:

    • How much capital do you need post-sale to achieve your life’s goals?
    • Pre-sale planning
    • Structuring to mitigate tax liability
    • Efficient wealth transfer strategies
    • Advanced goals-based planning, Donor-Advised Funds and other philanthropic strategies

    Moderator:

    • Josh Daly, Director of Charitable Planning, Fidelity Charitable – Moderator

    Panelists:

    • Olga Okaty, Director of Financial Planning, Centerpoint Advisors, LLC
    • Terence Condren, Senior Wealth Strategist, UBS Wealth Management
    • Derek Mohamed, Managing Director, Mohamed-Merola Wealth Management
    • April 04, 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!

    • April 09, 2019
    • 7:30 AM - 9:00 AM (CDT)
    • Hyatt Lodge At McDonald's Campus- 2815 Jorie Boulevard, Oak Brook, IL
    Register

    During this meeting, we will have a wide-ranging panel discussion on the different types of funding methods for transferring a business a business. 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 and then have a panel that will introduce and debate strategies to prepare a business for the future.

    Panelists: TBD

    • April 11, 2019
    • 8:15 AM - 9:45 AM
    • Bernstein, 1345 Avenue of the Americas, New York, NY, (Between 54th and 55th Streets)
    Register

    When seeking to attract capital into your business, owners need to understand the language and motivation of institutional investors. Owner often don’t understand that selling to investors is entirely different than selling to customers. In this session we will cover:

    How to position your company to investors and where it sits relative to larger companies in its industry

    Being candid about the company’s shortfalls and areas for improvement

    How to approach financing sources


    • April 12, 2019
    • 7:30 AM - 9:30 AM
    • The Shore and Country Club, 220 Gregory Boulevard, Norwalk
    Register

    XPX Fairfield 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!


    • April 16, 2019
    • 2:00 PM - 2:30 PM
    • Webinar details forwarded upon registration
    Register



    Meet, share and learn from like-minded advisors!


    2:00 -2:30 - PUBLIC SESSION 

    STORIES FROM THE FRONT LINES 


    Everyone at XPX has deep experience working with privately-held businesses and their owners. Our members represent 12 professions but are united by five core principles:

    1. Work collaboratively
    2. Put the client first
    3. Think long term
    4. Consider the human angle
    5. Always be learning

    This program is your chance to experience the magic of our network even If you can’t make it to one or all of our live meetings. You’ll meet other advisors including XPX Members and Leaders. They will explain their role in the exit planning ecosystem and share a story that illustrates our shared principles. We also leave time for discussion and introductions of all joining the meeting.

    This program is recommended for advisors wishing to experience XPX for the first time, those wishing to connect outside their home geography and Founders of Chapters in Formation. We film member stories for later publication. 


    2:35 – 3:15  FOLLOW-UP CLOSED SESSION
    LEADERSHIP COLLABORATIVE FOR CHAPTER FOUNDERS

    After the networking session, we’ll adjourn to a closed meeting with the teams of the founding teams of our newest XPX Chapters. This session uses the format used in the XPX Leadership Collaborative to encourage relationships, learning and innovation across our network. The goal is to share knowledge and experience to fuel your Chapter development activities.

    This program is open to New Chapter Founders only.  To attend, please make sure to sign into your profile.


    HOPE YOU CAN JOIN US TO MEET, SHARE AND LEARN WITH LIKE-MINDED ADVISORS!


    Moderators: 


    Mary Adams, Executive Director, XPX Global - Mary's firm was one of the founders of XPX. For the past five years, she has guided the overall growth of the network including coaching a number of our successful Chapter launches. 




    Paul Cronin, Director of Business Development, XPX Global - Paul is a leader of the Successful Transition Planning Institute and a long-time XPX member. He recently joined us to help manage the accelerating growth of our Chapter network.   


    • April 17, 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!


    • April 17, 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 02, 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!

    • 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.

    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 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 16, 2019
    • 8:00 AM - 10:00 AM (CDT)
    • 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!


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

    XPX Fairfield 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 - 9:30 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

    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.

    • 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
    • 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

    XPX Fairfield 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 09, 2019
    • 7:30 AM - 9:00 AM (CDT)
    • Hyatt Lodge At McDonald's Campus- 2815 Jorie Boulevard, Oak Brook, 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.

    • 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 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)