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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

    • January 09, 2020
    • January 23, 2020
    • 2 sessions
    • Five locations in the greater Boston area



    We have successfully created a Downtown XPX Meet-Up Casual Networking Group and we are expanding these to launch 128/Metro West, North Shore, South Shore and Southwest of Boston XPX Meetup Groups. 

    North, South and West will meet on Thursday Jan 9th (this month only) and 1st Thursday of month going forward.

    Boston and Southwest will meet on Thursday Jan 23rd and 3rd Thursday each month going forward. 

    What is an XPX Meet-Up?

    Professional advisors that work with business owners in the growth, transition, life and legacy stages getting together in a casual networking environment to meet new people and foster relationships in an unencumbered atmosphere. Designed to be totally casual and on a uniform day each month so you can leave a standing reminder on your calendar, either near your office or near your home, people drop-by whenever they can and stay as little or as long as they want.

    Features include…

    • Members, Non-Members, Business Owners, Colleagues and Friends Welcome
    • No Registration
    • No Name Tags
    • Email and Group Text Notifications and Reminders Only
    • No Commitment – Come if you can
    • No Cost – Other than your drinks or food
    • North Shore/South Shore and West Meet Ups are on the first Thursday of the month (except Jan. will meet on 1/9/20).
    • Boston and Southwest are on the 3rd Thursday of the month starting on 1/23/20.
    • 5:15 PM to whenever – Why sit in traffic?
    • Local
    • Same Location each month
    • Business Community Building
    • Ready to have fun

    Questions? Please contact the regional organizers directly:

    Date: January 9, 2020 (this month only) 
    Will meet on the 1
    st Thursday of the month going forward.

    North: Don Hause Legacy Real Estate Advisors
    Venue: 
    Mission on the Bay
    141 Humphrey St.
    Swampscott, MA 
    Come as early as 5:15 PM
    Meets on the 1st Thursday of the month.

    South: James Moniz Core Business Group 
    Venue:
    The Fours Restaurant and Sports Bar
    285 Washington St
    Norwel MA
    Come as early as 5:15 PM
    Meets on the 1st Thursday of the month.

    WestRyan Gass Cambridge Trust
    VenuePaddy’s Public House
    95 Elm Street
    West Newton, MA
    Come as early as 5:15 PM
    Meets on the 1st Thursday of the month.


    Date: January 23, 2020:

    Boston: David Poulin RBC Wealth Management
    Venue: TBD for 2020
    Meets on the 3rd Thursday each month.

    Southwest: Trammel Martin UBS Private Wealth
    Venue: Not Your Average Joe's
    70 University Ave
    Westwood, MA 
    (right off the Rt 128 and close to University Station Train Station)
    Meets on the 3rd Thursday each month.

    • January 22, 2020
    • 8:00 AM - 10:00 AM
    • The offices of Fox Rothschild LLP - 49 Market Street, Morristown, NJ
    Register

    The New Jersey chapter is excited to continue our programming year with another thoughtful and insightful meeting. Our chapter is growing and welcoming professional advisors who help business owners plan for a successful exit. As we continue to examine many of the different planning considerations and decisions an owner needs to face, our members participate in this interactive discussion. We welcome your attendance at our next meeting.

    Our January meeting will focus on War Stories from the Trenches – what are some of the real examples of challenges advisors face when working through a transaction. Even the best planned and coordinated transaction will hit bumps in the road. How can we as advisors prepare both ourselves and our clients for such obstacles. What are some examples of these unforeseen obstacles?

    Our discussion will be led by Anthony Moretti, Senior Managing Director and Head of Investment Banking at Brooks, Houghton & Company. Mr. Moretti brings with him over 15 years of investment and commercial banking experience to Brooks, Houghton & Company. Mr. Moretti has spent his career assisting middle market and emerging growth companies on numerous assignments involving mergers, acquisitions, divestitures, spin-offs, debt and equity financings (public and private), general corporate finance advisory, valuations and fairness opinions. Mr. Moretti's transaction experience covers several industry sectors, including apparel & footwear, consumer electronics, digital media, filmed and interactive entertainment, personal care products and services, recreational products, retail and toys.

    This highly interactive session will allow for participation by attendees in a collaborative format. As an association of experienced advisory professionals for business owners and their companies, we are all focused on delivering the highest level of subject matter expertise to our clients and we would value your expertise and insights.

    We invite you to join us for this exciting event and for the entire series this year!

    To make it easy to remember, we’ll always meet on the 3rd Wednesday morning of each month through June 2020, so please set up a recurring calendar appointment now so you won’t miss an XPX breakfast!


    Parking Suggestions:

    Ann Bank Parking Garage
    41 Bank Street, Morristown, NJ

    OR

    DeHart Street Parking Garage
    14 Maple Ave, Morristown, NJ

    • January 29, 2020
    • 7:45 AM - 9:30 AM
    • The Corner Bakery - Community Room, 3 West Road, Newtown PA
    Register

    Join us for “The Power of LinkedIn,” an interactive personal development session that will help you grow your business. Our speaker, Scott Aaron, will explain the importance of LinkedIn in building your brand, continually expanding your network, and generating quality leads. This program will be invaluable for both growing your business and expanding the XPX network!

    We will meet at a new location, The Corner Bakery, in Newtown, Pa. Come early for networking, coffee, and a delicious breakfast.

    Our Speaker

    Scott Aaron

    Scott is passionate about helping business people achieve success while building their business and without complicated and costly marketing tactics. His program has helped thousands of entrepreneurs and individuals experience explosive growth following his program, Linkedin® accelerator.

    Scotts’s people-focused and result-driven strategic approach to teaching others how to create wealth online and organic traffic is the game changer when it comes to competing in a saturated digital world.

    • January 29, 2020
    • 1:30 PM - 7:00 PM
    • KMPG Conference Center, 345 Park Avenue, New York City, NY
    Register

    Join us at our 2020 Summit!

    Register Today!

    1. Reserve a Table…or
    2. Reserve your seat as an individual

    This is a special half-day event designed with business owners in mind. The program covers the full life cycle of the privately-held business:

    • Business Value Growth
    • Business Value Transfer
    • Owner Life and Legacy

    Panelists will include personal stories and examples from business owners, different types of buyers and selected experts. Your invitation to colleagues and clients will help them learn about the challenges and opportunities across the business life cycle. And it will showcase the power of your vision, expertise and network as part of the XPX ecosystem.

    PROGRAM:

    Keynote Speaker: Jeff Mortimer, BNY Mellon Wealth Management

    Panel 1 : Growth
    Panelists:
    Andrew Bonanno, Kohlberg & Company
    Allan Grafman, CEO, All Media Ventures 
    Polly Mack, Riverside Partners

    Panel 2: Transfer
    Panelists:
    Robert Gerstel, AG Adjustments (TriVest)
    Terry Hannafin, Carter Morse & Goodrich
    Cyrus Lam,  KPMG
    Eilis Meagher, Finn Dixon & Herling LLP

    Panel 3 : Life and Legacy
    Moderator: Warren Abkowitz, KPMG
    Panelists: Mike Minihan, BX3 Capital

    AGENDA:
    1:30pm Check-In | Networking | Light Refreshments
    2:00pm Keynote Speaker
    2:45pm Panel 1: Growth
    3:30pm Break|Networking
    4:00pm Panel 2: Transfer
    4:45pm Panel 3: Life & Legacy
    5:30pm Network Reception

    REGISTRATION FEES:
    TriState Members $135.00 
    Other Chapter Members $160.00
    Non-Members 199.00

    No refunds or credits will be given for cancellations.

    SPONSOR PRICING:
    Current XPX Sponsors Receive a Discount
    Full Table for 8 $1,500 ($300 savings)
    Half Table for 4 people $750 ($150 savings)

    Non XPX Sponsors
    Full Table for 8 people $1,800
    Half Table for 4 people $900

    Tables are provided on a first come, first served basis. You do not need to be a member of XPX to purchase a table and attend the event.  No refunds will be given for cancellations. Reserve your table now to make sure you start the year off right with for your clients and for your business. Contact Angie Ellis if you want to purchase a table at angie@exitplanningexchange.com


    THANK YOU TO OUR SUMMIT SPONSORS:

    Summit Host Sponsor:
    KPMG

    Summit-Table Sponsors:
    AB Bernstein
    CFO Consulting Partners
    William Blair

    Summit-Half Table Sponsors:
    BDO
    blumshapiro
    Carter Deluca & Farrell
    CFO Consulting Partners
    Citrin Cooperman, LLC
    Gerber Finance Inc. 
    Osage Advisors, LLC
    Preservation Capital Partners
    Rockport Investment Partners
    Touchstone

    • February 04, 2020
    • 5:30 PM - 7:00 PM
    • Offices of Marcum LLP, 450 East Las Olas Blvd. 9th FL. Ft. Lauderdale , FL
    Register

                    

    Creating the Ideal Advisor Ecosystem for Southeast Florida.

    Companies in the lower/middle market face a unique set of challenges. Due to their size and development stage, they rely heavily on external advisors as they face those challenges.

    All private company advisors need to be experts in their field. At the Exit Planning Exchange, we believe that the best advisors also have a holistic understanding of the diverse challenges along the full private company life cycle.

    Join us on February 4th to learn more about the:

    • Unique needs of lower/middle market businesses
    • Critical role of advisor collaboration in client success
    • Potential of curating an advisor ecosystem in Southeast Florida

    Everyone at this meeting will be a trusted advisor to privately-held businesses in the lower/middle market business segment. 

    The goal is to create some value for you from meeting and learning from other advisors who all have the same target market as you but have complementary professions and personalities.

    If you like what you hear, we hope that you will consider joining the Launch Committee for a new XPX Chapter in Southeast Florida. Your participation will help position this chapter collectively and you as a leader in this powerful new ecosystem, providing access to the people and information you need to better serve the holistic needs of your clients.

    Hosts:

    Charles E. Faron, Managing Director, Ewing Hill Advisors, Inc.

    Mary Adams, Executive Director, Exit Planning Exchange

    Michael Balter, Partner, Marcum LLP


    Please be sure to register for headcount purposes 


    • February 06, 2020
    • 7:30 AM - 9:30 AM
    • Bethesda Country Club |Potomac Room| 7601 Bradley Blvd, Bethesda, MD
    Register

    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!

    • February 07, 2020
    • 7:30 AM - 9:30 AM
    • Sheraton Stamford Hotel, 700 East Main Street, Stamford,CT

    A Business Exit:  From the Owner’s Perspective

    As professionals engaged in the various aspects of the business exit process, we are experts in our respective specialties and work hard to engage with owners to ensure a successful deal close.  Imagine how much more productive the process, and better the outcome could be if we understood the experience from the owner’s perspective and could learn from their insights and advice.

    • What did the owner find most valuable during the process?
    • What do we need to understand about the owner’s thinking to remove the barriers to starting a process? To keeping a deal on track?
    •  What do advisors do that unwittingly put a transaction at risk?

    Join us as we hear directly from owners about their exit experiences, how they selected their advisors, their complements, their frustrations, and their best advice to us.

    • February 07, 2020
    • 8:30 AM - 10:00 AM
    • The Offices of Carter DeLuca & Farrell - 576 Broad Hollow Road, Melville, NY 11747
    Register

    XPX Long Island 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!


    This is a secure building so you’ll have to provide a photo ID to the guards. 
    All visitors parking is in the front of the building and entrance is in the front. 


    About XPX Long Island

    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.

    • February 10, 2020
    • 4:00 PM - 7:00 PM
    • Jack's Abby Brewery, 100 Clinton St, Framingham, MA



    Join XPX and AM&AA New England for a Winter Social

    RSVP for the upcoming New England Chapter event:

    Winter Social

    Monday, February 10, 2020

    4–7 p.m.

    Jack's Abby Craft Lagers

    100 Clinton St.

    Framingham, MA 01702

    Cost: XPX Members $45 & Non-Members $75

    Register is through AM&AA

    You can register today at http://www.cvent.com/d/2hqt7z/4W

    XPX Memberships will be verified.

    Do you have the post-holiday blues? If so, we have the perfect cure: the XPX and AM&AA New England Joint Winter Social! The second annual event will be held at Jack’s Abby Brewery in Framingham on Monday, February 10 from 4:00 p.m. to 7:00 p.m.

    Join us for a mid-winter mix and mingle in the famous Fest Hall and enjoy appetizers, wood-fired pizza and 20 different brews on tap! Admission includes registration fee, an assortment of appetizers, pizzas, salad and one pint per person of Jack's Abby craft beer.

    Questions? Please contact Kathleen Hoke Melnikoff at khoke@amaaonline.org

    • February 11, 2020
    • 11:15 AM - 1:30 PM
    • The Buckhead Club- 3344 Peachtree Rd, NE, Suite 2600, Atlanta, GA 30326 - Directions url: https://www.clubcorp.com/Clubs/Buckhead-Club/About-the-Club/Directions-Hours
    Register

    One of the pillars of XPX Atlanta and simply no other way to serve our client business owners! Without a truly collaborative advisory team, we all do a disservice to our clients.

    More details on this event coming soon.

    • Get real perspective with our case study and roundtable approach
    • Pick up tips on how you can bring the advisory team together
    • Learn how to educate your clients on the collaborative approach
    • Get to know other advisors as resources for your clients
    • Enjoy a half hour of open networking
    • Gain an appreciation of the power of the XPX Advisor Principles!

    Registration & Open Networking 11:15 AM – 11:45 AM

    PARKING OPTIONS!!

    SELF-PARK: We will hand you a validated ticket after the event to use at the gate as you leave.

    VALET: Your valet ticket will state “The Buckhead Club”, so you will not need anything to retrieve your car.


    • February 13, 2020
    • 8:15 AM - 9:45 AM
    • Bernstein, 1345 Avenue of the Americas, New York, NY, (Between 54th and 55th Streets)
    Register

    Employee ownership is an option that many exiting business owners ignore or are not aware of, yet for many, it is the approach that can best achieve their financial and non-financial goals. This seminar will walk through the benefits of broad based ownership and why business owners should add employee ownership to the options they are considering in their exit. We will provide an overview of the various forms of employee ownership, including Employee Stock Ownership Plans (ESOPs), employee ownership trusts, and worker cooperatives as well as the process a transition to employee ownership entails.

    Our Speaker:

    David Hammer, Executive Director - ICA Group

    David Hammer is the Executive Director of the ICA Group and a leading practitioner of employee buyouts of small business. He has assisted in the conversion, launch and growth of dozens of employee-owned firms and social enterprises.

    David joined the ICA Group in 2008 and served as a Senior Business Consultant until assuming the position of Executive Director in June 2013. David earned a Master’s of Science from the Labor Relations and Research Center at the University of Massachusetts, Amherst and a Bachelor’s degree in History from the University of Massachusetts, Amherst.

    • February 13, 2020
    • 7:30 AM - 9:15 AM (CST)
    • Chicago Cut Steakhouse - 300 N LaSalle St., Chicago, IL
    Register

    XPX Chicago is pleased to host its first downtown meeting of 2020. During this meeting, attendees will be able to network and develop relationships with like-minded professionals. Additionally, we will introduce a new and exciting approach to a reviewing a case study. All breakfast guests will have the opportunity to demonstrate their own professional expertise through collaborative analysis of this new case. No advanced preparation necessary. We look forward to seeing you!


    Thank you to our event sponsor!

    • February 14, 2020
    • 11:00 AM - 12:00 PM
    • Virtual meeting - time is for Eastern Time Zone
    Register


    PresiDENTS MEETING

    We'll share successes, challenges and new ideas across the network.  

    A few items of interest that we will address include:

    • 2019 Financial review
    • Fresh messaging, web and LinkedIn presence
    • XPX survey proposal
    • Updates on Tri-State and New England Summits
    • Power of 3 tool for easier planning


    If you have agenda suggestions or any questions, please contact Mary Adams by email or 781-729-9650.

    Can't make this meeting? Feel free to invite other Board or Committee members to attend in your place. You can find a link to this and all meetings on our Leadership Calendar.  


    • February 19, 2020
    • 8:00 AM - 10:00 AM
    • The Hartford Club, 46 Prospect St, Hartford, CT
    Register


    Join Kevin Ricci, a Principal and a leader within Citrin Cooperman’s Technology Risk and Advisory Consulting (TRAC) team, as he shares his cybersecurity expertise to help you develop a strategic and effective cybersecurity game plan. In addition to spending over 15 years as a technology and cybersecurity consultant, Kevin has also spent more than 15 years as the head of IT departments, so he has significant first-hand experience from the trenches. This discussion will cover strategies to help minimize your cyber-risk and keep your business safe and secure. Attendees will leave with actionable steps that can be immediately implemented.

    • Statistics and overview of today’s cybersecurity landscape
    • The cost of a data breach
    • Best practices for passwords, remote and mobile computing, email usage, and more
    • Spear phishing detection and avoidance
    • Getting the most out of a cybersecurity awareness training program
    • February 19, 2020
    • 8:00 AM - 10:00 AM
    • The offices of Fox Rothschild LLP - 49 Market Street, Morristown, NJ

    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

    • February 19, 2020
    • 11:00 AM - 11:30 AM
    • Virtual - you'll receive call-in instructions upon registering
    Register

    Welcome to XPX!

    Please join us at this quick web meeting with other new members from across the country and learn how to get the most out of your membership.

    You’ll learn:

    • Where to find the resources and information you need to be the best advisor
    • How to share resources (especially our private video library) with your clients
    • How to maximize the effectiveness and visibility of your profile on our site
    • How to manage your profile, registrations and payments through the website

    Your guides will be Mary Adams, XPX Executive Director, and Angie Ellis, XPX Chapter Administrator.

    (We hold these meetings the second Wednesday of every month at 11 AM ET. If you can’t make this meeting, please let us know in the registration form and we’ll add you to next month’s meeting)


    • February 19, 2020
    • 5:30 PM - 7:15 PM
    • OFFIT KURMAN (Ten Penn Center, 1801 Market Street • Suite 2300 • Philadelphia, PA)
    Register

    Join us for “The Power of LinkedIn,” an interactive personal development session that will help you grow your business. Our speaker, Scott Aaron, will explain the importance of LinkedIn in building your brand, continually expanding your network, and generating quality leads. This program will be invaluable for both growing your business and expanding the XPX network!

    Our Speaker

    Scott Aaron

    Scott is passionate about helping business people achieve success while building their business and without complicated and costly marketing tactics. His program has helped thousands of entrepreneurs and individuals experience explosive growth following his program, Linkedin® accelerator.

    Scotts’s people-focused and result-driven strategic approach to teaching others how to create wealth online and organic traffic is the game changer when it comes to competing in a saturated digital world.

    • February 21, 2020
    • 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 Sixth 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

    Thank you to our event SPONSOR!


    • February 27, 2020
    • 5:30 PM - 7:30 PM (CST)
    • El Tapeo (Top Floor Restaurant of the Le Meridien Hotel) - 2100 Spring Rd, Oak Brook, IL 60523
    Register

    Join XPX colleagues and guests for an informal happy hour get together. Bring a colleague or friend that you think will benefit from XPX! Registration is encouraged and there is no attendance fee for this event; attendees are free to purchase their own drinks or food.

    Where: El Tapeo (Top Floor Restaurant of the Le Meridien Hotel) - 2100 Spring Rd, Oak Brook, IL 60523
    When:  Thursday, February 27, 2020
    Time:    5:30 PM-7:30 PM

    RSVP HERE!

    • March 06, 2020
    • 8:30 AM - 10:00 AM
    • The Offices of Carter DeLuca & Farrell - 576 Broad Hollow Road, Melville, NY 11747

    XPX Long Island 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!


    This is a secure building so you’ll have to provide a photo ID to the guards. 
    All visitors parking is in the front of the building and entrance is in the front. 


    About XPX Long Island

    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.

    • March 10, 2020
    • 1:00 PM - 7:00 PM
    • The Offices of Nutter McClennen & Fish LLP -155 Seaport Boulevard, Boston, MA
    Register

    This Summit is for Business Owners and Professional Advisors to engage in lively roundtable and panel discussions to better understand how to avoid common mistakes along the Exit Roadmap.

    When: Tuesday, March 10, 2020 1-7pm

    Where: The Offices of Nutter McClennen & Fish LLP, 155 Seaport Boulevard, Boston, MA

    The following Summit Sponsorships are currently available:

    Company Table Sponsor of 10 - $1,875 or Half Table for $950

    Additional Information to come soon!

    • March 12, 2020
    • 8:15 AM - 9:45 AM
    • Bernstein, 1345 Avenue of the Americas, New York, NY, (Between 54th and 55th Streets)

    XPX New York 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 to see you there!

    • March 12, 2020
    • 7:30 AM - 9:15 AM (CDT)
    • Butterfield Country Club - 2800 Midwest Road, Oak Brook
    Register

    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!

    • March 18, 2020
    • 7:30 AM - 9:15 AM
    • The Offices of The Offices of Eckert Seamans Cherin & Mellott, LLC - Two Liberty Place 50 South 16th Street • 22nd Floor • Philadelphia, PA 1910
    Register

    Speaker: Laura Queen

    When was the last time you heard, "I just need a simple agreement; or a quick review of my balance sheet, or 10 minutes of advice on how to address an employee concern?; only to find that - "simple" means restructuring the entire operating agreement, your client's entire financial recording keeping system is contained in a shoebox, or the employee concern may result in a class-action lawsuit.  Like us, you are undoubtedly called upon to help clients who don't-know-what-they-don't-know. What are your success strategies for bridging these gaps? What have you learned from your experiences that could help others? What secret wisdom would you like from your fellow XPXers? This is your opportunity to share your experiences and learn from (and about) others.

    • March 18, 2020
    • 8:00 AM - 10:00 AM
    • The offices of Fox Rothschild LLP - 49 Market Street, Morristown, NJ

    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 18, 2020
    • 1:30 PM - 7:00 PM
    • New Haven Lawn Club - 193 Whitney Ave, New Haven, CT 06511
    Register

    Join us at our 2020 Connecticut Summit!

    Limited opportunities for table sponsorship – Connecticut Summit 2020

    Reserve your table now for the Connecticut Summit 2020.

    This is a special half-day event designed with business owners in mind. The program covers the full life cycle of the privately-held business:

    • Business Value Growth
    • Business Value Transfer
    • Owner Life and Legacy

    Panelists will include personal stories and examples from business owners, different types of buyers and selected experts. Your invitation to colleagues and clients will help them learn about the challenges and opportunities across the business life cycle. And it will showcase the power of your vision, expertise and network as part of the XPX ecosystem.

    Registration is currently open for full- or half-table sponsorships. Your sponsorship provides the following benefits:

    • Your own full/half table (with logo table sign) for 8/4 attendees
    • Your company’s logo on the Summit website and emails
    • Featured full/half page ad in our program

    Tables provided on a first come, first served basis. Reserve yours now to make sure you start the year off right with for your clients and for your business.

    Category Pricing Current *XPX Sponsors Receive a Discount
    Full Tables (8 People) $1,800.00 $1,500.00 ($300.00 Savings)
    Half Tables (4 People) $900.00 $750.00 ($150.00 Savings)
    *XPX Sponsors does not equal membership.

    Tables are provided on a first come, first served basis. You do not need to be a member of XPX to purchase a table and attend the event. Individual seats will not be soldNo refunds or credits will be given for cancellations.   Reserve your table now to make sure you start the year off right with for your clients and for your business.


    PROGRAM:

    Keynote Speaker:
    Cindi Bigalow, President & CEO Bigelow Family Tea

    Panel 1 : Growth
    Panelists:
    Paul Decelles, YardZone Inc.

    Panel 2: Transfer
    Panelists:
    Tim Heide, Heide & Company

    Panel 3 : Life and Legacy
    Panelists:
    Keith Michaelson, Loving Group

    Agenda:
    1:30 - 2:00 - Registration Opens/Light Refreshments
    2:00 – 2:45 – Keynote Speaker
    2:45 – 3:30 – Panel 1 – Growth
    3:30 – 3:50 – Break/Networking
    4:00 – 4:45 – Panel 2 – Transfer
    4:45 – 5:30 – Panel 3 – Life and Legacy
    5:30 - 7:00 - Networking Reception 

    Further programming information to come soon!

    THANK YOU TO OUR SUMMIT SPONSORS:

    Summit-Table Sponsors:
    KeyBank
    VR Business Sales

    Summit-Half Table Sponsors:
    Carter Morse & Goodrich
    Rockport Investment Partners
    Touchstone

    • March 20, 2020
    • 8:00 AM - 10:00 AM
    • Rolling Road Golf Club 814 Hilltop Ave, Catonsville, MD 21228
    Register

    Please join us as Gina Dubbe and Dr Leslie Apgar, share with us how a ob-gyn and an engineer turned entrepreneur became best friends and embarked on a cannabis enterprise that paid off big.

    With equal parts humor, humility, and resolve, they discuss their challenge and triumphs. They will explore their path to a wildly successful cannabis dispensary, launching a product line, tackling the unexpected and meaningful issues they've uncovered, and walking ahead with their heads - and heels - held high thanks to the lessons they've learned along the way.

    Speakers: Gina Dubbe and Dr Leslie Apgar, Co-Founders of Greenhouse Wellness and Blissiva.


    Gina Dubbe is a serial entrepreneur and venture capitalist. Currently, she serves as the Managing Director and Co-Founder of Greenhouse Wellness, an award winning dispensary in Maryland, and is also Co-Founder of Blissiva, a female focused cannabis line. Dubbé was also the Co-Founder of TheraPearl, a revolutionary hot and cold compress. Her work with TheraPearl led the company to rank on the Inc. 5000 list and she received accolades, including Forbes Magazine's Women Who Built Outstanding Companies.

    Leslie Apgar, MD is a board-certified OBGYN with 17 years of experience in direct patient care. She is also the Co-Founder and Medical Director of Greenhouse Wellness, a medical cannabis dispensary, as well as Co-Founder of Blissiva, a female focused cannabis line. Dr. Apgar is also the Founder of PuraVida, a Maryland-based cosmetic spa and laser center, which continues to thrive well into its tenth year of operation.

    Agenda:

    8:00 AM – 8:30 AM – Networking
    8:30 AM – 9:00 AM– Breakfast
    9:00 AM – 10:00 AM – Presentation

    • April 03, 2020
    • 8:30 AM - 10:00 AM
    • The Offices of Carter DeLuca & Farrell - 576 Broad Hollow Road, Melville, NY 11747

    XPX Long Island 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!


    This is a secure building so you’ll have to provide a photo ID to the guards. 
    All visitors parking is in the front of the building and entrance is in the front. 


    About XPX Long Island

    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.

    • April 09, 2020
    • 8:15 AM - 9:45 AM
    • Bernstein, 1345 Avenue of the Americas, New York, NY, (Between 54th and 55th Streets)

    XPX New York 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 to see you there!

    • April 09, 2020
    • 7:30 AM - 9:15 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!


    • April 14, 2020
    • 11:30 AM - 1:30 PM
    • McLane Middleton P.A, Trade Center 128, 7th Floor (Suite 7600), Woburn MA

    Save the date- details to come!


      Thank you to our event sponsor:


      • April 15, 2020
      • 8:00 AM - 10:00 AM
      • The Hartford Club, 46 Prospect St, Hartford, CT

      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, 2020
      • 7:30 AM - 9:30 AM
      • The Shore and Country Club, 220 Gregory Boulevard, Norwalk, CT
      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 17, 2020
      • 8:00 AM - 10:00 AM
      • Rolling Road Golf Club 814 Hilltop Ave, Catonsville, MD 21228

      XPX Maryland 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!


      Agenda:

      8:00 AM – 8:30 AM – Networking
      8:30 AM – 9:00 AM– Breakfast
      9:00 AM – 10:00 AM – Presentation

      • April 22, 2020
      • 8:00 AM - 10:00 AM
      • The offices of Fox Rothschild LLP - 49 Market Street, Morristown, NJ

      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 01, 2020
      • 8:30 AM - 10:00 AM
      • The Offices of Capital One, 1307 Walt Whitman Rd, Melville, NY 11747

      XPX Long Island 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!


      This is a secure building so you’ll have to provide a photo ID to the guards. 
      All visitors parking is in the front of the building and entrance is in the front. 


      About XPX Long Island

      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 12, 2020
      • 4:00 PM - 6:30 PM
      • Sullivan & Worcester LLP, 1 Post Office Square, Boston, MA

      Stay tuned - details to come soon!

      • May 14, 2020
      • 8:15 AM - 9:45 AM
      • Bernstein, 1345 Avenue of the Americas, New York, NY, (Between 54th and 55th Streets)

      XPX New York 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 to see you there!

      • May 14, 2020
      • 7:30 AM - 9:15 AM (CDT)
      • Butterfield Country Club - 2800 Midwest Road, Oak Brook

      Stay Tuned!

      • May 15, 2020
      • 7:30 AM - 9:30 AM
      • The Shore and Country Club, 220 Gregory Boulevard, Norwalk, CT
      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!

      • May 20, 2020
      • 8:00 AM - 10:00 AM
      • The Hartford Club, 46 Prospect St, Hartford, CT

      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 20, 2020
      • 8:00 AM - 10:00 AM
      • The offices of Fox Rothschild LLP - 49 Market Street, Morristown, NJ

      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 05, 2020
      • 8:30 AM - 10:00 AM
      • The Offices of Capital One, 1307 Walt Whitman Rd, Melville, NY 11747

      XPX Long Island 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!


      This is a secure building so you’ll have to provide a photo ID to the guards. 
      All visitors parking is in the front of the building and entrance is in the front. 


      About XPX Long Island

      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.

      • June 09, 2020
      • 11:30 AM - 1:30 PM
      • McLane Middleton P.A, Trade Center 128, 7th Floor (Suite 7600), Woburn MA

      Save the date- details to come!


      • June 11, 2020
      • 8:15 AM - 9:45 AM
      • Bernstein, 1345 Avenue of the Americas, New York, NY, (Between 54th and 55th Streets)

      XPX New York 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 to see you there!

      • June 11, 2020
      • 7:30 AM - 9:15 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!


      Thank you to our event sponsor:


      • June 17, 2020
      • 8:00 AM - 10:00 AM
      • The Hartford Club, 46 Prospect St, Hartford, CT

      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 17, 2020
      • 8:00 AM - 10:00 AM
      • The offices of Fox Rothschild LLP - 49 Market Street, Morristown, NJ

      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 19, 2020
      • 7:30 AM - 9:30 AM
      • The Shore and Country Club, 220 Gregory Boulevard, Norwalk, CT
      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, 2020
      • 8:15 AM - 9:45 AM
      • TBD

      Stay tuned!

      • July 09, 2020
      • 7:30 AM - 9:15 AM (CDT)
      • TBD in 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!

      • July 14, 2020
      • 4:30 PM - 6:30 PM
      • TBD
      • 60

      Save the date!

      • August 13, 2020
      • 7:30 AM - 9:15 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!


      • October 08, 2020
      • 7:30 AM - 9:15 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!


      • November 12, 2020
      • 7:30 AM - 9:15 AM (CST)
      • TBD in Oak Brook, IL

      Stay Tuned!

    Past events

    January 17, 2020 XPX Emerging Professionals Leadership Collaborative Video Conference
    January 17, 2020 XPX Maryland - The Power of an ESOP
    January 16, 2020 XPX Chicago - Emerging Professional Gathering
    January 16, 2020 XPX San Antonio: Post-closing disputes: Key issues and how to avoid them
    January 15, 2020 XPX New Member Orientation
    January 15, 2020 XPX Hartford - When Good Deals Go Bad – Pitfalls to Avoid During the Sale Process
    January 15, 2020 XPX Philadelphia: What are Independent Sponsors and why are they relevant?
    January 14, 2020 XPX New England: Transitioning to Outsiders – Strategic Buyers and Private Equity
    January 14, 2020 XPX Atlanta: Business Owners Who Have Sold – Lessons Learned and Advice
    January 09, 2020 XPX Chicago: Annual Kickoff Meeting - Planning for 2020 with XPX Chicago
    January 09, 2020 XPX DC Metro - Back to Basics – The Exit Planning Process
    January 08, 2020 XPX Web Discussion - Value Building Tools and Methodologies
    January 03, 2020 XPX Long Island: Business valuations – What is the business really worth?
    December 20, 2019 XPX Fairfield - Growth Strategies: Dealing with Disruption, Distraction and Division
    December 18, 2019 XPX Philadelphia - How to Prepare Future Generations to Create a Familial Super Power
    December 18, 2019 XPX New Member Orientation
    December 18, 2019 XPX New Jersey - Top 10 ways to improve the value of your business
    December 18, 2019 XPX Hartford: Improving Business Value
    December 12, 2019 XPX New York: Legacy and Charitable Planning
    December 11, 2019 XPX Web Discussion - Automated Valuation Tools
    December 10, 2019 XPX New England -Holiday Celebration
    December 10, 2019 XPX Atlanta: Business Transactions – A Reality Check
    December 06, 2019 XPX Long Island: Wealth Management Planning – How much do I really need?
    December 05, 2019 XPX Chicago Holiday Networking Event
    December 05, 2019 XPX DC Metro Annual Holiday Networking Event
    December 05, 2019 XPX New England Monthly Meet-Ups
    December 05, 2019 XPX Maryland: Members Only Affinity Group - Fairness & the Windfall – ESOPs are for Everybody?
    December 02, 2019 XPX Maryland Holiday Networking Event
    November 25, 2019 9th Annual CT Economic Forum | Keynote CT Governor Ned Lamont
    November 21, 2019 XPX San Antonio: 3 Cybersecurity Do's & Don'ts if you Plan to Sell Your Business
    November 20, 2019 XPX Philadelphia: Pre-Sale Planning: The Window of Opportunity
    November 20, 2019 XPX New Jersey - The Deal Closed so What’s Next?
    November 20, 2019 XPX Hartford - THE DEAL CLOSED SO WHAT’S NEXT? – OWNER CONSIDERATIONS AFTER THE TRANSACTION (LEGAL, TAX AND CHARITY)
    November 15, 2019 XPX Maryland - Economic Outlook
    November 15, 2019 XPX Fairfield - The Deal closed so what’s next? – Owner considerations for life after the transaction (management transition plan, owner legacy, charity)
    November 14, 2019 XPX Chicago - Emerging Professional Gathering
    November 14, 2019 XPX New York: Pre-Transaction Planning: Key Considerations Ahead of a Sale
    November 13, 2019 XPX Maryland Emerging Professionals Group
    November 13, 2019 XPX Web Meeting: How Advisors Manage Risk
    November 13, 2019 XPX New Member Orientation
    November 12, 2019 XPX New England: How much is your business worth?
    November 12, 2019 XPX Atlanta: Estate and Wealth Planning: Approaching, During and Post-Transaction
    November 07, 2019 XPX New England Monthly Meet-Ups
    November 07, 2019 XPX Chicago Owners' Academy: Succession Well-Planned: View from the next Gen Owner
    November 07, 2019 XPX DC Metro - An Inside Sale Story
    November 06, 2019 XPX New England: Joint Networking Event with Massachusetts Society of CPA’s (MEMBERS ONLY)
    November 01, 2019 XPX Long Island: Estate and Tax Planning Options – Focus on after tax proceeds
    October 23, 2019 XPX Philadelphia Bucks County Event - Behavioral Finance: Principles to help business owners make better, more informed decisions
    October 18, 2019 XPX Maryland - Ransomware Threat Evolving: Employees are Largest Cyber Risk
    October 18, 2019 XPX Fairfield - Lamentations of Labor, Employment and Benefits Attorneys in the World of M&A
    October 16, 2019 XPX New England: Joint Networking Event with New England Business Brokers Association (MEMBERS ONLY)
    October 16, 2019