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                GROWTH. TRANSFER. LEGACY.

National Calendar

This calendar includes all XPX events at all Chapters.  Right now, all our events are virtual and most are open to any interested advisor. Join in and experience XPX live!


Upcoming events

    • April 23, 2021
    • 8:20 AM - 10:00 AM (EDT)
    • Virtual - Connection details sent upon registration.
    Register

    People always have mixed feelings about change. When negative feelings are not surfaced and addressed in a systematic way, they often assert themselves exactly when they stand to do the most damage, at the closing.

    Thoughtful exit planners do well to find ways to address the needs and concerns of all individuals and groups affected by an exit or business transition.

    Our panelists will explore with us how to:

    • Anticipate common hopes, concerns, feelings, and cognitive biases associated with exits
    • Prepare the owner/s early on, so things go smoothly later
    • Support the family, the leadership team, and the rest of the workforce
    • Collaborate with experts in change management

    Join us for this insightful conversation.


    Our Moderator:


    John Weidner
    Managing Partner
    Cornell Global LLC

    John is Founder and Managing Partner of Cornell Global LLC, a Human Capital Strategy Consulting firm. Working with various sized companies across various industry sectors, John strives to drive increased company valuation through leadership development, talent acquisition and innovative people focused programs and processes. John’s corporate career included progressively responsible positions with Price Waterhouse, Bankers Trust, E. F. Hutton, Chemical Bank and later G.E. Capital. Since leaving corporate, John has founded three management and career coaching consulting firms; Cornell Global LLC, Pierway Associates LLC and Heroes in Transition.

    John attained his Masters Degree from Boston University and a Bachelors Degree from Westminster College.


    Our Panel:


    Paul Edelman, PhD
    Executive Coach and Family Wealth Consultant
    Edelman & Associates

    Paul works with exit-planning professionals and business owners to prepare the owners, their companies, and their families to navigate challenging business, family, and wealth transitions. Advisors and their clients benefit from higher valuations, smoother deal-making, and better post-deal outcomes.



    Charles “Chuck” Presbury 
    Executive Coach & Business Advisor
    Presbury & Associates 

    Chuck has served as an expert internal and external executive coach/ business advisor for more than 30 years. He solves performance problems by bringing the clarity and alignment between the business strategy, leadership practices and organizational culture needed to drive it. His firm provides services such as talent assessments, succession planning, executive coaching, team coaching and conflict resolution.   

    Chuck received his BA from Holy Cross College and his MS from Columbia University.



    Agenda:

    8:20 - 8:30 AM EST – Pre-program Networking
    8:30 - 9:30 AM EST - Programing
    9:30 - 10:00 AM EST - Networking

    Registration Fees:

    CT and Tri-State Members- No Charge
    Non-members Early Bird (through 4/20) – $25.00
    Non-Members Regular Rate – $30.00
    Non-Members Same Day Fee – $45.00
    Other XPX Chapter Members – $10.00

    Virtual - Connection details sent upon registration.




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    • April 27, 2021
    • 5:00 PM - 6:30 PM (EDT)
    • Virtual at 4:00PM CT/5:00PM ET - connection details sent upon registration
    Register


    Our next book is White Fragility by Robin Diangelo described as

    The New York Times best-selling book exploring the counterproductive reactions white people have when their assumptions about race are challenged, and how these reactions maintain racial inequality.

    The Book Club leaders  are Laura Liss and John Weber from XPX’s Chicago chapter. More Book Club leaders, especially those who self-identify as diverse, are strongly encouraged to email Laura Liss if they have an interest in getting involved (laura@lisslamar.com) or you may volunteer live during the Zoom meeting. Please also contact Laura Liss with any other questions about the Book Club.

    Can't make this meeting? Be sure to sign up for the Informed Inclusion email list in your profile so you get future notices about Book Club meetings.  Our intention is to hold these meetings on the fourth Tuesday of each month.

    View the full list of books we'll be reading in future meetings:

    XPX Informed Inclusion Book Club

    • April 28, 2021
    • 10:50 AM - 11:30 AM (EDT)
    • Virtual at 11 AM EDT - you'll receive call-in instructions upon registering
    Register

    Virtual meeting at 11 AM ET


    Welcome to XPX!

    Please join us at this quick monthly web meeting with 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 content to increase your visibility in our community
    • 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 third 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). Non-members welcome to listen in too!


    • April 28, 2021
    • 5:30 PM - 6:30 PM (EDT)
    • Virtual - connection details will be sent upon registration
    Register


    XPX Long Island -Members Only- Hosted Trivia & Networking Night

    Courtesy of XPX we are bringing in a professional trivia host for some very fun themes during our hour of games and networking!



    “Who wants to have some fun?”

    Join your fellow members from the XPX Long Island chapter for an evening (only an hour) trivia, fun (and of course networking). 

    There will be a round of questions based on a common theme, plus we will be giving away prizes!  More details will be announced as we get closer to the event, but register now and mark your calendars


    XPX Long Island  and Tri-State Members in good standing are complimentary.


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    • May 01, 2021
    • ? - 11:00 PM (EDT)
    • Your Group Leader Will Reach Out to Set a Date / Time
    Register


    YOUR GROUP LEADER WILL REACH OUT TO SET A DATE / TIME
    MAY POWER NETWORKING

    THE PROGRAM RUNS ALL MONTH
    DEADLINE TO SIGN UP IS MAY 1, 2021



    XPX Members rely on each other for advice and connections. This program helps spark virtual conversations in our network.

    Here's how the Power Networking works:

    • We'll match you with a group of around five fellow members of from other XPX Chapters
    • We'll try to balance members from different professions (Accountant, Attorney, Banker, Wealth Advisor, Consultant, etc)
    • Your group can set the virtual meeting for any time in the morning, afternoon or over cocktails
    • Your only commitment is to meet with your group at least once during the month for at least an hour. If the group decides to meet more than once, all the better
    The Power of 5 is just one more way we fulfill the promise of XPX of powerful inter-disciplinary connections and learning. You might even find a great resource for your clients!

    When you register, let us know if you have an account to host video conferencing for your group for at least a full hour.


    Let me know if you have any questions, please email me directly.

    Sean-Tamba Matthew, Power Networking Chair.


    Cross-Chapter Program also available for those who are interested
    • May 01, 2021
    • ? - 4:00 PM (EDT)
    • Your Group Leader Will Reach Out to Set a Date / Time
    Register


    MAY POWER NETWORKING

    THE PROGRAM RUNS ALL MONTH
    DEADLINE TO SIGN UP IS MAY 1, 2021



    XPX Members rely on each other for advice and connections. This program helps spark virtual conversations in our network.

    Here's how the Power Networking works:

    • We'll match you with a group of around five fellow members of from other XPX Chapters
    • We'll try to balance members from different professions (Accountant, Attorney, Banker, Wealth Advisor, Consultant, etc)
    • Your group can set the virtual meeting for any time in the morning, afternoon or over cocktails
    • Your only commitment is to meet with your group at least once during the month for at least an hour. If the group decides to meet more than once, all the better
    The Power of 5 is just one more way we fulfill the promise of XPX of powerful inter-disciplinary connections and learning. You might even find a great resource for your clients!

    When you register, let us know if you have an account to host video conferencing for your group for at least a full hour.

    Let me know if you have any question please email me directly,

    Nkrumah Pierre, Power Networking Chair


    • May 01, 2021
    • ? - 11:00 PM (EDT)
    • Your Group Leader Will Reach Out to Set a Date / Time
    Register



    Your Group Leader Will Reach Out to Set a Date / Time

    MAY POWER NETWORKING
    THE PROGRAM RUNS ALL MONTH
    DEADLINE TO SIGN UP IS MAY 01, 2021


    XThe Cross-Chapter program is a supplement to local XPX Chapter power networking. Please visit your Chapter website for more information. Use this Cross-Chapter option if you want to meet members from other parts of the country. You are welcome to participate in both programs if you want. Here's how it works:

    XPX Members rely on each other for advice and connections. This program helps spark virtual conversations in our network.

    Here's how the Power Networking works:

    • We'll match you with a group of around five fellow members of from other XPX Chapters
    • We'll try to balance members from different professions (Accountant, Attorney, Banker, Wealth Advisor, Consultant, etc)
    • Your group can set the virtual meeting for any time in the morning, afternoon or over cocktails
    • Your only commitment is to meet with your group at least once during the month for at least an hour. If the group decides to meet more than once, all the better
    The Power of 5 is just one more way we fulfill the promise of XPX of powerful inter-disciplinary connections and learning. You might even find a great resource for your clients!

    When you register, let us know if you have an account to host video conferencing for your group for at least a full hour.

    Let me know if you have any question please email us

    • May 01, 2021
    • ? - 11:00 PM (EDT)
    • YOUR GROUP LEADER WILL REACH OUT TO SET A DATE / TIME
    Register



    YOUR GROUP LEADER WILL REACH OUT TO SET A DATE / TIME

    MAY POWER NETWORKING
    THE PROGRAM RUNS ALL MONTH
    DEADLINE TO SIGN UP IS MAY 01, 2021



    XPX Members rely on each other for advice and connections. This program helps spark virtual conversations in our network.

    Here's how the Power Networking works:

    • We'll match you with a group of around three fellow members of your XPX Chapter
    • We'll try to balance members from different professions (Accountant, Attorney, Banker, Wealth Advisor, Consultant, etc)
    • Your group can set the virtual meeting for any time in the morning, afternoon or over cocktails
    • Your only commitment is to meet with your group at least once during the month for at least an hour. If the group decides to meet more than once, all the better

    The Power of 3 is just one more way we fulfill the promise of XPX of powerful inter-disciplinary connections and learning. You might even find a great resource for your clients!

    When you register, let us know if you have an account to host video conferencing for your group for at least a full hour.

    Let me know if you have any questions, please email me directly.

    Chris Pumo, Power Networking Chair


    Cross-Chapter Program also available for those who are interested.
    • May 01, 2021
    • ? - 11:00 PM (EDT)
    • Your Group Leader Will Reach Out to Set a Date / Time
    Register


    Your Group Leader Will Reach Out to Set a Date / Time

    MAY POWER NETWORKING

    THE PROGRAM RUNS ALL MONTH
    DEADLINE TO SIGN UP IS MAY 1, 2021



    XPX Members rely on each other for advice and connections. This program helps spark virtual conversations in our network.

    Here's how the Power Networking works:

    • We'll match you with a group of around five fellow members of from other XPX Chapters
    • We'll try to balance members from different professions (Accountant, Attorney, Banker, Wealth Advisor, Consultant, etc)
    • Your group can set the virtual meeting for any time in the morning, afternoon or over cocktails
    • Your only commitment is to meet with your group at least once during the month for at least an hour. If the group decides to meet more than once, all the better
    The Power of 5 is just one more way we fulfill the promise of XPX of powerful inter-disciplinary connections and learning. You might even find a great resource for your clients!

    When you register, let us know if you have an account to host video conferencing for your group for at least a full hour.

    Let me know if you have any questions, please email me directly.

    David Shavzin, President


    Cross-Chapter Program also available for those who are interested.
    • May 01, 2021
    • ? - 11:00 PM (EDT)
    • Your Group Leader Will Reach Out to Set a Date / Time
    Register



    Your Group Leader Will Reach Out to Set a Date / Time

    MAY POWER NETWORKING
    THE PROGRAM RUNS ALL MONTH
    DEADLINE TO SIGN UP IS MAY 01, 2021


    XPX Members rely on each other for advice and connections. This program helps spark virtual conversations in our network.

    Here's how the Power Networking works:

    • We'll match you with a group of around three fellow members of your XPX Chapter
    • We'll try to balance members from different professions (Accountant, Attorney, Banker, Wealth Advisor, Consultant, etc)
    • Your group can set the virtual meeting for any time in the morning, afternoon or over cocktails
    • Your only commitment is to meet with your group at least once during the month for at least an hour. If the group decides to meet more than once, all the better

    The Power of 3 is just one more way we fulfill the promise of XPX of powerful inter-disciplinary connections and learning. You might even find a great resource for your clients!

    When you register, let us know if you have an account to host video conferencing for your group for at least a full hour.

    Let me know if you have any question, please email me directly.

    Laura Liss, Power Networking Chair.


    Cross-Chapter Program also available for those who are interested.
    • May 06, 2021
    • 7:30 AM - 9:00 AM (EDT)
    • Virtual - Connection details sent upon registration
    Register

    Building a Management Team
    A Key Value Driver to a Sellable Company


    When planning an exit, business value is dependent on a handful of key “value drivers” – the ingredients that make the business worth buying. While cash flow, is of course critical, the top “non-financial” ingredient is the Management Team. A stable, capable, motivated management team is the best assurance an acquirer has that the cash flow will continue after the acquisition. Many of us can make a plan to increase sales, build systems, expand our market, but building a team is an art. Caleb Nel is the Founder and President of Organizational Health Solutions - a company devoted to helping organizations boost their performance, growth & overall value. Please join us for an engaging discussion on how to build that team by answering the following:

    1. How do you identify a good manager?
    2. How do you then build a team?
    3. How do you make sure it’s a healthy team that has the ability to run /own the business?
    4. How do you identify a successor?

    Please join us!


    Our Speaker:



    Caleb Nel
    Founder & President
    Organizational Health Solutions

    Organizational Health Solutions is a company devoted to helping organizations boost their performance, growth & overall value. After spending nearly a decade leading in non-profit & for-profit organizations, Caleb knows that to grow an organization does not only entail great strategy, marketing and systems - instead it also entails great people, great leaders, and a great work-culture. Organizations rise and fall because of the people who manage and lead them. Caleb has become an expert in helping businesses develop excellent leadership/management teams and healthy work-cultures where employees embody the most sought after behavioral value: ownership. In addition to his extensive leadership expertise, Caleb is also a certified strengths coach.

    Agenda:

    Networking:  7:35 am - 7:55 am
    Networking is done in breakout rooms. You will be automatically placed in a breakout room if you join during the sessions.
    Announcements:  7:55- am - 8:00 am
    Program:  8:00 am – 9:00 am


    Virtual Event Pricing:

    Non-Members: $10.00
    XPX DC Metro Members & Sponsors in good standing are complimentary, so join Today!
    Connection details sent upon registration.





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    • May 07, 2021
    • 8:45 AM - 10:15 AM (EDT)
    • Virtual - connection details will be sent prior to the event

    Details to come soon, please check back!




    Virtual Event Pricing:

    Non-members:
    $45.00 Same Day Registration
    $30.00 Regular Fee
    $25.00 Early Bird (through 5/4)

    Other XPX Chapter Members: $10.00

    XPX Long Island  and Tri-State Members in good standing are complimentary, so join Today!

    BRING A FIRST TIME GUEST TO XPX!

    Long Island and Tri-State members are encouraged to bring a first time guest (FREE) for this event. Contact angie@exitplanningexchange.com to register your guest.

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    • May 11, 2021
    • 11:30 AM - 1:30 PM (EDT)
    • Virtual - Connection details will be sent upon registration
    Register

    3 Panelists and a Moderator discuss proposed increases and examples of how they impact an owner

    Moderator:



    Greg R. Rush - 
    Partner, Dunn Rush & Co. LLC

    Greg Rush is a co-founder of Dunn Rush & Co., and is responsible for business development, transaction execution and firm strategy and operations. Dunn Rush represents the owners of private companies who want to sell their businesses. Mr. Rush has extensive merger and acquisition experience across a number of industries, including industrial, manufacturing, consumer, business services, healthcare, technology and media. Previously he held positions with several middle market investment banking firms, including Citi Capital Strategies, SunTrust Robinson Humphrey and Tucker Anthony. Mr. Rush also has significant operating experience, serving for almost six years as Chief Operating Officer of the Community Newspaper Company, and subsequently GateHouse Media New England, after the sale of the business. Mr. Rush received a B.A. in economics from Dartmouth College and is a Registered Investment Banking and Securities Representative, Compliance Officer and Operations Professional (Series 7, 14, 63, 79, 99) and a Series 24 Investment Banking and General Securities Principal.


    Our Panel:


    John Napolitano - Chairman & CEO, US Wealth Management

    For 34 years, John has devoted his career to working with a diverse team of passionate professionals. He works with families and small businesses and provides proactive and holistic financial guidance to help them make sound financial decisions. John specializes in helping clients to enjoy the life they want with the goal of turning them into delighted advocates, and even raving fans.

    As CEO of U. S. Wealth Management, LLC, John's vision is to work with financial advisors passionate about wealth management and committed to a pro-active and comprehensive approach to client service. Our best advisors are willing to be coached, work collaboratively and have the desire to elevate their client experience.



    Brian Kerrigan - Partner, Whittlesey

    Brian Kerrigan, JD leads Whittlesey’s Advisory practice. He provides advisory and tax services for large public and privately held companies throughout New England for more than 20 years. He has extensive experience with mergers and acquisitions of both private and publicly held companies and is skilled in tax strategies for large corporations operating in federal and multi-state tax environments.

    Brian holds a Bachelor of Science in Accounting from Bridgewater State University and a Juris Doctorate from Roger Williams University Law School. He is a member of the Massachusetts Bar and the Connecticut Society of Certified Public Accountants (CTCPA).



    Kurt Steinkrauss -  Member, Mintz

    Kurt R. Steinkrauss is a member at Mintz. He chairs Mintz’s Closely Held Business Group and co-chairs the Private Equity Practice. He has significant experience helping individuals and families develop and implement successful estate planning strategies. Clients count on his insights on evolving gift and estate tax laws to help them manage their assets effectively. Kurt also handles a variety of corporate and employment matters. He often counsels closely held businesses, start-ups, and emerging companies on corporate governance matters as well as sales, acquisitions, and M&A transactions. Kurt is an experienced speaker and lecturer, and he regularly contributes articles to national and regional business and law publications.


    Agenda:

    Networking:  11:30 AM - 12:00 PM
    Program: 12:00 PM -1:15 PM
    Q&A - 1:15 PM- 1:30 PM

    Virtual Event Pricing:

    Non-Members: $25.00
    Other XPX Chapter Members: $20.00
    XPX New England Members in good standing are complimentary, so join Today!
    Connection details sent upon registration.



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    ANNUAL SPONSORS:


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    • May 12, 2021
    • 11:30 AM - 12:00 PM (EDT)
    • Virtual - Connection details sent upon registration.
    Register

    MEET XPX CHARLOTTE


    Join on a Zoom call with leaders of XPX Charlotte to:

    • Understand our mission / purpose;
    • Learn how XPX is different from other organizations;
    • Hear from current members why XPX is important to them;
    • See our full collection of educational events, socials and other networking programs.


    Our Presenter:

    Sharai Lavoie, CEO - Lavoie CPA


    Sharai Lavoie is a member of the XPX Charlotte Membership Committee and CEO of Lavoie CPA. Lavoie CPA PLLC is a non-traditional accounting firm supporting business in the areas of strategic accounting outsourcing, technology and consulting. Lavoie CPA clients experience the power, expertise and technology of a large accounting and finance team.

    There is no charge for this event but registration is required.  Connection details sent upon registration.




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    • May 12, 2021
    • 11:50 AM - 1:00 PM (CDT)
    • Virtual - (Lunch and Learn) Connection details sent upon registration.
    Register

    Franchise Readiness:
    How and Why to Franchise A Business, Plus Marketing The Opportunity to Buyers


    Join franchise and business attorney Laura Liss for a presentation on franchising. Both legal and business points will be addressed, as well as perspectives from franchisors and franchisees, and franchise marketing tips.




    Meet our Speaker:

    Laura Liss
    Franchise Attorney
    Liss & Lamar, P.C.

    Attorney Laura Liss’ practice emphasizes working with start-up and experienced franchisors who license their intellectual property to create franchise systems, representing individuals who buy and operate franchised businesses, helping clients buy and sell businesses, and using trademark law to protect clients’ branding. Ms. Liss represents clients nationwide from offices in Chicago and Denver.


    Agenda:

    12:00 - 12:10 PM CDT:  Announcements/Intro
    12:10 - 12:50 PM CDT:  Programming
    12:50 – 1:00 PM CDT:   Q&A 

    Virtual Event Pricing:

    Non-Members: $25.00
    Other XPX Chapter Members: $10.00
    XPX Chicago Members & Sponsors in good standing are complimentary, so join Today!

    Connection details sent upon registration.




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    • May 19, 2021
    • 7:45 AM - 9:30 AM (EDT)
    • Virtual - connection details sent upon registration
    Register

    Stakeholder Capitalism

    New paths to long-term, sustainable corporate value 
    Part I – Stakeholder Capitalism:

    Implications for Exit Planning

    The Pennsylvania Bar News recently featured an article https://sesesop.com/maximizing-stakeholder-value-in-business-transitions/ by XPX Philadelphia Member Sean-Tamba Matthew that explained an emerging shift in the understanding of a business’ role in our economy and how this influences exit planning:

    In 2019, the Business Roundtable’s Statement on the Purpose of a Corporation shifted away from its shareholder primacy orientation for a corporation to an approach that considered the effects of a corporation’s actions on all “stakeholders.” The 2019 statement provided that “[w]hile each of our individual companies serves its own corporate purpose, we share a fundamental commitment to all of our stakeholders… Each of our stakeholders is essential.” Furthermore, the statement provided that companies must be committed to delivering value to customers, investing in employees, dealing fairly and ethically with their suppliers, supporting the communities in which they operate and generating long-term value for shareholders.

    This program kicks off a two-part discussion about shifts in business and economics and how this affects our clients. In this Part I of the discussion, we’ll discuss stakeholder capitalism including:

    • What it is
    • What it means
    • Why this is a viable option for some of your clients
    • Ways of implementing it for lower-middle market companies

    In Part II of the discussion, we’ll discuss how these shifts have driven the rise of intangibles as a driver of corporate value.

    Our Speaker:


    Sean-Tamba Matthew
    Shareholder
    Stevens & Lee

    Sean Tamba-Matthew is a shareholder of Stevens & Lee and also works with its affiliated business, SES ESOP Strategies. He advises companies, business owners, boards of directors and employee stock ownership plan (ESOP) trustees on transactional, corporate governance and formation matters related to the design and implementation of ESOPs.

    Sean is also an Adjunct Professor at Temple University’s Beasley School of Law where he co-teaches a Stakeholder Capitalism course. In addition, he’s a member of the leadership council for the Business Law Section of the PA Bar Association and an advisory board member of Talley Management Group, an employee-owned company.


    Agenda:

    7:45 - 8:00 AM - Login & Networking
    8:00 AM – 9:00 AM – Presentation
    9:00 AM – 9:30 AM – Networking


    Virtual Event Pricing:

    Non-Members: $30.00
    Other XPX Chapter Members: $10.00
    XPX Philadelphia Members in good standing are complimentary, so join Today!

    Connection details sent upon registration.


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    • May 19, 2021
    • 11:30 AM - 1:00 PM (EDT)
    • Virtual - Connection details sent upon registration.
    Register

    Welcome and Intro to the
    Why & What of Exit Planning


    Please join this virtual educational event. We will cover:

    • An overview of the stages and tracks that comprise effective exit planning.
    • Why is comprehensive exit planning important to achieving optimal outcomes for owners and their business?
    • Introduction to the ‘XPX Way’ of collaboration amongst exit planning practitioners.
    • Provide an opportunity to meet and interact with fellow chapter members in small breakout groups.


    Speaker:

    Michael Stier, Area President – Carolinas FocusCFO



    Michael is a board member for XPX Charlotte and the leader of the education events committee. Additionally, Michael is a Certified Exit Planning Advisor (CEPA®)

    In his role as Area President with FocusCFO, Michael ties in his team of CFOs to work with entrepreneurs/ business owners throughout the Carolinas / Metro Charlotte area. As the #1 CFO services provider in the Southeast and Midwest, FocusCFO focuses on increasing cash flow from operations, reducing risk, building business value and helping our clients prepare for a future transition/ succession.

    Previously, Michael was a business owner/ entrepreneur who has been through the entire owner’s lifecycle. Concluding in a successful exit via a strategic sale.


    Virtual Event Pricing:

    There is no charge for this event, but registration is required. Open to all XPX members, and guests invited by members of XPX Charlotte. Connection details sent upon registration.



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    • May 19, 2021
    • 4:00 PM - 6:00 PM (EDT)
    • Rolling Road Golf Club 814 Hilltop Ave, Catonsville, MD 21228
    Register

    In-person XPX Happy Hour


    Connect with XPX Maryland…in person! After several months of virtual meetings, XPX Maryland is excited to host an in-person networking event on May 19th, 2021 from 4pm-6pm. Please join your Fellow XPX Members and Guests at Rolling Road Golf Club while we reconnect in a safe and socially distanced outdoor setting.

    2 drink tickets will be provided as well as heavy appetizers.

    WAIVER:

    Please note for your safety, waivers will be signed at the event. By signing, you agree to practice safe distancing measures and to wear a face covering during the indoor portions of the event. You acknowledge there are no measures which are completely safe with respect to COVID19 and there is a risk of possibly contracting COVID19 at the event. You voluntarily assume that risk by attending the event and in exchange for entry to the event agree to waive any claims you may have against XPX Maryland or any of its directors or officers if you believe you contact COVID19 at the event. Sample waiver form.

    We look forward to seeing you there!


    Event Pricing:

    Maryland Members Early Bird (through May 5th) – $45.00
    Maryland Members Regular Rate – $55.00

    Non-Members Early Bird (through May 5th) – $55.00
    Non- Members Regular Rate – $65.00

    Refund Policy: You may request to cancel your registration for a full refund, up to 72 hours before the date and time of the event. We are unable to issue a credit towards another meeting or individual.







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    • May 20, 2021
    • 7:30 AM - 9:30 AM (CDT)
    • Butterfield Country Club - 2800 Midwest Rd, Oak Brook, IL 60523
    • 30
    Register

    Members Only

    In Person, Outdoor Networking Breakfast with XPX Chicago

    We invite members XPX Chicago to reconnect in person for an outdoor networking breakfast. We are excited for the opportunity to be able to meet face-to-face…from 6 feet away! During this meeting, attendees will also be able to network and develop relationships with like-minded professionals. Our guests’ health and safety come first, and we will be following the guidelines of the Butterfield Club:

    • Event will be on the outdoor terrace.
    • Temperatures will not be checked by club staff upon guest arrival, but please make sure you feel well the morning of the event.
    • Guests are required to wear masks until they enter into their meeting room/designated space and when utilizing the restrooms.
    • Food/drink service will take place indoors, but the event (and dining) will be outdoors. Food is on buffet and guests can take select their own items and place them on their individual plates.


    We look forward to seeing you there!


    Maximum Capacity is limited to 30 members.

    Registration Fees:

    XPX Chicago Members: $30.00

    XPX Chicago Annual Sponsors: Free, Please contact angie@exitplanningexchange.com to register at no charge.

    Refund Policy: You may request to cancel your registration for a full refund, up to 72 hours before the date and time of the event. We are unable to issue a credit towards another meeting or individual.







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    • May 20, 2021
    • 7:50 AM - 9:30 AM (CDT)
    • Virtual - Connection details sent upon registration

    Program information to come.  Please check back.






    Agenda:

    Meeting Time: 8:00 AM to 9:30 AM (CDT)
    8:00 AM – 8:25 AM CDT– Virtual Networking
    8:25 AM – 8:30 AM CDT– Welcome/Opening Comments
    8:30 AM - 9:20 AM CDT– Panel Discussion Including Q&A
    9:20 AM – 9:30 AM CDT– Announcement/Updates


    Virtual Event Pricing:
    Non-Members: $10.00
    Other XPX Chapter Members: $10.00
    XPX San Antonio Members in good standing are complimentary, so join Today!

    Connection details sent upon registration.


    Upcoming Events:

    June 17, Member Summer Networking
    July 15, Implementing the Exit Plan

    Click here to view our January Event Video Recording "Exit Planning Roadmap & Roles of Exit Planning Team Members"


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    SUMMIT HOST



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    • May 20, 2021
    • 11:45 AM - 1:15 PM (EDT)
    • Virtual - Connection details sent upon registration.
    Register

    Due Diligence and Legal Documentation: Process, Preparation, Pitfalls and What Does It All Mean:


    In this XPX session, we will walk-through a high level overview of the due diligence and transactional documentation process of a typical sale/acquisition. During our time, we will learn some of the "whats" and "whys" of due diligence, including some current events (spoiler alert--SBA/EIDL/PPP Loans may be referenced), and explore some of the salient documents of a typical transaction and highlights of important provisions and how those provisions function and why they are important. Of course, we will also have a breakout room discussion exercise for hand to hand participation!

    Our Presenter:

    Michael Burger, Attorney - NC Planning

    Michael is an attorney with over twenty (20) years of experience focusing my practice on the representation of individual and business clients and lending institutions in the areas of corporate law, mergers and acquisitions, business planning, commercial lending and contracts. He is licensed to practice in North Carolina.

    In the M&A space, Michael has successfully served as counsel to clients in a variety of industries including, without limitation, professional practice owners (dentists, doctors, lawyers, etc.), construction, industrial/manufacturing, franchises and medical equipment, effectively and efficiently closing deals ranging in size from $50K-$10MM+,

    There is no charge for this event but registration is required. Connection details sent upon registration.






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    The Sledge Organization, LLC











    • May 20, 2021
    • 4:30 PM - 5:30 PM (EDT)
    • Virtual - connection details sent upon registration
    Register

    This XPX South Florida program will highlight the top ten most common pitfalls business owners may encounter leading up to and through the sale of their business, from the perspectives of a business owner, broker and sales consultant. We will present the information in a lively “David Letterman” style “Top 10 Pitfalls to Avoid”, along with real world stories, to alert business owners and their professional advisors to the pitfalls.

    Our Panel:

    James Greene Coats IV, Phalanx Defense Systems



    James Greene Coats IV is the Founder, Chief Executive Officer and head of Applied Sciences at Phalanx Defense Systems ("Phalanx"), a personal protection equipment designing and manufacturing firm in Gainesville, FL. Prior to starting Phalanx, James spent a lifetime creating, innovating and developing technologies, originally designed for the magic industry that quickly transformed to the defense, intelligence and life safety industries. James’ innovations can be credited for saving countless lives. In addition to his technological contributions, James is an active philanthropist. James received his B.A. in Intelligence from American Military University, graduating with honors.

    Marc Horowitz, Amerivest Group



    Marc J. Horowitz, CPA is a senior financial executive with over 30 years of experience. Marc is currently a Business Broker and Exit Planning Specialist at Amerivest Group. Marc is experienced in numerous industries including: aviation, construction, distribution, engineering, financial services, healthcare, hospitality, insurance, rental, software/SAAS, staffing, transportation and many others.

    Additional areas of expertise include: business valuation, exit strategies, mergers & acquisitions, financial modeling, private equity, process improvement, growth and turnaround strategies.

    Marc received his master’s degree from the Huizenga School of Business at Nova Southeastern University and bachelor’s in Business Administration from Florida Atlantic University.


    Russell Cohen, Murphy Business


    Russell has 20+ years business brokerage experience, selling over 600 businesses worth over $180MM. Russell is among the TOP DEAL MAKERs (# of Sold Businesses) and typically one of the Top 5 for Sales Volume in the State. Since 2000 no other agent in Florida has sold more businesses than Russell.

    Russell graduated from University of Miami. He worked at major corporations before entering the business brokerage industry with Transworld Business Advisors. In 2013 Russell opened a Murphy Business Franchise.

    As a business broker and M & A intermediary, Russell provides guidance to business owners through a sales transaction.



    Michael S. Schiff (Moderator) Fiduciary Trust International



    Michael S. Schiff, J.D., AEP, TEP is Managing Director and Wealth Director for the Boca Raton office of Fiduciary Trust Company International, a wealth management firm and trust company serving as a trusted advisor to successful individuals, families, endowments and foundations since 1931. Michael has nearly 30 years’ experience providing sophisticated wealth management and planning solutions to clients. Prior to his financial services career, Michael practiced law handling complex corporate transactions and trust and estate matters for major law firms in NYC and Philadelphia. Michael received his B.A. in History from SUNY Albany and his J.D. from Cardozo Law School.

    There is no charge for this event but registration is required. Connection details sent upon registration.

    Breakout room networking from 5:30-5:50PM.



    SOUTH FLORIDA FOUNDING SPONSORS:

            


                         



                Michael Sluka


                      


     
                 



    • May 21, 2021
    • 8:20 AM - 10:00 AM (EDT)
    • Virtual - Connection details sent upon registration.

    Registration will open 30 days before the event date.
    Please check back for program details!



    Agenda:

    8:20 - 8:30 AM EST – Pre-program Networking
    8:30 - 9:30 AM EST - Programing
    9:30 - 10:00 AM EST - Networking

    Registration Fees:

    CT and Tri-State Members- No Charge
    Non-members Early Bird (through 5/18) – $25.00
    Non-Members Regular Rate – $30.00
    Non-Members Same Day Fee – $45.00
    Other XPX Chapter Members – $10.00

    Virtual - Connection details sent upon registration.




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    TRI-STATE BRONZE SPONSORS:

     

      

     


    CONNECTICUT GOLD



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    • May 27, 2021
    • 9:00 AM - 10:00 AM (EDT)
    • Virtual - Connection details sent upon registration
    Register
    • Are you wondering if there are other benefits to XPX Atlanta besides great monthly meetings?​
    • Are you a new member or guest, or thinking of becoming a member? ​
    • We want you to get the most out of your XPX Atlanta adventure. ​
    • We’ve got the answers for you. Join us on Zoom May 27th at 9:00am ET for Experience XPX Atlanta.​





    • May 27, 2021
    • 4:00 PM - 6:00 PM (EDT)
    • Virtual - Connection details sent upon registration
    Register

    One more benefit of XPX Atlanta membership! We are going to have fun, meet new people, have some competition and great prizes!

    Again – MEMBERS ONLY! [Now is the time to invite your colleagues to join XPX Atlanta!]

    Be our guest, no cost to you!




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    • June 04, 2021
    • 8:45 AM - 10:15 AM (EDT)
    • Virtual - connection details will be sent prior to the event

    Details to come soon, please check back!




    Virtual Event Pricing:

    Non-members:
    $45.00 Same Day Registration
    $30.00 Regular Fee
    $25.00 Early Bird (through 6/1)

    Other XPX Chapter Members: $10.00

    XPX Long Island  and Tri-State Members in good standing are complimentary, so join Today!

    BRING A FIRST TIME GUEST TO XPX!

    Long Island and Tri-State members are encouraged to bring a first time guest (FREE) for this event. Contact angie@exitplanningexchange.com to register your guest.

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    LONG ISLAND BRONZE:









    • June 08, 2021
    • 11:30 AM - 1:00 PM (EDT)
    • Virtual - Connection details sent upon registration

    Details to come - Please check back!


    Virtual Event Pricing:

    Atlanta Members – $10.00
    XPX Members from other Chapters – $15.00
    Non-Members – $20.00

    Virtual - Connection details sent upon registration.








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    • June 09, 2021
    • 11:30 AM - 12:00 PM (EDT)
    • Virtual - Connection details sent upon registration.
    Register

    MEET XPX CHARLOTTE


    Join on a Zoom call with leaders of XPX Charlotte to:

    • Understand our mission / purpose;
    • Learn how XPX is different from other organizations;
    • Hear from current members why XPX is important to them;
    • See our full collection of educational events, socials and other networking programs.


    Our Presenter:

    Sharai Lavoie, CEO - Lavoie CPA


    Sharai Lavoie is a member of the XPX Charlotte Membership Committee and CEO of Lavoie CPA. Lavoie CPA PLLC is a non-traditional accounting firm supporting business in the areas of strategic accounting outsourcing, technology and consulting. Lavoie CPA clients experience the power, expertise and technology of a large accounting and finance team.

    There is no charge for this event but registration is required.  Connection details sent upon registration.



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    • June 16, 2021
    • 7:45 AM - 9:30 AM (EDT)
    • Virtual - connection details sent upon registration
    Register

    New paths to long-term, sustainable corporate value Part 2 – Intangibles as a Driver of Corporate Value


    This program continues our two-part discussion about shifts in business and economics and how they affect our clients. In this Part 2 of the discussion, we’ll have a panel discussion about the rise of intangibles:

    • The two trends that have led to the dominance of intangibles in business
    • How intangibles influence valuation of companies in the lower middle market
    • How intangibles can be harnessed to drive the growth and performance of our clients’ businesses

    There will be plenty of time for questions and discussion.

    Meet Our Speakers:



    Mary Adams
    Consultant & Executive Director of XPX

    Mary Adams is a consultant, speaker and currently serves as the Executive Director of XPX.

    Her current work is focused in three communities that she helped create: The Exit Planning Exchange that brings long-term thinking to the private company market. The Integrated Reporting U.S. Community that brings long-term thinking to public companies. And Smarter-Companies, a specialty consulting community that provides methodologies and tools to support intangible capitalism.

    Mary is the co-author of Intangible Capital: Putting Knowledge to Work in the 21st Century Organization. Prior to starting her consulting firm in 1999, she spent 14 years as a high-risk lender in the U.S. and Latin America.




    Shina Culberson
    President
    Quist Valuation


    Shina Culberson, President of Quist Valuation, brings +20 years of financial and valuation experience to her leadership of the firm.

    Shina’s passion is working with company owners to help them understand the value drivers of their business and to provide actionable insights in order to improve performance, valuation, and management decision making. Quist launched Quist Insights™, an online platform solution, in 2018 aimed at quantifying the intangible drivers of corporate value (i.e., customer value, employee value, organizational value, etc.) to maximize transferable value at exit.

    Shina graduated with a major in Economics from Claremont McKenna College and holds the CFA designation.



    Mike Hogan
    CEO
    Insights7

    Mike Hogan, founder and CEO of Insights7, has spent the last 25 years helping organizations optimize their operations to consistently drive meaningful customer and business value.

    Mike spent the first half of his career as a consultant leading the transformation of under-performing workgroups into peak-performing teams who deliver measurable company results.

    In 2008 he launched Insights7 with the mission to dramatically accelerate clients’ time to operational excellence and effective innovation through the use of Insights7’s Integrated Performance System.

    This system helps companies manage operations as a value chain that integrates performance, revenue, and cost. Now business leaders have the information they need to fast-track improvements that delight customers while maximizing long-term company value.

    Mike graduated from Boston College with a major in communications.


    Agenda:

    7:45 - 8:00 AM - Login & Networking
    8:00 AM – 9:00 AM – Presentation
    9:00 AM – 9:30 AM – Networking


    Virtual Event Pricing:

    Non-Members: $30.00
    Other XPX Chapter Members: $10.00
    XPX Philadelphia Members in good standing are complimentary, so join Today!

    Connection details sent upon registration.


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