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                GROWTH. TRANSFER. LEGACY.

Virtual Events Open to All

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

    • May 01, 2020
    • (EDT)
    • May 31, 2020
    • (EDT)
    • Virtual - coordinate details with your assigned group

    NEW, VIRTUAL VERSION OF A FAVORITE MEMBER BENEFIT!


    For those of you who are new or have not participated previously, one of our XPX’s most popular offerings has been the PO3 Networking Program. This is a Connecticut members-only benefit brought together small groups of advisors from different disciplines and provided a series of structured meetings so you can get to know each other on a much deeper level than you can at your average networking meeting. 

    So what are we changing?

    • For at least the next three months, (May, June, July) virtual groups of 5 will be formed composed of members from 5 different advisory verticals (CPA, Attorney, Banker, Wealth Advisor, Consultant, etc)
    • Since geography is not an issue in the virtual world, we have decided to combine both the Hartford and Fairfield Chapters into one large XPX Connecticut group providing the opportunity for some relationships to expand geographically.
    • New groups will be formed at the beginning of each month so if you participate during all three months you will have the opportunity to meet with some 15 advisors. 
    • Unlike the PO3 program, we will not attempt to track who has met with whom in the past.  If you already know everyone in your group, no matter. 
    • Meetings of course can be held at any time in the morning, afternoon or over cocktails. 
    •  By signing up for the program, your only commitment is to meet with your group at least once during the month for at least an hour.  That said if the group decides to meet more than once, all the better.

    In this current Covid19 world in which we are living and working, our clients are in need of varied advice as what to do to survive today and move forward tomorrow.  The expanded program will allow for meeting a larger cross section of advisors. And if we use these groups as a platform from which we can get to know one another, discuss the client issues we are encountering, and collectively perhaps come to some solutions for a client, we will be directly fulfilling the promise of XPX.  And were one to refer a member of the group to a client as solution, awesome!

    So, for those of you interested in participating in the May Session, please get back to us by Friday, April 24th so that we can put together the new list of groupings to start early the following week.

    And important, please let us know when you sign up if you will be able to host a Zoom, Webex or whatever video conferencing service you use for 5 people for a longer period than say the free 40 minutes on Zoom.

    Questions?  Please contact us directly by clicking on our names listed below.

    See you soon!

    John Weidner, Fairfield Chapter

    Steve Pappas, President Hartford Chapter

    • May 01, 2020
    • (EDT)
    • May 31, 2020
    • (EDT)
    • Virtual - coordinate details with your assigned group

    NEW, VIRTUAL VERSION OF A FAVORITE MEMBER BENEFIT!


    For those of you who are new or have not participated previously, one of our most popular offerings has been the “Power of Three” Networking Program. This is a New England members-only benefit bringing together small groups of advisors from different disciplines and providing a series of structured meetings so you can get to know each other on a much deeper level than you typically can at our monthly events.

    Why are we changing?

    In this current Covid19 world in which we are living and working, our clients are in need of varied advice as what to do to survive today and move forward tomorrow.  This expanded program will allow for meeting a larger cross section of advisors. And, if we use these groups as a platform from which we can get to know one another, discuss client issues we are encountering, and perhaps collectively reach some solutions for a client, we will be directly fulfilling the promise of XPX.  And, if we’re able to refer a member of the group to a client as part of the solution, awesome!

    What are we changing?

    For at least the next three months, (May, June, July) virtual groups of 5 will be formed composed of members from as many different advisory verticals as possible (CPA, Attorney, Banker, Wealth Advisor, Exit Planner, Consultant, etc.).

    Also, since geography is not an issue in the virtual world, many of you will be able to link up with other members who live outside your immediate area (New Hampshire, Western Massachusetts, Cape Cod, etc.) thus providing the opportunity for some relationships to expand geographically.

    New groups will be formed at the beginning of each month, so if you participate during all three months, you will have the opportunity to meet with some 12 advisors.

    How will it work?

    Meetings of course can be held at any time in the morning, afternoon or over cocktails.

    By signing up for the program, your only commitment is to meet with your group at least once during the month for at least an hour.  That said, if the group decides to meet more than once, all the better.

    So, for those of you interested in participating in the May session, please get back to us by Tuesday, April 28th so that we can put together the new list of groupings to start early the following week.

    Also, please let me know when you sign up if you will be able to host a Zoom, Webex or whatever video conferencing service you use for 5 people for a longer period than say the free 40 minutes on Zoom.

    Please do not reply back to this email.  If can host a session, please email me directly.  

    See you soon!

    Tom LeBlanc, XPX NE Board of Director

    email: tom@btaplans.com

    • May 27, 2020
    • 11:50 AM - 1:00 PM (EDT)
    • Virtual -connection details sent upon registration
    Register

    The New Jersey chapter is ready to support our members and their guests during a critical time for our country. We have established a virtual meeting environment to allow our members to participate safely and engage with others during this time.

    This month our discussion will address the reopening process for the business community. Our discussion will be led by Christopher Collins who is Director of Executive Master of Human Resource Management Program (EMHRM) in the School of Industrial and Labor Relations at Cornell University. Business owners are now facing the next phase of challenges as they transition to reopening while protecting the safety of their employees and customers. What are the common techniques and planning efforts that owners need to take to achieve a successful transition? Christopher has been active with the business community and various experts offering guidance and input to achieve success.

    Join us as we sort through this challenge for our business clients. We look forward to supporting our members and their clients. Please register for this highly informative event. Final information for the Zoom webinar will be sent to all of those registered

    About the speaker

    Christopher J. Collins is Associate Professor of Human Resource Studies and Director of Executive Master of Human Resource Management Program (EMHRM) in the School of Industrial and Labor Relations at Cornell University. He earned his Ph.D. in Organizational Behavior and Human Resources from the Robert H. Smith School of Business at the University of Maryland.

    Dr. Collins' teaches, conducts research, and does consulting in the areas of strategic human resource management, the role of HR practices and leadership in driving employee engagement, and the role of HR in driving firm innovation and knowledge creation. His research has been accepted for publication in the Academy of Management Journal, Journal of Applied Psychology, Personnel Psychology, Human Resource Management Review, and Human Performance. In addition, Dr. Collins serves on the editorial boards of the Academy of Management Journal, Journal of Applied Psychology, the Journal of Management, and Personnel Psychology.

    He currently teaches courses in Human Resource Management, Organizational Consulting, and Business Strategy to masters and undergraduate students in the ILR School at Cornell University. Dr. Collins has taught executive development programs at Cornell University and the Society of Human Resource Management. He has also worked as a private HR consultant or conducted executive development programs to multiple Fortune 500 organizations and several startup organizations. His consulting work has primarily focused on talent management, employee engagement, and strategic HR planning.


    • June 01, 2020
    • 9:00 PM (EDT)
    • June 30, 2020
    • 9:00 PM (EDT)
    • Virtual - coordinate details with your assigned group
    Register



    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 working:

    • We'll match you with a group of around five 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
    These groups will help us all to get to know one another, discuss the client issues we are encountering, and collectively, perhaps, come to some solutions for a client.

    Suggested discussion topics this month include: 

    • How you are adapting your work processes to current conditions
    • Trends you are seeing as your clients and the economy open up
    • Stories about the best/worst/most inspiring situations you've experienced this month

    Along the way, we will be directly fulfilling the promise of XPX of powerful inter-disciplinary connections and learning. And were one to refer a member of the group to a client as solution, awesome!

    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,

    Laura Liss, Power Networking Chair.


    Cross-Chapter Program also available for those who are interested

    • June 01, 2020
    • 9:00 PM (EDT)
    • June 30, 2020
    • 9:00 PM (EDT)
    • Virtual - coordinate details with your assigned group
    Register



    SUPPLEMENT TO CHAPTER PROGRAMS

    Every XPX Chapter is offering power networking this month to their members. Please visit your Chapter website for more information. As a supplement, we are also offering 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 working:

    • 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
    These groups will help us all to get to know one another, discuss the client issues we are encountering, and collectively, perhaps, come to some solutions for a client.

    Suggested discussion topics this month include: 

    • How you are adapting your work processes to current conditions
    • Trends you are seeing as your clients and the economy open up
    • Stories about the best/worst/most inspiring situations you've experienced this month

    Along the way, we will be directly fulfilling the promise of XPX of powerful inter-disciplinary connections and learning. And were one to refer a member of the group to a client as solution, awesome!

    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

    • June 04, 2020
    • 7:50 AM - 9:00 AM (EDT)
    • Virtual - connection details sent upon registration
    Register

    SHIFTING FROM THE ‘WHAT’
    TO THE ‘HOW’


    Crisis tends to interrupt the “traditional planning” processes and understanding the emotional turmoil (or our clients state of mind) is critical to helping them walk through the challenges. Lisa Kirchenbauer and Maura Fredericks are going to help us understand the personal effect of crisis on an individual and how we might be more effective in our advisory roles. Key topics include:

    • The 4 stages of a pandemic
    • The 6 stages of grief
    • What to listen for during your conversations that suggest the need for additional support
    • Best practices for leading yourself in order to lead others

    Don’t miss this session!

    OUR SPEAKERS:

    Lisa A.K. Kirchenbauer, CFP®, RLP® Certified Financial Transitionist® - Founder & President, Omega Wealth Management

    Lisa Kirchenbauer is President of Omega Wealth Management, in Arlington, Virginia. She has been in the financial services industry since 1985 and is a CFP, Registered Life Planner and Certified Financial Transitionist. Lisa specializes in working with people in significant transition, including business owners by integrating both the personal and technical considerations. She has been named a top financial advisor in the Washington, DC area since 2014. In 2018, Investment News named her a 2018 “Woman to Watch.” Lisa is a Certified Kolbe Consultant and has been part of the Strategic Coach entrepreneurial coaching program for over 12 years.

    Maura Fredericks, MA, PCC - Founder, Maura Fredericks, LLC - Coaching for Executives

    An ICF Certified Executive Coach Maura Fredericks works with senior executives, co-founders and family businesses to develop a key leadership strength: navigating the critical relationships across the business that maximize organizational impact.

    Maura’s coaching philosophy is formed by her positive psychology training, studies in Narrative Coaching and a deep understanding of the stages of change. Maura believes that conversations drive relationships and relationships drive results. She earned a master’s degree in OD from GWU and has additional training in Crucial Conversations, completed The Galliard Family Business Institute Core Training and is a certified Extended DISC Profile facilitator.


    • June 05, 2020
    • 8:30 AM - 10:00 AM (EDT)
    • 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
    • 10:20 AM - 12:00 PM (EDT)
    • Connection details sent upon registration
    Register


     A Client Case Study

    Effectively preparing to sell a business requires different approaches based on the time horizon a company has prior to a transaction. Business owners should take defined actions early on, mid-way through, and even in the late stages to get ready for a buyer’s comprehensive assessment to increase their chances of a successful sale. Join our panel of experts as they illustrate practical best practices to prepare for an exit within the context of a real-world case study.

    Moderator:


    Perry Walter
    - Senior Vice President & Investment Counselor - Capital Group Private Client Services

    Perry works directly with high net worth individuals and families to design customized plans for protecting and growing their wealth, often across multiple generations and also helps nonprofit foundations and endowments. Prior to joining Capital Group, Perry spent more than nine years as managing director at HDH Advisors, a business valuation and M&A advisory firm. Earlier in his career, he founded and managed two businesses and a venture capital consulting firm focused on the wireless, networking and data communications industry. Prior to that, Perry was a senior vice president at the Robinson Humphrey Company and an analyst at Raymond James Financial. Perry is a CFA® charter holder and has served as a director of the Southern Capital Forum for the last two years.

    Panelists:



    Michael L. Van Cise
    – Partner - Private Wealth Practice - Arnall Golden Gregory LLP

    Michael guides families and individuals of high net worth through sophisticated wealth transfer planning, federal and state wealth transfer taxation, business succession planning, charitable giving, and probate and estate administration. Michael works with family-owned and closely held business owners on business succession planning and liquidity planning. He advises clients on shareholders agreements, lifetime gifting, life insurance planning, and management and control transition. His experience also includes estate planning for non-resident aliens and international wealth transfer planning.


    Bridgette Boucha – Founder – The Betterment Project

    Bridgette is a seeker of expansion. As a CPA, former corporate CFO, she realized after 15 years in her traditional corporate career that this path no longer served her. She founded The Betterment Project with one concept in mind: Make Measurable Progress. As a profitability coach, she helps small businesses and individuals optimize their resources in order to live in greater abundance. In her most aligned state, she is enthusiastically coaching, speaking, writing, and facilitating experiences designed to elevate women who have gone through career transition and are finding light on the other side.


    James Marosek, CPA, WMBO CPA Group

    Business owners, including engineering and architectural firms, rely on James’ more than 25 years of experience with tax compliance, tax planning strategy, budgeting, and long-term planning. He recognizes that exit planning begins on day one. As a business owner focuses on the day-to-day, James understands their business and the importance of planning and preparing for the long-term, which he assists them to accomplish through his expertise and his extensive professional network.


    PLEASE LOG IN EARLY TO BE READY FOR 10:30 START TIME

    Location: Details for virtual login provided upon registration
    Date: June 9, 2020
    Time: 10:30 AM - 12:00 PM EDT

    Optional - Post Meeting Q&A Session: 12:00pm - 12:30pm

    This event is FREE but registration is required.
    Virtual login provided upon registration



    • June 11, 2020
    • 8:15 AM - 9:45 AM (EDT)
    • 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
    • 9:00 AM - 10:00 AM (EDT)
    • Virtual at 9:00 AM EDT - connection details sent upon registration
    Register
    • Are you wondering if there are other benefits to XPX Atlanta besides great monthly meetings?​
    • Are you a member, 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 June 11th at 9:00am ET for Experience XPX Atlanta. ​




    Where: connection details sent upon registration

    When: Thursday, June 11, 2020

    Time: 9:00 AM - 10:00 AM

    • June 11, 2020
    • 11:55 AM - 1:00 PM (CDT)
    • Virtual Connection details sent upon registration.
    Register



    SPECIAL EDITION OF THE OWNERS’ ACADEMY

    BUSINESS PIVOTS IN RESPONSE TO COVID-19

    What Business Advisors Can Learn from Their Clients

    AN ONLINE SESSION FOR PROFESSIONAL ADVISORS (XPX MEMBERS and NON-MEMBERS,)

    and

    BUSINESS OWNERS


    We all learn from each other.

    In this session you will hear the first-hand stories of how some businesses -- in a variety of industries -- are pivoting, adapting, and changing at all levels: Changing customer services and products, altering methods and manner of operations, taking care of their people, assuring safety, and managing the supply chain.

    Please join us for a moderated discussion by a panel of business owners who have volunteered to share their experiences, and their observations of how peers and customers are making needed business pivots.

    So that we can learn, and help our clients.

    When: Thursday June 11, 2020, 12:00 pm (CDT) to 1:30 pm

    Member and member-invited guests: Free

    Non-Members: $20       

    Registration is required.  Connection details sent upon registration

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    • June 16, 2020
    • 11:30 AM - 1:00 PM (EDT)
    • Virtual event at 12 noon EDT - you'll receive call-in instructions upon registering.
    Register

    When, Why and How to Obtain a Quality of Earnings Review


    Join XPX New England for an expert panel discussion of Quality of Earnings:

    • What is a QOE?
    • Who should get one – the seller or the buyer?
    • What are the benefits?
    • Can you sell your company without a QOE?

    Our panel of experts includes an accountant who prepares both buy-side and sell-side quality of earnings reports, as well as a private equity investor and commercial lender who rely on the reports to determine valuation and financing. Learn why a QOE is important and what can happen if you try to sell your company without one.

    Panelists:

    Tony Boschetto, Director of Business Advisory, KLR Outsourcing

    Dave Schneider, Partner, River Birch Partners

    Lynn Schade, Senior Vice President, Middlesex Savings Bank

    When: Tuesday, June 16, 2020
    Video Networking:  11:30 AM - 12:00 PM (EST)
    Program:  12:00 PM - 1:00 PM (EST)

    Where: Virtual Connection details sent upon registration.

    Fees: 
    NE Members in good standing - Complimentary
    Other Chapter XPX Members - $20.00
    Non-Members - $25.00

    Registration is required.  Virtual Connection details sent upon registration.



    • June 17, 2020
    • 8:00 AM - 10:00 AM (EDT)
    • 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 17, 2020
    • 8:00 AM - 10:00 AM (EDT)
    • 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
    • 10:50 AM - 11:30 AM (EDT)
    • Virtual at 11 AM EDT - you'll receive call-in instructions upon registering
    Register

    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 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 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!


    • June 19, 2020
    • 7:30 AM - 9:30 AM (EDT)
    • 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 (EDT)
    • 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
    • 10:20 AM - 12:00 PM (EDT)
    • Connection details sent upon registration

    PLEASE LOG IN EARLY TO BE READY FOR 10:30 START TIME


    Program: 10:30 AM - 12:00 PM EDT

    Optional - Post Meeting Q&A Session: 12:00 PM - 12:30 PM

    Registration to open soon.



    • July 16, 2020
    • 9:00 AM - 10:00 AM (EDT)
    • Virtual at 9:00 AM EDT - connection details sent upon registration
    • Are you wondering if there are other benefits to XPX Atlanta besides great monthly meetings?​
    • Are you a member, 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 July 16th at 9:00am ET for Experience XPX Atlanta. ​




    Where: connection details sent upon registration

    When: Thursday, July 16, 2020

    Time: 9:00 AM - 10:00 AM

    • July 16, 2020
    • 5:30 PM - 7:30 PM (CDT)
    • TBD Downtown Chicago
    Register

    Stay tuned!

    Where: TBD Downtown Chicago

    When: Thursday, July 16, 2020

    Time: 5:30 PM-7:30 PM



    RSVP HERE
    • July 22, 2020
    • 5:30 PM - 7:30 PM (EDT)
    • Stony Creek Brewery (The Celebration Room), Branford CT
    Register


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

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

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


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

    INVESTMENT

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

    ACG Members: Registration code required to get rates below.
    Member of ACG CT: $55.00 - BEER2020
    Young Member of ACG CT: $45.00 - BBQ2020
    Member of Other ACG Chapter: $65.00 - Summer2020


    Non-Members & Guests:
    $75.00 (expires July 15)
    $95.00 (after July 15)



    • July 29, 2020
    • 1:30 PM - 7:00 PM (EDT)
    • New Haven Lawn Club - 193 Whitney Ave, New Haven, CT 06511
    Register

    NEW DATE!

    XPX CONNECTICUT SUMMIT 2020
    July 29, 2020 1:30 PM - 7:00 PM
    New Haven Lawn Club - 193 Whitney Ave, New Haven, CT 06511

    Join us at our 2020 Connecticut Summit!


    Register Today!

    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. Additionally, an investment in a sponsor table will showcase the power of your vision, expertise and network as part of the XPX ecosystem.

    PROGRAM AGENDA:

    1:30 pm - Registration & Opening Remarks

    Introduction by: Ramsey Goodrich, Carter Morse & Goodrich

    2:00 pm - Keynote Fireside Chat: with Cindi Bigelow, President & CEO Bigelow Tea












    Fire Chat Moderator: Dick Albu, Albu Consulting LLC


    2:45 – 3:30 pm: Panel 1 : Business Value Growth

    Moderator: Steve Ronan, Citrin Cooperman 
    Panelists: 
    Paul Decelles, YardZone Inc.
    Brian Kerrigan, Whittlesey
    Nicole Russo, Microboard Processing, Inc

    3:30 – 3:50 pm: Break/Networking

    4:00 – 4:45 pm: Panel 2: Business Value Transfer

    Moderator: Steven Pappas, Touchstone Advisors
    Panelists:
    Capri Brighenti, Miller Farms
    Tom Heide, Heide & Company
    Michael Rocheleau, PTA Plastics


    4:45 - 5:30 pm: Panel 3 : Owner Life and Legacy

    Moderator: Michael Clear, Wiggin and Dana
    Panelists:
    Keith Michaelson, Lovins Group
    Francois de Visscher, FODIS
    Gavin Watson, Former Co-owner of Watson Inc.

    5:30 - 7:00 pm: Networking Reception

    Mix and mingle with business owners and their advisors in a casual environment.

    REGISTRATION FEES:  Early Bird(Through 7/22/20)  Regular  At the door
    Connecticut & Tri-State Members  $175  $210  $250
    Other Chapter Members
     $190  $225  $265
    Non-Members  $225  $265  $280

    No refunds or credits will be given for cancellations.


    Click here to visit our website.

    THANK YOU TO OUR SUMMIT SPONSORS:

    Summit Marquee Sponsor:
    KPMG

    Summit-Table Sponsors:
    KeyBank 
    Touchstone Advisors
    VR Business Sales 
    Wiggin & Dana

    Summit-Half Table Sponsors:
    Blum Shapiro
    Carmody Torrance Sandak & Hennessey LLP
    Carter Morse & Goodrich
    CFO Consulting Partners 
    Citrin Cooperman, LLC
    Day Pitney 
    Gallagher 
    Hinckley Allen
    PKF O'Connor Davies
    Rockport Investment Partners
    Wealthspire Advisors 
    Webster Bank
    Whittlesey


    • August 11, 2020
    • (EDT)
    • TBD

    PLEASE CHECK BACK FOR FURTHER INFORMATION.



    • 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!


    • August 13, 2020
    • 9:00 AM - 10:00 AM (EDT)
    • Virtual at 9:00 AM EDT - connection details sent upon registration
    • Are you wondering if there are other benefits to XPX Atlanta besides great monthly meetings?​
    • Are you a member, 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 August 13th at 9:00am ET for Experience XPX Atlanta. ​




    Where: connection details sent upon registration

    When: Thursday, August, 2020

    Time: 9:00 AM - 10:00 AM



    • September 08, 2020
    • (EDT)
    • TBD

    Lessons Learned By Successful Sellers


    PLEASE CHECK BACK FOR FURTHER INFORMATION.


    • 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!


    • October 13, 2020
    • (EDT)
    • TBD


    PLEASE CHECK BACK FOR FURTHER INFORMATION.


    • October 16, 2020
    • 8:00 AM - 10:00 AM (EDT)
    • 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

    • November 10, 2020
    • (EST)
    • TBD


    PLEASE CHECK BACK FOR FURTHER INFORMATION.


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

    Stay Tuned!

    • November 19, 2020
    • 5:30 PM - 7:30 PM (CST)
    • TBD Downtown Chicago
    Register

    Stay tuned!

    Where: TBD Downtown Chicago

    When: Thursday, November 19, 2020

    Time: 5:30 PM-7:30 PM



    RSVP HERE
    • December 08, 2020
    • (EST)
    • TBD

    And What A Year It Was

    PLEASE CHECK BACK FOR FURTHER INFORMATION.


Past events

May 22, 2020 PPP Roundtable
May 21, 2020 XPX CHICAGO –VIRTUAL NETWORKING HAPPY HOUR
May 21, 2020 XPX San Antonio - A VIRTUAL EVENT! - Smooth Transitions
May 20, 2020 XPX Orientation
May 20, 2020 XPX PHILDELPHIA - What are Private Equity Groups seeking now in deal flow?
May 19, 2020 XPX New England Member Networking and Small Group Discussions
May 15, 2020 XPX Fairfield & Hartford Joint Meeting - Business Valuations in the Post-Covid World
May 14, 2020 XPX New York: Positioning in a time of COVID
May 12, 2020 XPX ATLANTA: Legal Requirements of Exits in an Uncertain Deal Environment
May 11, 2020 XPX Chicago: How to Maximize Your Paycheck Protection Program (PPP) Loan Funds
May 07, 2020 XPX ATLANTA - EXPERIENCE XPX FOR MEMBERS AND GUESTS
May 07, 2020 XPX DC CHAPTER VIRTUAL MEETING: COVID-19's Business Impact: Leading through challenges and opportunities
May 01, 2020 XPX Long Island - This too shall pass… planning a successful exit during uncertainty
April 29, 2020 XPX New Jersey - Industry Updates and Best Practices During the Crisis
April 29, 2020 XPX Advisor Exchange - EBITDAC, Disruption and Hiring Remotely
April 27, 2020 VIRTUAL XPX New England: Leadership Challenges and Opportunities during Covid 19
April 24, 2020 XPX Leadership Collaborative Update
April 24, 2020 XPX Maryland Members Only COVID-19 Free Virtual Webinar
April 23, 2020 Virtual XPX New York: Ownership Succession & the ESOP Value Proposition
April 22, 2020 XPX Advisor Exchange
April 22, 2020 XPX PHILDELPHIA MEMBERS ONLY CATCH UP/NETWORKING DISCUSSION
April 17, 2020 Virtual Event - XPX Fairfield - Covid-19: Reassessing the Exit Planning Environment
April 15, 2020 XPX Advisor Exchange - Supply Chains, Presenting Remotely and Business Value
April 15, 2020 XPX New Member Orientation
April 14, 2020 XPX ATLANTA: TECHNOLOGY & CYBER SECURITY COVID AND BEYOND
April 10, 2020 VIRTUAL XPX New England Summit 2020: Follow the Road to Success
April 09, 2020 XPX Chicago: POSTPONED 2020 CASE STUDY DISCUSSION
April 08, 2020 Virtual Event - XPX Hartford: Top things business owners should do now
April 08, 2020 XPX Advisor Exchange - How to have difficult conversations
April 08, 2020 Member Virtual Event - XPX Philadelphia: My Transaction Closed before the Crisis, should I worry?
April 01, 2020 XPX Advisor Exchange - M&A, Employment law, Healthcare, Courage
March 26, 2020 XPX Chicago - Happy Hour Social Event - POSTPONED
March 25, 2020 XPX Advisor Forum
March 25, 2020 XPX Philadelphia Bucks County Location: POSTPONED! Let’s Get Creative-Options for financing deals between $5M and $8M
March 20, 2020 XPX Maryland - POSTPONED! High Risk – High Potential – High Healed Entrepreneurs
March 19, 2020 XPX San Antonio - POSTPONED Smooth Transitions: Building a Communications Plan before Your Merger or Acquisition
March 18, 2020 Virtual Meeting on Virtual Meetings
March 18, 2020 XPX New Member Orientation
March 18, 2020 XPX New Jersey - POSTPONED - Owner Success Story
March 18, 2020 XPX Philadelphia: POSTPONED - Stepping Into The Void: Option for Helping Clients
March 12, 2020 XPX Chicago: Panel Discussion - Update on Current Tax Landscape with KRD and Sassetti
March 12, 2020 XPX New York: POSTPONED - Federal and Multi-state Tax Update
March 11, 2020 XPX Advisor Web Discussion - Consultant, Coach or Advisor?
March 10, 2020 XPX New England Summit 2020: Follow the Road to Success
March 10, 2020 XPX Atlanta: BRAND & MARKETING – CONSIDERATIONS THROUGHOUT THE BUSINESS LIFE CYCLE AND LEADING UP TO SALE
March 06, 2020 XPX Long Island: Negotiating Strategies – How can I get what I need and want?
March 05, 2020 XPX Maryland Emerging Professionals Group
March 05, 2020 XPX New England Monthly Meet-ups
March 05, 2020 XPX DC Metro - How to help an owner identify the health and readiness of their company and themselves
February 27, 2020 XPX Chicago - Happy Hour Social Event
February 27, 2020 XPX ATLANTA MEMBER FACILITATION TRAINING
February 27, 2020 XPX ATLANTA: NEW MEMBER ORIENTATION
February 26, 2020 XPX Philadelphia Bucks County Location: IS AN EMPLOYEE STOCK OWNERSHIP PLAN (ESOP) RIGHT FOR YOU?
February 21, 2020 XPX Maryland - POWER NETWORKING
February 19, 2020 XPX Philadelphia: THE POWER OF LINKEDIN
February 19, 2020 XPX New Member Orientation
February 19, 2020 XPX New Jersey - Inside a Family Office
February 19, 2020 XPX Hartford - Don’t Let Them Take a Byte: Defending Your Data Bit by Bit
February 14, 2020 XPX Presidents Leadership Collaborative Video Conference
February 13, 2020 XPX Chicago: 2020 Case Study Kick-Off
February 13, 2020 XPX New York: Employee ownership as an Exit Plan
February 12, 2020 XPX Web Discussion - Does your client need an exit planning quarterback?
February 11, 2020 XPX ATLANTA: BRING VALUE TO YOUR CLIENTS WHILE BRINGING VALUE TO YOUR PRACTICE
February 10, 2020 XPX New England - Join the New England Chapters of XPX and AM&AA for a Joint Winter Social at Jack's Abby Brewery
February 07, 2020 XPX Long Island: Successful Exit Stories
February 07, 2020 XPX Fairfield - Joint Event with ACG CT Breakfast Meeting
February 06, 2020 XPX New England Monthly Meet-Ups
February 06, 2020 XPX DC Metro - To Whom Do I Sell the Business?
February 05, 2020 XPX Chicago - Emerging Professional Top Golf Event
February 04, 2020 Your Ideal SE Florida Business Advisor Ecosystem
January 29, 2020 XPX TRI-STATE SUMMIT 2020 | NEW YORK CITY
January 29, 2020 XPX Philadelphia Bucks County Location: THE POWER OF LINKEDIN
January 22, 2020 XPX New Jersey - War Stories from the Trenches
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 New England Monthly Meet-ups
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 DC Metro Annual Holiday Networking Event
December 05, 2019 XPX Chicago 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 XPX Webinar: The Pressing Need for Collaboration
October 16, 2019 XPX New Jersey - Family Dynamics
October 16, 2019 XPX Hartford: Family Dynamics – What really matters for multi-generational family sellers and how some things are more important than money.
October 16, 2019 XPX Philadelphia - Is an Employee Stock Ownership Plan (ESOP) Right for You?
October 10, 2019 XPX Atlanta: HAPPY HOUR SOCIAL MIXER – THIS IS FOR MEMBERS & SPONSORS ONLY!!
October 10, 2019 XPX San Antonio: 2nd Annual Summit
October 10, 2019 XPX Chicago: 3 year anniversary breakfast
October 10, 2019 XPX New York: Approaching the Sale – When family’s consider an exit transaction and the underlying dynamics at play
October 04, 2019 XPX Emerging Professionals Leadership Collaborative Video Conference
October 04, 2019 XPX Long Island: Managing Family Dynamics – How can the family prepare for success?
October 03, 2019 XPX New England Monthly Meet-Ups
October 03, 2019 XPX DC Metro - Coaching: An Integral Part of the Exit Transaction Process
September 26, 2019 XPX Chicago: Joint Networking Event with the Alliance of Merger and Acquisition Advisors (AM&AA)
September 25, 2019 XPX Webinar: What to Look For in an Exit Planning Association
September 25, 2019 XPX Philadelphia Bucks County Event - WHERE DO WE GO FROM HERE?- A CASE STUDY
September 20, 2019 XPX Maryland - Selling to a Strategic Buyer
September 20, 2019 XPX Fairfield - The PE Playbook – How Investors Grow the Top and Bottom Line
September 19, 2019 XPX San Antonio: The Five Ways to Identify and Protect Intellectual Property Assets
September 18, 2019 XPX Hartford - The PE Playbook: How Private Equity focuses on Growth
September 18, 2019 XPX New Jersey - The Private Equity Playbook
September 18, 2019 XPX Philadelphia - People Due Diligence
September 17, 2019 XPX Atlanta: Panel Discussion on “The Right Valuation for the Right Purpose: Realities and Myths”
September 12, 2019 XPX New York: The PE Playbook – How Private Equity focuses on growth (Topline Sales, Bottom line Profit, & Acquisitions)
September 10, 2019 XPX New England: Executive Development and Coaching- Enhancing The Management Team
September 06, 2019 XPX Chicago - 2nd Annual Fall Social/Networking Event - Day at the Races
September 06, 2019 XPX Long Island Chapter Launch Event
September 05, 2019 XPX Maryland Members Only Affinity Group
September 05, 2019 XPX DC Metro - TAMING THE BEAR: STEPS BUYERS AND SELLERS CAN TAKE NOW TO PREPARE FOR A MARKET DOWNTURN
August 28, 2019 XPX Philadelphia Bucks County Event - Stepping Into the Void: Options for Helping Clients (and Prospects) Who Don't Know What They Don't Know
August 21, 2019 XPX Webinar: Exit Planning Certification
August 14, 2019 XPX Long Island - Summer Cocktail Party
August 13, 2019 XPX ATLANTA: FRANCHISING PANEL & ROUNDTABLE DISCUSSION
August 08, 2019 XPX Chicago - Emerging Professional Gathering
August 08, 2019 XPX Chicago: “Why Doesn’t a Business Sell”
August 07, 2019 XPX Maryland Summer Fun Networking Event
July 31, 2019 Special XPX Webinar: 3 XPX Startup Cases
July 24, 2019 2nd Annual XPX Hartford & ACG CT - Beer & BBQ Party
July 24, 2019 XPX Philadelphia Bucks County Event – Nonqualified Deferred Compensation- A business transition tool
July 24, 2019 XPX Michigan Chapter Formation Meeting
July 18, 2019 XPX Webinar: 5 Guiding Principles of the Best Exit Planning Advisors
July 18, 2019 XPX Chicago: So now you are selling – How to live a fulfilling life after the transaction
July 17, 2019 XPX Fairfield: Closing Cocktail Party
July 16, 2019 XPX New Jersey - Summer Cocktail Party
July 11, 2019 XPX San Antonio: Summer Program & Networking Event
July 11, 2019 XPX DC Metro - IS AN ESOP RIGHT FOR YOU?
July 09, 2019 XPX New England: Print v. Perception: Crisis Communication
July 09, 2019 XPX Atlanta: When Is the Right Time to Refer You?
June 26, 2019 XPX New York - Networking Cocktail Reception
June 26, 2019 XPX Chicago Social
June 26, 2019 XPX Maryland New Member Luncheon
June 26, 2019 XPX Philadelphia Bucks County Event - What Are Independent Sponsors and Why Are they Relevant?
June 21, 2019 XPX Fairfield - Building the Perfect Advisory Team
June 20, 2019 XPX Maryland Emerging Professionals Group
June 19, 2019 7 Unique Characteristics of the Lower Middle Market
June 19, 2019 XPX New Jersey - Pulling the Trigger! How to start the transition process
June 19, 2019 XPX Hartford - Pulling the Trigger - How to start the transition process
June 19, 2019 XPX Philadelphia - Building Your Book: Hope Is Not A Strategy
June 13, 2019 XPX Chicago: Who is your buyer?
June 13, 2019 XPX DC Metro - CHALLENGES AND CONSIDERATIONS OF A SUCCESSFUL FAMILY TRANSFER
June 11, 2019 XPX New England: Representations & Warranties Insurance in M&A
June 11, 2019 XPX Atlanta: Lunch Meeting - Client Case Study
June 07, 2019 XPX Long Island Info Session
June 06, 2019 XPX Chicago - Emerging Professional Gathering
June 06, 2019 XPX New England Monthly Meet-Ups
June 05, 2019 XPX Michigan Chapter Launch Meeting
June 04, 2019 XPX London Chapter Launch Event
May 28, 2019 XPX Philadelphia – Suburban Bucks County event- M&A: A Team Sport
May 17, 2019 XPX Fairfield - Navigating the Digital Marketing Maze – How Advisors can Grow Their Professional Practice
May 16, 2019 XPX San Antonio: Continuing the Family Legacy with Multigenerational Business Owners
May 15, 2019 XPX Philadelphia - Like a shark, “Keep Moving or Die”... businesses must evolve every year...if they don’t grow — they die.
May 15, 2019 Build Your Ideal Network!
May 15, 2019 XPX Hartford - It’s All About The People - How to Enhance the Management Team
May 15, 2019 XPX New Jersey - It’s all about the people! How to Enhance the Management Team
May 14, 2019 XPX Atlanta: CHAPTER LAUNCH EVENT
May 13, 2019 XPX Maryland Spring Networking Event
May 09, 2019 XPX Chicago Owners' Academy: HOW AND WHY OWNERS DO BUSINESS PLANNING – - OR NOT
May 09, 2019 XPX New York - Cyber Insurance – Managing the Risk of Cybersecurity Breaches through Insurance
May 07, 2019 XPX New England: Using Real Estate for Liquidity in M&A Transactions
May 03, 2019 XPX Long Island Info Session
May 02, 2019 XPX DC Metro - The Professional Buyer - What We Should All Know
April 30, 2019 XPX Chicago Social Gathering
April 24, 2019 XPX Maryland Emerging Professionals Group
April 24, 2019 XPX Philadelphia-Bucks/Montgomery County Meeting: Increase the Speed and Certainty of Close
April 22, 2019 XPX New England Virtual Summit
April 19, 2019 XPX Maryland - Breakfast Seminar
April 17, 2019 XPX New Jersey - Building the Perfect Advisory Team
April 17, 2019 XPX Hartford - Improving Operations to Maximize Value
April 17, 2019 XPX Philadelphia - Reps and Warranties Insurance 101
April 12, 2019 XPX Fairfield - Transitioning to Insiders – Family Business Planning and Continuity
April 11, 2019 XPX Chicago: Different types of funding methods for transferring a business.
April 11, 2019 XPX New York - PROTECTING YOUR CLIENTS FROM DISASTER
April 04, 2019 XPX Chicago XPX March Social in April
April 04, 2019 XPX Maryland: When Personalities Clash in Deal Negotiations - Members Only Affinity Group
April 04, 2019 XPX DC Metro - THE PROFESSIONAL BUYER – A NEW LOOK AT DUE DILIGENCE
April 02, 2019 XPX New England: Pre- and Post-Sale Wealth Planning Strategies
March 27, 2019 XPX Philadelphia-XPX Bucks/Montgomery County Satellite Organizing meeting
March 21, 2019 XPX San Antonio: ESOP’s Aren’t for Everyone, but They May be Right for You.
March 20, 2019 XPX Philadelphia - Where’s The Exit?
March 20, 2019 XPX New Jersey - It’s All About the People! How to enhance the management team
March 20, 2019 XPX Hartford - Building the right advisory team at the right time of a business cycle
March 15, 2019 XPX Maryland - POWER NETWORKING
March 15, 2019 XPX Fairfield - Recapitalization as an Alternative to Selling
March 14, 2019 XPX Chicago: How advisors handle shareholder disputes.
March 14, 2019 XPX New York - Why Your Clients Should Be Knowledgeable About Blockchain
March 12, 2019 XPX New England 2019 Summit
March 07, 2019 XPX DC Metro - WELL PREPARED SUCCESSOR – PANEL DISCUSSION
February 21, 2019 XPX Chicago - Young Professional Gathering
February 20, 2019 XPX Hartford - Navigating the Digital Marketing Maze – Educational seminar for XPX advisors to help grow their professional practice
February 20, 2019 XPX New Jersey - Middle Market M&A and Capital Markets Update
February 20, 2019 XPX Philadelphia - Ambivalence & Resistance: Navigating Entrepreneurial Emotions and Behavior in the Advising Relationship
February 19, 2019 XPX Chicago Social Gathering
February 15, 2019 XPX Maryland -A Tale of Two Firms: To Merge or Not To Merge
February 14, 2019 XPX New York - Support and Services for Owners who have Sold their Business
February 12, 2019 Experience XPX - Inside Stories from XPX Members
February 12, 2019 XPX Chicago: More Thoughts on How To Prepare your Business For the Future
February 11, 2019 XPX New England - Join the New England Chapters of XPX and AM&AA for a Joint Winter Social at Jack's Abby Brewery
February 07, 2019 XPX DC Metro - THE WELL-PREPARED BUYER VS THE TIRE KICKER
February 05, 2019 XPX New England - Annual Open House
February 01, 2019 XPX Fairfield - Joint Event with ACG CT Breakfast Meeting: A Different Perspective on Exit Planning
January 29, 2019 Launching an XPX Chapter: The Critical Path
January 25, 2019 XPX Maryland Emerging Professionals Group
January 22, 2019 XPX New England - Join XPX New England in their first event of 2019: M&A War Stories Unexpected Challenges and Creative Solutions
January 18, 2019 XPX Maryland - A New Way to Think of Brand Value: Experience Management
January 18, 2019 XPX Fairfield - It's all about the people - How to enhance the management team
January 17, 2019 XPX Chicago Social Gathering
January 17, 2019 XPX San Antonio: Family Transition in a Growing Business - Handing Off and Getting Out of the Way
January 16, 2019 Experience XPX - Inside Stories from XPX Members
January 16, 2019 XPX Hartford - Transitioning to Outsiders – Strategic Buyers and Private Equity
January 16, 2019 XPX New Jersey - Transitioning to Outside Buyers
January 16, 2019 XPX Philadelphia - Post-transaction Wealth Management and Risk Budgeting – A Behavioral Finance Approach
January 10, 2019 XPX Chicago: How To Prepare your Business For the Future
January 10, 2019 XPX New York - The Tax Man Cometh - Selling Your Business in 2019
January 03, 2019 XPX DC Metro - ASSESSING THE BUYER LANDSCAPE – OVERVIEW OF THE CURRENT MARKET
December 19, 2018 XPX Hartford - ESOPs as an Exit Plan: What you don't know may surprise you
December 19, 2018 XPX New Jersey - Keeping Employees Motivated Through Equity Incentive Plans
December 14, 2018 XPX Fairfield - ESOPs as a Succession Planning and Wealth Creation Tool for Business Owners
December 13, 2018 XPX New York - Recapitalization as an Alternative to Selling
December 12, 2018 XPX Philadelphia -Opportunity Zones: Is now the time?
December 11, 2018 Learn the XPX Chapter Launch Formula
December 06, 2018 XPX Maryland Members Only Affinity Group Meeting: Better by the Half Dozen - A Family Exchange of Values
December 04, 2018 XPX DC Metro Annual Holiday Networking Event
December 04, 2018 XPX Chicago Holiday Networking Event
December 04, 2018 XPX New England -Holiday Celebration
December 03, 2018 XPX Maryland Holiday Networking Event
November 30, 2018 XPX Finance and Metrics Leadership Collaborative Video Conference
November 29, 2018 XPX Hartford and ACG CT Event, November 29, 2018
November 29, 2018 XPX Maryland Emerging Professionals Group
November 19, 2018 8th Annual CT Economic Forum | Presented by XPX CT, CTTMA & ACG CT
November 16, 2018 XPX Maryland - Lessons Learned: Growing a Small Business through Culture and Acquisitions
November 16, 2018 XPX Fairfield - Building the Perfect Advisory Team
November 15, 2018 XPX San Antonio: Intergenerational Transfer – Both Sides
November 15, 2018 XPX Chicago Owners' Academy: Owners Advising Advisors
November 15, 2018 XPX DC Metro - BUSINESS VALUATION: EFFECT OF VALUE DRIVERS ON BUYERS AND SELLERS
November 14, 2018 XPX Hartford - Transitioning to Insiders: Family Business Planning & Business Continuity
November 14, 2018 XPX New Jersey - Transitioning to Insiders: Family Business Planning and Business Continuity
November 14, 2018 XPX Philadelphia - Legal Documents
November 13, 2018 Experience XPX - Inside Stories from XPX Leaders
November 08, 2018 XPX New York - Buy/Sell agreements
November 06, 2018 XPX New England - Structuring a Deal: Common and Uncommon Issues in a M&A Transaction
October 23, 2018 Experience XPX - Inside Stories from XPX Leaders
October 19, 2018 XPX Maryland -A CEO's Perspective - Doing Deals and Service Providers
October 19, 2018 XPX Fairfield -Defining Success: Exploring Owner Objectives with a Transition
October 18, 2018 XPX DC Metro - Talk Yourself Into Success and Get the Outcomes You Desire
October 17, 2018 XPX Hartford - Exploring Owner Goals and Objectives with a Transition
October 17, 2018 XPX New Jersey - Current State of Capital Markets and Financing Options
October 17, 2018 XPX Philadelphia - Private Equity Roundtable Discussion
October 11, 2018 XPX Chicago - Year-end tax planning for business owners - taking into consideration tax reform.
October 11, 2018 XPX New York - Current state of the M&A markets and financing options
October 09, 2018 XPX New England -Building Enterprise Value
October 02, 2018 XPX Philadelphia: Digital Presence
September 26, 2018 Learn How Advisors Incorporate Exit Planning into Their Work
September 26, 2018 XPX New Jersey - Defining Success: Exploring the Owner’s Objectives in a Transition
September 26, 2018 XPX Philadelphia - Perspectives of a corporate buyer
September 25, 2018 XPX Maryland Emerging Professionals Group
September 21, 2018 XPX MD -Conversational Intelligence (C-IQ)
September 21, 2018 XPX Fairfield - Current State of Capital Markets and Financing Options
September 20, 2018 XPX San Antonio: ANNUAL Summit for Business Owners & Advisors
September 20, 2018 XPX DC Metro - UNIQUE ASPECTS OF TRANSFERS TO FAMILY MEMBERS
September 19, 2018 XPX Hartford - Current State of Capital Markets and Financing Options
September 14, 2018 XPX Chicago - Inaugural Fall Social/Networking Event - Day at the Races
September 13, 2018 XPX New York - Fall Kickoff with Cocktail Reception!
September 11, 2018 XPX New England - Mixer Meet and Greet
September 06, 2018 XPX Maryland Members Only Affinity Group Meeting
August 22, 2018 Start an XPX Chapter: Help Business Owners and Build Your Practice
August 09, 2018 XPX Chicago - Wealth Management and Asset Protection Considerations for Business Owners Considering a Sale
August 08, 2018 XPX Maryland’s Summer Fun Networking Event
July 25, 2018 XPX Hartford & ACG CT - Beer & BBQ Party
July 25, 2018 Learn Who You Will Meet At An XPX Meeting
July 19, 2018 XPX DC Metro - PULLING IT ALL TOGETHER: PREPARING THE DEAL
July 18, 2018 XPX Fairfield: Closing Cocktail Party
July 17, 2018 XPX New Jersey - Summer Cocktail Party
July 17, 2018 XPX New England - Summer Networking
June 26, 2018 Sneak Peek at the XPX Chapter Startup Kit!
June 21, 2018 XPX DC Metro - WHEN THE PLANNING FALLS APART
June 20, 2018 XPX Chicago - What legal structure works for you? In today’s tax environment, how should a business owner think about the legal structure of their firm?
June 20, 2018 XPX New Jersey - Next Steps? What’s the Best Plan Moving Forward?
June 20, 2018 XPX Hartford - Perspectives from a Private Equity Investor
June 20, 2018 XPX Philadelphia - The Future of Architecture For Business Owners & Investors
June 19, 2018 XPX New England - Follow the Money: The Profitable Female Perspective
June 15, 2018 XPX Leadership Collaborative - Communications Video Conference
June 14, 2018 XPX New York - Perspectives from a Private Equity Investor
June 14, 2018 XPX Maryland Members Only Affinity Group Meeting
June 01, 2018 XPX Chicago Social
June 01, 2018 Leadership Collaborative - Membership Video Conference
May 30, 2018 XPX Maryland Emerging Professionals Group
May 23, 2018 XPX Chicago - Young Professional Gathering
May 23, 2018 The "Why" of XPX
May 23, 2018 XPX Hartford - Trusts and Estates planning – How can owners keep what they have earned
May 18, 2018 XPX Fairfield - Tricks of the Trade from Investment Bankers
May 17, 2018 XPX San Antonio: Case Study Part 2 – Legal and Tax Issues
May 17, 2018 XPX DC Metro - Professional Development Seminar
May 16, 2018 XPX New Jersey - The Transaction Process – Tricks of the Trade from Investment Bankers
May 16, 2018 XPX Philadelphia - Buy-Sell Checklist
May 15, 2018 XPX New England: ESOP Revisited with Harpoon Brewery
May 15, 2018 XPX Chicago Owners' Academy
May 10, 2018 XPX New York - Corporate Image – How a branding tune up can revitalize your family business
May 08, 2018 XPX MD -Spring Networking Event
May 01, 2018 XPX New England Sponsor Annual Dinner
April 27, 2018 XPX Chicago Social Get-Together
April 26, 2018 XPX Chicago - The current state of capital markets and financing for small- to mid-size businesses, including any opportunities as a result of recent tax reform.
April 25, 2018 Introduction to XPX for Law Exchange Members
April 24, 2018 XPX New England: Networking & Open House Event
April 20, 2018 XPX MD - Right People – Right Roles
April 20, 2018 XPX Fairfield - Trust and Estate Planning: Helping Business Owners Keep What They Have Earned
April 19, 2018 7 Principles of Successful Advisors to Premier Private Companies
April 19, 2018 XPX New York - Trust and Estate Planning: How Business Owners Can Keep What They Have Earned
April 19, 2018 XPX DC Metro - CLOSING THE GAP – MAXIMIZING & PROTECTING VALUE!
April 18, 2018 XPX Hartford - Management Review
April 18, 2018 XPX New Jersey - Transaction Process
April 18, 2018 XPX Philadelphia - Secrets from the Buyside: What do buyers know that sellers don’t?
April 13, 2018 XPX Chicago - Insperity Sponsor XPX Member Appreciation Event
April 05, 2018 XPX MD Members Only Affinity Group Meeting
March 28, 2018 XPX New Jersey - Moving Closer to a Sale? What Estate Planning Techniques Can Help Owners Keep What They Have Earned?
March 27, 2018 XPX New England: Finding the Right Advisors
March 22, 2018 XPX San Antonio: Case Study Part 1 – Valuation
March 21, 2018 Learn about the Power of the Premier Private Company Market
March 21, 2018 XPX New Jersey - Moving Closer to a Sale? What Estate Planning Techniques Can Help Owners Keep What They Have Earned?
March 21, 2018 XPX Hartford - Management Review
March 21, 2018 XPX Philadelphia - Buy-Sell Checklist
March 20, 2018 XPX Chicago - The Current Market for Mergers & Acquisitions, and its impact on the Small Business Owner
March 16, 2018 XPX MD - Post-Acquisition Integration
March 16, 2018 XPX Fairfield - B2B Revenue Growth thru Social Media
March 15, 2018 XPX DC Metro - CASH FLOW CREATES THE DEAL!
March 08, 2018 XPX New York - Corporate Image – How a branding tune up can revitalize your family business
February 28, 2018 XPX Chicago Gathering
February 27, 2018 XPX New England: How the Tax Act will impact Business Owners
February 22, 2018 XPX Chicago - Impact of Tax Reform on Business Owners
February 22, 2018 XPX DC Metro - INSIDER SALE – PREPARING THE BUYER FOR THE PURCHASE
February 21, 2018 Learn the XPX Chapter Launch Formula
February 21, 2018 XPX New Jersey - Operational Efficiencies
February 16, 2018 XPX MD - Optimizing the Value of Transactions Through Leadership Engagement & Organizational Alignment
February 14, 2018 XPX Hartford - Operational Efficiencies
February 08, 2018 XPX New York - Management Review – Hire Family Members or Professional Managers?
February 02, 2018 XPX Fairfield - Joint Event with ACG CT Breakfast Meeting
January 26, 2018 XPX Presidents Leadership Collaborative Video Conference
January 19, 2018 XPX MD - Power Networking
January 19, 2018 XPX Fairfield - Operational Efficiencies
January 18, 2018 XPX San Antonio: An Insider’s View of NAFTA Negotiations
January 18, 2018 XPX Chicago - Collaborative XPX Planning for 2018
January 18, 2018 XPX DC Metro - 2018 XPX KICKOFF!
January 17, 2018 XPX Philadelphia - Chapter Growth Strategy Meeting
January 17, 2018 3 Ways XPX Can Help Raise Your Profile in 2018
January 17, 2018 XPX Hartford - Operational Efficiencies
January 17, 2018 XPX New Jersey - Operational Efficiencies
January 16, 2018 XPX Chicago - Young Professional Gathering
January 16, 2018 XPX New England: Meeting the Growth Challenge
January 11, 2018 XPX Chicago - Collaborative XPX Planning for 2018
January 11, 2018 XPX New York - Operational Efficiencies
January 09, 2018 XPX Tri-State Cocktail Networking Reception
December 20, 2017 XPX Tri-State: New Jersey - Valuation – What could the business be worth…and why?
December 20, 2017 XPX Tri-State: Hartford Valuation - What could the business be worth...and why?
December 20, 2017 XPX Philadelphia - PLANNING FOR LIFE AFTER CLOSING; WEALTH & CAREER TRANSITION
December 15, 2017 XPX MD - Building Brand Value Through the Business Life Cycle
December 15, 2017 XPX Tri-State: Fairfield County - Strategic Options: What Makes the Most Sense
December 14, 2017 XPX Philadelphia & AM&AA Joint Holiday Party
December 14, 2017 XPX Tri-State - New York: Business Valuations: What is the business worth? And why?
December 12, 2017 XPX Chicago Holiday Gathering
December 06, 2017 XPX Hartford and ACG Hartford Joint Event
December 06, 2017 XPX New England: Would You Buy Your Business? Webinar with A.I.M
December 05, 2017 XPX DC Metro Annual Holiday Networking Event
December 05, 2017 XPX New England: Exit Palooza - The Return!!
December 05, 2017 XPX Chicago Owners' Academy Business Value Creation
December 04, 2017 XPX Maryland Holiday Networking Event
November 30, 2017 XPX Chicago - Case Study and Discussion: Exit Plan
November 20, 2017 7th Annual CT Economic Forum | Presented by XPX CT & CTTM & ACG CT
November 17, 2017 XPX MD - Human Capital and Its Impact on Transitioning Businesses
November 17, 2017 XPX Tri-State: Fairfield County - Business Valuations: What is the business worth? And why?
November 16, 2017 XPX San Antonio Speed Networking
November 16, 2017 XPX DC Metro - PROFESSIONAL DEVELOPMENT TIME: THE ILLUSION OF SPEED!
November 15, 2017 XPX Tri-State: New Jersey - Strategic Options Review:
November 15, 2017 XPX Tri-State: Hartford Strategic Options Review:
November 15, 2017 XPX Philadelphia - Legal Documents:
November 14, 2017 XPX Chicago - Case Study and Discussion: Exit Plan
November 13, 2017 XPX New England: Can you afford to sell your business?
November 09, 2017 XPX Tri-State: New York - Strategic Options Review:
October 26, 2017 XPX Chicago - Case Study and Discussion: Strategic Planning for Growth
October 24, 2017 XPX New England: Start NOW to make 2018 your best year ever!
October 24, 2017 XPX Philadelphia- Join Us! Seminar: Introduction to ESOPs
October 20, 2017 XPX MD - Lessons Learned Along the Way
October 20, 2017 XPX Tri-State: Fairfield County - Managing Family Dynamics:
October 19, 2017 XPX Chicago - Case Study and Discussion: Strategic Planning for Growth
October 19, 2017 XPX DC Metro - Sudden Money Event - What's Next for Tanya?
October 18, 2017 Start an XPX Chapter: Help Business Owners and Build Your Practice
October 18, 2017 XPX Tri-State: Hartford Managing Family Dynamics: The Good, The Bad and The Ugly
October 18, 2017 XPX Tri-State: New Jersey - Managing Family Dynamics – The Good, The Bad and The Ugly
October 18, 2017 XPX Philadelphia - Due Diligence and What Is Cash Flow?
October 12, 2017 XPX Tri-State: New York - Managing Family Dynamics - The Good, The Bad and The Ugly
October 05, 2017 XPX Philadelphia - MEMBERS ONLY - TABLE FOR TEN
September 28, 2017 XPX San Antonio Launch Event
September 26, 2017 XPX New England Mixer Meet and Greet
September 20, 2017 XPX Tri-State: New Jersey Case Study Series & Breakfast
September 20, 2017 XPX Tri-State: Hartford Case Introduction
September 20, 2017 XPX DC Metro - Creating a Meaningful Future Post: Exit with Estate and Charitable Gift Planning
September 20, 2017 XPX Philadelphia - The Investment Banking/Selling Process
September 15, 2017 XPX MD - Deal Killers
September 15, 2017 XPX Tri-State: Fairfield County Case Introduction
September 14, 2017 XPX Tri-State: New York Case Study Series & Breakfast
September 12, 2017 XPX Philadelphia - MEMBERS ONLY - TABLE FOR SIX
August 24, 2017 XPX Chicago - Case Study and Discussion: Owner Wealth
August 23, 2017 XPX Maryland’s Summer Fun Networking Event
August 16, 2017 XPX Chicago - Case Study and Discussion: Owner Wealth
August 03, 2017 XPX MD Members Only Affinity Group Meeting
July 27, 2017 XPX Tri-State CT Hartford Year End Party
July 27, 2017 XPX Chicago - Case Study and Discussion: Banking and Finance
July 26, 2017 XPX New Jersey – Summer Celebration
July 20, 2017 XPX DC Metro - Business continuity and succession planning
July 19, 2017 XPX Tri-State CT: Closing Cocktail Party
July 18, 2017 XPX Chicago - Case Study and Discussion: Banking and Finance
July 11, 2017 XPX New England: LIVE CEO Case Studies Showcase - Part 2
June 27, 2017 XPX NJ & ACG NJ Announce Joint Event, June 27th at LPS Industries - Register Today!
June 21, 2017 XPX Tri-State New York - Assessing Strategic Options:
June 21, 2017 XPX Tri-State CT (Hartford) - Planning for the Exit
June 21, 2017 XPX Philadelphia - Defining Success:
June 20, 2017 XPX Chicago Inaugural Owner’s Academy Seminar
June 16, 2017 XPX Tri-State CT: Assessing Strategic Options
June 15, 2017 XPX DC Metro- PREPARING THE CO. FOR THIRD PARTY SALE
June 13, 2017 XPX CT Hartford & ACG CT Event, June 13th - Yard Goats Game - Register Today!
June 13, 2017 XPX Chicago Spring Social Event
June 07, 2017 XPX Maryland - New Member Lunch
June 07, 2017 XPX DC Metro - Professional Development Workshop: Sharpening Communications Skills ---
May 31, 2017 Joint XPX DC Metro and XPX Maryland Meet-Up
May 23, 2017 XPX New England-NH: From Dorm Room Start-up to International Tech Company
May 19, 2017 XPX Tri-State CT: Good Fences Make Good Neighbors
May 18, 2017 XPX DC Metro- Preparing For Third Party Sale
May 17, 2017 XPX Tri-State New York-Good Fences Make Good Neighbors
May 17, 2017 XPX Tri-State CT (Hartford) - Good Fences Make Good Neighbors
May 17, 2017 XPX Philadelphia - Dealing With Family Dynamics In The Sale Process
May 11, 2017 XPX Chicago - Case Study and Discussion: Legal
May 04, 2017 XPX Chicago - Case Study and Discussion: Legal
May 04, 2017 XPX New England 2017 Summit
May 04, 2017 XPX MD Members Only Affinity Group Meeting
May 03, 2017 XPX New Jersey Inauguration! Newly Launched Chapter of the Exit Planning Exchange
April 21, 2017 XPX MD - Partnership through Spinoff
April 21, 2017 XPX Tri-State CT: Financing Growth Part 2
April 20, 2017 XPX DC Metro- MAXIMIZING AND PROTECTING VALUE – PART 3
April 19, 2017 XPX Tri-State New York: Defining Success
April 19, 2017 XPX Chicago - Case Study and Discussion: Accounting and Valuation
April 19, 2017 XPX Tri-State CT (Hartford) - Financing Growth
April 19, 2017 XPX Philadelphia - Ownership Transition and Liquidity Alternatives without a sale
April 06, 2017 XPX Chicago - Case Study and Discussion: Accounting and Valuation
March 29, 2017 XPX New England: RI/SE MA Breakfast Meeting
March 17, 2017 XPX MD - Power Networking
March 17, 2017 XPX Tri-State CT: Financing Growth Part 1
March 16, 2017 XPX DC Metro - MAXIMIZING AND PROTECTING VALUE - Part 2
March 15, 2017 XPX Chicago - Quarterly City/Suburbs Combined Networking
March 15, 2017 XPX Tri-State New York: Defining Success
March 15, 2017 XPX Tri-State CT (Hartford) - Financing Growth Part 1
March 15, 2017 XPX Philadelphia - POSTPONED - Ownership Transition and Liquidity Alternatives without a sale
February 28, 2017 XPX New England: Joint Meeting with AM&AA
February 23, 2017 XPX Chicago - Case Study Introduction and Discussion to Identify Six Core Issues that are Challenging HiTech Service Co.
February 17, 2017 XPX MD-Getting UP! How to Find the Energy to Rebalance Your Life
February 16, 2017 XPX DC Metro - ALL ABOUT BUSINESS VALUE
February 15, 2017 XPX Tri-State New York: Operations
February 15, 2017 XPX Chicago - Case Study Introduction and Discussion to Identify Six Core Issues that are Challenging HiTech Service Co.
February 15, 2017 XPX Tri-State CT: Using LinkedIn to Grow your business
February 15, 2017 XPX Philadelphia - Realistic Strategic Alternatives and Sale Value
February 03, 2017 XPX Tri-State CT: Successful Exits
February 02, 2017 XPX MD Members Only Affinity Group Meeting
January 24, 2017 XPX New England: Communicating Through Change
January 20, 2017 XPX MD- Passing the Family Torch without Getting Burned
January 20, 2017 XPX Tri-State CT: Operations
January 19, 2017 XPX DC Metro - CASE INTRODUCTION/ROUND TABLE DISCUSSION
January 18, 2017 XPX Philadelphia Case Introduction:
January 11, 2017 XPX Chicago - 2017- A Facilitated Member Discussion on the Owner Transition Process
December 21, 2016 XPX Tri-State New York: Focus on Growth
December 16, 2016 XPX MD - ESOPs: Characteristics of a Good Candidate
December 16, 2016 XPX Tri-State CT: Focus on Growth
December 14, 2016 XPX Chicago Holiday Networking Event
December 14, 2016 XPX New England: Exit Palooza
December 08, 2016 XPX MD December 8 Joint Holiday Networking Event
December 08, 2016 XPX New England - RI: Performance Excellence
December 07, 2016 XPX Philadelphia Joint Holiday Party - The Election is Over, What Will This Mean for You?
December 06, 2016 XPX DC Metro Annual Holiday Networking Event
November 18, 2016 XPX MD - Valuation and Due Diligence for Government Contractors
November 18, 2016 XPX Tri-State CT: Managing Management
November 17, 2016 XPX Tri-State New York: Managing Management
November 17, 2016 XPX DC Metro - Preparing the Owner (Personally) for the Exit:
November 16, 2016 XPX Philadelphia - Building Value for a Maximized Business Sale
November 09, 2016 XPX Chicago - Business Coaching
November 03, 2016 XPX DC Metro- Making Your Value Visible to Increase Referrals
November 03, 2016 XPX MD Members Only Affinity Group Meeting
November 01, 2016 XPX New England-NH: Business Ownership Transition
October 21, 2016 XPX MD - Building Businesses That Sell Themselves!
October 21, 2016 XPX Tri-State CT: Creating a Strategic Plan to Maximize Value
October 20, 2016 XPX New England: Understanding Cyber Risk to Your Business
October 20, 2016 XPX DC Metro - Recent Developments In The Business Valuation "World"
October 19, 2016 XPX Tri-State New York: Creating a Strategic Plan to Maximize Value
October 19, 2016 XPX Philadelphia- PPL
October 05, 2016 XPX Chicago- New Regulations on Valuation Discounts & Family Business
September 22, 2016 XPX New England RI/SE MA: Would You Buy Your Business?
September 21, 2016 XPX Philadelphia Fall Kick-Off Networking Cocktail Party
September 16, 2016 XPX MD - Strategic Growth Challenge
September 16, 2016 XPX Tri-State CT: Case Study
September 15, 2016 XPX DC Metro - BUSINESS DIVORCE
September 14, 2016 XPX Chicago Chapter Launch Event
September 13, 2016 XPX Tri-State New York: Case Study Series & Luncheon
August 23, 2016 XPX MD - 3rd Annual Brew & Networking Fest
August 04, 2016 XPX Boston: Member Appreciation Cocktail Party
July 21, 2016 XPX DC Metro - 3rd Annual ExitPalooza!
July 20, 2016 XPX CT: Closing Cocktail Party!
June 23, 2016 XPX CT: Deepening Your Referral Connections
June 23, 2016 XPX Boston: Advisory Team Integration Strategies PART 2
June 17, 2016 XPX CT: Legal Documents
June 16, 2016 XPX Boston RI/SE MA: Company Branding
June 16, 2016 XPX DC Metro - M&A Market Outlook for 2016 and 2017
June 15, 2016 XPX Philadelphia June Breakfast Meeting
May 26, 2016 XPX Boston Breakfast Meeting
May 25, 2016 XPX MD - May 25 Evening at the BSO Networking Event
May 20, 2016 XPX CT: Due Diligence Preparation and Pitfalls
May 19, 2016 XPX DC Metro: Last Chance! Joint Event with AM&AA DC Chapter
May 18, 2016 XPX Philadelphia - Valuation: What Every Seller Should Know
May 12, 2016 ​XPX DC Metro - Professional Development Seminar
May 05, 2016 XPX MD Members Only Affinity Group Meeting
April 28, 2016 XPX NY Metro - The Private Capital Ecosystem
April 28, 2016 XPX Boston 2016 SUMMIT
April 27, 2016 XPX Leadership Collaborative Annual Meeting
April 22, 2016 XPX CT: The Next Big Idea
April 21, 2016 XPX DC Metro- ESOPs: What They Forget to Mention…
April 20, 2016 XPX Philadelphia - The Unique Challenges of Technology Company Exits
April 15, 2016 XPX MD -April 15 Breakfast Networking Event
April 07, 2016 XPX Boston: Members Only Dinner & Guest Speaker
March 28, 2016 XPX Boston: Joint Event with AM&AA
March 18, 2016 XPX MD -Power Networking
March 18, 2016 XPX CT: Investment Banking Process
March 17, 2016 XPX DC Metro - How PEOs Increase M&A and Exiting Company Valuation and Success
March 16, 2016 XPX Philadelphia - “Understanding the Generations: Who They Are and How They Got That Way”
March 03, 2016 POSTPONED: XPX Boston Owners' Academy
March 03, 2016 XPX MD Members Only Affinity Group Meeting
February 25, 2016 XPX NY Metro - The Importance of Revisiting The Benefits of ESOP’s To Business Owners
February 25, 2016 XPX Boston Breakfast Meeting
February 19, 2016 XPX MD -February 19 Breakfast Networking Event
February 16, 2016 XPX NY Metro - Part 2: Our Advisor Network Matrix
February 11, 2016 XPX Boston RI/SE MA Breakfast Meeting
February 05, 2016 XPX CT: Successful Exit Stories - Joint Meeting with ACG CT
January 28, 2016 XPX Boston: A Dozen Ways to Say "No"
January 25, 2016 XPX Phoenix: Strategy RoundTables
January 22, 2016 XPX CT: Business Valuations
January 21, 2016 XPX DC Metro - How to Avoid "Business Divorces"
January 20, 2016 XPX Philadelphia - Planning for Business Succession Planning
January 15, 2016 XPX MD -Building Value
January 07, 2016 XPX MD Members Only Affinity Group Meeting
December 18, 2015 XPX CT: Estate Planning Options
December 16, 2015 XPX MD December 16 Joint Holiday Networking Event
December 10, 2015 XPX Boston Holiday Networking
December 02, 2015 XPX Philadelphia - Annual Member Only Holiday Networking Event
December 01, 2015 XPX DC Metro Annual Holiday Networking Event
November 20, 2015 XPX MD November 20 Networking Breakfast - Rethinking Referrals
November 20, 2015 XPX CT: Wealth Management Planning
November 19, 2015 XPX Boston Breakfast Meeting
November 19, 2015 XPX DC Metro - The Unplanned Exit
November 18, 2015 XPX Philadelphia - “Tuning Up Your Business for Sale”
November 12, 2015 XPX Boston Owners' Academy
November 05, 2015 XPX MD Members Only Affinity Group Meeting
November 03, 2015 XPX DC Metro - Professional Development Workshop - Members Only
October 21, 2015 XPX Philadelphia - "What do you mean my sale isn't 100% Cash & Carry?"
October 16, 2015 XPX MD October 16 Networking Breakfast - Being Relational
October 16, 2015 XPX CT: Managing Family Dynamics – How can the family prepare for success?
October 15, 2015 XPX DC Metro - Left Behind: The Owners are Exiting....What about the team?
October 07, 2015 RI/SE MASS Breakfast Meeting
September 30, 2015 XPX Boston Owners' Academy
September 24, 2015 XPX Boston Practice Builder - NEW
September 18, 2015 XPX MD - Breakfast Meeting
September 18, 2015 XPX CT - Breakfast Meeting
September 17, 2015 XPX DC Metro - BUILDING TOWARD SUCCESSFUL EXIT: BUY-ME METRICS
September 16, 2015 XPX Philadelphia - The 11th Hour Estate Plan
September 03, 2015 Affinity Group Meeting - Members Only
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