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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

    • July 11, 2017
    • 4:00 PM - 7:00 PM
    • Babson College, 231 Forest Street, Olin Hall Room 120, Wellesley, MA
    LIVE CEO Case Studies Showcase: Where Are They Now? - Part 2


    At its ninth annual Summit this past May, XPX New England launched a new, interactive series showcasing CEOs tackling their biggest challenges before a live audience, each with help from an “advisory board” of XPX members helping to create tailored solutions.

    Fast-forward two months, and it’s time to put our CEOs back in the hot seat for the LIVE CEO Case Studies Showcase Part II! This time, our CEOs will reflect on their experiences putting their plans into practice, including what’s worked, what hasn’t worked, and most importantly, the reasons why (or why not).

    Through this lively and engaging exercise, our CEOs will come away with a six-month plan to solve their biggest challenges, while our audience enjoys a rare opportunity to observe CEOs engaging with advisors in real-time to explore:

    • Addressing the risks and rewards of automation
    • Achieving optimal productivity at a non-profit organization
    • Increasing customer and product diversification

    Whether you’re a business owner, executive, advisor, or simply curious about XPX New England, you won’t want to miss this!

    Speakers
    Arthur Barrett, President, Barrett Distribution Centers
    Wendy Foster, President & CEO, Big Brothers Big Sisters of Massachusetts Bay
    Howard Goldman, CEO, Humboldt Storage & Moving

    Moderator: Rudi Scheiber-Kurtz, President, XPX New England

    Investment
    XPX New England Members: Complimentary
    Nonmembers: $75
    Young Professionals 40 & under: $50







    • July 18, 2017
    • 7:30 AM - 9:00 AM (CDT)
    • Hyatt Lodge At McDonald's Campus- 2815 Jorie Boulevard, Oak Brook, IL

    In continuing our Case Study strategic assessment and solutions approach to Hi-Tech company’s challenges and opportunities, (a link to the Case Study can be found below) our topic for this month’s meetings is:

    Banking and Finance:

    • How do bankers assess the company’s capital position?
    • If the company wishes to grow, what would the bankers recommend?
    • How good is the company’s borrowing power?
    • What can improve it?
    • What would cause a banker concern, and what would give them comfort in what they see at the company?
    • What alternatives for growth capital are available apart from traditional lending?

    Panel: Bankers and alternative lenders/brokers.

    Please print the Case Study, read it, and bring a copy to our meeting. 


    • July 19, 2017
    • 5:30 PM - 7:30 PM
    • The Shore and Country Club, 220 Gregory Boulevard, Norwalk, CT
    A Celebration


    Join XPX CT for a summer evening of outdoor networking with fellow professionals interested in the exit planning space.

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

    If it rains we have space inside the club.


    View from the Outdoor Patio!

    Investment
    XPX CT and Tri-State CT Members: $49
    Non-members early bird through 7/17: $69
    After 7/17: $79







    • July 20, 2017
    • 7:15 AM - 9:00 AM
    • Tower Club, 8000 Towers Crescent, Suite 1700, Vienna, VA

    Estate & Insurance Planning, Business Continuity and Equity Protection, Management Incentive Programs


    Stay tuned!

    Click here for the Case Study.


    • July 27, 2017
    • 7:30 AM - 9:00 AM (CDT)
    • CHICAGO CUT STEAKHOUSE, 300 North LaSalle Street, Chicago, IL 60654

    In continuing our Case Study strategic assessment and solutions approach to Hi-Tech company’s challenges and opportunities, (a link to the Case Study can be found below) our topic for this month’s meetings is:

    Banking and Finance:

    • How do bankers assess the company’s capital position?
    • If the company wishes to grow, what would the bankers recommend?
    • How good is the company’s borrowing power?
    • What can improve it?
    • What would cause a banker concern, and what would give them comfort in what they see at the company?
    • What alternatives for growth capital are available apart from traditional lending?

    Panel: Bankers and alternative lenders/brokers.

    Please print the Case Study, read it, and bring a copy to our next meetings on July 27 Downtown and July 18 in Oak Brook. 



    • July 27, 2017
    • 5:00 PM - 8:00 PM
    • 46 Prospect St, Hartford, CT 06103

    Celebrate with us in Hartford!



    Join XPX CT Hartford region for a summer evening of networking with fellow professionals interested in the exit planning space.

    We will have an open bar & appetizers.

    Spread the word and invite colleagues and friends to celebrate with XPX!

    Bring extra business cards to pass out.

    • August 03, 2017
    • 7:30 AM - 9:30 AM
    • Rolling Road Golf Club 814 Hilltop Avenue Catonsville, MD 21228

    As a benefit for XPX members only, the Closely Held Business Affinity Group provides a forum conducive to cultivating meaningful referral relationships and fostering collaborative opportunities.

    At this meeting we will be breaking into groups to discuss case studies and inviting each participant's individual feedback and ideas.

    The cost for this meeting is $25. Members may register at any time.


    Kind regards,

    Greg Boucher

    Bengur, Bryan & Co.

    443.573.3038

    gboucher@bengurbryant.com


    • September 20, 2017
    • 7:30 AM - 9:15 AM
    • The Offices of ECKERT SEAMANS CHERIN & MELLOTT, LLC, Two Liberty Place, 50 South 16th Street • 22nd Floor • Philadelphia, PA 19102

    Stay tuned!

    Click here for the Case Study.


    Investment

    XPX Philadelphia in good standing are complimentary.

    Non-members: $75

    At the door: $85 non-members and complimentary for XPX Philadelphia Members.

    Breakfast will be served.


    • September 21, 2017
    • 7:15 AM - 9:00 AM
    • Bethesda Country Club - The Bethesda Room - 7601 Bradley Blvd, Bethesda, MD 20817

    ACHIEVE OWNER GOALS AND TAX BENEFITS AT THE SAME TIME!

    Charitable remainder trusts, donor advised funds, charitable donations, tax impact)


    Stay tuned!

    Click here for the Case Study.



    • October 18, 2017
    • 7:30 AM - 9:15 AM
    • The Offices of ECKERT SEAMANS CHERIN & MELLOTT, LLC, Two Liberty Place, 50 South 16th Street • 22nd Floor • Philadelphia, PA 19102


    Stay tuned!


    Click here for the Case Study.


    Investment

    XPX Philadelphia in good standing are complimentary.

    Non-members: $75

    At the door: $85 non-members and complimentary for XPX Philadelphia Members.

    Breakfast will be served.


    • October 19, 2017
    • 7:15 AM - 9:00 AM
    • Tower Club, 8000 Towers Crescent, Suite 1700, Vienna, VA
    • November 15, 2017
    • 7:30 AM - 9:15 AM
    • The Offices of ECKERT SEAMANS CHERIN & MELLOTT, LLC, Two Liberty Place, 50 South 16th Street • 22nd Floor • Philadelphia, PA 19102

    The Good, The bad & The Ugly

    Stay tuned!

    Click here for the Case Study.


    Investment

    XPX Philadelphia in good standing are complimentary.

    Non-members: $75

    At the door: $85 non-members and complimentary for XPX Philadelphia Members.

    Breakfast will be served.

    • November 16, 2017
    • 7:15 AM - 9:00 AM
    • Bethesda Country Club - The Bethesda Room - 7601 Bradley Blvd, Bethesda, MD 20817


    Stay tuned!

    • December 20, 2017
    • 7:30 AM - 9:15 AM
    • The Offices of ECKERT SEAMANS CHERIN & MELLOTT, LLC, Two Liberty Place, 50 South 16th Street • 22nd Floor • Philadelphia, PA 19102

    Stay tuned!

    Click here for the Case Study.


    Investment

    XPX Philadelphia in good standing are complimentary.

    Non-members: $75

    At the door: $85 non-members and complimentary for XPX Philadelphia Members.

    Breakfast will be served.


Past events

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 11, 2015 XPX NY Metro - Save the Date!
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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