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                GROWTH. TRANSFER. LEGACY.

National Calendar

This calendar includes all XPX events at all chapters. Here's a list of all our events from our founding in 2007 through August, 2015.

Upcoming events

    • March 05, 2020
    • 7:30 AM - 9:30 AM
    • Tower Club |Fairfax Room| 8000 Towers Crescent, Suite 1700, Vienna VA
    Register

    “Have you ever wondered why one business has buyers lining up to pay top dollar while another sits on the market for months or years? What do buyers look for in a prospective business acquisition?

    The characteristics buyers seek are called Value Drivers, and they must exist before the sale process even begins. Value Drivers are characteristics of both the business and the owner that either reduce the risk associated with owning the business or enhance the prospect that the business will grow significantly in the future.

    This month, John Hrastar is going to unpack for us how to help an owner identify their health and readiness and focus in on the key value drivers that minimize risk and maximize the value of the company.


    Our Speaker:

    John Hrastar, CEO -  InterSource

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

    • March 05, 2020
    • March 19, 2020
    • 2 sessions
    • Five locations in the greater Boston area



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

    • Metro Boston: North, South and West  and Seacoast (NH/ME) will meet on the 1st Thursday of  each month.
    • Boston and Southwest will meet on the 3rd Thursday of each month.

    What is an XPX Meet-Up?

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

    Features include…

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

    Questions? Please contact the regional organizers directly:

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

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

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

    Seacoast: 

    Boston: David Poulin RBC Wealth Management
    Venue: Carrie Nation
    11 Beacon Street
    Boston, MA 
    Come as early as 5:15 PM
    Meets on the 3rd Thursday each month.

    Southwest: Trammel Martin UBS Private Wealth 
    Venue: Not Your Average Joe's
    70 University Ave
    Westwood, MA 
    Come as early as 5:15 PM
    Meets on the 3rd Thursday each month.

    • March 05, 2020
    • 5:30 PM - 8:30 PM
    • 5Iron Golf Baltimore, 415 S Central Ave, Baltimore, MD 21202
    Register

    EMERGING PROFESSIONALS WINTER GOLF "INNING"

    Have you been interested in learning to play golf? Are you looking to work on your swing? Do you enjoy spending time with like minded professionals in new, exciting places? If any or all of the above are true, then come out to 5Iron Golf for an evening of networking and golf with the MD Exit Planning Exchange’s Emerging Professionals Group. We will have two golf simulators with a number of different games, as well as a golf pro who will be with us the entire evening to help people learn to play golf, or simply refine the skills they already have. For those uninterested in golf there will be hors d’oeuvres, a bar, and plenty of great people to meet.

    When: Thursday, March 5th
    Time: 5:30-8:30 PM
    Where: 5Iron Golf Baltimore, 415 S Central Ave, Baltimore, MD 21202
    Cost: $55 for non-members, $45 for members

    SAME DAY/WALK-IN REGISTRATION:  $65 for non-members, $55 for members





    XPX Emerging Professionals is a community of emerging professionals who are engaged in helping business owners build valuable businesses and assisting them in preparing for, and ultimately executing a successful transition.

    • March 06, 2020
    • 8:30 AM - 10:00 AM
    • The office of Carter Deluca, 576 Broadhollow Road, Melville, NY 11747
    Register
    You can expect to learn strategies for:
    • Positioning for a presentation

    • Identifying motivations underlying a transaction
    • Overcoming hurdles
    • Generating creative solutions to roadblocks

    Our panelists will also share some of their more interesting "war stories".

    Our Speakers:

    Tom Attivissimo, CCIM - CEO of Greiner-Maltz Co. of Long Island.  Full bio.

    David G. Hunt, MCR, CCIM, SIOR - President, Founder and Owner of Hunt Corporate Services, Inc. and Hunt Construction Services, Inc., Plainview, NY.   Full bio.


    About XPX Long Island

    XPX is all about collaboration, learning and building relationships to serve our clients. XPX members are professional service providers who assist with business value growth, exit and succession planning, business value transfer, and business owner life and legacy. Assisting business owners through all stages of the company life cycle, XPX members put their clients first by collaborating as a team in order to provide clear, coordinated advice.

    • March 10, 2020
    • 7:15 AM - 9:30 AM
    • The Buckhead Club- 3344 Peachtree Rd, NE, Suite 2600, Atlanta, GA 30326 - Directions url: https://www.clubcorp.com/Clubs/Buckhead-Club/About-the-Club/Directions-Hours
    Register

    What is branding? Probably more than you think. We will discuss how brand and marketing support each other to ensure the success of the business. Creating a brand from the outset will support early growth and differentiate your client from the competition. Buyers are scrutinizing that differentiation and the intellectual property of the company. Discussion will address the operational and strategic issues that will help you have better conversations with your clients. Get the brand perspective from Jeff Armacost (Whole Brain Brands), marketing insights from David Harbin (Harbinger Marketing), and an Intellectual property perspective from Ed Khalili (Founders Legal) -  moderated by Ben Cagle (Cagle Consulting Partners).

    • The basics on branding and marketing.
    • How to think about brand from an exit planning perspective.
    • What is intellectual property and how to identify opportunities.
    • How to have the conversation with your client.
    • What should you be doing at your own firm?
    • As always, get to know other advisors as resources for your clients.
    • Gain an appreciation of the power of the XPX Advisor Principles!

    Registration & Open Networking 7:15 AM – 7:45 AM

    PARKING OPTIONS!!

    SELF-PARK: We will hand you a validated ticket after the event to use at the gate as you leave.
    VALET: Your valet ticket will state “The Buckhead Club”, so you will not need anything to retrieve your car.

    • March 10, 2020
    • 12:30 PM - 7:00 PM
    • The Offices of Nutter McClennen & Fish LLP -155 Seaport Boulevard, Boston, MA
    Register



    XPX NEW ENGLAND SUMMIT 2020
    March 10, 2020 12:30 PM - 7:00 PM
    The Offices of Nutter McClennen & Fish LLP
    155 Seaport Boulevard, Boston, MA


    Join us at our 2020 Summit!

    We will spend the day with business owners and several PE firms to hear what each of their experiences were like during a sale process. No two sales are alike. Many challenges arise along the way. Many valuable lessons will be shared. Each panel will discuss a different stage of the sale process and measures you should consider to “Follow the Road to Success”.

    SCHEDULE:

    12:30 pm -  Check-In | Networking
     
    1:00 pm  -  Keynote Speaker 
    Leo Grohowski, Chief investment Officer of BNY Mellon Wealth Management

     2:00 pm  -  Panel 1: Pre-Deal planning
    Panelists:
    Doug Elder, VP & GM of Optimal, a KKR portfolio co.
    Bob Emmert, Managing Partner at McCarthy Capital
    Jeff Freedman, Founder and CEO of Small Army
    Andrew O’Brien, Former owner/operator of Package Supply


     3:30 pm  -  Panel 2: During the Deal
    Panelists:
    John Coughlin, Former CEO of Advanced Instrument 
    Carl Forsythe, Former CEO of Globe Composite Solutions  
    Christina Pai, Partner with Fort Point Capital

     4:30 pm -   Panel 3: Post-Deal Considerations
    Panelists:
    Hal Charnley, Vice Chairman at The Grommet and Trux; Principal Boston Harbor Capital
    Paul LaFerriere & Dorrie Parini, Former Co-Founders and Co-Owners of Custom Learning Design Inc.
    Peter Sullivan, Former CEO of Accurate Fasteners

     5:30 pm Town Hall – all panel members take audience questions

     6:00 pm Network Reception

    Additional panelist to be confirmed.

    NE Member Full Table of 10 for $1,875
    Non-Member Full Table of 10 for $2,000

    NE Member Half Table  of 5 for $950 
    Non-Member Half Table of 5 for $1,000

    Individual New England Member $150
    Individual Non-Member $175

    *NE Leaders & Annual NE Sponsors $125 Code required.*
    *(email angie@exitplanningechange.com for code)


    No refunds or credits will be given for cancellations.

    THANK YOU TO OUR SUMMIT SPONSORS:

    Summit Host Sponsor:
    Nutter

    Summit Keynote Speaker Sponsor:
    BNY Mellon

    Summit Parking Sponsor:
    BDO

    Summit Lanyards Sponsor:
    RS Finance

    Summit Communication Sponsor:
    Dale Carnegie

    Summit Full Table Sponsors:

    Dunn Rush & Co.
    Middlesex Saving Bank  
    Mohamed-Merola Wealth Management

    Summit Half Table Sponsors:
    AAF CPAs
    Centerpoint Advisors
    KLR
    Mirus Capital
    The Provident Bank
    Touchstone


    Click here to visit our website.

    • March 11, 2020
    • 2:00 PM - 3:00 PM
    • Webinar details forwarded upon registration
    Register

    the roles we play: consultant, coach or advisor?

    In this discussion, we'll hear multiple perspectives on the value of different approaches to intervention with a client. Our discussion will include a discussion of each of the three roles including:

    • Definition
    • Best practices
    • Situations where this role is most appropriate
    • Strengths and weaknesses of this approach compared with the others


    We invite XPX Members and Leaders, and anyone looking to learn and share with us

    Video participation not required but highly encouraged 


    MODERATOR: 


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



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

    The presentation will discuss some of the often overlooked aspects of the 2017 Federal Tax Law and highlight some of the multi-state tax changes that have permanently changed how businesses tax responsibilities have changed across the Country.

    Our Speaker:

    John (“Jack”) Sullivan is the Founder of Sullivan & Associates Law Firm, and he is a tax and corporate attorney specializing in multi-state and federal taxation controversy, planning for businesses and their owners, telecommunication taxes, and corporate legal matters.



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

    We invite you to attend an interactive discussion on the current tax landscape. As we enter tax season, a panel of accounting professionals will provide their perspectives on how new tax laws are impacting their business owner clients. All attendees will have the opportunities to ask questions and provide opinions on the current tax environment. As always, During this meeting, attendees will also be able to network and develop relationships with like-minded professionals.

    Our Speaker:

    Robert Jacobson, CPA, MST - Partner at KRD

    Robert Jacobson, CPA, MST, is a partner at KRD with more than 25 years of public accounting experience. From tax compliance and consulting services to transaction planning and IRS resolutions, Robert counsels clients on proper tax planning maximizing their business profits and individuals gains.

    He believes superior service means proactively providing advice; sharing knowledge of current and pending tax laws with clients who benefit from those laws; committing to deadlines; and exceeding client expectations. Robert looks beyond the numbers, exploring all possibilities, finding solutions, and adding value to the decision making process for success.

    Robert has a B.A. in Economics, a B.S. in Accounting and a Master’s Degree in Taxation.


    This event is generously sponsored by KRD-Kutchins, Robbins & Diamond, LTD & Sassetti LLC:



    • March 18, 2020
    • 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 1910
    Register

    Speaker: Laura Queen

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

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

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

    Our March meeting will offer the inside story with an owner and her success story for the company’s transition and sale. We will engage in an interactive discussion exploring the decisions leading up to an exit as well as the lessons learned from the process. Most owners consider an exit at some point, but what are the personal considerations that many times owners prioritize when deciding to move forward.

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

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

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

    Parking Suggestions:

    Ann Bank Parking Garage
    41 Bank Street, Morristown, NJ

    OR

    DeHart Street Parking Garage
    14 Maple Ave, Morristown, NJ

    • March 18, 2020
    • 11:00 AM - 11:30 AM
    • Virtual - you'll receive call-in instructions upon registering
    Register

    Welcome to XPX!

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

    You’ll learn:

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

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

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


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

    XPX CONNECTICUT SUMMIT 2020
    March 18, 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!

    Limited opportunities for table sponsorship – Connecticut Summit 2020

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

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

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

    Space is limited and we do not expect to make individual tickets available so reserve your table now for the Connecticut Summit 2020!  

    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

    Moderator: Dick Albu, Albu Consulting LLC


    Keynote Speaker:  Cindi Bigelow, President & CEO Bigelow Tea











    2:45 – 3:30 pm: Panel 1 : Business Value Growth
    Moderator: Steve Ronan, Citrin Cooperman 
    Panelists: 
    Paul Decelles, YardZone Inc.
    Nicole Russo, Microboard Processing, Inc

    More speakers to be announced soon!

    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

    More speakers to be announced soon!

    4:45 - 5:30 pm: Panel 3 : Owner Life and Legacy
    Panelists:
    Keith Michaelson, Lovins Group
    Francois de Visscher, FODIS

    More speakers to be announced soon!

    5:30 - 7:00 pm: Networking Reception

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

    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
    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

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

    • Your own full/half table (with logo table sign) for 8/4 attendees

    • Your company’s logo on the Summit website and emails

    • Featured full/half page ad in our program

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

    Category Pricing Current *XPX CT/Tri-State Annual Sponsors Receive a Discount
    Full Tables (8 People) $1,800.00 $1,500.00 ($300.00 Savings)
    Half Tables (4 People) $900.00 $750.00 ($150.00 Savings)

    *XPX CT/Tri-State Sponsors does not equal membership.

    No refunds or credits will be given for cancellations.

    Tables are provided on a first come, first served basis. You do not need to be a member of XPX to purchase a table and attend the event.

    We encourage you to purchase a table and invite your clients to attend. Tables will be filled first. At this time, individual seats will not be sold. However, if space is available, the Board of Directors may vote to sell single seats (chairs only, no table) as we approach the event date. Please note that our recent Summit in NYC sold out.

    Click here to visit our website.

    • March 19, 2020
    • 8:00 AM - 10:00 AM (CDT)
    • The Petroleum Club, 8620 N. New Braunfels Ave #700, San Antonio, TX
    Register
    Nervous customers, disheartened investors, and disgruntled employees do not a successful merger or acquisition make! Most people simply want transparency and good communication about what's happening and what to expect. Guest speaker and award-winning Public Relations expert, Leslie Komet Ausburn, will provide an effective strategic communications roadmap that businesses can implement before, during and after "the deal" is done.


    Our Speaker:

    Leslie Komet Ausburn, Founder & President of Komet Marketing Communications, an award-winning strategic public relations & marketing firm that believes in exceptional, personalized service. For more than 20 years, she has provided public relations, strategic marketing and reputation management support to businesses, government entities and nonprofits in the San Antonio area, as well as across the U.S., Canada, Mexico and Sweden.

    A San Antonio native, Leslie attended Vanderbilt University and the University of Texas at Austin, where she graduated with honors from the Moody College of Communication. She also holds a Master’s degree in Broadcast Journalism from Northwestern University.

    In 2018, the Public Relations Society of America (PRSA) San Antonio Chapter honored Leslie with their Tex Taylor Lifetime Achievement Award. Komet Marketing was also recognized in 2018 by the North San Antonio Chamber of Commerce as Public Relations Agency of the Year.

    • March 19, 2020
    • 5:00 PM - 7:00 PM (CDT)
    • Michael Jordan’s Restaurant – 1225 22nd St., Oak Brook, IL 60523
    Register

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

    Where: Michael Jordan’s Restaurant – 1225 22nd St., Oak Brook, IL 60523

    When: Thursday, March 19, 2020

    Time: 5:00 PM-7:00 PM



    RSVP HERE


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

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

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

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


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

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

    Agenda:

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

    THANK YOU TO OUR EVENT SPONSOR!

    • March 26, 2020
    • 5:30 PM - 7:30 PM (CDT)
    • TBD Downtown Chicago
    Register

    Stay tuned!

    Where: TBD Downtown Chicago

    When: Thursday, March 26, 2020

    Time: 5:30 PM-7:30 PM



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

    XPX Long Island Chapter hosts monthly meeting that are focused on deep learning and networking with fellow advisors to privately-held businesses. Our speakers and attendees are experts who focus on particular aspects of the private company life cycle including business value growth, business value transfer and owner life and legacy.

    At this meeting, you can expect to:

    • Learn how to better serve your clients
    • Meet new contacts in the private company market
    • Get visibility with your existing network of contacts
    • Gain an appreciation of the power of the XPX Advisor Principles

    Hope you'll join us!


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


    About XPX Long Island

    XPX is all about collaboration, learning and building relationships to serve our clients. XPX members are professional service providers who assist with business value growth, exit and succession planning, business value transfer, and business owner life and legacy. Assisting business owners through all stages of the company life cycle, XPX members put their clients first by collaborating as a team in order to provide clear, coordinated advice.

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

    XPX New York Metro Chapter hosts monthly meeting that are focused on deep learning and networking with fellow advisors to privately-held businesses. Our speakers and attendees are experts who focus on particular aspects of the private company life cycle including business value growth, business value transfer and owner life and legacy.

    At this meeting, you can expect to:

    • Learn how to better serve your clients
    • Meet new contacts in the private company market
    • Get visibility with your existing network of contacts
    • Gain an appreciation of the power of the XPX Advisor Principles

    Hope to see you there!

    • April 09, 2020
    • 7:30 AM - 9:15 AM (CDT)
    • Chicago Cut Steakhouse - 300 N LaSalle St., Chicago, IL

    XPX Chicago Chapter hosts monthly meeting that are focused on deep learning and networking with fellow advisors to privately-held businesses. Our speakers and attendees are experts who focus on particular aspects of the private company life cycle including business value growth, business value transfer and owner life and legacy.

    At this meeting, you can expect to:

    • Learn how to better serve your clients
    • Meet new contacts in the private company market
    • Get visibility with your existing network of contacts
    • Gain an appreciation of the power of the XPX Advisor Principles

    Hope you'll join us!


    • April 14, 2020
    • 11:15 AM - 1:30 PM
    • The Buckhead Club- 3344 Peachtree Rd, NE, Suite 2600, Atlanta, GA 30326 - Directions url: https://www.clubcorp.com/Clubs/Buckhead-Club/About-the-Club/Directions-Hours
    • 108
    Register

    Cyber security has never been more challenging, or more necessary. This is true as businesses are starting up and critical to minimizing risk through their growth phase. Potential buyers have these issues at the top of their due diligence assessment. We will address the operational and strategic issues that will help you have better conversations with your clients.

    Thank You to our EVENT SPONSOR!



    • The latest on the technical, risk and legal issues.
    • How to have the conversation with your client.
    • What should you be doing at your own firm?
    • As always, get to know other advisors as resources for your clients.
    • Gain an appreciation of the power of the XPX Advisor Principles!


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

    PARKING OPTIONS!!

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

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

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

    With tensions high during a deal or transition, a business owner only has their trusted professionals and a gut feeling to rely on. But what happens when these collide on the same side of a deal? Come to the XPX New England April event “When Advisors Collide” on April 14th at 12pm to hear from a diverse panel of advisors and business owners who have dealt with these situations, what they had to do to get the deal back on track, and what happens to relationships when conflict overtakes goals. Lunch will be served and this event is sponsored by Centerpoint Advisors.

    Panelists:

    Jennifer Wolfsberg, Managing Principal, Centerpoint Advisors

    Grace Connelly, Founder, Connelly Management Advisory Services

    Adam Hofmann, Risk Advisor, FBinsure. Founder


      Thank you to our event sponsor:


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

      XPX Hartford Chapter hosts monthly meeting that are focused on deep learning and networking with fellow advisors to privately-held businesses. Our speakers and attendees are experts who focus on particular aspects of the private company life cycle including business value growth, business value transfer and owner life and legacy.

      At this meeting, you can expect to:

      • Learn how to better serve your clients
      • Meet new contacts in the private company market
      • Get visibility with your existing network of contacts
      • Gain an appreciation of the power of the XPX Advisor Principles

      Hope you'll join us!

      • April 15, 2020
      • 5:30 PM - 7:30 PM
      • The Offices of Baker Tilly - One Liberty Place, Suite 4500, 1650 Market Street, Philadelphia, PA
      Register

      Management’s Perspective:
      Before and after closing of a company sale. One Executive’s Experie
      nce


      We are delighted to have a conversation with Kelley Kendle about her experiences as a key executive of a founder owned company, which was sold to a portfolio company of a large private equity group. Kelley will share her experiences as the designated leader in preparing for sale, the sale process, and transitioning into the leadership team of the acquirer. Kelley is an executive with 20 years of experience driving, leading and growing regional and global businesses. As a key executive, she focused on strategic, global growth, taking the Company from a single office of 15 people to a multi-national organization with 14 offices globally and more than 200 full-time employees.

      Our Speaker:

      Kelley, Kendle


      • April 17, 2020
      • 7:30 AM - 9:30 AM
      • The Shore and Country Club, 220 Gregory Boulevard, Norwalk, CT
      XPX Fairfield Chapter hosts monthly meeting that are focused on deep learning and networking with fellow advisors to privately-held businesses. Our speakers and attendees are experts who focus on particular aspects of the private company life cycle including business value growth, business value transfer and owner life and legacy.


      At this meeting, you can expect to:

      • Learn how to better serve your clients
      • Meet new contacts in the private company market
      • Get visibility with your existing network of contacts
      • Gain an appreciation of the power of the XPX Advisor Principles

      Hope you'll join us!

      • April 17, 2020
      • 8:00 AM - 10:00 AM
      • Rolling Road Golf Club 814 Hilltop Ave, Catonsville, MD 21228

      XPX Maryland Chapter hosts monthly meeting that are focused on deep learning and networking with fellow advisors to privately-held businesses. Our speakers and attendees are experts who focus on particular aspects of the private company life cycle including business value growth, business value transfer and owner life and legacy.

      At this meeting, you can expect to:

      • Learn how to better serve your clients
      • Meet new contacts in the private company market
      • Get visibility with your existing network of contacts
      • Gain an appreciation of the power of the XPX Advisor Principles

      Hope you'll join us!


      Agenda:

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

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

      XPX New Jersey Chapter hosts monthly meeting that are focused on deep learning and networking with fellow advisors to privately-held businesses. Our speakers and attendees are experts who focus on particular aspects of the private company life cycle including business value growth, business value transfer and owner life and legacy.

      At this meeting, you can expect to:

      • Learn how to better serve your clients
      • Meet new contacts in the private company market
      • Get visibility with your existing network of contacts
      • Gain an appreciation of the power of the XPX Advisor Principles

      Hope you'll join us!

      Parking Suggestions:

      Ann Bank Parking Garage
      41 Bank Street, Morristown, NJ

      OR

      DeHart Street Parking Garage
      14 Maple Ave, Morristown, NJ

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

      XPX Long Island Chapter hosts monthly meeting that are focused on deep learning and networking with fellow advisors to privately-held businesses. Our speakers and attendees are experts who focus on particular aspects of the private company life cycle including business value growth, business value transfer and owner life and legacy.

      At this meeting, you can expect to:

      • Learn how to better serve your clients
      • Meet new contacts in the private company market
      • Get visibility with your existing network of contacts
      • Gain an appreciation of the power of the XPX Advisor Principles

      Hope you'll join us!


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


      About XPX Long Island

      XPX is all about collaboration, learning and building relationships to serve our clients. XPX members are professional service providers who assist with business value growth, exit and succession planning, business value transfer, and business owner life and legacy. Assisting business owners through all stages of the company life cycle, XPX members put their clients first by collaborating as a team in order to provide clear, coordinated advice.

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

      Stay tuned - details to come soon!

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

      XPX New York Metro Chapter hosts monthly meeting that are focused on deep learning and networking with fellow advisors to privately-held businesses. Our speakers and attendees are experts who focus on particular aspects of the private company life cycle including business value growth, business value transfer and owner life and legacy.

      At this meeting, you can expect to:

      • Learn how to better serve your clients
      • Meet new contacts in the private company market
      • Get visibility with your existing network of contacts
      • Gain an appreciation of the power of the XPX Advisor Principles

      Hope to see you there!

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

      Stay Tuned!

      • May 15, 2020
      • 7:30 AM - 9:30 AM
      • The Shore and Country Club, 220 Gregory Boulevard, Norwalk, CT
      XPX Fairfield Chapter hosts monthly meeting that are focused on deep learning and networking with fellow advisors to privately-held businesses. Our speakers and attendees are experts who focus on particular aspects of the private company life cycle including business value growth, business value transfer and owner life and legacy.


      At this meeting, you can expect to:

      • Learn how to better serve your clients
      • Meet new contacts in the private company market
      • Get visibility with your existing network of contacts
      • Gain an appreciation of the power of the XPX Advisor Principles

      Hope you'll join us!

      • May 15, 2020
      • 8:00 AM - 10:00 AM
      • Rolling Road Golf Club 814 Hilltop Ave, Catonsville, MD 21228

      Please join us as Duane Carey, President of Maryland Free, provides a no-holds-barred view of Maryland politics and discusses business-related bills that passed the recently-concluded 2020 Session of the Maryland General Assembly. Duane will outline how these bills will impact business in Maryland now and in the future.

      Founded in 1983 as Maryland Business for Responsive Government, the organization changed its name to The Maryland Free Enterprise Foundation (“Maryland Free”) in 2019. Maryland Free is a statewide, nonpartisan political research and education organization supported by corporations, trade associations, chambers of commerce, small businesses, and individuals, and is dedicated to improving the business climate and job creation in Maryland. Maryland Free’s members range from national corporations like McCormick and AT&T to regional concerns like Katz Abosch and Merritt Companies to small “mom-and-pop” businesses.

      Along with his leadership role at Maryland Free, Duane Carey is the owner and lead strategist of IMPACT Marketing & Public Relations, a 15-year old digital marketing company with clients from Colorado to India. Duane holds an MBA in Corporate Finance from Johns Hopkins University and lives in Howard County with his wife and three high-schoolers.

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

      XPX Hartford Chapter hosts monthly meeting that are focused on deep learning and networking with fellow advisors to privately-held businesses. Our speakers and attendees are experts who focus on particular aspects of the private company life cycle including business value growth, business value transfer and owner life and legacy.

      At this meeting, you can expect to:

      • Learn how to better serve your clients
      • Meet new contacts in the private company market
      • Get visibility with your existing network of contacts
      • Gain an appreciation of the power of the XPX Advisor Principles

      Hope you'll join us!

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

      XPX New Jersey Chapter hosts monthly meeting that are focused on deep learning and networking with fellow advisors to privately-held businesses. Our speakers and attendees are experts who focus on particular aspects of the private company life cycle including business value growth, business value transfer and owner life and legacy.

      At this meeting, you can expect to:

      • Learn how to better serve your clients
      • Meet new contacts in the private company market
      • Get visibility with your existing network of contacts
      • Gain an appreciation of the power of the XPX Advisor Principles

      Hope you'll join us!

      Parking Suggestions:

      Ann Bank Parking Garage
      41 Bank Street, Morristown, NJ

      OR

      DeHart Street Parking Garage
      14 Maple Ave, Morristown, NJ

      • May 21, 2020
      • 5:30 PM - 7:30 PM (CDT)
      • TBD Downtown Chicago
      Register

      Stay tuned!

      Where: TBD Downtown Chicago

      When: Thursday, May 21, 2020

      Time: 5:30 PM-7:30 PM



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

      XPX Long Island Chapter hosts monthly meeting that are focused on deep learning and networking with fellow advisors to privately-held businesses. Our speakers and attendees are experts who focus on particular aspects of the private company life cycle including business value growth, business value transfer and owner life and legacy.

      At this meeting, you can expect to:

      • Learn how to better serve your clients
      • Meet new contacts in the private company market
      • Get visibility with your existing network of contacts
      • Gain an appreciation of the power of the XPX Advisor Principles

      Hope you'll join us!


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


      About XPX Long Island

      XPX is all about collaboration, learning and building relationships to serve our clients. XPX members are professional service providers who assist with business value growth, exit and succession planning, business value transfer, and business owner life and legacy. Assisting business owners through all stages of the company life cycle, XPX members put their clients first by collaborating as a team in order to provide clear, coordinated advice.

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

      Save the date- details to come!


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

      XPX New York Metro Chapter hosts monthly meeting that are focused on deep learning and networking with fellow advisors to privately-held businesses. Our speakers and attendees are experts who focus on particular aspects of the private company life cycle including business value growth, business value transfer and owner life and legacy.

      At this meeting, you can expect to:

      • Learn how to better serve your clients
      • Meet new contacts in the private company market
      • Get visibility with your existing network of contacts
      • Gain an appreciation of the power of the XPX Advisor Principles

      Hope to see you there!

      • June 11, 2020
      • 7:30 AM - 9:15 AM (CDT)
      • Chicago Cut Steakhouse - 300 N LaSalle St., Chicago, IL

      XPX Chicago Chapter hosts monthly meeting that are focused on deep learning and networking with fellow advisors to privately-held businesses. Our speakers and attendees are experts who focus on particular aspects of the private company life cycle including business value growth, business value transfer and owner life and legacy.

      At this meeting, you can expect to:

      • Learn how to better serve your clients
      • Meet new contacts in the private company market
      • Get visibility with your existing network of contacts
      • Gain an appreciation of the power of the XPX Advisor Principles

      Hope you'll join us!


      Thank you to our event sponsor:


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

      XPX Hartford Chapter hosts monthly meeting that are focused on deep learning and networking with fellow advisors to privately-held businesses. Our speakers and attendees are experts who focus on particular aspects of the private company life cycle including business value growth, business value transfer and owner life and legacy.

      At this meeting, you can expect to:

      • Learn how to better serve your clients
      • Meet new contacts in the private company market
      • Get visibility with your existing network of contacts
      • Gain an appreciation of the power of the XPX Advisor Principles

      Hope you'll join us!

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

      XPX New Jersey Chapter hosts monthly meeting that are focused on deep learning and networking with fellow advisors to privately-held businesses. Our speakers and attendees are experts who focus on particular aspects of the private company life cycle including business value growth, business value transfer and owner life and legacy.

      At this meeting, you can expect to:

      • Learn how to better serve your clients
      • Meet new contacts in the private company market
      • Get visibility with your existing network of contacts
      • Gain an appreciation of the power of the XPX Advisor Principles

      Hope you'll join us!

      Parking Suggestions:

      Ann Bank Parking Garage
      41 Bank Street, Morristown, NJ

      OR

      DeHart Street Parking Garage
      14 Maple Ave, Morristown, NJ

      • June 19, 2020
      • 7:30 AM - 9:30 AM
      • The Shore and Country Club, 220 Gregory Boulevard, Norwalk, CT
      XPX Fairfield Chapter hosts monthly meeting that are focused on deep learning and networking with fellow advisors to privately-held businesses. Our speakers and attendees are experts who focus on particular aspects of the private company life cycle including business value growth, business value transfer and owner life and legacy.


      At this meeting, you can expect to:

      • Learn how to better serve your clients
      • Meet new contacts in the private company market
      • Get visibility with your existing network of contacts
      • Gain an appreciation of the power of the XPX Advisor Principles

      Hope you'll join us!

      • July 09, 2020
      • 8:15 AM - 9:45 AM
      • TBD

      Stay tuned!

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

      XPX Chicago Chapter hosts monthly meeting that are focused on deep learning and networking with fellow advisors to privately-held businesses. Our speakers and attendees are experts who focus on particular aspects of the private company life cycle including business value growth, business value transfer and owner life and legacy.

      At this meeting, you can expect to:

      • Learn how to better serve your clients
      • Meet new contacts in the private company market
      • Get visibility with your existing network of contacts
      • Gain an appreciation of the power of the XPX Advisor Principles

      Hope you'll join us!

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

      Save the date!

      • 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
      • 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)



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

      XPX Chicago Chapter hosts monthly meeting that are focused on deep learning and networking with fellow advisors to privately-held businesses. Our speakers and attendees are experts who focus on particular aspects of the private company life cycle including business value growth, business value transfer and owner life and legacy.

      At this meeting, you can expect to:

      • Learn how to better serve your clients
      • Meet new contacts in the private company market
      • Get visibility with your existing network of contacts
      • Gain an appreciation of the power of the XPX Advisor Principles

      Hope you'll join us!


      • October 08, 2020
      • 7:30 AM - 9:15 AM (CDT)
      • Chicago Cut Steakhouse - 300 N LaSalle St., Chicago, IL

      XPX Chicago Chapter hosts monthly meeting that are focused on deep learning and networking with fellow advisors to privately-held businesses. Our speakers and attendees are experts who focus on particular aspects of the private company life cycle including business value growth, business value transfer and owner life and legacy.

      At this meeting, you can expect to:

      • Learn how to better serve your clients
      • Meet new contacts in the private company market
      • Get visibility with your existing network of contacts
      • Gain an appreciation of the power of the XPX Advisor Principles

      Hope you'll join us!


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

      Stay Tuned!

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