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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

    • May 03, 2017
    • 8:00 AM - 10:00 AM
    • The offices of Sobel & Co CPA - 293 Eisenhower Pkwy, Livingston, NJ 07039

    XPX New Jersey Chapter Launch Event

    You are cordially invited to the launch event for the New Jersey Chapter of the Exit Planning Exchange (“XPX”). This event will give you an opportunity to meet with like-minded professionals who serve the business owner community. 

    The Exit Planning Exchange is a multi-disciplinary professional organization aimed at providing education and networking opportunities to those who serve private company owners. XPX members help owners build sustainable businesses and help them plan and execute successful exits.

    Our members include bankers, investment bankers, lawyers, accountants, wealth advisors, management consultants, valuation experts, executive coaches, and insurance professionals. Our cultural is one of cooperation, and sharing of both knowledge and business.

    XPX was founded ten years ago in Boston, and has grown with chapters in New York, Connecticut, Maryland, Washington, D.C., Philadelphia, Chicago and now New Jersey.


    New Jersey Chapter Launch Committee:

    Kenneth Bagner, Sobel & Co. LLC

    Andrew Bess, Daroth Capital

    John Dowd, Bernstein

    Adam Grenker, Fox Rothschild, LLP

    Stephen Goldberg, Sun Business Valuations

    Laquita Jewett, Citrin Cooperman

    Harvey Katz, Fox Rothschild, LLP

    Mark Lingerfield, Management Planning, Inc.

    Carolyn Lloyd-Cohen, Preferred Pensions LLC

    Tracy McSweeney-Child Sherman Wells Sylvester & Stamelman LLP

    Michael Richmond, The DAK Group, Ltd.

    Carolyn Simon, Regent Atlantic


    Thank you to our Program Sponsor:



    • May 04, 2017
    • 7:30 AM - 9:30 AM
    • Rolling Road Golf Club 814 Hilltop Avenue Catonsville, MD 21228

    XPX Maryland

    Closely-Held Business Affinity Group

    Key Employees as Investors  

    This month is a special case study regarding an intricate way to work around a business transfer that includes tax, estate planning and motivation of key employees as owners.

    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@bengurbryan.com


    • May 04, 2017
    • 8:00 AM - 6:00 PM
    • Waltham Woods Conference Center, Waltham, MA

    Flexible & Intentional Transitions

    Keeping Your Business FIT in Uncertain Times

    The enormous political changes seen both nationally and in New England will challenge advisors and business owners in 2017 and beyond. With uncertainty in the air, it is more important than ever to be flexible and intentional in gaining new insights for successfully growing and managing your business.

    From fast-growth talent acquisition challenges to out of the box approaches in succession planning, our 2017 Summit will be filled with active discussions around value growth and transitions.

    This all-day event will host more than 200 advisor and business owner attendees, and feature keynote speakers, CEO forums and panel discussions on the subjects most important to business owners in all stages. New this year is a LIVE CEO Case Study showcase where 3 CEOs will share one of their challenges in front of top level advisors and industry experts.

    For all Summit information visit the Summit 2017.

    AGENDA

    7:30 - 8:00 AM:  Registration, Networking & Continental Breakfast

    8:00 - 8:15:  Welcome

    8:15 - 9:00:  KEYNOTE SPEAKER                     
    Karyn Polito, Lieutenant Governor, Commonwealth of Massachusetts

    Lieutenant Governor Karyn Polito began her public service in local government, serving as a member of the Shrewsbury Board of Selectmen. She then expanded her work to the state level, serving as a member of the State Lottery Commission. Then, in 2001, Polito ran for State Representative and won, proudly representing the residents of the 11th Worcester District (Shrewsbury and Westborough) for five terms.

    Polito has also worked hard to promote jobs and economic development, especially encouraging young people to explore careers in science and technology. She served on the Robert H. Goddard Council on Science, Technology, Engineering and Mathematics Education, and she hosted the annual “Women in Science” conference in Worcester. She is a board member of the Worcester Area Regional Chamber of Commerce, and the Corridor Nine Area Chamber of Commerce.

    9:05 - 10:05:  CONCURRENT BREAKOUT SESSIONS

    Session A
    FALL RISK: How a CEO’s Near-Fatal Accident Put Life, Business, and the Future into Perspective 

    On August 17, 2016, The Ariel Group CEO Sean Kavanagh was struck by a pickup truck while bicycling to work. Having suffered multiple broken bones and severe brain trauma, Sean fell into a two-week coma while in intensive care. During his recovery, Sean was designated a “Fall Risk” by his doctors and wore a bracelet to warn the medical staff to keep him in bed.

    As Sean recovered, he kept his bracelet on as a reminder of how the accident transformed his entire perspective, revealing that in life, family, and business, we are all “fall risks,” but that we should never let fear or procrastination keep us from taking the next step. Seven months later, Sean is recovered and paying it forward in a big way by opening his home to a Syrian refugee family, as Boston TV station WBZ-TV recently reported.

    Join us for an intimate discussion with CEO Sean Kavanagh as he shares how nearly losing it all helped him to realize what not to delay into the future, why relationships matter, and how others can define their own personal “fall risk” and achieve similar perspective.

    Sean Kavanagh, CEO, The Ariel Group

    Session B
    Imugen: Our 27-Year Story – Startup, Growth, Sale and Post-Acquisition

    The presenters will discuss the challenges faced and overcome during the various stages of Imugen’s 27-year life with particular emphasis on the business and personal decisions and emotions experienced in the process of selling the company and life in the post-acquisition period.

    Kathy Berardi, Founder, Imugen
    Donald Burnham, Partner, Eckert Seamans
    Tony Fiore, Business Consultant

    MODERATOR: Greg Rush, Partner, Dunn Rush & Co. LLC

    Session C    
    The Leader-Leader Model for Fast Growth Companies

    The Leader-Leader Model for Fast-Growth Companies
    In fast-growth industries, agility and change are the hallmarks of the future. This panel will examine how talent acquisition and retention work for companies in hyper-growth industries like technology and life sciences.

    Against the backdrop of Cloudlock’s recent sale to Cisco as a case study, the panel will discuss strategies for leaders to handle vulnerability, trust, constructive criticism and incorporating emotional intelligence in their everyday practice. From the perspective of employees, the panel will explore strategies and best practices for maintaining an engaged, empowered, and acknowledged workforce, all in the face of the unique challenges that define fast-growth industries.

    Attendees will come away with practical leadership strategies and techniques unique to companies operating in fast-growth industries.

    Regina Hufnagel, EA to CEO, ZappRx
    Jessica Miller Noj, Director of Human Resources, Cloudlock
    Nettie Nitzberg, Founder and Principal, West5 Consulting
    Warren Rutherford, Owner, The Executive Suite
    Gil Zimmerman, CEO, Cloudlock

    MODERATOR: Jillian Hufnagel, Chief of Staff, Cloudlock

    10:05 - 10:30:  Networking Break

    10:35 - 11:35:  CONCURRENT BREAKOUT SESSIONS

    Session A
    J&G Foods: How One Company Transitioned from Breakeven to 5X in 2.5 Years

    What do you do when your 17-year-old business is operating at breakeven and you want to be in a position to retire in five years? Hear from the team that transformed J&G Foods into a solidly profitable, industry segment leader in just 2.5 years and why the company is now firing on all cylinders.

    Attendees will hear how J&G Foods and its advisors identified the roadblocks inhibiting future success, built their leadership and supporting teams, reduced operating costs while increasing productivity and created a culture of continuous improvement and total team engagement while President and Founder Joe Piperato prepared the company for his eventual exit.

    Chris DiCenso, Managing Partner, Growth Strategy Partners LLC
    Bill Leva, Chief Operations Officer, J&G Foods, Inc.
    Joe Piperato, President, J&G Foods, Inc.

    MODERATOR - David Poulin, The Bay Colony Group at Morgan Stanley

    Session B 
    Leveraging Intangible Assets to Increase Business Value

    Recent industry studies estimate that up to 90 percent of a company’s value lies in intangible, invisible assets not found on the balance sheet; that is, technical expertise and skills, innovation, public reputation, patents, business networks, and institutional knowledge. Consequently, what one knows can be just as valuable as what one owns when it comes to maximizing business value for the eventual exit.

    Attendees will learn how to identify and leverage intangible assets to create equity and drive business value, hear proven techniques for raising visibility and enhancing that value, and ultimately gain an understanding of how the intangible can have very tangible impacts on growth and exit planning.

    Tony Boschetto, Director, AMS Clifton Larson Allen

    William Hilton, Partner, Gesmer Updegrove
    Keith Loris, President and CEO, Sales Renewal Corporation
    Brad Taylor, Director, Marcum LLP

    MODERATOR: Lisa Murray, Founder and Owner, Trevi Communications, Inc.

    Session C
    Clash of the Culture Change

    Culture change is among the greatest challenges to achieving a successful transformation. Beyond new processes, tools, and documents, culture change means new habits, new ways of thinking, and new ways of working.

    Through moderated discussion, attendees will learn successful strategies for dissolving the post-transaction clash between culture change and corporate transformation, which often starts by simply acknowledging early successes, encouraging an open mind, and setting employees up to succeed.

    Bonni DiMatteo, President and Co-founder, Atlantic Consultants
    Claudette Rowley, CEO, Cultural Brilliance™
    Tom Stammberger, Director of Learning & Development, Black Diamond Networks

    MODERATOR: Iris Stammberger, CEO, TALBOK Consulting, LLC

    11:35 - 12:25 PM:  Lunch

    12:30 – 1:30:  CONCURRENT BREAKOUT SESSIONS

    Session A
    FALL RISK: How a CEO’s Near-Fatal Accident Put Life, Business, and the Future into Perspective

    On August 17, 2016, The Ariel Group CEO Sean Kavanagh was struck by a pickup truck while bicycling to work. Having suffered multiple broken bones and severe brain trauma, Sean fell into a two-week coma while in intensive care. During his recovery, Sean was designated a “Fall Risk” by his doctors and wore a bracelet to warn the medical staff to keep him in bed.

    As Sean recovered, he kept his bracelet on as a reminder of how the accident transformed his entire perspective, revealing that in life, family, and business, we are all “fall risks,” but that we should never let fear or procrastination keep us from taking the next step. Seven months later, Sean is recovered and paying it forward in a big way by opening his home to a Syrian refugee family, as Boston TV station WBZ-TV recently reported.

    Join us for an intimate discussion with CEO Sean Kavanagh as he shares how nearly losing it all helped him to realize what not to delay into the future, why relationships matter, and how others can define their own personal “fall risk” and achieve similar perspective.

    Sean Kavanagh, CEO, The Ariel Group

    Session B
    Imugen: Our 27-Year Story – Startup, Growth, Sale and Post-Acquisition

    The presenters will discuss the challenges faced and overcome during the various stages of Imugen’s 27-year life with particular emphasis on the business and personal decisions and emotions experienced in the process of selling the company and life in the post-acquisition period.

    Kathy Berardi, Founder, Imugen
    Donald Burnham, Partner, Eckert Seamans
    Tony Fiore, Business Consultant

    MODERATOR: Greg Rush, Partner, Dunn Rush & Co. LLC

    Session C       
    The Leader-Leader Model for Fast Growth Companies

    The Leader-Leader Model for Fast-Growth Companies
    In fast-growth industries, agility and change are the hallmarks of the future. This panel will examine how talent acquisition and retention work for companies in hyper-growth industries like technology and life sciences.

    Against the backdrop of Cloudlock’s recent sale to Cisco as a case study, the panel will discuss strategies for leaders to handle vulnerability, trust, constructive criticism and incorporating emotional intelligence in their everyday practice. From the perspective of employees, the panel will explore strategies and best practices for maintaining an engaged, empowered, and acknowledged workforce, all in the face of the unique challenges that define fast-growth industries.

    Attendees will come away with practical leadership strategies and techniques unique to companies operating in fast-growth industries.

    Regina Hufnagel, EA to CEO, ZappRx
    Jessica Miller Noj, Director of Human Resources, Cloudlock
    Nettie Nietzberg, Founder and Principal, West5 Consulting
    Warren Rutherford, Owner, The Executive Suite
    Gil Zimmerman, CEO, Cloudlock

    MODERATOR: Jillian Hufnagel, Chief of Staff, Cloudlock

    1:35 - 3:15:  NEW - Live CEO Case Studies

    We will showcase three company CEOs and a challenge their company is facing. Each CEO will have a board of advisors assigned to them who will have been briefed on the issues at hand and come prepared with questions and ideas. Attendees will have the privilege of listening in on the conversations and questions back-and-forth, and at the culmination of the three sessions, each CEO will share what actions they will take based on the dialogue with the advisors. Attendees will then have the chance to ask questions and offer commentary or suggestions.

    Whether you are a business owner, CEO or an advisor, you do not want to miss this unique opportunity to observe real CEOs solve real challenges, some of which you may face in your business as well.

    Companies
    Howard Goldman, CEO, Humboldt Storage & Moving
    Challenge: Increase Customer and Product Diversification

    Advisors
    Linda Varrell, President and CEO, Broadreach Public Relations - Captain
    Janey Bishoff, CEO, Bishoff Communications
    Joe Rahal, Owner, Rahal Consulting
    Bill Rodgers, Partner, Tarlow Breed Hart & Rodgers, PC

    Arthur Barrett, President, Barrett Distribution Centers
    Challenge: Risks and Rewards of a Robotic Automation
    Advisors

    Caleb White, former President and CEO of Ensign-Bickford- Captain
    Chris DiCenso, Managing Partner, Growth Strategy Partners LLC
    George Jensen, President, Glenlyon Management, Inc.
    Steve Sienkiewicz, Founder & President, Accelerate

    Wendy Foster, President and CEO, Big Brother Big Sister of Massachusetts Bay
    Challenge: Achieve Optimal Productivity

    Advisors
    Iris Stammberger, CEO, TALBOK Consulting, LLC - Captain
    Keith Boudreau, Partner, Newport Board Group
    Jack Finning, Partner, AAFCPAs
    Andy Snider, President, Snider Associates

    MASTERMIND: Rudi Scheiber-Kurtz, CEO & Founder, Next Stage Solutions, Inc.

    3:15 - 3:25:  Networking Break

    3:30 - 4:30:  FIRESIDE CHAT   
    Rob Waldron, CEO, Curriculum Associates

    Private Company Growth - Focus on Culture, Shared Values and People First

    CEO Rob Waldron will share lessons learned from his experience transforming a traditional educational publishing company into an industry-leading digital powerhouse. With no outside capital, Waldron and team drove organic growth from $39M to $190M in just four years, establishing Curriculum Associates one of the fastest-growing private companies in Massachusetts. Waldron will also discuss how a relentless focus on talent, shared values and a culture of philanthropy helped to drive one of the most unique business transitions in recent memory.

    Notable recognitions include:

    · Ernst & Young - 2016 Entrepreneur of the Year (Rob Waldron), Big Data category
    · Boston Globe - Top Places to Work (2014, 2015, 2016)
    · Entrepreneur Magazine - 2017 Top Company Culture List
    · Boston Business Journal - 2016 Fastest Growing Companies in MA, Best Places to Work, Top Charitable Contributor
    · Inc. 5000 – Fastest Growing Private Companies in the US (2015, 2016)

    4:35 - 4:45:  Closing Remarks

    4:45 - 6:00:  Cocktails & Networking



    • May 04, 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:

    Topic 2 Legal:

    • What are the legal issues facing the company?
    • Does it have the best operating and ownership structure, especially given its future plans?
    • What is a checklist of agreements the company should have in place? (i.e., buy sell, employment, non-competes, IP ownership, confidentiality, corporate governance, etc.)
    • What recommendations can be made to best position the company from a legal perspective?
    • Panel: Business Law and Succession Planning Attorneys.

    Please print the Case Study, read it, and bring a copy to our next meetings on May 4 Downtown and May 11 in Oak Brook. 



    • May 11, 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:

    Topic 2 Legal:

    What are the legal issues facing the company?

    Does it have the best operating and ownership structure, especially given its future plans?

    What is a checklist of agreements the company should have in place? (i.e., buy sell, employment, non-competes, IP ownership, confidentiality, corporate governance, etc.)

    What recommendations can be made to best position the company from a legal perspective?

    Panel: Business Law and Succession Planning Attorneys.

    Please print the Case Study, read it, and bring a copy to our next meetings on May 4 Downtown and May 11 in Oak Brook.

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

    • May 17, 2017
    • 7:30 AM - 9:15 AM
    • Offices of ECKERT SEAMANS CHERIN & MELLOTT, LLC, Two Liberty Place, 50 South 16th Street • 22nd Floor • Philadelphia, PA 19102

    Please join us on May 17, as we continue to explore the exit alternatives of Hi-Tech Industries.

    The unique nature of a family business presents unique challenges associated with a sale. This includes the relationships between, siblings, children, cousins, and spouses. This month’s guest panelist brings the perspective of being a third-generation family member of a company owned, operated and successfully exited by his father and uncle. At the time of the sale, Clement Pappas & Co. was one of the largest private label juice producers in the U.S. Dimitri can share some perspectives of growing up inside of a family business, family planning, going to work for the family business, and ultimately selling the family company. Dimitri will overlay his experiences with those of our case study.


    Click here for the Case Study.

    Speaker:

    Dimitri Pappas, Owner, Orchard Solutions, LLC


    Dimitri Pappas is the owner of Orchard Solutions, LLC, a strategic consulting firm focused on helping small and mid-sized food companies. Representative engagements have included a tofu company based in Philadelphia, a value-added produce company in South Jersey, the world’s largest cranberry grower and a major Washington State apple grower. Before founding Orchard Solutions in 2015, Dimitri worked for Clement Pappas & Company, a private label juice manufacturer started by his grandfather, for 11 years, both before and after the sale of the company to Lassonde Industries in 2011. A lawyer by training, Dimitri began his career at Ballard Spahr in Philadelphia.

    • May 17, 2017
    • 12:00 PM - 2:00 PM
    • AllianceBernstein L.P., 1345 Avenue of the Americas, New York, NY, (Between 54th and 55th Streets)

    Good Fences Make Good Neighbors

    A successful exit is about more than finding the right buyer and the right price. A company’s corporate governance documents should contain appropriate rights and restrictions to ensure the business stays on track, your partners remain your partners and exit process is streamlined when the time comes.


    Speakers

    Scott Kaufman, Partner, Wiggin and Dana

    James Greifzu, Associate, Wiggin and Dana



    Click here for the Case Study.


    Investment

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

    Non-members early bird through 5/15: $75

    After 5/15: $90

    At the door: $100 non-members and complimentary for XPX NY and Tri-State Members.

    Lunch will be served.


    • May 18, 2017
    • 7:15 AM - 9:00 AM
    • Tower Club, 8000 Towers Crescent, Suite 1700, Vienna, VA

    Financial Due Diligence

    Panel Discussion: C vs S-corp, Accounting & Financial Due Diligence, Review Tax Returns, Tax Mitigation Strategies

    We are looking forward to you joining us at our May meeting as we take a deep dive into all things financial! We will discuss important tax, financial and accounting planning that Telecom Partners must tackle. Our speakers will address possible tax mitigation strategies, the pros and cons of conversion of tax status from C-corp to S-corp, and more! Our own Bob Cohen and Gary Guttman will lead this important review!

    We are excited that you are joining our exit planning team this year. If you have not, please print the Case Study, read it, and bring a copy to our next meeting on May 18th.

    Also, please remember to sign up early – the week ahead of our meeting. Our venues need lead time to best prepare for us!

    Click here for the Case Study.


    Our Panel:

    Bob Cohen, Principal of Glass Jacobson

    Bob is a Principal and Director of Tax with Glass Jacobson and has over 30 years of experience advising large and small businesses, as well as high net worth individuals, in building wealth and valuable businesses. Previously, Bob was a Tax Partner at a BDO Seidman.

    Bob’s practice focuses on tax and wealth building for closely-held businesses in government contracting, real estate, construction, distribution, oil and gas, and professional services. He specializes in advising businesses through mergers and acquisitions, with expert advice in tax, legal structure and financing. He also is expert with retirement planning.  Click here to read full bio.


    Gary Guttman, CEO of Capital CFO Services

    As CEO of Capital CFO Services, Gary Guttman has an extensive track record in helping B2B companies achieve and manage growth, increase their enterprise value and, in many cases, exit successfully. Gary has led merger, acquisition and due diligence initiatives resulting in the successful sale of seven companies with a value of more than $100 million. The annual revenues and industries of some of these companies are a $36M staffing business, a $25M staffing business, a $9M security enterprise, a $5M internet communications company and a $3M environmental consulting practice.  Click here to read full bio.





    • May 19, 2017
    • 7:30 AM - 9:30 AM
    • The Shore and Country Club, 220 Gregory Boulevard, East Norwalk, CT
    Good Fences Make Good Neighbors
    Key Elements of Proper Corporate Governance Documentation


    A successful exit is about more than finding the right buyer and the right price. A company’s corporate governance documents should contain appropriate rights and restrictions to ensure the business stays on track, your partners remain your partners and exit process is streamlined when the time comes.

    Speakers
    James Greifzu, Associate, Wiggin and Dana
    Mike Grundei, Partner, Wiggin and Dana

    Click here for the Case Study.

    Investment
    XPX CT and Tri-State Members in good standing are complimentary.
    Non-members early bird through 5/17: $60
    After 5/17: $75



    • May 23, 2017
    • 7:30 AM - 9:30 AM
    • Southern New Hampshire University, Walker Auditorium, Robert Frost Hall, 2500 North River Road, Manchester, NH
    From Dorm Start-up to International Tech Company


    Silicon Valley may be known as the mecca for tech start-ups, but Manchester-based Dyn, an internet performance company, is bringing a technology focus to the Queen City.

    Our next XPX New Hampshire event will take place on May 23, 2017, and explore how Dyn went from dorm room start-up to a major technology company with more than 350 employees, and clients that include Netflix and Zappos.

    Recently acquired by Oracle, Dyn was started in 2001 by Worcester Polytechnic Institute students Jeremy Hitchcock, Tom Daly, Tim Wilde and Chris Reinhardt. Tom Daly, along with Kyle York, Dyn Chief Strategy Officer, and Dave Allen, Dyn General Counsel, will share the history of Dyn, explore how the company grew, the process of being acquired by Oracle, and what the future holds.

    Speakers
    Tom Daly, Co-Founder, Dyn
    Kyle York, Chief Strategy Officer/GM, Dyn
    Dave Allen, General Counsel, Dyn

    Moderator: Gerri King, Ph.D., President, Human Dynamics Associates

    Continental breakfast will be served.

    Investment
    XPX New England Members: Complimentary
    Nonmembers: $35

    Thank You to Our Meeting Sponsors!

    Host Sponsor


    • June 14, 2017
    • 12:00 PM - 2:00 PM
    • AllianceBernstein L.P., 1345 Avenue of the Americas, New York, NY, (Between 54th and 55th Streets)

    Planning For the Exit


    Stay tuned!


    Click here for the Case Study.



    Investment

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

    Non-members early bird through 6/12: $75

    After 6/12: $90

    At the door: $100 non-members and complimentary for XPX NY and Tri-State Members.

    Lunch will be served.


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

    THE BEST STRATEGIC BUYER

    The Optimal Strategic Partner, Due Diligence, LOI, Closing and Post Closing Items


    Stay tuned!

    Click here for the Case Study.


    • June 16, 2017
    • 7:30 AM - 9:30 AM
    • The Shore and Country Club, 220 Gregory Boulevard, Norwalk, CT
    Planning For the Exit


    Stay tuned!


    Click here for the Case Study.

    Investment
    XPX CT and Tri-State Members in good standing are complimentary.
    Non-members early bird through 6/14: $60
    After 6/14: $75



    • June 21, 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

    What is it You Really Want From an Exit?

    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.


    • July 19, 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.


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


    Stay tuned!





    • 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.


    • 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

    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.

    • 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

    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!

Past events

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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