Login


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

    • August 23, 2017
    • 4:30 PM - 7:30 PM
    • Vito’s Ristorante, 10249 York Road, Cockeysville, MD 21030


    Take advantage of longer days and warmer weather to join XPX Maryland at Vito's Ristorante for an evening of summer fun networking. This event is a unique opportunity to connect with colleagues, create new relationships and celebrate summer.

    We will have heavy appetizers, including wine and beer (cash bar for other beverages).

    Thank you to our event sponsors:










    • August 24, 2017
    • 7:30 AM - 9:00 AM (CDT)
    • Chicago Cut Steakhouse - 300 N LaSalle St., Chicago, 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:

    Owner Wealth:

    • What issues should the owners be dealing with?
    • What is the best way to deal with multiple owners with potentially different personal goals and priorities?
    • What planning process should owners undertake? 
    • What suggestions should the owners consider?
    • What role does company retirement plans and insurance have in the planning?

    Panel: Financial Planners, Estate Planners and Insurance Professionals.

    Mike Karmin (investments), Strategic Wealth Partners
    Ryan Walsh (legal/estate planning), Hamilton Thies & Lorch LLP
    Clint Costa (legal/estate planning), Duggan Bertsch, LLC
    David Hunt (investments), Bernstein Private Wealth Management
    Curt Matlin (investments/insurance), Matlin Financial Services


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


    Thank You to Our Meeting Sponsor!


    • September 12, 2017
    • 12:00 PM - 2:00 PM
    • The Union League of Philadelphia, Broad and Sansom Streets, Philadelphia

    Please join us for a very special Exit Planning Exchange TABLE FOR SIX, exclusively for Members of XPX Philadelphia.

    TABLE FOR SIX is a get-together of goal-oriented business owners and professionals. Its more than just Lunch. There is no agenda nor sales presentations. Networking is very much encouraged (bring plenty of business cards!!). Each of us has an expertise in our chosen business, or just have some interesting life experiences.

    As a direct result of participation at prior TABLE FOR SIX lunches, we have had several cross-referral business successes.

    September TABLE FOR SIX features a very special guest:

    We all want to grow our business. We all want customers and prospects to know our unique skills. Too often, we just dont know the action steps to effectively market and grow our brand. That limits our ability to get to the “next-level”.

    LEO LEVINSON is the Founder and President of Group Levinson, an advertising, public relations and brand marketing firm. Group Levinson has as its core mission: “We build brands and energize strategies for results and market loyalty. We help unknown experts and brands become known”.

    Please join us for a very special TABLE FOR SIX.

    RSVP: SANDRA SCHWARTZ (856)222 4723

    Yes, you may bring a Guest, and are encouraged to do so.

    This Event is an Exclusive Benefit to XPX PHILADELPHIA MEMBERS only. TABLE FOR SIX is made possible by a subsidy from Joseph Myers, Owner, Myers & Co., Mt Laurel, New Jersey.

    • September 14, 2017
    • 8:00 AM - 9:30 AM
    • Bernstein, 1345 Avenue of the Americas, New York, NY, (Between 54th and 55th Streets)

    The New York chapter is growing and welcoming professional advisors who help business owners plan for a successful exit. We will be following a case study approach that proved highly successful last year. In this first breakfast meeting we will be introducing the case study and reviewing the issues and opportunities that surround the case for the 2017-2018 XPX program year. Our ‘client’ is a partnership that wants to position itself for an exit in two to three years. As with most companies, there are some issues that need to be resolved to make the transition, and ultimate exit, a success.

    September’s event will be a round table discussion that will set the foundation for the rest of the year. This highly interactive session will break down the case into several core areas that surround exit planning – management transition, operational improvements, financial planning, strategy development, etc.

    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 as we set up for the rest of the year!

    We invite you to join us for this exciting event and for the entire series this year! The case will be available shortly.

    Below is our schedule of events for the coming programming year, each of which build upon the prior event and each with a focus on our ‘client.'

    To make it easy to remember, we’ll always meet on the 2nd Thursday morning of each month from September through July 2018, so please set up a recurring calendar appointment now so you won’t miss an XPX breakfast!

    September 14, 2017

    October 12

    November 9

    December 14

    January 11, 2018

    February 8

    March 8

    April 12

    May 10

    June 14

    July 12

    Investment

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

    Chapter memberships are only $350/year and tri-state memberships $550/year

    Not a member yet?

    Simply pay the following one-time event fee to join us.

    Then, if you decide before the following monthly breakfast to buy a membership, we’ll credit the meeting fee towards your membership purchase.

    Per meeting event fees are as follows:

    Non-members early bird through 9/11: $75

    After 9/11: $90

    At the door: $100 non-members

    Attendance is complimentary for XPX NY and Tri-State Members, but pre-registration online is a must for security clearance and catering planning.

    Event Timing:

    8:00-8:30am Registration, networking and continental breakfast available

    8:30-9:30am Featured speakers, Ramsey Goodrich: Managing Partner, -Carter Morse & Mathias and T.J. Hope: Director, Valuation Advisory-Stout Risius Ross, LLC and Q&A

    The room will remain available until 10am, so plan to stay for a 2nd cup of coffee and further networking if your schedule allows!

    • September 15, 2017
    • 8:00 AM - 10:00 AM
    • Rolling Road Golf Club 814 Hilltop Ave, Catonsville, MD 21228

    Deal Killers: What Drives Buyers Away


    Stay Tuned!



    • 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

    At our September session we will continue with our case study of Hi-Tech Industries. To date, we have explored, value drivers, liquidity alternatives, and family dynamics. Veteran deal maker Susan Rosner will lead our next discussion on the investment banking or selling process. The discussion will include when and how to “go to market,” and the process of marketing and selling the company to achieve a deal, a good valuation and reasonable deal terms. Please join us.

    Click here for the Case Study.

    Moderator:

    Susan Rosner, MBAManaging Partner (PA-USA) Calder Professional
    Bio.





    • September 20, 2017
    • 8:00 AM - 10:00 AM
    • The offices of Fox Rothschild LLP - 49 Market Street, Morristown, NJ

    The New Jersey chapter is growing and welcoming professional advisors who help business owners plan for a successful exit. We will be following a case study approach that proved highly successful last year. In this first breakfast meeting we will be introducing the case study and reviewing the issues and opportunities that surround the case for the 2017-2018 XPX program year. Our ‘client’ is a partnership that wants to position itself for an exit in two to three years. As with most companies, there are some issues that need to be resolved to make the transition, and ultimate exit, a success.

    September’s event will be a round table discussion that will set the foundation for the rest of the year. This highly interactive session will break down the case into several core areas that surround exit planning – management transition, operational improvements, financial planning, strategy development, etc.

    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 as we set up for the rest of the year!

    We invite you to join us for this exciting event and for the entire series this year! The case will be available shortly.

    Below is our schedule of events for the coming programming year, each of which build upon the prior event and each with a focus on our ‘client.'

    To make it easy to remember, we’ll always meet on the 3rd Wednesday morning of each month from September through June 2018, so please set up a recurring calendar appointment now so you won’t miss an XPX breakfast!

    September 20

    October 18

    November 15

    December 20

    January 17

    February 21

    March 21

    April 18

    May 16

    June 20


    Investment

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

    Chapter memberships are only $350/year and tri-state memberships $550/year

    Not a member yet?

    Simply pay the following one-time event fee to join us.

    Then, if you decide before the following monthly breakfast to buy a membership, we’ll credit the meeting fee towards your membership purchase.

    • 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.



    • September 26, 2017
    • 4:30 PM - 6:30 PM
    • Trillium Brewing Company, 110 Shawmut Rd., Canton, MA

    Join us at Trillium Brewing Company on September 26, 2017 as XPX New England celebrates the passing of a sunny summer and start of a wonderful fall season with craft beer, good company and new friends.

    Craft beer is one of the fastest growing industries in New England, making Trillium Brewing Company the perfect backdrop for mixing and mingling with Boston’s top business advisors. This meet and greet style networking event is open to members and nonmembers alike.

    As we enter our 11th year as a chapter, we’re excited to welcome new friends and colleagues, business owners and advisors alike, to join us in celebrating this milestone.

    XPX NE welcomes the members of Norfolk & Plymouth Estate and Business Planning Council (NPECP), with whom we have forged a newly minted partnership to benefit our respective membership and expand our knowledge exchange with new connections and friends.

    Hors d’oeuvres will be served. Cash bar.

    So, invite a friend and say cheers to XPX New England!

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


    Stay tuned!


    Click here for the Case Study.


    Investment

    XPX Philadelphia in good standing are complimentary.

    Non-members: $75

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

    Breakfast will be served.


    • October 19, 2017
    • 7:15 AM - 9:00 AM
    • Tower Club, 8000 Towers Crescent, Suite 1700, Vienna, VA
    • October 20, 2017
    • 8:00 AM - 10:00 AM
    • Rolling Road Golf Club 814 Hilltop Ave, Catonsville, MD 21228

    Lessons Learned Along the Way: From Startup to Over 120 Employees


    Stay Tuned!



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

    The Good, The bad & The Ugly

    Stay tuned!

    Click here for the Case Study.


    Investment

    XPX Philadelphia in good standing are complimentary.

    Non-members: $75

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

    Breakfast will be served.

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


    Stay tuned!

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

    Stay tuned!

    Click here for the Case Study.


    Investment

    XPX Philadelphia in good standing are complimentary.

    Non-members: $75

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

    Breakfast will be served.


Past events

August 16, 2017 XPX Chicago - Case Study and Discussion: Owner Wealth
August 03, 2017 XPX MD Members Only Affinity Group Meeting
July 27, 2017 XPX Tri-State CT Hartford Year End Party
July 27, 2017 XPX Chicago - Case Study and Discussion: Banking and Finance
July 26, 2017 XPX New Jersey – Summer Celebration
July 20, 2017 XPX DC Metro - Business continuity and succession planning
July 19, 2017 XPX Tri-State CT: Closing Cocktail Party
July 18, 2017 XPX Chicago - Case Study and Discussion: Banking and Finance
July 11, 2017 XPX New England: LIVE CEO Case Studies Showcase - Part 2
June 27, 2017 XPX NJ & ACG NJ Announce Joint Event, June 27th at LPS Industries - Register Today!
June 21, 2017 XPX Tri-State New York - Assessing Strategic Options:
June 21, 2017 XPX Tri-State CT (Hartford) - Planning for the Exit
June 21, 2017 XPX Philadelphia - Defining Success:
June 20, 2017 XPX Chicago Inaugural Owner’s Academy Seminar
June 16, 2017 XPX Tri-State CT: Assessing Strategic Options
June 15, 2017 XPX DC Metro- PREPARING THE CO. FOR THIRD PARTY SALE
June 13, 2017 XPX CT Hartford & ACG CT Event, June 13th - Yard Goats Game - Register Today!
June 13, 2017 XPX Chicago Spring Social Event
June 07, 2017 XPX Maryland - New Member Lunch
June 07, 2017 XPX DC Metro - Professional Development Workshop: Sharpening Communications Skills ---
May 31, 2017 Joint XPX DC Metro and XPX Maryland Meet-Up
May 23, 2017 XPX New England-NH: From Dorm Room Start-up to International Tech Company
May 19, 2017 XPX Tri-State CT: Good Fences Make Good Neighbors
May 18, 2017 XPX DC Metro- Preparing For Third Party Sale
May 17, 2017 XPX Tri-State New York-Good Fences Make Good Neighbors
May 17, 2017 XPX Tri-State CT (Hartford) - Good Fences Make Good Neighbors
May 17, 2017 XPX Philadelphia - Dealing With Family Dynamics In The Sale Process
May 11, 2017 XPX Chicago - Case Study and Discussion: Legal
May 04, 2017 XPX Chicago - Case Study and Discussion: Legal
May 04, 2017 XPX New England 2017 Summit
May 04, 2017 XPX MD Members Only Affinity Group Meeting
May 03, 2017 XPX New Jersey Inauguration! Newly Launched Chapter of the Exit Planning Exchange
April 21, 2017 XPX MD - Partnership through Spinoff
April 21, 2017 XPX Tri-State CT: Financing Growth Part 2
April 20, 2017 XPX DC Metro- MAXIMIZING AND PROTECTING VALUE – PART 3
April 19, 2017 XPX Tri-State New York: Defining Success
April 19, 2017 XPX Chicago - Case Study and Discussion: Accounting and Valuation
April 19, 2017 XPX Tri-State CT (Hartford) - Financing Growth
April 19, 2017 XPX Philadelphia - Ownership Transition and Liquidity Alternatives without a sale
April 06, 2017 XPX Chicago - Case Study and Discussion: Accounting and Valuation
March 29, 2017 XPX New England: RI/SE MA Breakfast Meeting
March 17, 2017 XPX MD - Power Networking
March 17, 2017 XPX Tri-State CT: Financing Growth Part 1
March 16, 2017 XPX DC Metro - MAXIMIZING AND PROTECTING VALUE - Part 2
March 15, 2017 XPX Chicago - Quarterly City/Suburbs Combined Networking
March 15, 2017 XPX Tri-State New York: Defining Success
March 15, 2017 XPX Tri-State CT (Hartford) - Financing Growth Part 1
March 15, 2017 XPX Philadelphia - POSTPONED - Ownership Transition and Liquidity Alternatives without a sale
February 28, 2017 XPX New England: Joint Meeting with AM&AA
February 23, 2017 XPX Chicago - Case Study Introduction and Discussion to Identify Six Core Issues that are Challenging HiTech Service Co.
February 17, 2017 XPX MD-Getting UP! How to Find the Energy to Rebalance Your Life
February 16, 2017 XPX DC Metro - ALL ABOUT BUSINESS VALUE
February 15, 2017 XPX Tri-State New York: Operations
February 15, 2017 XPX Chicago - Case Study Introduction and Discussion to Identify Six Core Issues that are Challenging HiTech Service Co.
February 15, 2017 XPX Tri-State CT: Using LinkedIn to Grow your business
February 15, 2017 XPX Philadelphia - Realistic Strategic Alternatives and Sale Value
February 03, 2017 XPX Tri-State CT: Successful Exits
February 02, 2017 XPX MD Members Only Affinity Group Meeting
January 24, 2017 XPX New England: Communicating Through Change
January 20, 2017 XPX MD- Passing the Family Torch without Getting Burned
January 20, 2017 XPX Tri-State CT: Operations
January 19, 2017 XPX DC Metro - CASE INTRODUCTION/ROUND TABLE DISCUSSION
January 18, 2017 XPX Philadelphia Case Introduction:
January 11, 2017 XPX Chicago - 2017- A Facilitated Member Discussion on the Owner Transition Process
December 21, 2016 XPX Tri-State New York: Focus on Growth
December 16, 2016 XPX MD - ESOPs: Characteristics of a Good Candidate
December 16, 2016 XPX Tri-State CT: Focus on Growth
December 14, 2016 XPX Chicago Holiday Networking Event
December 14, 2016 XPX New England: Exit Palooza
December 08, 2016 XPX MD December 8 Joint Holiday Networking Event
December 08, 2016 XPX New England - RI: Performance Excellence
December 07, 2016 XPX Philadelphia Joint Holiday Party - The Election is Over, What Will This Mean for You?
December 06, 2016 XPX DC Metro Annual Holiday Networking Event
November 18, 2016 XPX MD - Valuation and Due Diligence for Government Contractors
November 18, 2016 XPX Tri-State CT: Managing Management
November 17, 2016 XPX Tri-State New York: Managing Management
November 17, 2016 XPX DC Metro - Preparing the Owner (Personally) for the Exit:
November 16, 2016 XPX Philadelphia - Building Value for a Maximized Business Sale
November 09, 2016 XPX Chicago - Business Coaching
November 03, 2016 XPX DC Metro- Making Your Value Visible to Increase Referrals
November 03, 2016 XPX MD Members Only Affinity Group Meeting
November 01, 2016 XPX New England-NH: Business Ownership Transition
October 21, 2016 XPX MD - Building Businesses That Sell Themselves!
October 21, 2016 XPX Tri-State CT: Creating a Strategic Plan to Maximize Value
October 20, 2016 XPX New England: Understanding Cyber Risk to Your Business
October 20, 2016 XPX DC Metro - Recent Developments In The Business Valuation "World"
October 19, 2016 XPX Tri-State New York: Creating a Strategic Plan to Maximize Value
October 19, 2016 XPX Philadelphia- PPL
October 05, 2016 XPX Chicago- New Regulations on Valuation Discounts & Family Business
September 22, 2016 XPX New England RI/SE MA: Would You Buy Your Business?
September 21, 2016 XPX Philadelphia Fall Kick-Off Networking Cocktail Party
September 16, 2016 XPX MD - Strategic Growth Challenge
September 16, 2016 XPX Tri-State CT: Case Study
September 15, 2016 XPX DC Metro - BUSINESS DIVORCE
September 14, 2016 XPX Chicago Chapter Launch Event
September 13, 2016 XPX Tri-State New York: Case Study Series & Luncheon
August 23, 2016 XPX MD - 3rd Annual Brew & Networking Fest
August 04, 2016 XPX Boston: Member Appreciation Cocktail Party
July 21, 2016 XPX DC Metro - 3rd Annual ExitPalooza!
July 20, 2016 XPX CT: Closing Cocktail Party!
June 23, 2016 XPX CT: Deepening Your Referral Connections
June 23, 2016 XPX Boston: Advisory Team Integration Strategies PART 2
June 17, 2016 XPX CT: Legal Documents
June 16, 2016 XPX Boston RI/SE MA: Company Branding
June 16, 2016 XPX DC Metro - M&A Market Outlook for 2016 and 2017
June 15, 2016 XPX Philadelphia June Breakfast Meeting
May 26, 2016 XPX Boston Breakfast Meeting
May 25, 2016 XPX MD - May 25 Evening at the BSO Networking Event
May 20, 2016 XPX CT: Due Diligence Preparation and Pitfalls
May 19, 2016 XPX DC Metro: Last Chance! Joint Event with AM&AA DC Chapter
May 18, 2016 XPX Philadelphia - Valuation: What Every Seller Should Know
May 12, 2016 ​XPX DC Metro - Professional Development Seminar
May 05, 2016 XPX MD Members Only Affinity Group Meeting
April 28, 2016 XPX NY Metro - The Private Capital Ecosystem
April 28, 2016 XPX Boston 2016 SUMMIT
April 27, 2016 XPX Leadership Collaborative Annual Meeting
April 22, 2016 XPX CT: The Next Big Idea
April 21, 2016 XPX DC Metro- ESOPs: What They Forget to Mention…
April 20, 2016 XPX Philadelphia - The Unique Challenges of Technology Company Exits
April 15, 2016 XPX MD -April 15 Breakfast Networking Event
April 07, 2016 XPX Boston: Members Only Dinner & Guest Speaker
March 28, 2016 XPX Boston: Joint Event with AM&AA
March 18, 2016 XPX MD -Power Networking
March 18, 2016 XPX CT: Investment Banking Process
March 17, 2016 XPX DC Metro - How PEOs Increase M&A and Exiting Company Valuation and Success
March 16, 2016 XPX Philadelphia - “Understanding the Generations: Who They Are and How They Got That Way”
March 03, 2016 POSTPONED: XPX Boston Owners' Academy
March 03, 2016 XPX MD Members Only Affinity Group Meeting
February 25, 2016 XPX NY Metro - The Importance of Revisiting The Benefits of ESOP’s To Business Owners
February 25, 2016 XPX Boston Breakfast Meeting
February 19, 2016 XPX MD -February 19 Breakfast Networking Event
February 16, 2016 XPX NY Metro - Part 2: Our Advisor Network Matrix
February 11, 2016 XPX Boston RI/SE MA Breakfast Meeting
February 05, 2016 XPX CT: Successful Exit Stories - Joint Meeting with ACG CT
January 28, 2016 XPX Boston: A Dozen Ways to Say "No"
January 25, 2016 XPX Phoenix: Strategy RoundTables
January 22, 2016 XPX CT: Business Valuations
January 21, 2016 XPX DC Metro - How to Avoid "Business Divorces"
January 20, 2016 XPX Philadelphia - Planning for Business Succession Planning
January 15, 2016 XPX MD -Building Value
January 07, 2016 XPX MD Members Only Affinity Group Meeting
December 18, 2015 XPX CT: Estate Planning Options
December 16, 2015 XPX MD December 16 Joint Holiday Networking Event
December 10, 2015 XPX Boston Holiday Networking
December 02, 2015 XPX Philadelphia - Annual Member Only Holiday Networking Event
December 01, 2015 XPX DC Metro Annual Holiday Networking Event
November 20, 2015 XPX MD November 20 Networking Breakfast - Rethinking Referrals
November 20, 2015 XPX CT: Wealth Management Planning
November 19, 2015 XPX Boston Breakfast Meeting
November 19, 2015 XPX DC Metro - The Unplanned Exit
November 18, 2015 XPX Philadelphia - “Tuning Up Your Business for Sale”
November 12, 2015 XPX Boston Owners' Academy
November 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
Copyright XPX Global LLC | Terms-of-Use | Privacy-Policy