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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

    • June 19, 2019
    • 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

    Professional services firms face unique challenges that make business development more difficult and unpredictable than other B2B companies have. They manage and sell an unpredictable product, i.e., people. That does not mean, however, that your business and its success has to be unpredictable.

    Join us on June 19 when John Vanderslice, President and Founder of Sandler Training, Strategic Solutions Group shares key business development strategies for outpacing competition, accelerating growth, and building your book of business. John will also discuss critical techniques in moving your pipeline from conversation to decision.  Bio.

    • June 19, 2019
    • 8:00 AM - 10:00 AM
    • The Hartford Club, 46 Prospect St, Hartford, CT
    Register

    Now that you have decided on a direction, what can you do to prepare for a transaction? It is important to start the process early and focus on leaving a well-run, clean company for the next owners.

    In this session we will explore:

    • Leaving your legacy
    • Cleaning up the books and records, while preparing for due diligence
    • Making sure the financials are clean
    • Tax planning - avoiding pitfalls

    Speakers:

    Mike Liapakis, Tax Managing Director – KPMG
    Andy Koutroumanis, Senior Tax Manager – KPMG

    • June 19, 2019
    • 8:00 AM - 10:00 AM
    • The offices of Fox Rothschild LLP - 49 Market Street, Morristown, NJ
    Register

    The New Jersey 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.

    Too many times owners deliberate a go-forward plan for months, maybe even years. This focus on deciding the right course for them and the organization could be done with limited consideration for the actual execution of this path. When owners reach a decision on a go-forward plan, what should be their next steps? How do they actually prepare for a transition or an transaction?

    Our discussion will cover the many considerations an owner faces when finally deciding to move forward. How should they address their family legacy? What financial audits should be done and how proactive should the company be? Are there tax planning efforts that can be addresses at the very start of the process?

    Please join Andrew Finkle, CPA, JD, LLM – Partner, Transaction Advisory Services with Marcum Accountants and Advisors, as he leads our discussion.

    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 2019, 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


    • June 19, 2019
    • 2:00 PM - 3:00 PM
    • Webinar details forwarded upon registration
    Register


    7 UNIQUE CHARACTERISTICS OF THE LOWER MIDDLE MARKET

    What every advisor should know

    The lower middle market is a thriving part of our local and national economies. The companies in this market are often underserved by professional services and advisory firms. It’s a great business opportunity for the right kind of advisor. But to be successful, it’s important to understand the unique characteristics and challenges of this market segment.

    This web meeting will cover seven key characteristics that an advisor seeking to take advantage of this opportunity needs to know. You’ll learn:

    • What makes this market unique (and rewarding)
    • Key issues that every advisor should understand regardless of your area of expertise
    • Ways to ensure you are providing the best advice to your clients

    We’ll open with a brief presentation of the individual lessons and include plenty of time for discussion and stories by the participants in the web meeting.

    We want to hear your experiences with clients in this market segment! 

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


    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. 


    • June 20, 2019
    • 5:00 PM - 7:30 PM
    • Chesapeake Corporate Advisors, 3600 O’Donnell Street Suite 810 Baltimore, MD 21224
    Register

    XPX EMERGING PROFESSIONALS NETWORK

    Wine can be intimidating. How do you order it? How do you pair it? What are sulfites? What are tannins? Join us for a fun evening of networking and wine education. Industry experts will be on hand to walk us through the dos and don’ts of wine and you’ll walk away feeling like a wine aficionado.

    When: Thursday, June 20th
    Time: 5:00-7:30 PM
    Where: Chesapeake Corporate Advisors, 3600 O’Donnell Street Suite 810 Baltimore, MD 21224
    Cost: $45 for non-members $35 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.

    Thank you to our Event Sponsors!




    • June 21, 2019
    • 7:30 AM - 9:30 AM
    • The Shore and Country Club, 220 Gregory Boulevard, Norwalk, CT
    Register

    Come to this interactive program lead by chapter president Michael Clear. We will explore building the perfect advisory team and will discuss:

    • Various timelines for effective exit planning
    • Who should be part of the company’s advisory team and how should that team build-up and change during the timeline
    • Who are the best quarterbacks to lead the transition process? Should quarterbacks change depending on the phase of the exit?
    • Strategies to use when an advisor needs to be supplemented
    • How do professional teams work more effectively together towards a common goal

    Don’t miss this great opportunity to learn (and explain to others) the best time for you to be referred into an advisory team working towards a business sale. The program will utilize the expertise of a number of our members who will be in attendance.

    • June 26, 2019
    • 8:00 AM - 9:30 AM
    • UBS Financial Services Inc., 411 South State Street 2nd Floor - Newtown, PA
    Register

    Independent sponsors help to bridge the gap between institutional investors, motivated executives seeking their next professional challenge, and family and founder-owned businesses looking to transition.

    We will explore the unique benefits of an independent sponsor and the best practices that lead to success.

    Join us on June 26 when R. Kenneth Bryant, Managing Partner and Co-Founder of Sidereal Capital Group, provides an introduction to learn how Independent sponsors help prepare small business owners to navigate the private equity ecosystem.

    Our Speaker:

    Ken Bryant, Founder of Sidereal Capital

    Ken Bryant brings nearly 20 years of private equity experience investing in lower middle market companies. Prior to co-founding Sidereal in 2012, Ken was a Managing Director at RLJ Equity Partners, LLC, a middle-market private equity firm where he was a key member of the management team and investment committee. Ken joined RLJ from The Wicks Group of Companies, a middle market private equity firm with nearly $1 billion of assets under management where he spent nearly eight years as an investment professional and managed many of the firm's activities in the education and media sectors. He has also worked at Enron Corp. where he developed international infrastructure projects in emerging markets and began his career as a Project Manager at the New York City Economic Development Corporation.

    Ken earned an A.B. from Harvard College and is a graduate of the University of Pennsylvania, where he obtained an M.B.A. from the Wharton School of Business and an M.A. from the School of Arts and Sciences. He is a Fellow of the Lauder Institute International M.B.A. program.

    • June 26, 2019
    • 11:30 AM - 1:00 PM
    • Eggspectations – 6010 University Blvd, Ellicott City, MD 21043
    Register

    Welcome to all new XPX Members joining in the last year!

    Join individuals from our Membership Committee and Board of Directors to learn about the best way to get the most out of your membership.

    This is a great opportunity to network in a small group setting. We will provide a list of attendees prior to the luncheon.

    Please RSVP by June 17, 2019.

    This event is complimentary but we need to provide an accurate count to the restaurant.

    Questions—contact slombardo@evergreenadvisorsllc.com or 410-997-6000

    • June 26, 2019
    • 4:00 PM - 7:30 PM (CDT)
    • Flagg Creek Golf Course (6939 Wolf Rd, Countryside, IL 60525)
    Register

    Come join XPX members for an evening at the driving range. This event will be a warm up for the XPX/MBBI Golf Event July 9th.

    This social event is open to golfers and non-golfers. Non-golfers can enjoy the patio, bar, and restaurant. Light appetizers provided by our sponsor James Van Ham with Strategic Financial Group, Inc.

    Where: Flagg Creek Golf Course (6939 Wolf Rd, Countryside, IL 60525)
    When: June 26
    Time: 4:30-7:00 pm

    Cash bar will be available for cocktails or drinks purchases.

    There is no charge for this event but registration is required for headcount purposes.

    RSVP HERE!


    Thank you to our event sponsor!



    • June 26, 2019
    • 5:30 PM - 7:30 PM
    • The Terrace Club, 25 W 51st st., 7th floor, New York, NY
    Register


    Join XPX New York for an evening of outdoor networking with fellow professionals interested in the exit planning space in the heart of Manhattan.  This event is a unique opportunity to reconnect with colleagues and create new relationships. Bring plenty of business cards!

    When: Wednesday, June 26, 2019

    Time: 5:30 PM – 7:30 PM

    Location: The Terrace Club, 25 W 51st st., 7th floor, New York, NY

    Investment: XPX Members $100 
    Non-Members $130

    New Member Promotion:  Join One or All XPX Tri-State Chapters by June 15 & Get 2 FREE months of membership. Questions, contact Angie Ellis at angie@exitplanningexchange.com

    • July 09, 2019
    • 7:30 AM - 9:30 AM
    • 103 West Paces Ferry Road, NW - Atlanta, GA 30305
    Register

    XPX Atlanta 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!

    Registration starts 7:15 AM


    THANK YOU TO OUR EVENT SPONSORS:





    • July 09, 2019
    • 4:00 PM - 6:30 PM
    • Fox 25 Newsroom Studios, 25 Fox Drive, Dedham, MA (across from Legacy Place)
    Register

    A tweet, a leaked memo or a poorly received policy can all be triggers for a media crisis that puts your company and its value at risk. Join XPX New England for an engaging look at crisis communication featuring professionals with expertise in public relations, crisis management, leadership and corporate culture. Our experts will provide insight into the crisis readiness that should be embodied by every business, and the common trigger points during a business transition.

    Topics include:

    • The essential attributes of an effective crisis communications plan
    • Combining monitoring and instinct to identify a potential crisis before it occurs
    • Managing challenging situations and personalities
    • Proactively creating a culture that can withstand adversity
    • Protecting stakeholders and teams when crisis hits

    Moderator:

    • Ashley Agnew, Assoc. Director of Relationship Development, Centerpoint Advisors. XPX NE Board Member and Marketing Chair

    Panelists:

    • Linda Varrell, President and CEO, Broadreach Public Relations
    • Janey Bishoff, CEO, Bishoff Communications
    • Roger Bridgeman, CEO, Bridgeman Communications
    • Jeffrey Davis, Chairman & Founder, Mage LLC


    Schedule:

    Arrival and Networking: 4:00 - 5:00 p.m.
    Panel Discussion and Q&A: 5:00 - 6:00 p.m.
    Additional Networking: 6:00 - 6:30 p.m.

    • July 11, 2019
    • 7:30 AM - 9:30 AM
    • Tower Club, 8000 Towers Crescent, Suite 1700, Vienna VA

    XPX DC 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 you'll join us!

    • July 11, 2019
    • 2:30 PM - 6:15 PM (CDT)
    • The Petroleum Club, 8620 N. New Braunfels Ave #700, San Antonio, TX
    Register

    Join your XPX Colleagues for a summer networking that includes a presentation from our featured speaker, Michael Espinoza, Founder of SA Business Calendar who will share networking techniques and tips.

    This will be a repeat of last year’s highly successful “Speed Networking” event. After Michael’s tips on networking techniques, you will meet over 20 other professionals in 90 minutes. We finish with a cocktail hour, to allow extra time for following up with your new colleagues!

    Agenda:

    Welcome/Check In:  2:30 - 3:00 p.m.
    Presentation: 3:00 – 3:30 p.m.
    Networking:  3:30 p.m. – 5:15 p.m.
    Cocktail Reception - 5:15 – 6:15 p.m.

    We will have light appetizers and bar service.  Each attendee will be provided with two drink tickets that can be redeemed at the bar (beer, wine and sodas only).  Cash bar will be available for other cocktails or drinks purchases. 

    Thank you to our Event Sponsor:

    • July 17, 2019
    • 5:30 PM - 7:30 PM
    • The Shore and Country Club, 220 Gregory Boulevard, Norwalk, CT
    A CELEBRATION - XPX FAIRFIELD CLOSING COCKTAIL PARTY!


    Join us for our annual summer evening of outdoor summer networking with fellow professionals interested in the exit planning space. Invite a colleague who would benefit from learning about XPX Fairfield.

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

    If it rains we have space inside the club.



    View from the Outdoor Patio!

    • July 17, 2019
    • 5:30 PM - 7:30 PM
    • TBD

    Celebrate the summer with quality networking! 

    Stay tuned!


    • July 18, 2019
    • 7:30 AM - 9:00 AM (CDT)
    • Hyatt Lodge At McDonald's Campus- 2815 Jorie Boulevard, Oak Brook, IL
    Register

    In this session we will have an in depth conversation on the decisions an owner faces after the sale. Subject matter experts from various professions will be represented on this panel. As always, we will also provide our guests with an opportunity to develop relationships with like-minded professionals.

    Panel:

    Jack Lyons – Consultant, Trinitas Advisors
    Mike Karmin – Principal, Strategic Wealth Partners
    Larry Gard – Consultant, Hamilton-Chase Consulting
    Tim Obendorf – Wealth Planner, Steward Advisors

    • July 24, 2019
    • 8:00 AM - 9:30 AM
    • TBD

    XPX Philadelphia 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

    Hoe you'll join us!

    • July 24, 2019
    • 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 Hartford & 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 - BEER2019
    Young Member of ACG CT: $45.00 - BBQ2019
    Member of Other ACG Chapter: $65.00 - Summer2019


    Non-Members & Guests:
    $75.00 (expires July 22)
    $95.00 (after July 22)



    • August 08, 2019
    • 7:30 AM - 9:00 AM (CDT)
    • Chicago Cut Steakhouse - 300 N LaSalle St., Chicago, IL
    Register

    We often discuss concepts around the business sale. In this session, we will look through a different lens and have an in depth conversation on what factors can get in the way of the sale. Subject matter experts from various professions will be represented on this panel. As always, we will also provide our guests with an opportunity to develop relationships with like-minded professionals.

    • August 09, 2019
    • 4:30 PM - 7:00 PM (CDT)
    • TBD - Downtown
    Register

    Learn about our “XPX Emerging Professionals” group, (exclusively for age 35 and under). Join me for an informal meetup after work. Registration is encouraged and there is no attendance fee for this event, but you are free to purchase your own drinks or food.

    This meetup is a great opportunity for XPX members and employees of XPX members to network with the next generation of leaders and decision makers. Bring a colleague or friend that you think will benefit from XPX!

    The Exit Planning Exchange (XPX) is a multi-disciplinary professional organization aimed at providing education and networking opportunities to those who service company owners. XPX member’s help owners build sustainable businesses and help them plan and execute successful exits.

    Where: TBD - Downtown
    When:  Thursday, August 9, 2019
    Time:    4:30 PM-7:00 PM

    RSVP HERE!

    I look forward to see you there!

    Max Katzbeck, Executive Chair of the Young Professionals Group, XPX Chicago Chapter

    For questions, please contact:
    Max at mkatzbeck@jkrug.com

    • August 13, 2019
    • 11:30 AM - 1:30 PM
    • 103 West Paces Ferry Road, NW - Atlanta, GA 30305
    Register

    XPX Atlanta 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!

    Registration starts 11:15 AM


    THANK YOU TO OUR EVENT SPONSORS:





    • August 28, 2019
    • 8:00 AM - 9:30 AM
    • TBD

    XPX Philadelphia 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

    Hoe you'll join us!

    • September 05, 2019
    • 7:30 AM - 9:30 AM
    • Bethesda Country Club - The Bethesda Room - 7601 Bradley Blvd, Bethesda, MD

    XPX DC 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 you'll join us!

    • September 05, 2019
    • 7:30 AM - 9:30 AM
    • Rolling Road Golf Club 814 Hilltop Avenue Catonsville, MD 21228

    Details to come soon in early August, please check back.


    7:30 AM – 8:00 AM – Networking

    8:00 AM – 8:30 AM – Breakfast
    8:30 AM – 9:30 AM – Case Study

    This is a XPX Maryland, Member-Only benefit.

    Kind regards,

    Greg Boucher
    President
    StrataSource Consulting
    410.799.2053 - direct
    443.623.5587 – mobile
    GBoucher@StrataSourceConsulting.com

    • September 19, 2019
    • 8:00 AM - 10:00 AM (CDT)
    • The Petroleum Club, 8620 N. New Braunfels Ave #700, San Antonio, TX
    Register

    XPX San Antonio 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!

    • September 26, 2019
    • 4:30 PM - 7:00 PM (CDT)
    • Gino’s East – River North. 500 N LaSalle Dr, Chicago, IL 60654
    Register

    We are excited to offer a unique opportunity to spend an evening with professional members of the Alliance of Merger and Acquisition Advisors (AM&AA).  

    This collaborative event, the first of its kind for the XPX Chicago chapter, will provide XPX members and guests with a chance to meet, network and build relationships with many like-minded business partners who may be new to our networks.  
    The event will include a brief presentation from a keynote speaker. Ticket cost includes food and a drink ticket.

    More details to come!

    • October 03, 2019
    • 7:30 AM - 9:30 AM
    • Tower Club, 8000 Towers Crescent, Suite 1700, Vienna VA

    XPX DC 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 you'll join us!

    • October 10, 2019
    • 7:30 AM - 9:00 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!

    Registration will open soon.

    • October 10, 2019
    • 11:30 AM - 6:30 PM (CDT)
    • The Plaza Club - 100 West Houston Street, 21st Floor, San Antonio, TX 78205

    Details to come- stay tuned!

    • November 07, 2019
    • 7:30 AM - 9:30 AM
    • The Bethesda Room - 7601 Bradley Blvd, Bethesda, MD

    XPX DC 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 you'll join us!

    • November 15, 2019
    • 4:30 PM - 7:00 PM (CST)
    • TBD

    Learn about our “XPX Emerging Professionals” group, (exclusively for age 35 and under). Join me for an informal meetup after work. Registration is encouraged and there is no attendance fee for this event, but you are free to purchase your own drinks or food.

    This meetup is a great opportunity for XPX members and employees of XPX members to network with the next generation of leaders and decision makers. Bring a colleague or friend that you think will benefit from XPX!

    The Exit Planning Exchange (XPX) is a multi-disciplinary professional organization aimed at providing education and networking opportunities to those who service company owners. XPX member’s help owners build sustainable businesses and help them plan and execute successful exits.

    Where: TBD 
    When:  Thursday, August 9, 2019
    Time:    4:30 PM-7:00 PM


    I look forward to see you there!

    Max Katzbeck, Executive Chair of the Young Professionals Group, XPX Chicago Chapter

    For questions, please contact:
    Max at mkatzbeck@jkrug.com

    • November 21, 2019
    • 8:00 AM - 10:00 AM (CST)
    • The Petroleum Club, 8620 N. New Braunfels Ave #700, San Antonio, TX
    Register

    XPX San Antonio 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!


    • December 05, 2019
    • 7:30 AM - 9:30 AM
    • Rolling Road Golf Club 814 Hilltop Avenue Catonsville, MD 21228

    Details to come in early November. Please check back.

    7:30 AM – 8:00 AM – Networking

    8:00 AM – 8:30 AM – Breakfast
    8:30 AM – 9:30 AM – Case Study

    This is a XPX Maryland, Member-Only benefit.

    Kind regards,

    Greg Boucher
    President
    StrataSource Consulting
    410.799.2053 - direct
    443.623.5587 – mobile
    GBoucher@StrataSourceConsulting.com

Past events

June 13, 2019 XPX Chicago: Who is your buyer?
June 13, 2019 XPX DC Metro - CHALLENGES AND CONSIDERATIONS OF A SUCCESSFUL FAMILY TRANSFER
June 11, 2019 XPX New England: Representations & Warranties Insurance in M&A
June 11, 2019 XPX Atlanta: Lunch Meeting - Client Case Study
June 07, 2019 XPX Long Island Info Session
June 06, 2019 XPX Chicago - Emerging Professional Gathering
June 06, 2019 XPX New England Monthly Meet-Ups
June 05, 2019 XPX Michigan Chapter Launch Meeting
June 04, 2019 XPX London Chapter Launch Event
May 28, 2019 XPX Philadelphia – Suburban Bucks County event- M&A: A Team Sport
May 17, 2019 XPX Fairfield - Navigating the Digital Marketing Maze – How Advisors can Grow Their Professional Practice
May 16, 2019 XPX San Antonio: Continuing the Family Legacy with Multigenerational Business Owners
May 15, 2019 XPX Philadelphia - Like a shark, “Keep Moving or Die”... businesses must evolve every year...if they don’t grow — they die.
May 15, 2019 Build Your Ideal Network!
May 15, 2019 XPX New Jersey - It’s all about the people! How to Enhance the Management Team
May 15, 2019 XPX Hartford - It’s All About The People - How to Enhance the Management Team
May 14, 2019 XPX Atlanta: CHAPTER LAUNCH EVENT
May 13, 2019 XPX Maryland Spring Networking Event
May 09, 2019 XPX Chicago Owners' Academy: HOW AND WHY OWNERS DO BUSINESS PLANNING – - OR NOT
May 09, 2019 XPX New York - Cyber Insurance – Managing the Risk of Cybersecurity Breaches through Insurance
May 07, 2019 XPX New England: Using Real Estate for Liquidity in M&A Transactions
May 03, 2019 XPX Long Island Info Session
May 02, 2019 XPX DC Metro - The Professional Buyer - What We Should All Know
April 30, 2019 XPX Chicago Social Gathering
April 24, 2019 XPX Maryland Emerging Professionals Group
April 24, 2019 XPX Philadelphia-Bucks/Montgomery County Meeting: Increase the Speed and Certainty of Close
April 22, 2019 XPX New England Virtual Summit
April 19, 2019 XPX Maryland - Breakfast Seminar
April 17, 2019 XPX New Jersey - Building the Perfect Advisory Team
April 17, 2019 XPX Hartford - Improving Operations to Maximize Value
April 17, 2019 XPX Philadelphia - Reps and Warranties Insurance 101
April 12, 2019 XPX Fairfield - Transitioning to Insiders – Family Business Planning and Continuity
April 11, 2019 XPX Chicago: Different types of funding methods for transferring a business.
April 11, 2019 XPX New York - PROTECTING YOUR CLIENTS FROM DISASTER
April 04, 2019 XPX Chicago XPX March Social in April
April 04, 2019 XPX DC Metro - THE PROFESSIONAL BUYER – A NEW LOOK AT DUE DILIGENCE
April 04, 2019 XPX Maryland: When Personalities Clash in Deal Negotiations - Members Only Affinity Group
April 02, 2019 XPX New England: Pre- and Post-Sale Wealth Planning Strategies
March 27, 2019 XPX Philadelphia-XPX Bucks/Montgomery County Satellite Organizing meeting
March 21, 2019 XPX San Antonio: ESOP’s Aren’t for Everyone, but They May be Right for You.
March 20, 2019 XPX Philadelphia - Where’s The Exit?
March 20, 2019 XPX New Jersey - It’s All About the People! How to enhance the management team
March 20, 2019 XPX Hartford - Building the right advisory team at the right time of a business cycle
March 15, 2019 XPX Maryland - POWER NETWORKING
March 15, 2019 XPX Fairfield - Recapitalization as an Alternative to Selling
March 14, 2019 XPX Chicago: How advisors handle shareholder disputes.
March 14, 2019 XPX New York - Why Your Clients Should Be Knowledgeable About Blockchain
March 12, 2019 XPX New England 2019 Summit
March 07, 2019 XPX DC Metro - WELL PREPARED SUCCESSOR – PANEL DISCUSSION
February 21, 2019 XPX Chicago - Young Professional Gathering
February 20, 2019 XPX New Jersey - Middle Market M&A and Capital Markets Update
February 20, 2019 XPX Hartford - Navigating the Digital Marketing Maze – Educational seminar for XPX advisors to help grow their professional practice
February 20, 2019 XPX Philadelphia - Ambivalence & Resistance: Navigating Entrepreneurial Emotions and Behavior in the Advising Relationship
February 19, 2019 XPX Chicago Social Gathering
February 15, 2019 XPX Maryland -A Tale of Two Firms: To Merge or Not To Merge
February 14, 2019 XPX New York - Support and Services for Owners who have Sold their Business
February 12, 2019 Experience XPX - Inside Stories from XPX Members
February 12, 2019 XPX Chicago: More Thoughts on How To Prepare your Business For the Future
February 11, 2019 XPX New England - Join the New England Chapters of XPX and AM&AA for a Joint Winter Social at Jack's Abby Brewery
February 07, 2019 XPX DC Metro - THE WELL-PREPARED BUYER VS THE TIRE KICKER
February 05, 2019 XPX New England - Annual Open House
February 01, 2019 XPX Fairfield - Joint Event with ACG CT Breakfast Meeting: A Different Perspective on Exit Planning
January 29, 2019 Launching an XPX Chapter: The Critical Path
January 25, 2019 XPX Maryland Emerging Professionals Group
January 22, 2019 XPX New England - Join XPX New England in their first event of 2019: M&A War Stories Unexpected Challenges and Creative Solutions
January 18, 2019 XPX Maryland - A New Way to Think of Brand Value: Experience Management
January 18, 2019 XPX Fairfield - It's all about the people - How to enhance the management team
January 17, 2019 XPX Chicago Social Gathering
January 17, 2019 XPX San Antonio: Family Transition in a Growing Business - Handing Off and Getting Out of the Way
January 16, 2019 Experience XPX - Inside Stories from XPX Members
January 16, 2019 XPX New Jersey - Transitioning to Outside Buyers
January 16, 2019 XPX Hartford - Transitioning to Outsiders – Strategic Buyers and Private Equity
January 16, 2019 XPX Philadelphia - Post-transaction Wealth Management and Risk Budgeting – A Behavioral Finance Approach
January 10, 2019 XPX Chicago: How To Prepare your Business For the Future
January 10, 2019 XPX New York - The Tax Man Cometh - Selling Your Business in 2019
January 03, 2019 XPX DC Metro - ASSESSING THE BUYER LANDSCAPE – OVERVIEW OF THE CURRENT MARKET
December 19, 2018 XPX Hartford - ESOPs as an Exit Plan: What you don't know may surprise you
December 19, 2018 XPX New Jersey - Keeping Employees Motivated Through Equity Incentive Plans
December 14, 2018 XPX Fairfield - ESOPs as a Succession Planning and Wealth Creation Tool for Business Owners
December 13, 2018 XPX New York - Recapitalization as an Alternative to Selling
December 12, 2018 XPX Philadelphia -Opportunity Zones: Is now the time?
December 11, 2018 Learn the XPX Chapter Launch Formula
December 06, 2018 XPX Maryland Members Only Affinity Group Meeting: Better by the Half Dozen - A Family Exchange of Values
December 04, 2018 XPX Chicago Holiday Networking Event
December 04, 2018 XPX DC Metro Annual Holiday Networking Event
December 04, 2018 XPX New England -Holiday Celebration
December 03, 2018 XPX Maryland Holiday Networking Event
November 30, 2018 XPX Finance and Metrics Leadership Collaborative Video Conference
November 29, 2018 XPX Hartford and ACG CT Event, November 29, 2018
November 29, 2018 XPX Maryland Emerging Professionals Group
November 19, 2018 8th Annual CT Economic Forum | Presented by XPX CT, CTTMA & ACG CT
November 16, 2018 XPX Maryland - Lessons Learned: Growing a Small Business through Culture and Acquisitions
November 16, 2018 XPX Fairfield - Building the Perfect Advisory Team
November 15, 2018 XPX San Antonio: Intergenerational Transfer – Both Sides
November 15, 2018 XPX Chicago Owners' Academy: Owners Advising Advisors
November 15, 2018 XPX DC Metro - BUSINESS VALUATION: EFFECT OF VALUE DRIVERS ON BUYERS AND SELLERS
November 14, 2018 XPX New Jersey - Transitioning to Insiders: Family Business Planning and Business Continuity
November 14, 2018 XPX Hartford - Transitioning to Insiders: Family Business Planning & Business Continuity
November 14, 2018 XPX Philadelphia - Legal Documents
November 13, 2018 Experience XPX - Inside Stories from XPX Leaders
November 08, 2018 XPX New York - Buy/Sell agreements
November 06, 2018 XPX New England - Structuring a Deal: Common and Uncommon Issues in a M&A Transaction
October 23, 2018 Experience XPX - Inside Stories from XPX Leaders
October 19, 2018 XPX Maryland -A CEO's Perspective - Doing Deals and Service Providers
October 19, 2018 XPX Fairfield -Defining Success: Exploring Owner Objectives with a Transition
October 18, 2018 XPX DC Metro - Talk Yourself Into Success and Get the Outcomes You Desire
October 17, 2018 XPX New Jersey - Current State of Capital Markets and Financing Options
October 17, 2018 XPX Hartford - Exploring Owner Goals and Objectives with a Transition
October 17, 2018 XPX Philadelphia - Private Equity Roundtable Discussion
October 11, 2018 XPX Chicago - Year-end tax planning for business owners - taking into consideration tax reform.
October 11, 2018 XPX New York - Current state of the M&A markets and financing options
October 09, 2018 XPX New England -Building Enterprise Value
October 02, 2018 XPX Philadelphia: Digital Presence
September 26, 2018 Learn How Advisors Incorporate Exit Planning into Their Work
September 26, 2018 XPX New Jersey - Defining Success: Exploring the Owner’s Objectives in a Transition
September 26, 2018 XPX Philadelphia - Perspectives of a corporate buyer
September 25, 2018 XPX Maryland Emerging Professionals Group
September 21, 2018 XPX MD -Conversational Intelligence (C-IQ)
September 21, 2018 XPX Fairfield - Current State of Capital Markets and Financing Options
September 20, 2018 XPX San Antonio: ANNUAL Summit for Business Owners & Advisors
September 20, 2018 XPX DC Metro - UNIQUE ASPECTS OF TRANSFERS TO FAMILY MEMBERS
September 19, 2018 XPX Hartford - Current State of Capital Markets and Financing Options
September 14, 2018 XPX Chicago - Inaugural Fall Social/Networking Event - Day at the Races
September 13, 2018 XPX New York - Fall Kickoff with Cocktail Reception!
September 11, 2018 XPX New England - Mixer Meet and Greet
September 06, 2018 XPX Maryland Members Only Affinity Group Meeting
August 22, 2018 Start an XPX Chapter: Help Business Owners and Build Your Practice
August 09, 2018 XPX Chicago - Wealth Management and Asset Protection Considerations for Business Owners Considering a Sale
August 08, 2018 XPX Maryland’s Summer Fun Networking Event
July 25, 2018 XPX Hartford & ACG CT - Beer & BBQ Party
July 25, 2018 Learn Who You Will Meet At An XPX Meeting
July 19, 2018 XPX DC Metro - PULLING IT ALL TOGETHER: PREPARING THE DEAL
July 18, 2018 XPX Fairfield: Closing Cocktail Party
July 17, 2018 XPX New Jersey - Summer Cocktail Party
July 17, 2018 XPX New England - Summer Networking
June 26, 2018 Sneak Peek at the XPX Chapter Startup Kit!
June 21, 2018 XPX DC Metro - WHEN THE PLANNING FALLS APART
June 20, 2018 XPX Chicago - What legal structure works for you? In today’s tax environment, how should a business owner think about the legal structure of their firm?
June 20, 2018 XPX Hartford - Perspectives from a Private Equity Investor
June 20, 2018 XPX New Jersey - Next Steps? What’s the Best Plan Moving Forward?
June 20, 2018 XPX Philadelphia - The Future of Architecture For Business Owners & Investors
June 19, 2018 XPX New England - Follow the Money: The Profitable Female Perspective
June 15, 2018 XPX Leadership Collaborative - Communications Video Conference
June 14, 2018 XPX New York - Perspectives from a Private Equity Investor
June 14, 2018 XPX Maryland Members Only Affinity Group Meeting
June 01, 2018 XPX Chicago Social
June 01, 2018 Leadership Collaborative - Membership Video Conference
May 30, 2018 XPX Maryland Emerging Professionals Group
May 23, 2018 XPX Chicago - Young Professional Gathering
May 23, 2018 The "Why" of XPX
May 23, 2018 XPX Hartford - Trusts and Estates planning – How can owners keep what they have earned
May 18, 2018 XPX Fairfield - Tricks of the Trade from Investment Bankers
May 17, 2018 XPX San Antonio: Case Study Part 2 – Legal and Tax Issues
May 17, 2018 XPX DC Metro - Professional Development Seminar
May 16, 2018 XPX New Jersey - The Transaction Process – Tricks of the Trade from Investment Bankers
May 16, 2018 XPX Philadelphia - Buy-Sell Checklist
May 15, 2018 XPX New England: ESOP Revisited with Harpoon Brewery
May 15, 2018 XPX Chicago Owners' Academy
May 10, 2018 XPX New York - Corporate Image – How a branding tune up can revitalize your family business
May 08, 2018 XPX MD -Spring Networking Event
May 01, 2018 XPX New England Sponsor Annual Dinner
April 27, 2018 XPX Chicago Social Get-Together
April 26, 2018 XPX Chicago - The current state of capital markets and financing for small- to mid-size businesses, including any opportunities as a result of recent tax reform.
April 25, 2018 Introduction to XPX for Law Exchange Members
April 24, 2018 XPX New England: Networking & Open House Event
April 20, 2018 XPX MD - Right People – Right Roles
April 20, 2018 XPX Fairfield - Trust and Estate Planning: Helping Business Owners Keep What They Have Earned
April 19, 2018 7 Principles of Successful Advisors to Premier Private Companies
April 19, 2018 XPX New York - Trust and Estate Planning: How Business Owners Can Keep What They Have Earned
April 19, 2018 XPX DC Metro - CLOSING THE GAP – MAXIMIZING & PROTECTING VALUE!
April 18, 2018 XPX Hartford - Management Review
April 18, 2018 XPX New Jersey - Transaction Process
April 18, 2018 XPX Philadelphia - Secrets from the Buyside: What do buyers know that sellers don’t?
April 13, 2018 XPX Chicago - Insperity Sponsor XPX Member Appreciation Event
April 05, 2018 XPX MD Members Only Affinity Group Meeting
March 28, 2018 XPX New Jersey - Moving Closer to a Sale? What Estate Planning Techniques Can Help Owners Keep What They Have Earned?
March 27, 2018 XPX New England: Finding the Right Advisors
March 22, 2018 XPX San Antonio: Case Study Part 1 – Valuation
March 21, 2018 Learn about the Power of the Premier Private Company Market
March 21, 2018 XPX Hartford - Management Review
March 21, 2018 XPX New Jersey - Moving Closer to a Sale? What Estate Planning Techniques Can Help Owners Keep What They Have Earned?
March 21, 2018 XPX Philadelphia - Buy-Sell Checklist
March 20, 2018 XPX Chicago - The Current Market for Mergers & Acquisitions, and its impact on the Small Business Owner
March 16, 2018 XPX MD - Post-Acquisition Integration
March 16, 2018 XPX Fairfield - B2B Revenue Growth thru Social Media
March 15, 2018 XPX DC Metro - CASH FLOW CREATES THE DEAL!
March 08, 2018 XPX New York - Corporate Image – How a branding tune up can revitalize your family business
February 28, 2018 XPX Chicago Gathering
February 27, 2018 XPX New England: How the Tax Act will impact Business Owners
February 22, 2018 XPX Chicago - Impact of Tax Reform on Business Owners
February 22, 2018 XPX DC Metro - INSIDER SALE – PREPARING THE BUYER FOR THE PURCHASE
February 21, 2018 Learn the XPX Chapter Launch Formula
February 21, 2018 XPX New Jersey - Operational Efficiencies
February 16, 2018 XPX MD - Optimizing the Value of Transactions Through Leadership Engagement & Organizational Alignment
February 14, 2018 XPX Hartford - Operational Efficiencies
February 08, 2018 XPX New York - Management Review – Hire Family Members or Professional Managers?
February 02, 2018 XPX Fairfield - Joint Event with ACG CT Breakfast Meeting
January 26, 2018 XPX Presidents Leadership Collaborative Video Conference
January 19, 2018 XPX MD - Power Networking
January 19, 2018 XPX Fairfield - Operational Efficiencies
January 18, 2018 XPX San Antonio: An Insider’s View of NAFTA Negotiations
January 18, 2018 XPX Chicago - Collaborative XPX Planning for 2018
January 18, 2018 XPX DC Metro - 2018 XPX KICKOFF!
January 17, 2018 XPX Philadelphia - Chapter Growth Strategy Meeting
January 17, 2018 3 Ways XPX Can Help Raise Your Profile in 2018
January 17, 2018 XPX Hartford - Operational Efficiencies
January 17, 2018 XPX New Jersey - Operational Efficiencies
January 16, 2018 XPX Chicago - Young Professional Gathering
January 16, 2018 XPX New England: Meeting the Growth Challenge
January 11, 2018 XPX Chicago - Collaborative XPX Planning for 2018
January 11, 2018 XPX New York - Operational Efficiencies
January 09, 2018 XPX Tri-State Cocktail Networking Reception
December 20, 2017 XPX Tri-State: Hartford Valuation - What could the business be worth...and why?
December 20, 2017 XPX Tri-State: New Jersey - Valuation – What could the business be worth…and why?
December 20, 2017 XPX Philadelphia - PLANNING FOR LIFE AFTER CLOSING; WEALTH & CAREER TRANSITION
December 15, 2017 XPX MD - Building Brand Value Through the Business Life Cycle
December 15, 2017 XPX Tri-State: Fairfield County - Strategic Options: What Makes the Most Sense
December 14, 2017 XPX Philadelphia & AM&AA Joint Holiday Party
December 14, 2017 XPX Tri-State - New York: Business Valuations: What is the business worth? And why?
December 12, 2017 XPX Chicago Holiday Gathering
December 06, 2017 XPX Hartford and ACG Hartford Joint Event
December 06, 2017 XPX New England: Would You Buy Your Business? Webinar with A.I.M
December 05, 2017 XPX DC Metro Annual Holiday Networking Event
December 05, 2017 XPX New England: Exit Palooza - The Return!!
December 05, 2017 XPX Chicago Owners' Academy Business Value Creation
December 04, 2017 XPX Maryland Holiday Networking Event
November 30, 2017 XPX Chicago - Case Study and Discussion: Exit Plan
November 20, 2017 7th Annual CT Economic Forum | Presented by XPX CT & CTTM & ACG CT
November 17, 2017 XPX MD - Human Capital and Its Impact on Transitioning Businesses
November 17, 2017 XPX Tri-State: Fairfield County - Business Valuations: What is the business worth? And why?
November 16, 2017 XPX San Antonio Speed Networking
November 16, 2017 XPX DC Metro - PROFESSIONAL DEVELOPMENT TIME: THE ILLUSION OF SPEED!
November 15, 2017 XPX Tri-State: Hartford Strategic Options Review:
November 15, 2017 XPX Tri-State: New Jersey - Strategic Options Review:
November 15, 2017 XPX Philadelphia - Legal Documents:
November 14, 2017 XPX Chicago - Case Study and Discussion: Exit Plan
November 13, 2017 XPX New England: Can you afford to sell your business?
November 09, 2017 XPX Tri-State: New York - Strategic Options Review:
October 26, 2017 XPX Chicago - Case Study and Discussion: Strategic Planning for Growth
October 24, 2017 XPX New England: Start NOW to make 2018 your best year ever!
October 24, 2017 XPX Philadelphia- Join Us! Seminar: Introduction to ESOPs
October 20, 2017 XPX MD - Lessons Learned Along the Way
October 20, 2017 XPX Tri-State: Fairfield County - Managing Family Dynamics:
October 19, 2017 XPX Chicago - Case Study and Discussion: Strategic Planning for Growth
October 19, 2017 XPX DC Metro - Sudden Money Event - What's Next for Tanya?
October 18, 2017 Start an XPX Chapter: Help Business Owners and Build Your Practice
October 18, 2017 XPX Tri-State: Hartford Managing Family Dynamics: The Good, The Bad and The Ugly
October 18, 2017 XPX Tri-State: New Jersey - Managing Family Dynamics – The Good, The Bad and The Ugly
October 18, 2017 XPX Philadelphia - Due Diligence and What Is Cash Flow?
October 12, 2017 XPX Tri-State: New York - Managing Family Dynamics - The Good, The Bad and The Ugly
October 05, 2017 XPX Philadelphia - MEMBERS ONLY - TABLE FOR TEN
September 28, 2017 XPX San Antonio Launch Event
September 26, 2017 XPX New England Mixer Meet and Greet
September 20, 2017 XPX Tri-State: Hartford Case Introduction
September 20, 2017 XPX Tri-State: New Jersey Case Study Series & Breakfast
September 20, 2017 XPX DC Metro - Creating a Meaningful Future Post: Exit with Estate and Charitable Gift Planning
September 20, 2017 XPX Philadelphia - The Investment Banking/Selling Process
September 15, 2017 XPX MD - Deal Killers
September 15, 2017 XPX Tri-State: Fairfield County Case Introduction
September 14, 2017 XPX Tri-State: New York Case Study Series & Breakfast
September 12, 2017 XPX Philadelphia - MEMBERS ONLY - TABLE FOR SIX
August 24, 2017 XPX Chicago - Case Study and Discussion: Owner Wealth
August 23, 2017 XPX Maryland’s Summer Fun Networking Event
August 16, 2017 XPX Chicago - Case Study and Discussion: Owner Wealth
August 03, 2017 XPX MD Members Only Affinity Group Meeting
July 27, 2017 XPX Tri-State CT Hartford Year End Party
July 27, 2017 XPX Chicago - Case Study and Discussion: Banking and Finance
July 26, 2017 XPX New Jersey – Summer Celebration
July 20, 2017 XPX DC Metro - Business continuity and succession planning
July 19, 2017 XPX Tri-State CT: Closing Cocktail Party
July 18, 2017 XPX Chicago - Case Study and Discussion: Banking and Finance
July 11, 2017 XPX New England: LIVE CEO Case Studies Showcase - Part 2
June 27, 2017 XPX NJ & ACG NJ Announce Joint Event, June 27th at LPS Industries - Register Today!
June 21, 2017 XPX Tri-State New York - Assessing Strategic Options:
June 21, 2017 XPX Tri-State CT (Hartford) - Planning for the Exit
June 21, 2017 XPX Philadelphia - Defining Success:
June 20, 2017 XPX Chicago Inaugural Owner’s Academy Seminar
June 16, 2017 XPX Tri-State CT: Assessing Strategic Options
June 15, 2017 XPX DC Metro- PREPARING THE CO. FOR THIRD PARTY SALE
June 13, 2017 XPX CT Hartford & ACG CT Event, June 13th - Yard Goats Game - Register Today!
June 13, 2017 XPX Chicago Spring Social Event
June 07, 2017 XPX Maryland - New Member Lunch
June 07, 2017 XPX DC Metro - Professional Development Workshop: Sharpening Communications Skills ---
May 31, 2017 Joint XPX DC Metro and XPX Maryland Meet-Up
May 23, 2017 XPX New England-NH: From Dorm Room Start-up to International Tech Company
May 19, 2017 XPX Tri-State CT: Good Fences Make Good Neighbors
May 18, 2017 XPX DC Metro- Preparing For Third Party Sale
May 17, 2017 XPX Tri-State New York-Good Fences Make Good Neighbors
May 17, 2017 XPX Tri-State CT (Hartford) - Good Fences Make Good Neighbors
May 17, 2017 XPX Philadelphia - Dealing With Family Dynamics In The Sale Process
May 11, 2017 XPX Chicago - Case Study and Discussion: Legal
May 04, 2017 XPX Chicago - Case Study and Discussion: Legal
May 04, 2017 XPX New England 2017 Summit
May 04, 2017 XPX MD Members Only Affinity Group Meeting
May 03, 2017 XPX New Jersey Inauguration! Newly Launched Chapter of the Exit Planning Exchange
April 21, 2017 XPX MD - Partnership through Spinoff
April 21, 2017 XPX Tri-State CT: Financing Growth Part 2
April 20, 2017 XPX DC Metro- MAXIMIZING AND PROTECTING VALUE – PART 3
April 19, 2017 XPX Tri-State New York: Defining Success
April 19, 2017 XPX Chicago - Case Study and Discussion: Accounting and Valuation
April 19, 2017 XPX Tri-State CT (Hartford) - Financing Growth
April 19, 2017 XPX Philadelphia - Ownership Transition and Liquidity Alternatives without a sale
April 06, 2017 XPX Chicago - Case Study and Discussion: Accounting and Valuation
March 29, 2017 XPX New England: RI/SE MA Breakfast Meeting
March 17, 2017 XPX MD - Power Networking
March 17, 2017 XPX Tri-State CT: Financing Growth Part 1
March 16, 2017 XPX DC Metro - MAXIMIZING AND PROTECTING VALUE - Part 2
March 15, 2017 XPX Chicago - Quarterly City/Suburbs Combined Networking
March 15, 2017 XPX Tri-State New York: Defining Success
March 15, 2017 XPX Tri-State CT (Hartford) - Financing Growth Part 1
March 15, 2017 XPX Philadelphia - POSTPONED - Ownership Transition and Liquidity Alternatives without a sale
February 28, 2017 XPX New England: Joint Meeting with AM&AA
February 23, 2017 XPX Chicago - Case Study Introduction and Discussion to Identify Six Core Issues that are Challenging HiTech Service Co.
February 17, 2017 XPX MD-Getting UP! How to Find the Energy to Rebalance Your Life
February 16, 2017 XPX DC Metro - ALL ABOUT BUSINESS VALUE
February 15, 2017 XPX Tri-State New York: Operations
February 15, 2017 XPX Chicago - Case Study Introduction and Discussion to Identify Six Core Issues that are Challenging HiTech Service Co.
February 15, 2017 XPX Tri-State CT: Using LinkedIn to Grow your business
February 15, 2017 XPX Philadelphia - Realistic Strategic Alternatives and Sale Value
February 03, 2017 XPX Tri-State CT: Successful Exits
February 02, 2017 XPX MD Members Only Affinity Group Meeting
January 24, 2017 XPX New England: Communicating Through Change
January 20, 2017 XPX MD- Passing the Family Torch without Getting Burned
January 20, 2017 XPX Tri-State CT: Operations
January 19, 2017 XPX DC Metro - CASE INTRODUCTION/ROUND TABLE DISCUSSION
January 18, 2017 XPX Philadelphia Case Introduction:
January 11, 2017 XPX Chicago - 2017- A Facilitated Member Discussion on the Owner Transition Process
December 21, 2016 XPX Tri-State New York: Focus on Growth
December 16, 2016 XPX MD - ESOPs: Characteristics of a Good Candidate
December 16, 2016 XPX Tri-State CT: Focus on Growth
December 14, 2016 XPX Chicago Holiday Networking Event
December 14, 2016 XPX New England: Exit Palooza
December 08, 2016 XPX MD December 8 Joint Holiday Networking Event
December 08, 2016 XPX New England - RI: Performance Excellence
December 07, 2016 XPX Philadelphia Joint Holiday Party - The Election is Over, What Will This Mean for You?
December 06, 2016 XPX DC Metro Annual Holiday Networking Event
November 18, 2016 XPX MD - Valuation and Due Diligence for Government Contractors
November 18, 2016 XPX Tri-State CT: Managing Management
November 17, 2016 XPX Tri-State New York: Managing Management
November 17, 2016 XPX DC Metro - Preparing the Owner (Personally) for the Exit:
November 16, 2016 XPX Philadelphia - Building Value for a Maximized Business Sale
November 09, 2016 XPX Chicago - Business Coaching
November 03, 2016 XPX DC Metro- Making Your Value Visible to Increase Referrals
November 03, 2016 XPX MD Members Only Affinity Group Meeting
November 01, 2016 XPX New England-NH: Business Ownership Transition
October 21, 2016 XPX MD - Building Businesses That Sell Themselves!
October 21, 2016 XPX Tri-State CT: Creating a Strategic Plan to Maximize Value
October 20, 2016 XPX New England: Understanding Cyber Risk to Your Business
October 20, 2016 XPX DC Metro - Recent Developments In The Business Valuation "World"
October 19, 2016 XPX Tri-State New York: Creating a Strategic Plan to Maximize Value
October 19, 2016 XPX Philadelphia- PPL
October 05, 2016 XPX Chicago- New Regulations on Valuation Discounts & Family Business
September 22, 2016 XPX New England RI/SE MA: Would You Buy Your Business?
September 21, 2016 XPX Philadelphia Fall Kick-Off Networking Cocktail Party
September 16, 2016 XPX MD - Strategic Growth Challenge
September 16, 2016 XPX Tri-State CT: Case Study
September 15, 2016 XPX DC Metro - BUSINESS DIVORCE
September 14, 2016 XPX Chicago Chapter Launch Event
September 13, 2016 XPX Tri-State New York: Case Study Series & Luncheon
August 23, 2016 XPX MD - 3rd Annual Brew & Networking Fest
August 04, 2016 XPX Boston: Member Appreciation Cocktail Party
July 21, 2016 XPX DC Metro - 3rd Annual ExitPalooza!
July 20, 2016 XPX CT: Closing Cocktail Party!
June 23, 2016 XPX CT: Deepening Your Referral Connections
June 23, 2016 XPX Boston: Advisory Team Integration Strategies PART 2
June 17, 2016 XPX CT: Legal Documents
June 16, 2016 XPX Boston RI/SE MA: Company Branding
June 16, 2016 XPX DC Metro - M&A Market Outlook for 2016 and 2017
June 15, 2016 XPX Philadelphia June Breakfast Meeting
May 26, 2016 XPX Boston Breakfast Meeting
May 25, 2016 XPX MD - May 25 Evening at the BSO Networking Event
May 20, 2016 XPX CT: Due Diligence Preparation and Pitfalls
May 19, 2016 XPX DC Metro: Last Chance! Joint Event with AM&AA DC Chapter
May 18, 2016 XPX Philadelphia - Valuation: What Every Seller Should Know
May 12, 2016 ​XPX DC Metro - Professional Development Seminar
May 05, 2016 XPX MD Members Only Affinity Group Meeting
April 28, 2016 XPX NY Metro - The Private Capital Ecosystem
April 28, 2016 XPX Boston 2016 SUMMIT
April 27, 2016 XPX Leadership Collaborative Annual Meeting
April 22, 2016 XPX CT: The Next Big Idea
April 21, 2016 XPX DC Metro- ESOPs: What They Forget to Mention…
April 20, 2016 XPX Philadelphia - The Unique Challenges of Technology Company Exits
April 15, 2016 XPX MD -April 15 Breakfast Networking Event
April 07, 2016 XPX Boston: Members Only Dinner & Guest Speaker
March 28, 2016 XPX Boston: Joint Event with AM&AA
March 18, 2016 XPX MD -Power Networking
March 18, 2016 XPX CT: Investment Banking Process
March 17, 2016 XPX DC Metro - How PEOs Increase M&A and Exiting Company Valuation and Success
March 16, 2016 XPX Philadelphia - “Understanding the Generations: Who They Are and How They Got That Way”
March 03, 2016 POSTPONED: XPX Boston Owners' Academy
March 03, 2016 XPX MD Members Only Affinity Group Meeting
February 25, 2016 XPX NY Metro - The Importance of Revisiting The Benefits of ESOP’s To Business Owners
February 25, 2016 XPX Boston Breakfast Meeting
February 19, 2016 XPX MD -February 19 Breakfast Networking Event
February 16, 2016 XPX NY Metro - Part 2: Our Advisor Network Matrix
February 11, 2016 XPX Boston RI/SE MA Breakfast Meeting
February 05, 2016 XPX CT: Successful Exit Stories - Joint Meeting with ACG CT
January 28, 2016 XPX Boston: A Dozen Ways to Say "No"
January 25, 2016 XPX Phoenix: Strategy RoundTables
January 22, 2016 XPX CT: Business Valuations
January 21, 2016 XPX DC Metro - How to Avoid "Business Divorces"
January 20, 2016 XPX Philadelphia - Planning for Business Succession Planning
January 15, 2016 XPX MD -Building Value
January 07, 2016 XPX MD Members Only Affinity Group Meeting
December 18, 2015 XPX CT: Estate Planning Options
December 16, 2015 XPX MD December 16 Joint Holiday Networking Event
December 10, 2015 XPX Boston Holiday Networking
December 02, 2015 XPX Philadelphia - Annual Member Only Holiday Networking Event
December 01, 2015 XPX DC Metro Annual Holiday Networking Event
November 20, 2015 XPX MD November 20 Networking Breakfast - Rethinking Referrals
November 20, 2015 XPX CT: Wealth Management Planning
November 19, 2015 XPX Boston Breakfast Meeting
November 19, 2015 XPX DC Metro - The Unplanned Exit
November 18, 2015 XPX Philadelphia - “Tuning Up Your Business for Sale”
November 12, 2015 XPX Boston Owners' Academy
November 05, 2015 XPX MD Members Only Affinity Group Meeting
November 03, 2015 XPX DC Metro - Professional Development Workshop - Members Only
October 21, 2015 XPX Philadelphia - "What do you mean my sale isn't 100% Cash & Carry?"
October 16, 2015 XPX MD October 16 Networking Breakfast - Being Relational
October 16, 2015 XPX CT: Managing Family Dynamics – How can the family prepare for success?
October 15, 2015 XPX DC Metro - Left Behind: The Owners are Exiting....What about the team?
October 07, 2015 RI/SE MASS Breakfast Meeting
September 30, 2015 XPX Boston Owners' Academy
September 24, 2015 XPX Boston Practice Builder - NEW
September 18, 2015 XPX MD - Breakfast Meeting
September 18, 2015 XPX CT - Breakfast Meeting
September 17, 2015 XPX DC Metro - BUILDING TOWARD SUCCESSFUL EXIT: BUY-ME METRICS
September 16, 2015 XPX Philadelphia - The 11th Hour Estate Plan
September 03, 2015 Affinity Group Meeting - Members Only