US Member: 

Log in


                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

    • December 18, 2019
    • 8:00 AM - 10:00 AM
    • The Hartford Club, 46 Prospect St, Hartford, CT
    Register
    Join us for a lively discussion on ways to improve enterprise value using real life examples from our expert panel. Our special guest speakers include Brian Kerrigan (Partner, Whittlesey) and Jon Anderson (President, Sidehill Group).

    Our Speakers:

    Jon Anderson, President of Sidehill Consulting

    Jon Anderson started Sidehill Consulting in 2009, which creates and implements sustainable and rapid growth for small and mid-sized businesses. He began his career in Silicon Valley in the early 1980’s “boom or bust” period. Having always worked under heavy change requirements, Jon quickly developed the skill and passion for solving the complex challenges that keep sales organizations from performing at their best, and gained the reputation of a “sales fixer.”

    Brian Kerrigan, Partner at Whittlesey

    Brian Kerrigan is a partner with Whittlesey in their Hartford office. He has provided tax compliance and consulting services for large public and privately held companies throughout New England for more than 17 years. He is skilled in managing tax computations for larger corporations operating in federal and multi-state tax environments, and has extensive experience with mergers and acquisitions of both private and publicly held companies.

    • December 18, 2019
    • 8:00 AM - 10:00 AM
    • The offices of Fox Rothschild LLP - 49 Market Street, Morristown, NJ
    Register

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

    Our December meeting will focus on “Top 10 Ways to Improve the Value of Your Business” In this session, we will explore some real-life examples of organizations which looked to increase their value prior to sale. We will examine the multiple areas for the company owners to review – customer concentration, management teams, product development among others.

    To honor the “Season of Giving”, we are offering all current members the opportunity to invite one guest to our December meeting. The guest must not have attended any of our meetings in the past. Please email John Dowd (jdowd@bernstein.com) your guest’s information.

    This highly interactive session will allow for participation by attendees in a collaborative format. As an association of experienced advisory professionals for business owners and their companies, we are all focused on delivering the highest level of subject matter expertise to our clients and we would value your expertise and insights. We invite you to join us for this exciting event and for the entire series this year!

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

    Parking Suggestions:

    Ann Bank Parking Garage
    41 Bank Street, Morristown, NJ

    OR

    DeHart Street Parking Garage
    14 Maple Ave, Morristown, NJ

    • December 18, 2019
    • 11:00 AM - 11:30 AM
    • Virtual - you'll receive call-in instructions upon registering
    Register

    Welcome to XPX!

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

    You’ll learn:

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

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

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


    • December 18, 2019
    • 5:30 PM - 7:30 PM
    • The Offices of Offit Kurman, Ten Penn Center, 1801 Market Street • Suite 2300 • Philadelphia, PA
    Register

    PRESENTER: Marc Kramer

    Marc Kramer, president of Stress Free Family Business, author of five books and 13-year business editorial contributor to KYW, will provide a process for transitioning the family business to the next generation. This process includes the roles XPX members can and do play in the transition. Marc, who was born into and has worked with family businesses for 40 years, is a master’s in management from Penn State University and a BS in journalism from West Virginia University, is a former instructor at the University of Pennsylvania’s Wharton School of Business.

    • December 20, 2019
    • 7:30 AM - 9:30 AM
    • The Shore and Country Club, 220 Gregory Boulevard, Norwalk, CT
    Register

    A key to enhancing the value of a company at exit is to first create strategies for growth. But the road to achieve this objective is not a smooth one. We’ll take a look at some common growth challenges that confront many businesses and discuss with our audience how they are experienced and addressed. Our panel consists of three diverse experts: a private equity CEO; a Principal, Practice Leader - Strategy & Business Transformation for a leading accounting/advisory firm; and a former Fortune 500 business executive who’s running a business strategy consulting practice. This panel promises an interactive discussion that will explore cases studies collected from their experiences, and the important lessons learned.

    Our Speakers:

    Chuck Dubois, CEO Acceleteq

    Chuck Dubois is CEO of Acceleteq, a PE-backed investment company focused on acquiring and building businesses in life-sciences and industrial technologies and

    Dubois Consulting, LLC, which provides strategic support to small businesses, including sales and marketing, growth, and exit strategies

    Prior experience includes CEO of Environmental & Analysis Sector and Executive Board Member at global life-saving technology conglomerate Halma plc; President of Diba Industries – a manufacturer of fluid-handling components used in Life Science and Scientific Instrumentation; and Vice President of Sales & Marketing, Perma Pure, a manufacturer of highly selective separations technologies used in Medical, Scientific, Environmental, and Fuel Cell applications.

    Stephen E. Ronan, Principal of Citrin Cooperman

    Steve Ronan is a principal and the leader of Citrin Cooperman’s Strategy & Business Transformation Practice. He is an experience professional in the theory and execution of improving business value. Steve has partnered with a range of companies, from Fortune 100 to middle-market, to develop and implement strategies that improve profitability, create scalable businesses, and strengthen customer relationships. His projects have created over $100M in value through top-line growth and bottom-line savings. Steve’s experience includes strategic planning, process improvement, and organizational transformation. Previously, Steve owned a boutique consulting firm and was a senior manager at Deloitte Consulting.

    Fred Ventresca, CEO of Value Creation Partners, LLC

    Fred Ventresca is CEO of Value Creation Partners, a strategy and growth consulting firm for businesses preparing for, or undergoing, a significant transformation. Expertise areas are strategy, culture, function, performance and growth. Clients range from mid-sized firms to Fortune 500 companies in diverse industries, including: manufacturing, services, construction, software and renewable energy.

    Previously, Fred held Senior Leadership positions in Corporate Development, Business Development and Strategic Management with four iconic Fortune 1000 firms - General Electric, Con Edison, Schneider Electric and Osram.

    He is recognized for innovative commercial excellence strategy that was adopted nationally while part of GE’s largest sales organization.

    • January 03, 2020
    • 8:30 AM - 10:00 AM
    • Carter, DeLuca & Farrell LLP - 576 Broad Hollow Road, Melville, NY
    Register

    Valuation is the cornerstone to business performance and business transactions. It is both an art and science, as valuation conclusions rely on numerous assumptions and parameters, many of which are subjective in nature. It is important to understand the purpose of a valuation and the key factors and attributes driving value.

    Specific learning objectives include:

    • Introducing common valuation contexts
    • Recognizing the typical valuation approaches and methodologies
    • Understanding what are some of the key valuation parameters/assumptions
    • Understanding common valuation issues

    Our Speaker:

    Diana Hopkins, Director at BDO

    Diana is a Director in BDO’s Valuation and Business Analytics practice, leading the NY Business Valuation team. She has significant experience performing valuations for public and private clients, for a variety of purposes including M&A, financial reporting and tax planning, management planning, litigation and dispute advisory. She has valued business enterprises, intangible assets, debt and equity securities.

    Prior to joining BDO, Ms. Hopkins held positions with Grant Thornton LLP, Huron Consulting Group and Amplify, a subsidiary of News Corporation. She has a B.S. in Business Administration from the State University at Albany and is Chartered Financial Analyst.


    About XPX Long Island

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

    • January 09, 2020
    • 7:30 AM - 9:30 AM
    • Tower Club |Skyline Room| 8000 Towers Crescent, Suite 1700, Vienna VA
    Register

    Our overall training theme for 2020 is “Back to Basics”. Given the complex nature of Exit Planning, having a firm grasp on the “Foundational Big Rocks” of the Exit Planning Process is essential for every advisor to effectively serve their clients.

    Pat Carroll and Todd Feldman of Obsidian Planning Solutions are Certified Exit Planners who will set the stage for the year by providing an overview of the process, the key questions an owner needs to answer and the core elements of the process.

    • January 09, 2020
    • 5:15 PM
    • Five locations in the Greater Boston area



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

    What is an XPX Meet-Up?

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

    Features include…

    • Members, Non-Members, Business Owners, Colleagues and Friends Welcome
    • No Registration
    • No Name Tags
    • Email and Group Text Notifications and Reminders Only
    • No Commitment – Come if you can
    • No Cost – Other than your drinks or food
    • Every First Thursday of the Month
    • 5:15 PM to whenever – Why sit in traffic?
    • Local
    • Same Location each month
    • Business Community Building
    • Ready to have fun

    Questions? Please contact the regional organizers:

    Boston: David Poulin RBC Wealth Management
    Venue: Scholars American Bistro and Cocktail Lounge
    25 School Street
    Boston, MA
    Come as early as 5:15 PM

    North: Don Hause Legacy Real Estate Advisors
    Venue: 
    Mission on the Bay
    141 Humphrey St.
    Swampscott, MA

    South: James Moniz Core Business Group 
    Venue: 
    Scarlet Oak Tavern
    1217 Main Street
    Hingham, MA

    WestRyan Gass Cambridge Trust
    Venue: Paddy’s Public House
    95 Elm Street
    West Newton, MA
    Come as early as 5:15 PM

    Southwest: Trammel Martin UBS Private Wealth 
    Venue: Not Your Average Joe's
    70 University Ave. Westwood, MA


    • January 14, 2020
    • 7:15 AM - 9:30 AM
    • The Buckhead Club- 3344 Peachtree Rd, NE, Suite 2600, Atlanta, GA 30326 - Directions url: https://www.clubcorp.com/Clubs/Buckhead-Club/About-the-Club/Directions-Hours
    Register

    As we discussed in our December program, the transaction process is complicated and takes a lot of time, even when perfectly executed. At this event, we will get the perspectives of business owners who have sold their businesses – what went well, what did not go so well. They will share their learnings on the process and on the support of their advisory team. This is a time to get real and learn from our clients. Panel discussion and roundtable discussions will address this topic as we get to know our colleagues and how they deal with these issues. Panel Moderator: Barry Selvidge, Partner, Newport, LLC.

    • Get real perspective from owners who have gone through the process
    • Pick up tips on how you can enhance your processes in working with your clients
    • Learn more about the right questions to ask of your clients
    • Get to know other advisors as resources for your clients
    • Enjoy a half hour of open networking
    • Gain an appreciation of the power of the XPX Advisor Principles!


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

    PARKING OPTIONS!!

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

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

    • January 14, 2020
    • 4:00 PM - 6:30 PM
    • Sullivan & Worcester LLP, 1 Post Office Square, Boston, MA

    Save the date - Details to come.

    • January 15, 2020
    • 7:30 AM - 9:15 AM
    • The Offices of The Offices of Eckert Seamans Cherin & Mellott, LLC - Two Liberty Place 50 South 16th Street • 22nd Floor • Philadelphia, PA 1910
    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 January 15th 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.

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

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

    At this meeting, you can expect to:

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

    Hope you'll join us!

    • January 17, 2020
    • 8:00 AM - 10:00 AM
    • Rolling Road Golf Club 814 Hilltop Ave, Catonsville, MD 21228
    Register
    Please join us as Christine Hurt, CFO at Ayers Saint Gross, discusses how the implementation of an Employee Stock Ownership Plan has transformed this Baltimore-based design firm. Christine will illustrate how the ESOP has changed the culture at the firm and turned the firm into a much more professional organization. Christine will also discuss ESOP pitfalls to avoid.

    Speaker:

    Christine M. Hurt, CPA, MBA
    Ayers Saint Gross, Inc. Principal, Chief Financial Officer

    Christine has more than 30 years of diverse experience managing accounting, HR, and IT functions in the built environment, for businesses ranging from $20 to $200 million in revenue. Her expertise includes corporate accounting, audit, and tax, including financial reporting and analysis, budgeting, audit requirements, regulatory reporting, treasury management, tax compliance, as well as financial oversight for insurance and bonding programs. She is currently on the Board of Trustees of the Baltimore Chamber Orchestra.

    Agenda:

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

    • January 17, 2020
    • 11:00 AM - 12:00 PM
    • Virtual meeting - time is for Eastern Time Zone
    Register


    EMERGING PROFESSIONALS MEETING

    At our meeting in October, we agreed to meet quarterly to enable Chapters to share and learn from each other as we advance our focus on Emerging Professionals.

    NOTE: If you designate a new point person for this effort, please let Angie or me know so we get them on the Leadership Collaborative list. 

    If you have agenda suggestions or any questions, please contact Mary Adams by email or 781-729-9650.

    Can't make this meeting? Feel free to invite other Board or Committee members to attend in your place. You can find a link to this and all meetings on our Leadership Calendar.  


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

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

    At this meeting, you can expect to:

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

    Hope you'll join us!

    Parking Suggestions:

    Ann Bank Parking Garage
    41 Bank Street, Morristown, NJ

    OR

    DeHart Street Parking Garage
    14 Maple Ave, Morristown, NJ

    • January 29, 2020
    • 1:30 PM - 7:00 PM
    • KMPG Conference Center, 345 Park Avenue, New York City, NY
    Register

    Join us at our 2020 Summit!

    Limited opportunities for table sponsorship – Tri-State Summit 2020

    Reserve your table now for the Tri-State Summit 2020.

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

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

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

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

    • Your own full/half table (with logo table sign) for 8/4 attendees
    • Your company’s logo on the Summit website and emails
    • Featured full/half page ad in our program

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

    Agenda:

    1:30 p.m.   - Registration Opens/Light Refreshments

    2:00 – 2:45 – Keynote Speaker

    2:45 – 3:30 – Panel 1 – Growth :
    Allan Grafman, President of Archie Comics

    3:30 – 3:50 – Break/Networking

    4:00 – 4:45 – Panel 2 – Transfer:
    Robert Gerstel, AG Adjustments (TriVest)
    Terry Hannafin, Carter Morse & Goodrich

    4:45 – 5:30 – Panel 3 – Life and Legacy: 
    Mike Minihan, BX3 Capital

    5:30 - 7:00  Networking Reception

    Further programming information to come soon!

    • February 04, 2020
    • 5:30 PM - 7:00 PM
    • Offices of Marcum LLP, 450 East Las Olas Blvd. 9th FL. Ft. Lauderdale , FL
    Register

                    

    Creating the Ideal Advisor Ecosystem for Southeast Florida.

    Companies in the lower/middle market face a unique set of challenges. Due to their size and development stage, they rely heavily on external advisors as they face those challenges.

    All private company advisors need to be experts in their field. At the Exit Planning Exchange, we believe that the best advisors also have a holistic understanding of the diverse challenges along the full private company life cycle.

    Join us on February 4th to learn more about the:

    • Unique needs of lower/middle market businesses
    • Critical role of advisor collaboration in client success
    • Potential of curating an advisor ecosystem in Southeast Florida

    Everyone at this meeting will be a trusted advisor to privately-held businesses in the lower/middle market business segment. 

    The goal is to create some value for you from meeting and learning from other advisors who all have the same target market as you but have complementary professions and personalities.

    If you like what you hear, we hope that you will consider joining the Launch Committee for a new XPX Chapter in Southeast Florida. Your participation will help position this chapter collectively and you as a leader in this powerful new ecosystem, providing access to the people and information you need to better serve the holistic needs of your clients.

    Hosts:

    Charles E. Faron, Managing Director, Ewing Hill Advisors, Inc.

    Mary Adams, Executive Director, Exit Planning Exchange

    Michael Balter, Partner, Marcum LLP


    Please be sure to register for headcount purposes 


    • February 07, 2020
    • 7:30 AM - 10:30 AM
    • Sheraton Stamford Hotel, 700 East Main Street, Stamford,CT

    This year marks the 8th joint Exit Planning Exchange Connecticut (XPX Connecticut) and Connecticut Chapter of the Association for Corporate Growth meeting on exit planning.

    Stay tuned for further information.

    • February 07, 2020
    • 8:30 AM - 10:00 AM
    • The Offices of Carter DeLuca & Farrell - 576 Broad Hollow Road, Melville, NY 11747

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

    At this meeting, you can expect to:

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

    Hope you'll join us!


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


    About XPX Long Island

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

    • February 10, 2020
    • 4:00 PM - 7:00 PM
    • Jack's Abby Brewery, 100 Clinton St, Framingham, MA

    XPX and AM&AA New England Joint Winter Social

    Save the date! Details to come.


    • February 13, 2020
    • 8:15 AM - 9:45 AM
    • Bernstein, 1345 Avenue of the Americas, New York, NY, (Between 54th and 55th Streets)

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

    At this meeting, you can expect to:

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

    Hope to see you there!

    • February 19, 2020
    • 8:00 AM - 10:00 AM
    • The Hartford Club, 46 Prospect St, Hartford, CT

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

    At this meeting, you can expect to:

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

    Hope you'll join us!

    • February 19, 2020
    • 8:00 AM - 10:00 AM
    • The offices of Fox Rothschild LLP - 49 Market Street, Morristown, NJ

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

    At this meeting, you can expect to:

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

    Hope you'll join us!

    Parking Suggestions:

    Ann Bank Parking Garage
    41 Bank Street, Morristown, NJ

    OR

    DeHart Street Parking Garage
    14 Maple Ave, Morristown, NJ

    • February 21, 2020
    • 7:30 AM - 10:00 AM
    • Rolling Road Golf Club 814 Hilltop Ave, Catonsville, MD 21228
    Register

    This event is back by popular demand! Our Sixth Annual Power Networking Event!

    In addition to enjoying a buffet breakfast, participants will have two minutes, in a round-table format, to present their expertise, explain their vision for collaboration, and describe the type of business opportunities that interest them most. After each two minute round, we will rotate, giving each participant an opportunity to meet nearly half the people in the room. This format is a proven technique for uncovering partner relationships between complementary disciplines.

    More Meaningful Networking!

    We will invite the participants to either share their ideal client scenario or describe the profile of an ideal referral source or Center of Influence (COI). Many of us have built our practices through successfully marketing to Centers of Influence, however we do not necessarily see ourselves as "COI's". Most professional services practitioners have the ability to become invaluable and generous connectors within the community. To achieve this, however, it requires vision, discipline and coordination. The end goal is a smarter and more sustainable method of business development.

    Get ready to generate valuable relationships in this unique forum.

    Register Early as this event sells out every year.

    Agenda:

    7:30 AM – 8:30 AM – Networking

    8:15 AM – 8:45 AM – Breakfast

    8:45 AM – 10:00 AM– Power Networking

    • March 06, 2020
    • 8:30 AM - 10:00 AM
    • The Offices of Carter DeLuca & Farrell - 576 Broad Hollow Road, Melville, NY 11747

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

    At this meeting, you can expect to:

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

    Hope you'll join us!


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


    About XPX Long Island

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

    • March 10, 2020
    • 1:00 PM - 7:00 PM
    • Nutter, 155 Seaport Boulevard, Boston, MA
    Register

    This Summit is for Business Owners and Professional Advisors to engage in lively roundtable and panel discussions to better understand how to avoid common mistakes along the Exit Roadmap.

    When: Tuesday, March 10, 2020 1-7pm

    Where: Nutter, 155 Seaport Boulevard, Boston, MA

    The following Summit Sponsorships are currently available:

    Company Table Sponsor of 10 - $1,875 or Half Table for $950

    Additional Information to come soon!

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

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

    At this meeting, you can expect to:

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

    Hope to see you there!

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

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

    At this meeting, you can expect to:

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

    Hope you'll join us!

    Parking Suggestions:

    Ann Bank Parking Garage
    41 Bank Street, Morristown, NJ

    OR

    DeHart Street Parking Garage
    14 Maple Ave, Morristown, NJ

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

    Join us at our 2020 Connecticut Summit!

    Limited opportunities for table sponsorship – Connecticut Summit 2020

    Reserve your table now for the Connecticut Summit 2020.

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

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

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

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

    • Your own full/half table (with logo table sign) for 8/4 attendees
    • Your company’s logo on the Summit website and emails
    • Featured full/half page ad in our program

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

    Agenda:

    1:30 p.m.   - Registration Opens/Light Refreshments

    2:00 – 2:45 – Keynote Speaker 

    2:45 – 3:30 – Panel 1 – Growth

    3:30 – 3:50 – Break/Networking

    4:00 – 4:45 – Panel 2 – Transfer

    4:45 – 5:30 – Panel 3 – Life and Legacy

    5:30 - 7:00  Networking Reception

    Further programming information to come soon!

    • March 20, 2020
    • 7:30 AM - 9:30 AM
    • The Shore and Country Club, 220 Gregory Boulevard, Norwalk, CT
    XPX Fairfield Chapter hosts monthly meeting that are focused on deep learning and networking with fellow advisors to privately-held businesses. Our speakers and attendees are experts who focus on particular aspects of the private company life cycle including business value growth, business value transfer and owner life and legacy.


    At this meeting, you can expect to:

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

    Hope you'll join us!

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

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

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

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


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

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

    Agenda:

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

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

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

    At this meeting, you can expect to:

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

    Hope you'll join us!


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


    About XPX Long Island

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

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

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

    At this meeting, you can expect to:

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

    Hope to see you there!

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

    Save the date- details to come!


      Thank you to our event sponsor:


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

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

      At this meeting, you can expect to:

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

      Hope you'll join us!

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


      At this meeting, you can expect to:

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

      Hope you'll join us!

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

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

      At this meeting, you can expect to:

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

      Hope you'll join us!


      Agenda:

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

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

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

      At this meeting, you can expect to:

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

      Hope you'll join us!

      Parking Suggestions:

      Ann Bank Parking Garage
      41 Bank Street, Morristown, NJ

      OR

      DeHart Street Parking Garage
      14 Maple Ave, Morristown, NJ

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

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

      At this meeting, you can expect to:

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

      Hope you'll join us!


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


      About XPX Long Island

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

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

      Stay tuned - details to come soon!

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

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

      At this meeting, you can expect to:

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

      Hope to see you there!

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


      At this meeting, you can expect to:

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

      Hope you'll join us!

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

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

      At this meeting, you can expect to:

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

      Hope you'll join us!

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

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

      At this meeting, you can expect to:

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

      Hope you'll join us!

      Parking Suggestions:

      Ann Bank Parking Garage
      41 Bank Street, Morristown, NJ

      OR

      DeHart Street Parking Garage
      14 Maple Ave, Morristown, NJ

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

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

      At this meeting, you can expect to:

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

      Hope you'll join us!


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


      About XPX Long Island

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

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

      Save the date- details to come!


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

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

      At this meeting, you can expect to:

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

      Hope to see you there!

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

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

      At this meeting, you can expect to:

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

      Hope you'll join us!

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

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

      At this meeting, you can expect to:

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

      Hope you'll join us!

      Parking Suggestions:

      Ann Bank Parking Garage
      41 Bank Street, Morristown, NJ

      OR

      DeHart Street Parking Garage
      14 Maple Ave, Morristown, NJ

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


      At this meeting, you can expect to:

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

      Hope you'll join us!

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

      Stay tuned!

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

      Save the date!

    Past events

    December 12, 2019 XPX New York: Legacy and Charitable Planning
    December 11, 2019 XPX Web Discussion - Automated Valuation Tools
    December 10, 2019 XPX New England -Holiday Celebration
    December 10, 2019 XPX Atlanta: Business Transactions – A Reality Check
    December 06, 2019 XPX Long Island: Wealth Management Planning – How much do I really need?
    December 05, 2019 XPX Chicago Holiday Networking Event
    December 05, 2019 XPX DC Metro Annual Holiday Networking Event
    December 05, 2019 XPX New England Monthly Meet-Ups
    December 05, 2019 XPX Maryland: Members Only Affinity Group - Fairness & the Windfall – ESOPs are for Everybody?
    December 02, 2019 XPX Maryland Holiday Networking Event
    November 25, 2019 9th Annual CT Economic Forum | Keynote CT Governor Ned Lamont
    November 21, 2019 XPX San Antonio: 3 Cybersecurity Do's & Don'ts if you Plan to Sell Your Business
    November 20, 2019 XPX Philadelphia: Pre-Sale Planning: The Window of Opportunity
    November 20, 2019 XPX New Jersey - The Deal Closed so What’s Next?
    November 20, 2019 XPX Hartford - THE DEAL CLOSED SO WHAT’S NEXT? – OWNER CONSIDERATIONS AFTER THE TRANSACTION (LEGAL, TAX AND CHARITY)
    November 15, 2019 XPX Maryland - Economic Outlook
    November 15, 2019 XPX Fairfield - The Deal closed so what’s next? – Owner considerations for life after the transaction (management transition plan, owner legacy, charity)
    November 14, 2019 XPX Chicago - Emerging Professional Gathering
    November 14, 2019 XPX New York: Pre-Transaction Planning: Key Considerations Ahead of a Sale
    November 13, 2019 XPX Maryland Emerging Professionals Group
    November 13, 2019 XPX Web Meeting: How Advisors Manage Risk
    November 13, 2019 XPX New Member Orientation
    November 12, 2019 XPX New England: How much is your business worth?
    November 12, 2019 XPX Atlanta: Estate and Wealth Planning: Approaching, During and Post-Transaction
    November 07, 2019 XPX New England Monthly Meet-Ups
    November 07, 2019 XPX Chicago Owners' Academy: Succession Well-Planned: View from the next Gen Owner
    November 07, 2019 XPX DC Metro - An Inside Sale Story
    November 06, 2019 XPX New England: Joint Networking Event with Massachusetts Society of CPA’s (MEMBERS ONLY)
    November 01, 2019 XPX Long Island: Estate and Tax Planning Options – Focus on after tax proceeds
    October 23, 2019 XPX Philadelphia Bucks County Event - Behavioral Finance: Principles to help business owners make better, more informed decisions
    October 18, 2019 XPX Maryland - Ransomware Threat Evolving: Employees are Largest Cyber Risk
    October 18, 2019 XPX Fairfield - Lamentations of Labor, Employment and Benefits Attorneys in the World of M&A
    October 16, 2019 XPX New England: Joint Networking Event with New England Business Brokers Association (MEMBERS ONLY)
    October 16, 2019 XPX Webinar: The Pressing Need for Collaboration
    October 16, 2019 XPX New Jersey - Family Dynamics
    October 16, 2019 XPX Hartford: Family Dynamics – What really matters for multi-generational family sellers and how some things are more important than money.
    October 16, 2019 XPX Philadelphia - Is an Employee Stock Ownership Plan (ESOP) Right for You?
    October 10, 2019 XPX Atlanta: HAPPY HOUR SOCIAL MIXER – THIS IS FOR MEMBERS & SPONSORS ONLY!!
    October 10, 2019 XPX San Antonio: 2nd Annual Summit
    October 10, 2019 XPX Chicago: 3 year anniversary breakfast
    October 10, 2019 XPX New York: Approaching the Sale – When family’s consider an exit transaction and the underlying dynamics at play
    October 04, 2019 XPX Emerging Professionals Leadership Collaborative Video Conference
    October 04, 2019 XPX Long Island: Managing Family Dynamics – How can the family prepare for success?
    October 03, 2019 XPX New England Monthly Meet-Ups
    October 03, 2019 XPX DC Metro - Coaching: An Integral Part of the Exit Transaction Process
    September 26, 2019 XPX Chicago: Joint Networking Event with the Alliance of Merger and Acquisition Advisors (AM&AA)
    September 25, 2019 XPX Webinar: What to Look For in an Exit Planning Association
    September 25, 2019 XPX Philadelphia Bucks County Event - WHERE DO WE GO FROM HERE?- A CASE STUDY
    September 20, 2019 XPX Maryland - Selling to a Strategic Buyer
    September 20, 2019 XPX Fairfield - The PE Playbook – How Investors Grow the Top and Bottom Line
    September 19, 2019 XPX San Antonio: The Five Ways to Identify and Protect Intellectual Property Assets
    September 18, 2019 XPX New Jersey - The Private Equity Playbook
    September 18, 2019 XPX Hartford - The PE Playbook: How Private Equity focuses on Growth
    September 18, 2019 XPX Philadelphia - People Due Diligence
    September 17, 2019 XPX Atlanta: Panel Discussion on “The Right Valuation for the Right Purpose: Realities and Myths”
    September 12, 2019 XPX New York: The PE Playbook – How Private Equity focuses on growth (Topline Sales, Bottom line Profit, & Acquisitions)
    September 10, 2019 XPX New England: Executive Development and Coaching- Enhancing The Management Team
    September 06, 2019 XPX Chicago - 2nd Annual Fall Social/Networking Event - Day at the Races
    September 06, 2019 XPX Long Island Chapter Launch Event
    September 05, 2019 XPX Maryland Members Only Affinity Group
    September 05, 2019 XPX DC Metro - TAMING THE BEAR: STEPS BUYERS AND SELLERS CAN TAKE NOW TO PREPARE FOR A MARKET DOWNTURN
    August 28, 2019 XPX Philadelphia Bucks County Event - Stepping Into the Void: Options for Helping Clients (and Prospects) Who Don't Know What They Don't Know
    August 21, 2019 XPX Webinar: Exit Planning Certification
    August 14, 2019 XPX Long Island - Summer Cocktail Party
    August 13, 2019 XPX ATLANTA: FRANCHISING PANEL & ROUNDTABLE DISCUSSION
    August 08, 2019 XPX Chicago - Emerging Professional Gathering
    August 08, 2019 XPX Chicago: “Why Doesn’t a Business Sell”
    August 07, 2019 XPX Maryland Summer Fun Networking Event
    July 31, 2019 Special XPX Webinar: 3 XPX Startup Cases
    July 24, 2019 2nd Annual XPX Hartford & ACG CT - Beer & BBQ Party
    July 24, 2019 XPX Philadelphia Bucks County Event – Nonqualified Deferred Compensation- A business transition tool
    July 24, 2019 XPX Michigan Chapter Formation Meeting
    July 18, 2019 XPX Webinar: 5 Guiding Principles of the Best Exit Planning Advisors
    July 18, 2019 XPX Chicago: So now you are selling – How to live a fulfilling life after the transaction
    July 17, 2019 XPX Fairfield: Closing Cocktail Party
    July 16, 2019 XPX New Jersey - Summer Cocktail Party
    July 11, 2019 XPX San Antonio: Summer Program & Networking Event
    July 11, 2019 XPX DC Metro - IS AN ESOP RIGHT FOR YOU?
    July 09, 2019 XPX New England: Print v. Perception: Crisis Communication
    July 09, 2019 XPX Atlanta: When Is the Right Time to Refer You?
    June 26, 2019 XPX New York - Networking Cocktail Reception
    June 26, 2019 XPX Chicago Social
    June 26, 2019 XPX Maryland New Member Luncheon
    June 26, 2019 XPX Philadelphia Bucks County Event - What Are Independent Sponsors and Why Are they Relevant?
    June 21, 2019 XPX Fairfield - Building the Perfect Advisory Team
    June 20, 2019 XPX Maryland Emerging Professionals Group
    June 19, 2019 7 Unique Characteristics of the Lower Middle Market
    June 19, 2019 XPX New Jersey - Pulling the Trigger! How to start the transition process
    June 19, 2019 XPX Hartford - Pulling the Trigger - How to start the transition process
    June 19, 2019 XPX Philadelphia - Building Your Book: Hope Is Not A Strategy
    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