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National Calendar

This calendar includes all XPX events at all Chapters.  Right now, all our events are virtual and most are open to any interested advisor. Join in and experience XPX live!


Upcoming events

    • August 01, 2021
    • ? - 11:00 PM (EDT)
    • Your Atlanta Group Leader Will Reach Out to Set a Date / Time
    Register


    YOUR ATLANTA GROUP LEADER WILL REACH OUT TO SET A DATE / TIME

    DEADLINE TO SIGN UP IS AUGUST 1, 2021

    XPX ATLANTA POWER OF 5 NETWORKING

    CONNECT, COLLABORATE, & CREATE RESULTS FOR YOUR CLIENTS



    The XPX Atlanta Power of 5 is all about building relationships among our Members!
    How it works:

    1. You register by the 1st of the month.
    2. We set up groups of 5 members, mixing up professions as best as we can.
    3. We assign a facilitator who will reach out to set a date / time convenient for all during the month.

    When you register, let us know if you can host video conferencing for your group for an hour.

    Questions? Email David Shavzin at david@getonthevaluetrack.com



    Cross-Chapter Program also available for those who are interested.
    • August 01, 2021
    • ? - 11:00 PM (EDT)
    • YOUR GROUP LEADER WILL REACH OUT TO SET A DATE / TIME
    Register



    YOUR GROUP LEADER WILL REACH OUT TO SET A DATE / TIME

    AUGUST POWER NETWORKING
    THE PROGRAM RUNS ALL MONTH
    DEADLINE TO SIGN UP IS AUGUST 01, 2021



    XPX Members rely on each other for advice and connections. This program helps spark virtual conversations in our network.

    Here's how the Power Networking works:

    • We'll match you with a group of around three fellow members of your XPX Chapter
    • We'll try to balance members from different professions (Accountant, Attorney, Banker, Wealth Advisor, Consultant, etc)
    • Your group can set the virtual meeting for any time in the morning, afternoon or over cocktails
    • Your only commitment is to meet with your group at least once during the month for at least an hour. If the group decides to meet more than once, all the better

    The Power of 3 is just one more way we fulfill the promise of XPX of powerful inter-disciplinary connections and learning. You might even find a great resource for your clients!

    When you register, let us know if you have an account to host video conferencing for your group for at least a full hour.

    Let me know if you have any questions, please email me directly.

    Chris Pumo, Power Networking Chair


    Cross-Chapter Program also available for those who are interested.
    • August 01, 2021
    • ? - 11:00 PM (EDT)
    • Your Group Leader Will Reach Out to Set a Date / Time
    Register



    Your Group Leader Will Reach Out to Set a Date / Time

    AUGUST POWER NETWORKING
    THE PROGRAM RUNS ALL MONTH
    DEADLINE TO SIGN UP IS AUGUST 01, 2021


    XPX Members rely on each other for advice and connections. This program helps spark virtual conversations in our network.

    Here's how the Power Networking works:

    • We'll match you with a group of around three fellow members of your XPX Chapter
    • We'll try to balance members from different professions (Accountant, Attorney, Banker, Wealth Advisor, Consultant, etc)
    • Your group can set the virtual meeting for any time in the morning, afternoon or over cocktails
    • Your only commitment is to meet with your group at least once during the month for at least an hour. If the group decides to meet more than once, all the better

    The Power of 3 is just one more way we fulfill the promise of XPX of powerful inter-disciplinary connections and learning. You might even find a great resource for your clients!

    When you register, let us know if you have an account to host video conferencing for your group for at least a full hour.

    Let me know if you have any question, please email me directly.

    Laura Liss, Power Networking Chair.


    Cross-Chapter Program also available for those who are interested.
    • August 01, 2021
    • ? - 4:00 PM (EDT)
    • Your Group Leader Will Reach Out to Set a Date / Time
    Register


     august POWER NETWORKING

    THE PROGRAM RUNS ALL MONTH
    DEADLINE TO SIGN UP IS august 1, 2021



    XPX Long Island & Philadelphia Members,

    New for August, your Power Networking Chairs are joining forces in this virtual environment and offering you an opportunity to broaden your network and get to know members in another chapter.  Please sign up for the August power networking today!

    If you have any questions, please feel free to reach out to your Power Networking Chairs:

    Nkrumah Pierre, Long Island Board Member, Power Networking Chair
    Phone: (212) 891- 4073
    nkrumah.pierre@eisneramper.com

    Sean-Tamba Matthew, Philadelphia Board Member, Power Networking Chair Phone: (215) 508-7705
    stma@sesesop.com

    =============================================================

    XPX Members rely on each other for advice and connections. This program helps spark virtual conversations in our network.

    Here's how the Power Networking works:

    • We'll match you with a group of around five fellow members of from other XPX Chapters
    • We'll try to balance members from different professions (Accountant, Attorney, Banker, Wealth Advisor, Consultant, etc)
    • Your group can set the virtual meeting for any time in the morning, afternoon or over cocktails
    • Your only commitment is to meet with your group at least once during the month for at least an hour. If the group decides to meet more than once, all the better
    The Power of 5 is just one more way we fulfill the promise of XPX of powerful inter-disciplinary connections and learning. You might even find a great resource for your clients!

    When you register, let us know if you have an account to host video conferencing for your group for at least a full hour.

    If you have any questions, please feel free to reach out to your Power Networking Chairs:

    Nkrumah Pierre, Long Island Board Member, Power Networking Chair
    Phone: (212) 891- 4073
    nkrumah.pierre@eisneramper.com

    Sean-Tamba Matthew, Philadelphia Board Member, Power Networking Chair
    Phone: (215) 508-7705
    stma@sesesop.com


    • August 02, 2021
    • ? - 9:00 AM (EDT)
    • Your Group Leader Will Reach Out to Set a Date / Time
    Register



    Your Group Leader Will Reach Out to Set a Date / Time

    AUGUST POWER NETWORKING
    THE PROGRAM RUNS ALL MONTH
    DEADLINE TO SIGN UP IS AUGUST 01, 2021


    XThe Cross-Chapter program is a supplement to local XPX Chapter power networking. Please visit your Chapter website for more information. Use this Cross-Chapter option if you want to meet members from other parts of the country. You are welcome to participate in both programs if you want. Here's how it works:

    XPX Members rely on each other for advice and connections. This program helps spark virtual conversations in our network.

    Here's how the Power Networking works:

    • We'll match you with a group of around five fellow members of from other XPX Chapters
    • We'll try to balance members from different professions (Accountant, Attorney, Banker, Wealth Advisor, Consultant, etc)
    • Your group can set the virtual meeting for any time in the morning, afternoon or over cocktails
    • Your only commitment is to meet with your group at least once during the month for at least an hour. If the group decides to meet more than once, all the better
    The Power of 5 is just one more way we fulfill the promise of XPX of powerful inter-disciplinary connections and learning. You might even find a great resource for your clients!

    When you register, let us know if you have an account to host video conferencing for your group for at least a full hour.

    Let me know if you have any question please email us

    • August 10, 2021
    • 11:30 AM - 1:00 PM (EDT)
    • Virtual - Connection details sent upon registration
    Register

    How to XPX Case Study: Time to Position for Sale and Go to Market

    Our client Sam’s next hurdle in preparing for exit. Sam McGraw is making final preparations to sell his business and go to market. Join the collaboration as Sam’s key advisors detail the process and key decision points – both as a business owner and a family – that will best position ACME Fitness Distributors for a successful sale.

    Why Join Us?

    • New and interesting ideas to implement and share
    • Keep up to date on building value, exit and succession
    • Our unique, curated roundtable format
    • Gain an appreciation of the power of the XPX Advisor Principles!




    MC:
    Barry Selvidge
    Partner
    Newport LLC

    With over 30 years of experience as a founder, operator and chief legal officer for public and private companies, Barry provides wise and trusted counsel to his business owner clients. A veteran business and legal advisor who has walked in his clients’ shoes, Barry’s unique combination of entrepreneurial, corporate and M&A experience helps early stage and middle market companies accelerate growth and prepare for exit.

    Speakers




    Eric Togneri

    Managing Partner
    Neri Capital Partners

    Eric Togneri is co-founder of Neri Capital Partners and is its Managing Director. Previously, Mr. Togneri held various positions of increased responsibility during his twenty-five years in the consumer products goods industry. His professional tenure includes director / department-head level positions in sales, category management, and trade marketing. Mr. Togneri has been associated with several high-profile brand acquisition and divestitures in the health and beauty market sector.



    Diana Murphy
    Owner
    Diana Murphy Coaching

    Diana is a life/mindset coach for the Business Owner. She works with owners as a personal coach, helping them to make powerful decisions & create outcomes that are in line with their values and goals. Diana works with clients that are experiencing transitions: big growth in their business or the selling of their business.


    Virtual Event Pricing:

    Atlanta Members – $10.00
    XPX Members from other Chapters – $15.00
    Non-Members – $20.00

    Virtual - Connection details sent upon registration.




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    • August 11, 2021
    • 11:20 AM - 12:00 PM (EDT)
    • Virtual - Connection details sent upon registration
    Register

    MEET XPX CHARLOTTE


    Join on a Zoom call with leaders of XPX Charlotte to:

    • Understand our mission / purpose;
    • Learn how XPX is different from other organizations;
    • Hear from current members why XPX is important to them;
    • See our full collection of educational events, socials and other networking programs.


    Our Presenter:

    Sharai Lavoie, CEO - Lavoie CPA


    Sharai Lavoie is a member of the XPX Charlotte Membership Committee and CEO of Lavoie CPA. Lavoie CPA PLLC is a non-traditional accounting firm supporting business in the areas of strategic accounting outsourcing, technology and consulting. Lavoie CPA clients experience the power, expertise and technology of a large accounting and finance team.

    There is no charge for this event but registration is required.  Connection details sent upon registration.




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    • August 11, 2021
    • 5:30 PM - 7:30 PM (EDT)
    • Port Washington Yacht Club- 1 Yacht Club Dr, Port Washington, NY 11050
    Register





    We are excited to announce that after a year of virtual meetings, XPX Long Island is hosting an in-person networking event.

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

    Attire is smart summer attire (shirts with collar required and shorts/summer dresses)

    Registration Fees:

    XPX Long Island & Tri-State Members & Guest: $49.00 per person. (Member and guest much register at the same time).  Long Island/Tri-State members are required to attend to be eligible for the reduced guest fee.)

    Other XPX Members: $65.00

    Non-Members $75.00

    Fee includes open bar and a smorgasbord of small plates, stations and hors d’oeuvres.

    Refund Policy: You may request to cancel your registration for a full refund, up to 72 hours before the date and time of the event. We are unable to issue a credit towards another meeting or individual.


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    TRI-STATE SILVER:



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    • August 12, 2021
    • 4:30 PM - 5:15 PM (EDT)
    • Virtual - connection details sent upon registration
    Register



    Agenda:

    4:30-4:45 PM: Member Updates

    • New member referrals? Update from Bob Kawabe
    • Sponsorship update from Jeff Brenner
    • All - please join the Chapter’s LinkedIn group.
    • Chapter seeks a part-time Intern to assist w/Administration and Social Media.
    • Chapter requests content for our expanding Social Media Program.
    • 11/2/21 Cannabis Event—Live Event

    4:45-5:00 PM

    Michael Wills presents tips on Business Networking: “Building Your Personal Brand through Networking”

    5:00-5:15 PM

    Break out rooms for Networking




    SOUTH FLORIDA FOUNDING SPONSORS:


           

                  
     


                   
        


                           


     
                 



    • August 18, 2021
    • 11:45 AM - 1:15 PM (CDT)
    • Maggiano's Little Italy - 516 N Clark St, Chicago, IL 60654 (Intersection of Clark St & Grand Ave)
    • 14
    Register

    XPX Chicago Event:
    A Return to The City!

    We invite members and non-members to our first downtown in-person event of 2021! During this lunch meeting, each guest will be able to provide an update on how their respective business has evolved during the past year. Attendees will also have the opportunity to network and develop relationships with like-minded professionals,

    We look forward to seeing you!

    Your XPX Chicago Chapter


    Capacity: Registrations will be limited to 30 people. Once 30 people sign up, registration will close.  Registration is required in advance, no walk-ins/same day registrations will be allowed.

    Registration Fees:

    XPX Chicago Members: $30.00 

    Non-Members: $60.00 -  Become an XPX Chicago member today!

    Refund Policy: You may request to cancel your registration for a full refund, up to 72 hours before the date and time of the event. We are unable to issue a credit towards another meeting or individual.




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    • August 18, 2021
    • 4:00 PM - 6:30 PM (EDT)
    • Mountain Branch - 1827 Mountain Road, Joppa, MD 21085
    Register

    This is NOT just a golf event, all non-golfers are welcome!



    Join XPX Maryland at Mountain Branch for an in-person casual networking event. Enjoy a beautiful setting and an opportunity to show off your putting skills. Golfers and non-golfers are both welcome to participate in the putting contest from approximately 4-5 pm, run by the local golf pro, followed by networking in a private room. Hordevoures and two (2) drink tickets are included in the event fee. Ample on-site free parking is also included. Putting contest winner will be awarded a Mountain Branch gift certificate!

    For those who would like to play a round of golf prior to the event, Mountain Branch is a public course. Please contact the Pro Shop directly to coordinate your own team and tee time: 410-836-9600 or at mountainbranch.com. You will be responsible for covering the cost of your own round.

    We look forward to seeing you there!

    Event Pricing:

    XPX Maryland Members Early Bird (through 8/14) – $45
    XPX Maryland Members Regular Fee – $50
    XPX Maryland Members Same Day Registration/Walk-In Fee – $60

    Non-Members Early Bird (through 8/14) - $55
    Non-Members Regular Fee -$65
    Non-Members Same Day Registration/Walk-In Fee - $75

    Refund Policy: You may request to cancel your registration for a full refund, up to 72 hours before the date and time of the event. We are unable to issue a credit towards another meeting or individual.


    THANK YOU TO OUR EVENT SPONSOR:






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    • August 19, 2021
    • 3:00 PM - 5:00 PM (CDT)
    • Topgolf - 2050 Progress Pkwy, Schaumburg, IL 60196
    • 9
    Register

    XPX Chicago Emerging Professionals:
    Topgolf Social Happy Hour


    Learn about our “XPX Emerging Professionals” group. Join me and our XPX EP Board members for an afternoon at the driving range. Attendance for the event is limited to a maximum of twelve people. Please only sign up if you are committed to attending. You are free to kick back with a cold beer, sip on some wine and enjoy some food while hitting some golf balls and getting to know the next generation of business leaders and decision makers!

    The goal of the XPX Emerging Professionals group is to connect like-minded, career driven and entrepreneurial individuals who are early in their career by providing networking and learning opportunities that are in line with the XPX core principals. Invite 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.

    I look forward to meeting you!

    Attendance for the event is limited to a maximum of twelve people. Please only sign up if you are committed to attendingRegistration is required in advance, no walk-ins/same day registrations will be allowed.

    Registration Fees:

    XPX Chicago Members: $10.00 

    Non-Members: $20.00 -  Become an XPX Chicago member today!

    Refund Policy: You may request to cancel your registration for a full refund, up to 72 hours before the date and time of the event. We are unable to issue a credit towards another meeting or individual.

    THANK YOU FOR OUR EVENT SPONSOR!






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    • August 25, 2021
    • 10:50 AM - 11:30 AM (EDT)
    • Virtual at 11 AM EDT - you'll receive call-in instructions upon registering
    Register

    Virtual meeting at 11 AM ET


    Welcome to XPX!

    Please join us at this quick monthly web meeting with 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 content to increase your visibility in our community
    • 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 fourth 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). Non-members welcome to listen in too!


    • August 26, 2021
    • 9:00 AM - 10:00 AM (EDT)
    • Virtual - Connection details sent upon registration
    Register
    • Are you wondering if there are other benefits to XPX Atlanta besides great monthly meetings?​
    • Are you a new member or guest, or thinking of becoming a member? ​
    • We want you to get the most out of your XPX Atlanta adventure. ​
    • We’ve got the answers for you. Join us on Zoom August 26th at 9:00am ET for Experience XPX Atlanta.




    • September 01, 2021
    • ? - 11:00 PM (EDT)
    • Your Atlanta Group Leader Will Reach Out to Set a Date / Time
    Register


    YOUR ATLANTA GROUP LEADER WILL REACH OUT TO SET A DATE / TIME

    DEADLINE TO SIGN UP IS SEPTEMBER 1, 2021

    XPX ATLANTA POWER OF 5 NETWORKING

    CONNECT, COLLABORATE, & CREATE RESULTS FOR YOUR CLIENTS



    The XPX Atlanta Power of 5 is all about building relationships among our Members!
    How it works:

    1. You register by the 1st of the month.
    2. We set up groups of 5 members, mixing up professions as best as we can.
    3. We assign a facilitator who will reach out to set a date / time convenient for all during the month.

    When you register, let us know if you can host video conferencing for your group for an hour.

    Questions? Email David Shavzin at david@getonthevaluetrack.com



    Cross-Chapter Program also available for those who are interested.
    • September 02, 2021
    • ? - 9:00 AM (EDT)
    • Your Group Leader Will Reach Out to Set a Date / Time
    Register



    Your Group Leader Will Reach Out to Set a Date / Time

    SEPTEMBER POWER NETWORKING
    THE PROGRAM RUNS ALL MONTH
    DEADLINE TO SIGN UP IS SEPTEMBER 01, 2021


    XThe Cross-Chapter program is a supplement to local XPX Chapter power networking. Please visit your Chapter website for more information. Use this Cross-Chapter option if you want to meet members from other parts of the country. You are welcome to participate in both programs if you want. Here's how it works:

    XPX Members rely on each other for advice and connections. This program helps spark virtual conversations in our network.

    Here's how the Power Networking works:

    • We'll match you with a group of around five fellow members of from other XPX Chapters
    • We'll try to balance members from different professions (Accountant, Attorney, Banker, Wealth Advisor, Consultant, etc)
    • Your group can set the virtual meeting for any time in the morning, afternoon or over cocktails
    • Your only commitment is to meet with your group at least once during the month for at least an hour. If the group decides to meet more than once, all the better
    The Power of 5 is just one more way we fulfill the promise of XPX of powerful inter-disciplinary connections and learning. You might even find a great resource for your clients!

    When you register, let us know if you have an account to host video conferencing for your group for at least a full hour.

    Let me know if you have any question please email us

    • September 09, 2021
    • 7:30 AM - 9:30 AM (EDT)
    • Bethesda Country Club - The Bethesda Room - 7601 Bradley Blvd, Bethesda, MD
    Register

    Join us for the First In-Person Meeting!

    After a year+ of virtual meetings, XPX DC Metro is returning to in-person meeting. 

    Details about the program to come soon. 

    Save the date and join us on September 9th, we look forward to seeing you in person.


    Event Pricing:

    XPX DC Members – $30.00
    Other XPX Chapter Members – $45.00
    Non-Members – $60.00   Become a member and join Today!




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    • September 14, 2021
    • 7:30 AM - 9:00 AM (EDT)
    • Virtual - Connection details sent upon registration
    Register
    How to XPX Case Study: “Big Reveal” and Wrap Up of Our Client Sam’s Journey to Exit


    Virtual Event Pricing:

    Atlanta Members – $10.00
    XPX Members from other Chapters – $15.00
    Non-Members – $20.00

    Virtual - Connection details sent upon registration.






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    • September 23, 2021
    • 9:00 AM - 10:00 AM (EDT)
    • Virtual - Connection details sent upon registration
    Register
    • Are you wondering if there are other benefits to XPX Atlanta besides great monthly meetings?​
    • Are you a new member or guest, or thinking of becoming a member? ​
    • We want you to get the most out of your XPX Atlanta adventure. ​
    • We’ve got the answers for you. Join us on Zoom September 23rd at 9:00am ET for Experience XPX Atlanta.





    • September 28, 2021
    • (EDT)
    • Nutter McClennen & Fish LLP - 155 Seaport Blvd, Boston, MA 02210

    More information to come soon!

    • September 30, 2021
    • 4:30 PM - 5:30 PM (EDT)
    • TBD

    TBD

    Save the date!



    SOUTH FLORIDA FOUNDING SPONSORS:

           

                  
     


                   
        


                           


     
                 



    • October 12, 2021
    • 11:30 AM - 1:00 PM (EDT)
    • TBD

    Clients on Stage: Real Clients Get Real
    Part 1 Sharing Their Experience over 2 Years with a Collaborative Advisory Team. A client/advisor panel







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    • October 28, 2021
    • 9:00 AM - 10:00 AM (EDT)
    • Virtual - Connection details sent upon registration
    Register
    • Are you wondering if there are other benefits to XPX Atlanta besides great monthly meetings?​
    • Are you a new member or guest, or thinking of becoming a member? ​
    • We want you to get the most out of your XPX Atlanta adventure. ​
    • We’ve got the answers for you. Join us on Zoom October 28th at 9:00am ET for Experience XPX Atlanta.




    • November 02, 2021
    • 5:30 PM - 7:15 PM (EDT)
    • Fort Lauderdale Yacht Club: - 1725 SE 12th St. - Ft. Lauderdale, Fl 33316

    SAVE THE DATE!

    We are excited to announce that after a year of virtual meetings, XPX South Florida is hosting a live event with a panel and networking.

    Join us for an executive-level panel discussion on the trends, changing legal landscape, investment, tax and financial implications of today's Cannabis industry. 

    Network with fellow professionals interested in the exit planning space and invite a colleague who would benefit from learning about XPX South Florida.


    Agenda:

    Networking: 5:30-6:00 PM

    Program:  6:00-7:15 PM


    More details to follow about the program -  Registration will open soon.  


    Outdoor mezzanine view from the Fort Lauderdale Yacht Club.






    SOUTH FLORIDA FOUNDING SPONSORS:

           

                  
     


                   
        


                           


     
                 



    • November 09, 2021
    • 11:30 AM - 1:00 PM (EST)
    • TBD
    Clients on Stage: Real Clients Get Real:
    Part 2 Sharing Their Experience over 2 Years with a Collaborative Advisory Team. A client/advisor panel







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    • November 25, 2021
    • 9:00 AM - 10:00 AM (EST)
    • Virtual - Connection details sent upon registration
    Register
    • Are you wondering if there are other benefits to XPX Atlanta besides great monthly meetings?​
    • Are you a new member or guest, or thinking of becoming a member? ​
    • We want you to get the most out of your XPX Atlanta adventure. ​
    • We’ve got the answers for you. Join us on Zoom November 25th at 9:00am ET for Experience XPX Atlanta.




    • December 02, 2021
    • 4:30 PM - 5:30 PM (EST)
    • TBD

    Details to follow!



    SOUTH FLORIDA FOUNDING SPONSORS:

           

                  
     


                   
        


                           


     
                 



    • December 09, 2021
    • 5:00 PM - 7:00 PM (EST)
    • TBD

    SAVE THE DATE
    Members Only Social
    FREE for MEMBERS

    Details to come - Please check back!





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    • December 23, 2021
    • 9:00 AM - 10:00 AM (EST)
    • Virtual - Connection details sent upon registration
    Register
    • Are you wondering if there are other benefits to XPX Atlanta besides great monthly meetings?​
    • Are you a new member or guest, or thinking of becoming a member? ​
    • We want you to get the most out of your XPX Atlanta adventure. ​
    • We’ve got the answers for you. Join us on Zoom December 23rd at 9:00am ET for Experience XPX Atlanta.




Past events

July 28, 2021 XPX Hartford & ACG CT 4th Annual Reception & Dinner @ Stony Creek Brewery
July 28, 2021 XPX Maryland: Summer Networking Event
July 28, 2021 XPX South Florida In-Person Summer Get Together
July 28, 2021 XPX Orientation
July 27, 2021 XPX New Jersey – In-Person Summer Cocktail Party
July 27, 2021 XPX New England: In-Person Summer Social!
July 27, 2021 Informed Inclusion Book Club - You'll Never Believe What Happened to Lacey
July 22, 2021 XPX Atlanta: EXPERIENCE XPX FOR GUESTS AND NEW MEMBERS
July 21, 2021 XPX Fairfield: Closing Cocktail Party
July 21, 2021 XPX Philadelphia: M&A In The Age of COVID-19
July 15, 2021 XPX Chicago Summer Social Event: Chicago Dogs Baseball Game
July 15, 2021 XPX San Antonio: Implementing the Exit Plan- IN-PERSON MEETING
July 14, 2021 XPX New York City- Hosting Tri-State Reception July 14th
July 14, 2021 XPX Charlotte: Meet XPX Charlotte
July 14, 2021 XPX Triangle Case Study: Financial and Retirement Planning for Business Owner Business Transactions
July 13, 2021 XPX ATLANTA: How to XPX - Case Study: Human Capital Considerations to Maximize Value for Sale. Our client Sam’s next hurdle in preparing for exit
July 08, 2021 XPX DC Metro & XPX Maryland Joint Meeting - The Art of Selling Your Business
July 01, 2021 XPX Atlanta Power of Five Networking - July
July 01, 2021 All XPX - Member Cross-Chapter Signup deadline for member power networking - July
July 01, 2021 XPX Chicago Signup deadline for member power networking - July
July 01, 2021 XPX South Florida Signup deadline for member power networking - July
July 01, 2021 XPX Long Island & Philadelphia Members Joint Power Networking - July
June 30, 2021 XPX Orientation
June 29, 2021 XPX Maryland: Emerging Professionals Reboot : Escape the Heat (and the cicadas)
June 24, 2021 XPX South Florida: Exit Planning: Buckle Up for the Roller Coaster Ride
June 24, 2021 XPX Chicago: Maximizing Business Value: The Growing Importance of Intangible Assets
June 24, 2021 XPX Atlanta: EXPERIENCE XPX FOR GUESTS AND NEW MEMBERS
June 22, 2021 Informed Inclusion Book Club - Caste (Discussion II)
June 22, 2021 XPX New England: Structuring & Strategies for Increasing Shareholder Value
June 18, 2021 XPX CT: Fairfield & Hartford Chapter Joint Event: Rainmaking and Growing Business Using Zoom
June 16, 2021 XPX San Antonio: In-Person Social Networking
June 16, 2021 2021-22 XPX Charlotte Case Study Intro & Discussion on Pending Capital Gains Policy Changes
June 16, 2021 XPX Philadelphia: Intangibles and Corporate Value
June 15, 2021 XPX Chicago: Building Culture Moving Forward
June 10, 2021 XPX New York: The Power of Culture and its Impact on Business Valuations
June 09, 2021 Meet XPX Charlotte
June 08, 2021 XPX DC Metro: In-Person Member Happy Hour
June 08, 2021 XPX ATLANTA: How to XPX: Our Case Study Continues – What Should Sam Do to Improve Sales?
June 03, 2021 XPX DC Metro: Estate Planning Strategies for 2021
June 02, 2021 XPX Global - Member Cross-Chapter Signup deadline for member power networking - June
June 01, 2021 XPX Chicago Signup deadline for member power networking
June 01, 2021 XPX Atlanta Power of Five Networking - June
June 01, 2021 XPX South Florida Signup deadline for member power networking
June 01, 2021 XPX Long Island & Philadelphia Members Joint Power Networking in June- Signup deadline for member power networking
May 27, 2021 XPX ATLANTA MEMBERS ONLY SOCIAL: TAKE A BREAK - FUN, NETWORKING, PRIZES
May 27, 2021 XPX Atlanta: EXPERIENCE XPX FOR GUESTS AND NEW MEMBERS
May 26, 2021 XPX Orientation
May 26, 2021 XPX New Jersey & XPX Philadelphia Networking Joint Event!
May 25, 2021 Informed Inclusion Book Club - Caste (Discussion I)
May 21, 2021 XPX CT: Fairfield & Hartford Chapter Joint Event: After the Close – The Transition from Business Owner to Wealth Owner
May 20, 2021 XPX South Florida: The Top 10 Pitfalls to Avoid When Selling Your Business
May 20, 2021 XPX Triangle Case Study: Due Diligence and Legal Documentation
May 20, 2021 XPX San Antonio: Overcoming Operational Challenges
May 20, 2021 XPX Chicago: In Person, Outdoor Networking Breakfast
May 19, 2021 XPX Maryland: In-person XPX Happy Hour
May 19, 2021 XPX Charlotte: Welcome and Intro to the Why & What of Exit Planning
May 19, 2021 XPX Philadelphia: Stakeholder Capitalism
May 13, 2021 XPX New York: Critical Insights in Commercial Real Estate and the Intersection with Exit Planning
May 12, 2021 XPX Chicago: Franchise Readiness
May 12, 2021 Meet XPX Charlotte
May 11, 2021 XPX New England: Impact of Proposed Tax Increases on Business Owners – What All Owners Need to Know
May 07, 2021 XPX Long Island Case Study -Financing Growth and Liquidity
May 06, 2021 XPX DC Metro: Building a Management Team
May 01, 2021 NEW! XPX Philadelphia & Long Island Joint Power Networking in May & June - Signup deadline for member power networking
May 01, 2021 NEW! XPX Long Island & Philadelphia Members Joint Power Networking in May & June- Signup deadline for member power networking
May 01, 2021 XPX Members - Cross-Chapter Signup deadline for member power networking
May 01, 2021 XPX South Florida Signup deadline for member power networking
May 01, 2021 XPX Atlanta - Signup deadline for member power networking
May 01, 2021 XPX Chicago Signup deadline for member power networking
April 28, 2021 XPX Long Island -Members Only- Hosted Trivia & Networking Night
April 28, 2021 XPX Orientation
April 27, 2021 Informed Inclusion Book Club - White Fragility
April 23, 2021 XPX CT: Fairfield & Hartford Chapter Joint Event: Avoiding Last-Minute Blow-ups: How to Emotionally Prepare Key Stakeholders for a Successful Transition
April 22, 2021 XPX Atlanta: EXPERIENCE XPX FOR GUESTS AND NEW MEMBERS
April 21, 2021 XPX New Jersey: When SPACs Attack!
April 21, 2021 XPX Philadelphia: Prospecting in a Virtual World. The NEXT Normal of Prospecting…
April 20, 2021 XPX Chicago: The Legal Basics of an M&A Transaction
April 20, 2021 XPX New England: Getting Comfortable with Virtual Communication: Connecting with your clients better than face to face
April 16, 2021 XPX Maryland: Strategic Work Place Transition
April 16, 2021 XPX Triangle Case Study: Negotiating Strategies – How can I get what I need and want?
April 14, 2021 Meet XPX Charlotte
April 13, 2021 XPX ATLANTA: How to XPX: HELP – My Spouse Is Going To Kill Me! Personal financial & estate planning prior to selling
April 09, 2021 XPX Long Island Case Study - Defining Success: What is it You Really Want From an Exit?
April 08, 2021 XPX New York: Managing Employee Risk as Your Company Pivots Back from COVID-19
April 01, 2021 XPX DC Metro: The Secret to Good Business Planning is Good Personal Planning
April 01, 2021 XPX San Antonio Signup deadline for member power networking
April 01, 2021 XPX Members - Cross-Chapter Signup deadline for member power networking
April 01, 2021 XPX Chicago Signup deadline for member power networking
April 01, 2021 XPX Philadelphia Signup deadline for member power networking
April 01, 2021 XPX Atlanta - Signup deadline for member power networking
April 01, 2021 XPX South Florida Signup deadline for member power networking
March 30, 2021 Informed Inclusion Book Club - The Good Immigrant
March 25, 2021 XPX Atlanta: EXPERIENCE XPX FOR GUESTS AND NEW MEMBERS
March 25, 2021 XPX San Antonio: Established and Expansion Cycle
March 24, 2021 XPX Emerging Professionals: When Advisors Collide
March 24, 2021 XPX New Jersey: Small Business Valuations in a post-COVID World
March 23, 2021 XPX Chicago: Owners' Academy - Post-COVID-19 Thinking About Sale Readiness and Exit Planning
March 19, 2021 XPX CT: Fairfield & Hartford Chapter Joint Event: Fine Print - The deal’s not done until the paperwork is finished
March 19, 2021 XPX Maryland: Understanding New Tax Laws
March 18, 2021 XPX Triangle Case Study: Business Valuations – What is the business really worth?
March 17, 2021 XPX Chicago: St. Patrick’s Day Social
March 17, 2021 XPX Orientation
March 17, 2021 XPX Philadelphia: Behind the Numbers
March 11, 2021 XPX New York: Quality of Earnings (QofE)
March 09, 2021 XPX South Florida: Members Only Meeting
March 09, 2021 XPX New England 2021 Summit
March 09, 2021 XPX ATLANTA: HOW TO XPX – HELP, MY EBITDA SUCKS!
March 05, 2021 XPX Long Island Case Study: Operations – Scalable Business Models that Maximize Profits
March 05, 2021 XPX Members - March Cross-Chapter Power Networking
March 04, 2021 XPX DC Metro: Owner vs Business Readiness
March 02, 2021 Virtual Networking Demo for XPX Summit
March 01, 2021 XPX Atlanta Members - March Session Power Networking
March 01, 2021 XPX Philadelphia Members - March Session Power Networking
March 01, 2021 XPX Long Island Members - March Session Power Networking
March 01, 2021 XPX New Jersey Members - March Session Power Networking
March 01, 2021 XPX Chicago Members - March Session Power Networking
March 01, 2021 XPX South Florida Members - March Session Power Networking
February 25, 2021 XPX South Florida: Is now the time to sell - Is the market strong?
February 25, 2021 XPX San Antonio: Start Up and Growth Cycle
February 25, 2021 XPX Atlanta: EXPERIENCE XPX FOR GUESTS AND NEW MEMBERS
February 23, 2021 Informed Inclusion Book Club - How to Be an Antiracist
February 19, 2021 XPX Maryland: 7th Annual Power Networking Event
February 19, 2021 XPX DC Metro & New York Members Joint Power Networking Six Month Sessions
February 18, 2021 XPX New Jersey: The Future of Real Estate in a post-COVID World
February 17, 2021 XPX Orientation
February 17, 2021 XPX Philadelphia: Let's Get Creative-Options for financing deals between $5M and $8M
February 11, 2021 XPX Chicago: Emerging Professional Social Happy Hour
February 11, 2021 XPX New York: Recognizing and Responding to Liquidity Challenges
February 09, 2021 XPX ATLANTA: GETTING THE LAUNCH CODES
February 08, 2021 XPX New England & AM&AA Winter Social!
February 05, 2021 XPX Long Island Case Study: Focus on Growth – Building Sales & Enhancing Effectiveness
February 05, 2021 XPX CT / ACG CT Annual Joint Breakfast Meeting
February 04, 2021 XPX DC Metro: Rapidly Accelerating Business Value - Where to Start?
February 01, 2021 XPX New Jersey Members - February Session Power Networking
February 01, 2021 XPX Connecticut Chapters Power of 5, February Session
February 01, 2021 XPX Philadelphia Members - February Session Power Networking
February 01, 2021 XPX Atlanta Members - February Session Power Networking
February 01, 2021 XPX South Florida Members - February Session Power Networking
February 01, 2021 XPX Chicago Members - February Session Power Networking
February 01, 2021 XPX Long Island Members - February Session Power Networking
January 28, 2021 XPX Chicago: Retirement Readiness
January 28, 2021 XPX Atlanta: EXPERIENCE XPX FOR MEMBERS AND GUESTS
January 27, 2021 XPX Chicago Emerging Professionals: Elements of an Elevator Pitch!
January 22, 2021 XPX CT: Fairfield & Hartford Chapter Joint Event: Was It Something I Said?
January 21, 2021 XPX San Antonio: Exit Planning Roadmap & Roles of Members of Exit Planning Team
January 20, 2021 XPX Orientation
January 20, 2021 XPX Philadelphia: Simulated Legal Negotiation
January 19, 2021 Informed Inclusion Book Club - Inaugural Meeting
January 15, 2021 XPX Maryland: 2021 Economic Outlook
January 14, 2021 XPX Chicago: The M&A Market – A Look Forward and a Look Back
January 14, 2021 XPX New York & New Jersey Joint Event: Learnings From 2020 and the Pandemic – An XPX Community Sharing of Take-Aways
January 12, 2021 XPX South Florida: Member Meeting
January 12, 2021 XPX New England: When Advisors Collide
January 12, 2021 XPX Atlanta: There is a better way
January 08, 2021 XPX Members - January Cross-Chapter Power Networking Options
January 08, 2021 XPX Long Island: Case study session 2
January 07, 2021 XPX DC Metro: The State of Exit Planning in 2021
January 01, 2021 XPX Chicago Members - January Session Power Networking
January 01, 2021 XPX Long Island Members - January Session Power Networking
January 01, 2021 XPX South Florida Members - January Session Power Networking
January 01, 2021 XPX Atlanta Members - January Session Power Networking
January 01, 2021 XPX Philadelphia Members - January Session Power Networking
January 01, 2021 XPX New York Members - January Session Power Networking
January 01, 2021 XPX Connecticut Chapters Power of 5, January Session
December 17, 2020 XPX CT: Fairfield and Hartford Chapter Holiday Joint Event
December 17, 2020 XPX ATLANTA - EXPERIENCE XPX FOR MEMBERS AND GUESTS
December 16, 2020 XPX South Florida: From Olympian to Entrepreneur through COVID
December 16, 2020 XPX Philadelphia -Member Only Virtual Holiday Networking Event
December 16, 2020 XPX New Jersey: Success Stories for 2020 from the Business Community
December 16, 2020 XPX Orientation
December 10, 2020 XPX DC METRO HOLIDAY HAPPY HOUR CELEBRATION
December 10, 2020 XPX New York: What Does Covid-19 Mean for Valuation in Your Community Heading Into 2021?
December 09, 2020 XPX San Antonio: Year End Planning from a Financial/Tax and Human Resources perspective
December 08, 2020 XPX Chicago Holiday Event
December 08, 2020 XPX New England: A Holiday Wine Tasting!
December 08, 2020 XPX ATLANTA 2020 Wrap-Up & Preparing for 2021
December 04, 2020 XPX Long Island - It’s back! The XPX Long Island Case Study for 2020-2021
December 01, 2020 XPX New England December Session Power of 5
December 01, 2020 XPX New York Members - December Session Power Networking
December 01, 2020 XPX San Antonio Members - December Session Power Networking
December 01, 2020 XPX New Jersey Members - December Session Power Networking
December 01, 2020 XPX Philadelphia Members - December Session Power Networking
December 01, 2020 XPX Atlanta Members - December Session Power Networking
December 01, 2020 XPX Maryland Members - December Session Power Networking
December 01, 2020 XPX South Florida Members - December Session Power Networking
December 01, 2020 XPX Members - December Cross-Chapter Power Networking
December 01, 2020 XPX Long Island Members - December Session Power Networking
December 01, 2020 XPX Chicago Members - December Session Power Networking
November 23, 2020 XPX Chicago: Emerging Professionals Final Social Happy Hour of 2020!
November 23, 2020 XPX CT 10th Annual Economic Forum | Keynote CT Governor Ned Lamont
November 20, 2020 XPX Maryland - Navigating Maryland’s Business Climate
November 19, 2020 XPX ATLANTA - EXPERIENCE XPX FOR MEMBERS AND GUESTS
November 18, 2020 XPX Orientation
November 18, 2020 XPX Philadelphia -Small and Micro Business Valuation Under Covid-19
November 17, 2020 XPX Tri-State Post Election Deep Dive
November 10, 2020 XPX Chicago: Year-End Tax Planning
November 10, 2020 XPX New England: Planning With Uncertainty Post Election
November 10, 2020 XPX ATLANTA - Seeking Capital: Debt and Equity Options
November 05, 2020 XPX DC Metro - Financing and M&A in the Current Pandemic
November 04, 2020 XPX Maryland In Person Outdoor Networking Event- NEW DATE, 11/4
November 01, 2020 XPX New England November Session Power of 5
November 01, 2020 XPX Connecticut Chapters Power of 5, November Session
November 01, 2020 XPX South Florida Members - November Session Power Networking
November 01, 2020 XPX DC Metro Members -November Session Power Networking
November 01, 2020 XPX Maryland Members - November Session Power Networking
November 01, 2020 XPX Atlanta Members - November Session Power Networking
November 01, 2020 XPX Philadelphia Members - November Session Power Networking
November 01, 2020 XPX New Jersey Members - November Session Power Networking
November 01, 2020 XPX San Antonio Members - November Session Power Networking
November 01, 2020 XPX New York Members - November Session Power Networking
November 01, 2020 XPX Chicago Members - November Session Power Networking
November 01, 2020 XPX Long Island Members - November Session Power Networking
November 01, 2020 XPX Members - November Cross-Chapter Power Networking
October 29, 2020 Austin Chapter in Formation: Planning Scenarios for Business Owners During COVID and the Pending Election
October 28, 2020 XPX South Florida Fireside Chat
October 28, 2020 XPX New Jersey: The Election and the M&A Market
October 23, 2020 XPX Fairfield & Hartford Joint Meeting: Case Study – Preparing Companies for the Exit: Getting the financial house in order
October 21, 2020 XPX Orientation
October 21, 2020 XPX Philadelphia - Bankruptcy 2020: New Cost-Effective Options for Small Businesses
October 20, 2020 XPX ATLANTA MEMBER ONLY SOCIAL: Creative, Convivial, Competitive Collaboration
October 16, 2020 XPX Maryland - High Risk – High Potential – High Healed Entrepreneurs
October 13, 2020 XPX Chicago: In Person, Outdoor Social Networking Networking Event
October 13, 2020 XPX New England: Have you Prepared for a Smooth Transition?
October 12, 2020 XPX – PHILADELPHIA – EXTRA SPECIAL SESSION – Wealth transfer strategies currently and uncertainty from the pending election
October 08, 2020 XPX New York: What Does Your Digital Brand Look Like Heading Into 2021?
October 07, 2020 XPX Chicago: Emerging Professionals Managing Your Career During the Pandemic
October 05, 2020 XPX San Antonio 2020 Summit
October 02, 2020 XPX Long Island - Virtual Business
October 01, 2020 XPX DC Metro - Caring for Clients in a Turbulent Market
October 01, 2020 XPX New York Members - October Session Power Networking
October 01, 2020 XPX San Antonio Members - October Session Power Networking
October 01, 2020 XPX New Jersey Members - October Session Power Networking
October 01, 2020 XPX Philadelphia Members - October Session Power Networking
October 01, 2020 XPX Chicago Members - October Session Power Networking
October 01, 2020 XPX Atlanta Members - October Session Power Networking
October 01, 2020 XPX Maryland Members - October Session Power Networking
October 01, 2020 XPX DC Metro Members - October Session Power Networking
October 01, 2020 XPX Connecticut October Session Power of 5
October 01, 2020 XPX Long Island Members - October Session Power Networking
October 01, 2020 XPX Members - October Cross-Chapter Power Networking
September 25, 2020 XPX Fairfield - Where Are We Now? Advising Clients in the New Normal
September 24, 2020 XPX NJ/ACG NJ: Beer Show & Tell Networking Event
September 23, 2020 XPX Chicago: Emerging Professionals Social Happy Hour
September 23, 2020 XPX Hartford: Top 10 Sales and Marketing Strategies for 2021
September 22, 2020 XPX Chicago: Navigating Business Interruption— Why Change is Necessary
September 18, 2020 XPX Maryland: Retirement - Member Event
September 17, 2020 XPX ATLANTA - EXPERIENCE XPX FOR MEMBERS AND GUESTS
September 16, 2020 XPX Orientation
September 16, 2020 XPX Philadelphia: Stepping Into The Void: Option for Helping Clients
September 15, 2020 XPX New England: Alternatives to M&A
September 11, 2020 XPX Long Island - “Where are we now? Advising clients in the New Normal”
September 10, 2020 XPX New York Season Opening Doubleheader – Transacting M&A in the Fog of the Impending Election and Covid-19
September 08, 2020 XPX ATLANTA: If I Only Knew Then What I Know Now --
September 03, 2020 XPX Maryland - Virtual Trivia and Networking Night
September 03, 2020 XPX DC Metro - Fall Update on the Market
September 01, 2020 XPX New England September Session Power of 5
September 01, 2020 XPX Connecticut September Session Power of 5
September 01, 2020 XPX Maryland Members - September Session Power Networking
September 01, 2020 XPX Atlanta Members - September Session Power Networking
September 01, 2020 XPX Chicago Members - September Session Power Networking
September 01, 2020 XPX Philadelphia Members - September Session Power Networking
September 01, 2020 XPX Members - September Cross-Chapter Power Networking
September 01, 2020 XPX New Jersey Members - September Session Power Networking
September 01, 2020 XPX San Antonio Members - September Session Power Networking
September 01, 2020 XPX New York Members - September Session Power Networking
September 01, 2020 XPX Long Island Members - September Session Power Networking
August 26, 2020 XPX Chicago: In Person, Outdoor Networking Breakfast
August 20, 2020 XPX San Antonio - August membership meeting and Summit Preview!
August 19, 2020 XPX Orientation
August 19, 2020 XPX PHILDELPHIA MEMBERS ONLY CATCH UP/NETWORKING DISCUSSION
August 13, 2020 XPX ATLANTA - EXPERIENCE XPX FOR MEMBERS AND GUESTS
August 11, 2020 XPX Chicago: Gaining Traction® In Your Business
August 11, 2020 XPX New England - Sending out an SOS: Is Bankruptcy the Best Way to Save My Business?
August 11, 2020 XPX ATLANTA: Harnessing Human Capital to Enhance Exit Value
August 01, 2020 XPX Chicago Members - August Session Power Networking
August 01, 2020 XPX Philadelphia Members - August Session Power Networking
August 01, 2020 XPX San Antonio Members - August Session Power Networking
August 01, 2020 XPX Members - August Cross-Chapter Power Networking
August 01, 2020 XPX New Jersey Members - August Session Power Networking
August 01, 2020 XPX Atlanta Members - August Session Power Networking
July 27, 2020 XPX CONNECTICUT VIRTUAL SUMMIT WEEK: July 27 - July 30, 2020
July 22, 2020 3rd Annual XPX CT & ACG CT - Beer Tasting!
July 22, 2020 XPX Chicago: Venturing out of the Pandemic
July 16, 2020 XPX Chicago - Virtual Happy Hour Social Event & Power Networking Sign-Up
July 15, 2020 XPX New England - Business Interruption Insurance and COVID – 19
July 15, 2020 XPX Orientation
July 15, 2020 XPX Philadelphia - Two topics at our July 15 virtual session
July 14, 2020 XPX New Jersey: Year-end programming virtual networking cocktail celebration!