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                GROWTH. TRANSFER. LEGACY.

National Calendar

This calendar includes all XPX events at all chapters. Here's a list of all our events from our founding in 2007 through August, 2015.

Upcoming events

    • August 21, 2019
    • 2:00 PM - 3:00 PM
    • Webinar details forwarded upon registration
    Register


    HEAR FROM LONG-TIME XPX MEMBERS


    It's an indication of the maturity of our movement that there are now a number of certifications available in exit planning and related disciplines. 

    This month, we'll be discussing certification with some long-time XPX members.  You’ll learn:

    • Which certifications we're seeing in our membership
    • The background and business of our members who have obtained certifications
    • The stories about their experience with the process and how it's benefited their business (or not)

    We'll hear the individual stories but we'll try to leave plenty of time for discussion and questions. 


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

    Video participation not required but highly encouraged! 


    MODERATOR: 


    Mary Adams, Executive Director, XPX Global - Mary's firm was one of the founders of XPX. For the past five years, she has guided the overall growth of the network including coaching a number of our successful Chapter launches. 


    • August 28, 2019
    • 8:00 AM - 9:30 AM
    • UBS Financial Services Inc. 411 South State Street, Floor 2, Newtown PA 18940
    Register

    When was the last time you heard, "I just need a simple agreement; or a quick review of my balance sheet, or 10 minutes of advice on how to address an employee concern?; only to find that - "simple" means restructuring the entire operating agreement, your client's entire financial recording keeping system is contained in a shoebox, or the employee concern may result in a class-action lawsuit.

    Like us, you are undoubtedly called upon to help clients who don't-know-what-they-don't-know. What are your success strategies for bridging these gaps? What have you learned from your experiences that could help others? What secret wisdom would you like from your fellow XPXers? This is your opportunity to share your experiences and learn from (and about) others.

    Our Speaker:

    Laura Kellers Queen,Ed.D. - Founder and CEO of 29Bison, Bio.

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

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

    At this meeting, you can expect to:

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

    Hope you'll join us!

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

    XPX Maryland’s Affinity Group Fall Kick-Off Event!

    We’re Re-Booting the XPX Affinity Groups. And, we need your help!

    On September 5 we will explore new ways to make this resource a

    Better, Stronger and a Faster way to grow your practice.

    Sign up today and receive a 40% discount

    off regular event pricing

    Plus a chance to win

    the XPX Maryland Exit Planning Library


    Don’t miss out on your chance to make a marked impact on our chapter.

    Attendance Fee is only $15*


    Win the Exit Planning Library!


    XPX Maryland: Members Only Affinity Group

    September 05, 2019 7:30 AM - 9:30 AM

    Rolling Road Golf Club 814 Hilltop Avenue Catonsville, MD 21228


    7:30 AM – 8:00 AM – Networking

    8:00 AM – 8:30 AM – Breakfast
    8:30 AM – 9:30 AM – REBOOT

    This is a XPX Maryland, Member-Only benefit.

    Kind regards,

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

    • September 06, 2019
    • 8:30 AM - 10:00 AM
    • The Offices of Capital One, 1307 Walt Whitman Rd, Melville, NY 11747
    Register

    Introduction to XPX Long Island

    We are excited to launch XPX Long Island. Our association events promote peer learning, networking and visibility for our members in the local private company advisor community. Topics cover all three phases of the private company life cycle: business value growth, business value transfer and owner life and legacy. 

    Our first event is an introduction to XPX for professional advisors and includes the following agenda:

    • Review XPX principles, values and advisor types
    • What makes XPX unique and membership benefits
    • Overview of 2019/2020 program calendar and case study
    • Introduction of launch committee members
    • Introduction to Tri-State and National XPX
    • Questions and Answers

    Date: September 6, 2019
    Time: 8:30 AM  to 10:00 AM
    Location: The Offices of Capital One, 1307 Walt Whitman Rd, Melville, NY 11747

    This is a FREE event with Continental Breakfast served.
    Registration is required.
     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. 

    Thank you to our Event Sponsor! 



    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.

    • September 06, 2019
    • 12:30 PM - 5:30 PM (CDT)
    • Penthouse Suite @ Arlington Park, 2200 W Euclid Ave, Arlington Heights, IL
    Register

    Join Us!


    XPX Chicago's 2nd Annual Fall Social/Networking Event - Day at the Races

    Please join us for the largest and best attended event in the history of the Chicago Chapter. We are planning an exciting fun filled afternoon at the beautiful Arlington International Race Course. 


    We'll be gathering at the Arlington's Penthouse Suite where you will be able to:

    • Support an amazing charity; Western DuPage Special Recreation Association and have the opportunity to win some very nice prizes.
    • WDSRA provides social and recreational programs for children, teens and adults with special needs. Serving individuals, families and the community.
    • Mission: The development of individuals through recreation.
    • Vision: Opening a world of untapped potential and a lifetime of possibilities.
    • Learn more at www.wdsra.com.
    • Meet leaders in the local private company marketplace
    • Enjoy large indoor and outdoor seating along the entire front window of the viewing area
    • Partake of a fantastic luncheon buffet in the library and mingle outside in the covered outdoor patio bar area

    New! Trainer Level Sponsorship – 4 Reserved Seats for $800!


    Attire: Business Casual – Fashion meets Fun – no one wearing jeans, shorts, t-shirts, halter tops, athletic shoes, or abbreviated clothing will be admitted to the suite level


    A PERFECT EVENT TO ENTERTAIN CLIENTS, CLOSE FRIENDS, OR COLLEAGUES!

    GREAT FOOD, A TERRIFIC EXPERIENCE, GREETING FRIENDS AND MEETING NEW ONES...

    XPX Chicago is now offering members of MBBI a discounted price for this event!

    Individual Registration Pricing:

    XPX Members: $150
    MBBI Members: $150 (promo code required)
    Non-Members: $200

    (Non-members are eligible to receive $50 off of the cost of membership to XPX Chicago if you join within 30 days of the event. This promotion does NOT apply to past members).

    Individual Registration Refund Policy: No refunds allowed after Wednesday, August 21. We are unable to issue a credit towards another meeting or to an individual.

    We still are still accepting sponsorships- Reserve your table and seat together with your guests. First come, first served.

    ***Deadline for Sponsors to be included in Race Day Signage: August 23, 2019***

    NEW! Trainer Sponsor: Reserved Pod – Coffee Table with 4 comfortable chairs/couch seats - 6 Available at $800 each.

    Owner Sponsor: Reserved Table with 6 Seats - 2 Left! Available at $1,500 each.
    Jockey Sponsor: Reserved Pod – Coffee Table with 6 comfortable chairs/couch seats -SOLD OUT! 
    Spectator Sponsor:  Non-Reserved Seating - $500 for 2 admissions.  
    Bar Sponsor: Name at Bar -  - SOLD OUT! 
    Luncheon Sponsor:  SOLD OUT
    Steward Sponsor: All Other In-Kind and other donations such as raffle prizes - No Limit

    Sponsorships payments are final. We are unable to issue a refund or credit.


    To purchase a sponsorship for this event, please contact Angie Ellis, XPX Administrator at angie@exitplanningexchange.com

    Thank You to Our Event Sponsors!

    Owner Sponsor



    Jockey Sponsor







    Luncheon Sponsor

    Event Charity







    • September 10, 2019
    • 4:00 PM - 6:30 PM
    • Sullivan & Worcester LLP, 1 Post Office Square, Boston, MA
    Register

    How much value does your management team add to your company? How prepared are they to navigate and support the different stages of the business cycle?

    Register now for our next panel “Enhancing the Management Team” to learn how to develop your top executives and managers. Panelists to be announced.

    Here’s what you missed at our last event “Print v. Perception: Crisis Communication in M&A".

    Click below for the event highlights:


    • September 17, 2019
    • 11:15 AM - 1:30 PM
    • The Buckhead Club- 3344 Peachtree Rd, NE, Suite 2600, Atlanta, GA 30326
    Register

    An engaging topic on exit and succession planning, followed by a roundtable discussion with other advisors and consultants. Topic details coming soon.

    At XPX Atlanta events, you can expect to:

    • Hear interesting real life stories directly from the business owners
    • Meet and truly engage with a broad range of other professionals in our roundtable format
    • Find resources to help your clients
    • Enjoy a half hour of open networking (11:15 AM – 11:45 AM)
    • Gain an appreciation of the power of the XPX Advisor Principles!

    Please join us!

    Registration & Open Networking 11:15 AM – 11:45 AM

    • September 18, 2019
    • 7:30 AM - 9:15 AM
    • The Offices of Offit Kurman, Ten Penn Center, 1801 Market Street • Suite 2300 • Philadelphia, PA
    Register

    During the due diligence process, endless hours are often spent focused on finances, legal issues and operations with limited emphasis on people. As a result, many M&A initiatives fail due to turnover and cultural misalignment. In this meeting, we will share best practices for talent assessment, which can be helpful for identifying the future leadership team, informing integration plans, and aiding in other personnel decisions.

    Our Speaker:

    Marc Prine of MIP Consulting, LLC

    Our speaker will be Dr. Marc Prine, who has extensive experience assisting private equity firms in their M&A talent assessment process.

    • September 18, 2019
    • 8:00 AM - 10:00 AM
    • The Hartford Club, 46 Prospect St, Hartford, CT
    Register

    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!

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

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

    At this meeting, you can expect to:

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

    Hope you'll join us!

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

    • September 20, 2019
    • 8:00 AM - 10:00 AM
    • Rolling Road Golf Club 814 Hilltop Ave, Catonsville, MD 21228
    Register

    Buyers for small- and middle-market companies come in all shapes and sizes. The type of buyer for your client’s business can have a material impact on the transaction in terms of due diligence, timing, financing, the seller's ongoing role, staff retention, valuation and the ongoing legacy of the business.

    Speaker: 
    Jeff McNeill, Chief Development Officer of Refresh Mental Health

    Please join us as Jeff McNeill provides us with best practices and first-hand experience working through an active roll-up in the Behavioral Health industry.

    Founded in 2017, Refresh Mental Health is the parent company of leading mental health practices with unique and specialized programs throughout the United States. They currently have over 1000 staff members working from over 65 locations, including Maryland.

    Prior to joining Refresh Mental Health, Jeff was a co-founder and Partner of Palmetto Capital Partners, a Partner in the private equity groups at GenSpring Family Offices and SunTrust Banks, and a financial analyst in the investment banking division of Salomon Smith Barney.

    Agenda:

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

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

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

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

    More details to come!

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

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

    At this meeting, you can expect to:

    Learn how to better serve your clients

    Meet new contacts in the private company market

    Get visibility with your existing network of contacts

    Gain an appreciation of the power of the XPX Advisor Principles

    Hope you'll join us!

    • October 10, 2019
    • 7:30 AM - 9:30 AM (CDT)
    • Mission Hills Country Club- 1677 W Mission Hills Rd, Northbrook, IL 60062
    Register

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

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

    At this meeting, you can expect to:

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

    Hope you'll join us!

    Registration will open soon.

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

    Top professionals in Estate, Tax, Financial and Strategic planning are joining for one afternoon to share their expertise with business owners. Starting with a high-level look at the multiple issues of transferring a business in the next ten years, the XPX Summit will include discussions about how to properly value a business, and the impact of changing tax law on both pre-sale preparation and post-sale proceeds.

    A panel of owners who successfully sold their businesses will share the good, the bad and the ugly of the process and the aftermath, followed by a cocktail reception for all attendees.

    Who should attend: Business owners over 50 years old, or who plan to sell in the next decade, and their advisors.

    Click here to review the agenda.

    • October 16, 2019
    • 7:30 AM - 9:15 AM
    • The Offices of ECKERT SEAMANS CHERIN & MELLOTT, LLC - Two Liberty Place 50 South 16th Street • 22nd Floor • Philadelphia, PA 19102
    Register

    Sean-Tamba Matthew of SES ESOP Strategies, a Stevens & Lee/Griffin company, will provide information on Employee Stock Ownership Plans (ESOPs) and how these plans work. Mr. Matthew will also discuss the benefits and risks of ESOPs along with an overview of an ideal ESOP candidate.

    Mr. Matthew advises companies, business owners, boards of directors and employee stock ownership plan (ESOP) trustees on transactional, corporate governance and formation matters related to the design and implementation of ESOPs. Mr. Matthew’s work includes drafting and negotiating agreements and other documents for mergers and acquisitions, reorganizations and corporate governance and formation matters. He has a J.D. from Temple University Beasley School of Law and a B.A. in Political Science from the University of Pennsylvania.

    • October 16, 2019
    • 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!

    • October 18, 2019
    • 7:30 AM - 9:30 AM
    • The Patterson Club, Fairfield, CT 1118 Cross Hwy, Fairfield, CT 06824
    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!

    • October 18, 2019
    • 8:00 AM - 10:00 AM
    • Rolling Road Golf Club 814 Hilltop Ave, Catonsville, MD 21228
    Register
    Cyber Crime is one of the greatest threats to every business. The impacts to the financial health of the company, reputation, and ability to operate can be catastrophic if not handled well from the time of the incident identification. Join us as we review some recent cases employers have faced and how they handled the situation. Who should get involved, what data is available, and what happens when you need help to solve the situation?


    Speaker: 
    Brian Dykstra, Atlantic Data Forensics, Inc.

    Brian Dykstra has over 21 years’ experience in investigations, computer forensics, incident response, network and wireless security testing and information security policy. Before founding Atlantic Data Forensics, Mr. Dykstra was the CIO & Director of Professional Education and a founding member of Mandiant, where he was responsible for the development and management of numerous advanced computer security and cybercrime investigation courses.

    While at Mandiant, Mr. Dykstra annually trained over 400 FBI Cyber Crime agents as well as many state and local investigators through a series of highly acclaimed cybercrime investigation courses as Mandiant's Chief Information Officer (CIO).

    Agenda:

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

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

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

    At this meeting, you can expect to:

    Learn how to better serve your clients

    Meet new contacts in the private company market

    Get visibility with your existing network of contacts

    Gain an appreciation of the power of the XPX Advisor Principles

    Hope you'll join us!

    • November 15, 2019
    • 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!

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

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

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

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

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


    I look forward to see you there!

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

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

    • November 20, 2019
    • 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!

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

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

    At this meeting, you can expect to:

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

    Hope you'll join us!


    • November 25, 2019
    • 3:00 PM - 8:00 PM
    • Fairfield University | Dolan School of Business, 1073 North Benson Road, Fairfield, CT

    Details to come!

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

    Details to come in early November. Please check back.

    7:30 AM – 8:00 AM – Networking

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

    This is a XPX Maryland, Member-Only benefit.

    Kind regards,

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

    • December 18, 2019
    • 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!

    • December 20, 2019
    • 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!

    • 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!

    • 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 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!

    • 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!

    • 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!

    • 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!

    • 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 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!

Past events

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
April 19, 2018 7 Principles of Successful Advisors to Premier Private Companies
April 19, 2018 XPX New York - Trust and Estate Planning: How Business Owners Can Keep What They Have Earned
April 19, 2018 XPX DC Metro - CLOSING THE GAP – MAXIMIZING & PROTECTING VALUE!
April 18, 2018 XPX Hartford - Management Review
April 18, 2018 XPX New Jersey - Transaction Process
April 18, 2018 XPX Philadelphia - Secrets from the Buyside: What do buyers know that sellers don’t?
April 13, 2018 XPX Chicago - Insperity Sponsor XPX Member Appreciation Event
April 05, 2018 XPX MD Members Only Affinity Group Meeting
March 28, 2018 XPX New Jersey - Moving Closer to a Sale? What Estate Planning Techniques Can Help Owners Keep What They Have Earned?
March 27, 2018 XPX New England: Finding the Right Advisors
March 22, 2018 XPX San Antonio: Case Study Part 1 – Valuation
March 21, 2018 Learn about the Power of the Premier Private Company Market
March 21, 2018 XPX Hartford - Management Review
March 21, 2018 XPX New Jersey - Moving Closer to a Sale? What Estate Planning Techniques Can Help Owners Keep What They Have Earned?
March 21, 2018 XPX Philadelphia - Buy-Sell Checklist
March 20, 2018 XPX Chicago - The Current Market for Mergers & Acquisitions, and its impact on the Small Business Owner
March 16, 2018 XPX MD - Post-Acquisition Integration
March 16, 2018 XPX Fairfield - B2B Revenue Growth thru Social Media
March 15, 2018 XPX DC Metro - CASH FLOW CREATES THE DEAL!
March 08, 2018 XPX New York - Corporate Image – How a branding tune up can revitalize your family business
February 28, 2018 XPX Chicago Gathering
February 27, 2018 XPX New England: How the Tax Act will impact Business Owners
February 22, 2018 XPX Chicago - Impact of Tax Reform on Business Owners
February 22, 2018 XPX DC Metro - INSIDER SALE – PREPARING THE BUYER FOR THE PURCHASE
February 21, 2018 Learn the XPX Chapter Launch Formula
February 21, 2018 XPX New Jersey - Operational Efficiencies
February 16, 2018 XPX MD - Optimizing the Value of Transactions Through Leadership Engagement & Organizational Alignment
February 14, 2018 XPX Hartford - Operational Efficiencies
February 08, 2018 XPX New York - Management Review – Hire Family Members or Professional Managers?
February 02, 2018 XPX Fairfield - Joint Event with ACG CT Breakfast Meeting
January 26, 2018 XPX Presidents Leadership Collaborative Video Conference
January 19, 2018 XPX MD - Power Networking
January 19, 2018 XPX Fairfield - Operational Efficiencies
January 18, 2018 XPX San Antonio: An Insider’s View of NAFTA Negotiations
January 18, 2018 XPX Chicago - Collaborative XPX Planning for 2018
January 18, 2018 XPX DC Metro - 2018 XPX KICKOFF!
January 17, 2018 XPX Philadelphia - Chapter Growth Strategy Meeting
January 17, 2018 3 Ways XPX Can Help Raise Your Profile in 2018
January 17, 2018 XPX Hartford - Operational Efficiencies
January 17, 2018 XPX New Jersey - Operational Efficiencies
January 16, 2018 XPX Chicago - Young Professional Gathering
January 16, 2018 XPX New England: Meeting the Growth Challenge
January 11, 2018 XPX Chicago - Collaborative XPX Planning for 2018
January 11, 2018 XPX New York - Operational Efficiencies
January 09, 2018 XPX Tri-State Cocktail Networking Reception
December 20, 2017 XPX Tri-State: Hartford Valuation - What could the business be worth...and why?
December 20, 2017 XPX Tri-State: New Jersey - Valuation – What could the business be worth…and why?
December 20, 2017 XPX Philadelphia - PLANNING FOR LIFE AFTER CLOSING; WEALTH & CAREER TRANSITION
December 15, 2017 XPX MD - Building Brand Value Through the Business Life Cycle
December 15, 2017 XPX Tri-State: Fairfield County - Strategic Options: What Makes the Most Sense
December 14, 2017 XPX Philadelphia & AM&AA Joint Holiday Party
December 14, 2017 XPX Tri-State - New York: Business Valuations: What is the business worth? And why?
December 12, 2017 XPX Chicago Holiday Gathering
December 06, 2017 XPX Hartford and ACG Hartford Joint Event
December 06, 2017 XPX New England: Would You Buy Your Business? Webinar with A.I.M
December 05, 2017 XPX DC Metro Annual Holiday Networking Event
December 05, 2017 XPX New England: Exit Palooza - The Return!!
December 05, 2017 XPX Chicago Owners' Academy Business Value Creation
December 04, 2017 XPX Maryland Holiday Networking Event
November 30, 2017 XPX Chicago - Case Study and Discussion: Exit Plan
November 20, 2017 7th Annual CT Economic Forum | Presented by XPX CT & CTTM & ACG CT
November 17, 2017 XPX MD - Human Capital and Its Impact on Transitioning Businesses
November 17, 2017 XPX Tri-State: Fairfield County - Business Valuations: What is the business worth? And why?
November 16, 2017 XPX San Antonio Speed Networking
November 16, 2017 XPX DC Metro - PROFESSIONAL DEVELOPMENT TIME: THE ILLUSION OF SPEED!
November 15, 2017 XPX Tri-State: Hartford Strategic Options Review:
November 15, 2017 XPX Tri-State: New Jersey - Strategic Options Review:
November 15, 2017 XPX Philadelphia - Legal Documents:
November 14, 2017 XPX Chicago - Case Study and Discussion: Exit Plan
November 13, 2017 XPX New England: Can you afford to sell your business?
November 09, 2017 XPX Tri-State: New York - Strategic Options Review:
October 26, 2017 XPX Chicago - Case Study and Discussion: Strategic Planning for Growth
October 24, 2017 XPX New England: Start NOW to make 2018 your best year ever!
October 24, 2017 XPX Philadelphia- Join Us! Seminar: Introduction to ESOPs
October 20, 2017 XPX MD - Lessons Learned Along the Way
October 20, 2017 XPX Tri-State: Fairfield County - Managing Family Dynamics:
October 19, 2017 XPX Chicago - Case Study and Discussion: Strategic Planning for Growth
October 19, 2017 XPX DC Metro - Sudden Money Event - What's Next for Tanya?
October 18, 2017 Start an XPX Chapter: Help Business Owners and Build Your Practice
October 18, 2017 XPX Tri-State: Hartford Managing Family Dynamics: The Good, The Bad and The Ugly
October 18, 2017 XPX Tri-State: New Jersey - Managing Family Dynamics – The Good, The Bad and The Ugly
October 18, 2017 XPX Philadelphia - Due Diligence and What Is Cash Flow?
October 12, 2017 XPX Tri-State: New York - Managing Family Dynamics - The Good, The Bad and The Ugly
October 05, 2017 XPX Philadelphia - MEMBERS ONLY - TABLE FOR TEN
September 28, 2017 XPX San Antonio Launch Event
September 26, 2017 XPX New England Mixer Meet and Greet
September 20, 2017 XPX Tri-State: Hartford Case Introduction
September 20, 2017 XPX Tri-State: New Jersey Case Study Series & Breakfast
September 20, 2017 XPX DC Metro - Creating a Meaningful Future Post: Exit with Estate and Charitable Gift Planning
September 20, 2017 XPX Philadelphia - The Investment Banking/Selling Process
September 15, 2017 XPX MD - Deal Killers
September 15, 2017 XPX Tri-State: Fairfield County Case Introduction
September 14, 2017 XPX Tri-State: New York Case Study Series & Breakfast
September 12, 2017 XPX Philadelphia - MEMBERS ONLY - TABLE FOR SIX
August 24, 2017 XPX Chicago - Case Study and Discussion: Owner Wealth
August 23, 2017 XPX Maryland’s Summer Fun Networking Event
August 16, 2017 XPX Chicago - Case Study and Discussion: Owner Wealth
August 03, 2017 XPX MD Members Only Affinity Group Meeting
July 27, 2017 XPX Tri-State CT Hartford Year End Party
July 27, 2017 XPX Chicago - Case Study and Discussion: Banking and Finance
July 26, 2017 XPX New Jersey – Summer Celebration
July 20, 2017 XPX DC Metro - Business continuity and succession planning
July 19, 2017 XPX Tri-State CT: Closing Cocktail Party
July 18, 2017 XPX Chicago - Case Study and Discussion: Banking and Finance
July 11, 2017 XPX New England: LIVE CEO Case Studies Showcase - Part 2
June 27, 2017 XPX NJ & ACG NJ Announce Joint Event, June 27th at LPS Industries - Register Today!
June 21, 2017 XPX Tri-State New York - Assessing Strategic Options:
June 21, 2017 XPX Tri-State CT (Hartford) - Planning for the Exit
June 21, 2017 XPX Philadelphia - Defining Success:
June 20, 2017 XPX Chicago Inaugural Owner’s Academy Seminar
June 16, 2017 XPX Tri-State CT: Assessing Strategic Options
June 15, 2017 XPX DC Metro- PREPARING THE CO. FOR THIRD PARTY SALE
June 13, 2017 XPX CT Hartford & ACG CT Event, June 13th - Yard Goats Game - Register Today!
June 13, 2017 XPX Chicago Spring Social Event
June 07, 2017 XPX Maryland - New Member Lunch
June 07, 2017 XPX DC Metro - Professional Development Workshop: Sharpening Communications Skills ---
May 31, 2017 Joint XPX DC Metro and XPX Maryland Meet-Up
May 23, 2017 XPX New England-NH: From Dorm Room Start-up to International Tech Company
May 19, 2017 XPX Tri-State CT: Good Fences Make Good Neighbors
May 18, 2017 XPX DC Metro- Preparing For Third Party Sale
May 17, 2017 XPX Tri-State New York-Good Fences Make Good Neighbors
May 17, 2017 XPX Tri-State CT (Hartford) - Good Fences Make Good Neighbors
May 17, 2017 XPX Philadelphia - Dealing With Family Dynamics In The Sale Process
May 11, 2017 XPX Chicago - Case Study and Discussion: Legal
May 04, 2017 XPX Chicago - Case Study and Discussion: Legal
May 04, 2017 XPX New England 2017 Summit
May 04, 2017 XPX MD Members Only Affinity Group Meeting
May 03, 2017 XPX New Jersey Inauguration! Newly Launched Chapter of the Exit Planning Exchange
April 21, 2017 XPX MD - Partnership through Spinoff
April 21, 2017 XPX Tri-State CT: Financing Growth Part 2
April 20, 2017 XPX DC Metro- MAXIMIZING AND PROTECTING VALUE – PART 3
April 19, 2017 XPX Tri-State New York: Defining Success
April 19, 2017 XPX Chicago - Case Study and Discussion: Accounting and Valuation
April 19, 2017 XPX Tri-State CT (Hartford) - Financing Growth
April 19, 2017 XPX Philadelphia - Ownership Transition and Liquidity Alternatives without a sale
April 06, 2017 XPX Chicago - Case Study and Discussion: Accounting and Valuation
March 29, 2017 XPX New England: RI/SE MA Breakfast Meeting
March 17, 2017 XPX MD - Power Networking
March 17, 2017 XPX Tri-State CT: Financing Growth Part 1
March 16, 2017 XPX DC Metro - MAXIMIZING AND PROTECTING VALUE - Part 2
March 15, 2017 XPX Chicago - Quarterly City/Suburbs Combined Networking
March 15, 2017 XPX Tri-State New York: Defining Success
March 15, 2017 XPX Tri-State CT (Hartford) - Financing Growth Part 1
March 15, 2017 XPX Philadelphia - POSTPONED - Ownership Transition and Liquidity Alternatives without a sale
February 28, 2017 XPX New England: Joint Meeting with AM&AA
February 23, 2017 XPX Chicago - Case Study Introduction and Discussion to Identify Six Core Issues that are Challenging HiTech Service Co.
February 17, 2017 XPX MD-Getting UP! How to Find the Energy to Rebalance Your Life
February 16, 2017 XPX DC Metro - ALL ABOUT BUSINESS VALUE
February 15, 2017 XPX Tri-State New York: Operations
February 15, 2017 XPX Chicago - Case Study Introduction and Discussion to Identify Six Core Issues that are Challenging HiTech Service Co.
February 15, 2017 XPX Tri-State CT: Using LinkedIn to Grow your business
February 15, 2017 XPX Philadelphia - Realistic Strategic Alternatives and Sale Value
February 03, 2017 XPX Tri-State CT: Successful Exits
February 02, 2017 XPX MD Members Only Affinity Group Meeting
January 24, 2017 XPX New England: Communicating Through Change
January 20, 2017 XPX MD- Passing the Family Torch without Getting Burned
January 20, 2017 XPX Tri-State CT: Operations
January 19, 2017 XPX DC Metro - CASE INTRODUCTION/ROUND TABLE DISCUSSION
January 18, 2017 XPX Philadelphia Case Introduction:
January 11, 2017 XPX Chicago - 2017- A Facilitated Member Discussion on the Owner Transition Process
December 21, 2016 XPX Tri-State New York: Focus on Growth
December 16, 2016 XPX MD - ESOPs: Characteristics of a Good Candidate
December 16, 2016 XPX Tri-State CT: Focus on Growth
December 14, 2016 XPX Chicago Holiday Networking Event
December 14, 2016 XPX New England: Exit Palooza
December 08, 2016 XPX MD December 8 Joint Holiday Networking Event
December 08, 2016 XPX New England - RI: Performance Excellence
December 07, 2016 XPX Philadelphia Joint Holiday Party - The Election is Over, What Will This Mean for You?
December 06, 2016 XPX DC Metro Annual Holiday Networking Event
November 18, 2016 XPX MD - Valuation and Due Diligence for Government Contractors
November 18, 2016 XPX Tri-State CT: Managing Management
November 17, 2016 XPX Tri-State New York: Managing Management
November 17, 2016 XPX DC Metro - Preparing the Owner (Personally) for the Exit:
November 16, 2016 XPX Philadelphia - Building Value for a Maximized Business Sale
November 09, 2016