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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

    • December 14, 2018
    • 7:30 AM - 9:30 AM
    • The Shore and Country Club, 220 Gregory Boulevard, Norwalk
    Register

    ESOPs can offer significant succession planning and wealth creation benefits. In many instances, an ESOP can provide a greater ROI to the business owner, management and employees than private equity. We will examine the key features and considerations as well as instances where ESOPs make sense. Learn what factors about the business, owners and business timeline that make it attractive to use an ESOP.

    In this session, we will explore:

    • Whether an ESOP is appropriate to accomplish a business owner’s succession planning and wealth creation goals;
    • The succession and tax planning opportunity, and
    • Considerations and steps to implement an ESOP

    Our speaker:

    John Vitucci, PKF O'Connor Davies, LLP

    John N. Vitucci is a Principal in the Employee Benefits Services Practice at PKF O’Connor Davies and has more than 30 years of experience working with Fortune 500 corporations and investment banks in all areas of employee benefits, executive compensation and ERISA. John is currently an adjunct professor at Columbia University where he teaches Pensions & ERISA and Oral Communications for Actuaries in the Actuarial Master’s Program. John has implemented ESOPs at over 100 Fortune 500 companies and at many private companies.

    • December 19, 2018
    • 8:00 AM - 10:00 AM
    • The offices of Fox Rothschild LLP - 49 Market Street, Morristown, NJ
    Register

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

    Employees are critical to any organization for efficiency, core knowledge and customer relations. With the current unemployment rate at a record low, companies must be creative to continue to incent and motivate employees. What vehicles are available to business owners to achieve employee incentives without jeopardizing the financial stability of the organization? What are the typical structures used for family members vs non-family members?

    Employee Stock Option Plans can offer a company’s owners significant succession planning and wealth creation benefits while rewarding employees. Many times, using an ESOP can produce better financial results to the organization than private equity funding. Where does it make sense to explore the use of an ESOP? What changes have occurred that make using an ESOP more attractive today?

    Please join us with a discussion led by John Vitucci, a Principal with PKF O’Connor Davies, LLP and Harvey Katz, Partner with Fox Rothschild LP, as they share their professional experience with all of us. This highly interactive session will allow for participation by attendees in a collaborative format. As an association of experienced advisory professionals for business owners and their companies, we are all focused on delivering the highest level of subject matter expertise to our clients and we would value your expertise and insights.

    We invite you to join us for this exciting event and for the entire series this year!

    To make it easy to remember, we’ll always meet on the 3rd Wednesday morning of each month through June 2019, so please set up a recurring calendar appointment now so you won’t miss an XPX breakfast!

    About John:

    John N. Vitucci is a Principal in the Employee Benefits Services Practice at PKF O’Connor Davies and has more than 30 years of experience working with Fortune 500 corporations and investment banks in all areas of employee benefits, executive compensation and ERISA. John is currently an adjunct professor at Columbia University where he teaches Pensions & ERISA and Oral Communications for Actuaries in the Actuarial Master’s Program. John has implemented ESOPs at over 100 Fortune 500 companies and at many private companies.

    Parking Suggestions:

    Ann Bank Parking Garage
    41 Bank Street, Morristown, NJ

    OR

    DeHart Street Parking Garage
    14 Maple Ave, Morristown, NJ

    • December 19, 2018
    • 8:00 AM - 10:00 AM
    • The Hartford Club, 46 Prospect St, Hartford, CT
    Register

    Employees are critical to the success of any organization, and giving them a beneficial ownership interest in the business can be a great motivating factor. In this session, we will explore:

    • What is an ESOP?
    • What are the benefits? For owners, employees, and the business itself
    • How to defer – and possibly avoid – capital gains tax through the sale to an ESOP
    • Financing & Valuation Considerations
    • What is the process for an ESOP transaction from inception?
    • How to prepare your company for sale

    Our Speakers:

    Ken Pia, Partner, Marcum LLP -  Ken run's Marcum's ESOP business nationally and is based In CT

    Maureen Cosgrove, Senior Vice President, Aegis Fiduciary - Maureen is an ESOP trustee out of Glastonbury.

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

    We are very excited to kick off our 2019 programs designed to focus on the Buyer side of exit planning. Through the upcoming year we will discuss critical buyer considerations long before the transaction – in the early planning stage, through the close, and post-close period.

    Our Speaker:

    Richard P. Phillip, CEO of Crossroads Capital, LLC.

    Richard brings considerable 20+ years of experience in corporate finance, consulting and investment banking as he sets the stage for our year by helping us understand current M&A trends, the buyer landscape and its implications, and much more.

    Richard Phillips leads a team of experienced financial analysts, research assistants and directors bringing the organization’s tailored solutions to middle market companies throughout the US and around the world.

    Richard received his MS in Applied Economics from Johns Hopkins University and his BA from Lafayette College.

    IMPORTANT NOTICE: PLEASE TAKE NOTE OF THE CHANGE OF DATES FOR OUR MONTHLY EVENTS. FOR 2019, WE ARE GENERALLY MEETING THE FIRST THURSDAY OF EACH MONTH (EXCEPT JUNE AND JULY). PLEASE NOTE THE SAVE THE DATE NOTICE EACH OF YOU RECEIVED AT OUR HOLIDAY EVENT, OR WAS SENT TO YOUR EMAIL. MAKE NOTES OF THESE DATES ON YOUR ANNUAL CALENDAR SO YOU DON’T MISS A SINGLE MEETING!!

    • January 08, 2019
    • 2:00 PM - 2:30 PM
    • Webinar details forwarded upon registration
    Register



    Two-part program to meet,

    share and learn from like-minded advisors!


    2:00 -2:30 - PUBLIC SESSION 

    STORIES FROM THE FRONT LINES 

    Everyone at XPX has deep experience working with privately-held businesses and their owners.   Our members represent 12 professions but are united by 5 core principles. In XPX meetings held very month in ten geographies across the U.S., this rich community of advisors gets together to build relationships and learn from each other.  

    This is your chance to experience the magic of our network even If you can’t make it to one or all of our live meetings. You’ll meet other advisors including XPX Members and Leaders. They will explain their role in the exit planning ecosystem, share a collaboration story and describe what they get out of XPX. We also leave time for discussion and introductions of all joining the meeting.

    This program is recommended for advisors wishing to experience XPX for the first time, those wishing to connect outside their home geography and Founders of Chapters in Formation.


    2:35 – 3:15  FOLLOW-UP CLOSED SESSION
    LEADERSHIP COLLABORATIVE FOR CHAPTER FOUNDERS

    After the networking session, we’ll adjourn to a closed meeting with the teams of the founding teams of our newest XPX Chapters. This session uses the format used in the XPX Leadership Collaborative to encourage relationships, learning and innovation across our network. The goal is to share knowledge and experience to fuel your Chapter development activities.

    This program is open to New Chapter Founders only.  To attend, please make sure to sign into your profile.


    HOPE YOU CAN JOIN US TO MEET, SHARE AND LEARN WITH LIKE-MINDED ADVISORS!


    Moderators: 


    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. 




    Paul Cronin, Director of Business Development, XPX Global - Paul is a leader of the Successful Transition Planning Institute and a long-time XPX member. He recently joined us to help manage the accelerating growth of our Chapter network.   


    • January 10, 2019
    • 8:15 AM - 9:45 AM
    • Bernstein, 1345 Avenue of the Americas, New York, NY, (Between 54th and 55th Streets)
    Register

    In this session, we will hear from an owner who has sold his business. The discussion will cover the good and the bad, the emotional rollercoaster owners experience, his experience with his advisors, and what pitfalls to avoid.

    • January 10, 2019
    • 7:30 AM - 9:00 AM (CST)
    • Chicago Cut Steakhouse - 300 N LaSalle St., Chicago, IL
    Register

    During this meeting, we will have a wide-ranging panel discussion on how professional advisors, and their clients, can prepare for 2019. We will provide our guests with an opportunity to develop relationships with like-minded professionals and then have a panel that will introduce and debate strategies to prepare a business for the future. Subject matter experts from various professions will be represented on this panel.

    Panelists: TBD

    • January 16, 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!


    • January 16, 2019
    • 8:00 AM - 10:00 AM
    • The offices of Fox Rothschild LLP - 49 Market Street, Morristown, NJ
    Register

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

    At this meeting, you can expect to:

    Learn how to better serve your clients

    Meet new contacts in the private company market

    Get visibility with your existing network of contacts

    Gain an appreciation of the power of the XPX Advisor Principles

    Hope you'll join us!


    Parking Suggestions:

    Ann Bank Parking Garage
    41 Bank Street, Morristown, NJ

    OR

    DeHart Street Parking Garage
    14 Maple Ave, Morristown, NJ


    • January 17, 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!


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


    • January 18, 2019
    • 8:00 AM - 10:00 AM
    • Rolling Road Golf Club 814 Hilltop Ave, Catonsville, MD 21228
    Register

    XPX Maryland 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

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

    Hope you'll join us!


    • January 22, 2019
    • 4:00 PM - 6:30 PM
    • Sullivan & Worcester LLP, 1 Post Office Square, Boston, MA
    Register

    Save the Date: M&A War Stories on January 22nd

    Moderator:
    David Czarnecki, Member, Morse, Barnes-Brown & Pendleton

    Panelists:
    Stuart Mathews, President, Metapoint Partners
    Lynn Schade, Senior Vice President, Middlesex Savings Bank
    Lew Segall, Partner & Leader of the Corporate M&A Group, Sullivan & Worcester

    M&A War Stories:
    Hear experience from the field as professionals describe the various unpredictable challenges they have encountered in specific M&A transactions, and the creative solutions they developed to address these challenges.

    Our panel, moderated by David Czarnecki of Morse, Barnes-Brown & Pendleton, will describe M&A transactions they have worked on that presented obstacles, how the professional addressed the challenge creatively, and the ultimate outcome of the transaction. (Some outcomes may surprise you!) Their stories will highlight the types of issues that arise during a deal and how advisors and business owners alike should be prepared for anything.

    Although issues such as those presented can be significant and threaten to jeopardize the transaction for business owners, experienced M&A professionals devise creative solutions to address these challenges and close transactions.

    This program is an educational event providing actual examples of transaction challenges and showcasing the creativity and expertise of the various panel members. Register today.

    • February 01, 2019
    • 7:30 AM - 10:30 AM
    • Sheraton Stamford Hotel, 700 East Main Street, Stamford,CT
    Save the dates!

    Details to come


    Registration Fees: Early Bird Rates Expire January 29, 2019

    Members of ACG CT - Complimentary

    Young Members of ACG CT - Complimentary

    Non-Member 95.00 (early bird)

    Non-Member 125.00

    Member of other ACG Chapter 55.00 (early bird)

    Member of other ACG Chapter 75.00


    ***Registration is through ACG***


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

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

    At this meeting, you can expect to:

    Learn how to better serve your clients

    Meet new contacts in the private company market

    Get visibility with your existing network of contacts

    Gain an appreciation of the power of the XPX Advisor Principles

    Hope you'll join us!

    • February 12, 2019
    • 7:30 AM - 9:00 AM (CST)
    • Hyatt Lodge At McDonald's Campus- 2815 Jorie Boulevard, Oak Brook, IL
    Register

    During this meeting, we will have a wide-ranging panel discussion on how professional advisors, and their clients, can prepare for 2019. We will provide our guests with an opportunity to develop relationships with like-minded professionals and then have a panel that will introduce and debate strategies to prepare a business for the future. Subject matter experts from various professions will be represented on this panel.

    This will be a great event for those who attended that January meeting, and also for those who couldn’t make it.

    Panelists: TBD

    • February 12, 2019
    • 2:00 PM - 2:30 PM
    • Webinar details forwarded upon registration
    Register



    Two-part program to meet,

    share and learn from like-minded advisors!


    2:00 -2:30 - PUBLIC SESSION 

    STORIES FROM THE FRONT LINES 

    Everyone at XPX has deep experience working with privately-held businesses and their owners.   Our members represent 12 professions but are united by 5 core principles. In XPX meetings held very month in ten geographies across the U.S., this rich community of advisors gets together to build relationships and learn from each other.  

    This is your chance to experience the magic of our network even If you can’t make it to one or all of our live meetings. You’ll meet other advisors including XPX Members and Leaders. They will explain their role in the exit planning ecosystem, share a collaboration story and describe what they get out of XPX. We also leave time for discussion and introductions of all joining the meeting.

    This program is recommended for advisors wishing to experience XPX for the first time, those wishing to connect outside their home geography and Founders of Chapters in Formation.


    2:35 – 3:15  FOLLOW-UP CLOSED SESSION
    LEADERSHIP COLLABORATIVE FOR CHAPTER FOUNDERS

    After the networking session, we’ll adjourn to a closed meeting with the teams of the founding teams of our newest XPX Chapters. This session uses the format used in the XPX Leadership Collaborative to encourage relationships, learning and innovation across our network. The goal is to share knowledge and experience to fuel your Chapter development activities.

    This program is open to New Chapter Founders only.  To attend, please make sure to sign into your profile.


    HOPE YOU CAN JOIN US TO MEET, SHARE AND LEARN WITH LIKE-MINDED ADVISORS!


    Moderators: 


    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. 




    Paul Cronin, Director of Business Development, XPX Global - Paul is a leader of the Successful Transition Planning Institute and a long-time XPX member. He recently joined us to help manage the accelerating growth of our Chapter network.   


    • February 14, 2019
    • 8:15 AM - 9:45 AM
    • Bernstein, 1345 Avenue of the Americas, New York, NY, (Between 54th and 55th Streets)
    Register

    Several organizations exist for business owners who have sold their business and come into life changing wealth. Tiger 21 is a peer membership organization for high-net-worth wealth creators. The organization currently has more than 500 Members across North America and London, collectively managing approximately $51 billion in assets. The group holds monthly meetings that provide its members with a confidential peer forum in which to explore a range of critical issues including investment strategies, wealth preservation, philanthropy, estate planning, health issues, and family governance.


    • February 20, 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!


    • February 20, 2019
    • 8:00 AM - 10:00 AM
    • The offices of Fox Rothschild LLP - 49 Market Street, Morristown, NJ
    Register

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

    At this meeting, you can expect to:

    Learn how to better serve your clients

    Meet new contacts in the private company market

    Get visibility with your existing network of contacts

    Gain an appreciation of the power of the XPX Advisor Principles

    Hope you'll join us!


    Parking Suggestions:

    Ann Bank Parking Garage
    41 Bank Street, Morristown, NJ

    OR

    DeHart Street Parking Garage
    14 Maple Ave, Morristown, NJ


    • March 07, 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!

    • March 12, 2019
    • 2:00 PM - 2:30 PM
    • Webinar details forwarded upon registration
    Register



    Two-part program to meet,

    share and learn from like-minded advisors!


    2:00 -2:30 - PUBLIC SESSION 

    STORIES FROM THE FRONT LINES 

    Everyone at XPX has deep experience working with privately-held businesses and their owners.   Our members represent 12 professions but are united by 5 core principles. In XPX meetings held very month in ten geographies across the U.S., this rich community of advisors gets together to build relationships and learn from each other.  

    This is your chance to experience the magic of our network even If you can’t make it to one or all of our live meetings. You’ll meet other advisors including XPX Members and Leaders. They will explain their role in the exit planning ecosystem, share a collaboration story and describe what they get out of XPX. We also leave time for discussion and introductions of all joining the meeting.

    This program is recommended for advisors wishing to experience XPX for the first time, those wishing to connect outside their home geography and Founders of Chapters in Formation.


    2:35 – 3:15  FOLLOW-UP CLOSED SESSION
    LEADERSHIP COLLABORATIVE FOR CHAPTER FOUNDERS

    After the networking session, we’ll adjourn to a closed meeting with the teams of the founding teams of our newest XPX Chapters. This session uses the format used in the XPX Leadership Collaborative to encourage relationships, learning and innovation across our network. The goal is to share knowledge and experience to fuel your Chapter development activities.

    This program is open to New Chapter Founders only.  To attend, please make sure to sign into your profile.


    HOPE YOU CAN JOIN US TO MEET, SHARE AND LEARN WITH LIKE-MINDED ADVISORS!


    Moderators: 


    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. 




    Paul Cronin, Director of Business Development, XPX Global - Paul is a leader of the Successful Transition Planning Institute and a long-time XPX member. He recently joined us to help manage the accelerating growth of our Chapter network.   


    • March 14, 2019
    • 8:15 AM - 9:45 AM
    • Bernstein, 1345 Avenue of the Americas, New York, NY, (Between 54th and 55th Streets)
    Register

    Businesses that are established by two or more founders commonly face a point when one founder wants or needs to exit the business before the other. A useful tool in those situations is a buy/sell agreement, hopefully set up early on in the business, which determines the terms and valuation to allow the remaining owner to buy out his partner. In this session we will explore:

    When is the right time to implement a buy/sell agreement?

    How is valuation determined?

    What is the alternative to a buy/sell agreement?


    • March 14, 2019
    • 7:30 AM - 9:00 AM (CDT)
    • Chicago Cut Steakhouse - 300 N LaSalle St., Chicago, IL

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

    At this meeting, you can expect to:

    Learn how to better serve your clients

    Meet new contacts in the private company market

    Get visibility with your existing network of contacts

    Gain an appreciation of the power of the XPX Advisor Principles

    Hope you'll join us!

    Registration will open soon.

    • March 15, 2019
    • 7:30 AM - 9:30 AM
    • The Shore and Country Club, 220 Gregory Boulevard, Norwalk
    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!


    • March 20, 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!


    • March 20, 2019
    • 8:00 AM - 10:00 AM
    • The offices of Fox Rothschild LLP - 49 Market Street, Morristown, NJ
    Register

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

    At this meeting, you can expect to:

    Learn how to better serve your clients

    Meet new contacts in the private company market

    Get visibility with your existing network of contacts

    Gain an appreciation of the power of the XPX Advisor Principles

    Hope you'll join us!


    Parking Suggestions:

    Ann Bank Parking Garage
    41 Bank Street, Morristown, NJ

    OR

    DeHart Street Parking Garage
    14 Maple Ave, Morristown, NJ


    • March 21, 2019
    • 8:00 AM - 10:00 AM (CDT)
    • 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!


    • April 04, 2019
    • 7:30 AM - 9:30 AM
    • Bethesda Country Club - The Bethesda Room - 7601 Bradley Blvd, Bethesda, MD

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

    At this meeting, you can expect to:

    Learn how to better serve your clients

    Meet new contacts in the private company market

    Get visibility with your existing network of contacts

    Gain an appreciation of the power of the XPX Advisor Principles

    Hope you'll join us!

    • April 09, 2019
    • 7:30 AM - 9:00 AM (CDT)
    • Hyatt Lodge At McDonald's Campus- 2815 Jorie Boulevard, Oak Brook, IL

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

    At this meeting, you can expect to:

    Learn how to better serve your clients

    Meet new contacts in the private company market

    Get visibility with your existing network of contacts

    Gain an appreciation of the power of the XPX Advisor Principles

    Hope you'll join us!

    Registration will open soon.

    • April 09, 2019
    • 2:00 PM - 2:30 PM
    • Webinar details forwarded upon registration
    Register



    Two-part program to meet,

    share and learn from like-minded advisors!


    2:00 -2:30 - PUBLIC SESSION 

    STORIES FROM THE FRONT LINES 

    Everyone at XPX has deep experience working with privately-held businesses and their owners.   Our members represent 12 professions but are united by 5 core principles. In XPX meetings held very month in ten geographies across the U.S., this rich community of advisors gets together to build relationships and learn from each other.  

    This is your chance to experience the magic of our network even If you can’t make it to one or all of our live meetings. You’ll meet other advisors including XPX Members and Leaders. They will explain their role in the exit planning ecosystem, share a collaboration story and describe what they get out of XPX. We also leave time for discussion and introductions of all joining the meeting.

    This program is recommended for advisors wishing to experience XPX for the first time, those wishing to connect outside their home geography and Founders of Chapters in Formation.


    2:35 – 3:15  FOLLOW-UP CLOSED SESSION
    LEADERSHIP COLLABORATIVE FOR CHAPTER FOUNDERS

    After the networking session, we’ll adjourn to a closed meeting with the teams of the founding teams of our newest XPX Chapters. This session uses the format used in the XPX Leadership Collaborative to encourage relationships, learning and innovation across our network. The goal is to share knowledge and experience to fuel your Chapter development activities.

    This program is open to New Chapter Founders only.  To attend, please make sure to sign into your profile.


    HOPE YOU CAN JOIN US TO MEET, SHARE AND LEARN WITH LIKE-MINDED ADVISORS!


    Moderators: 


    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. 




    Paul Cronin, Director of Business Development, XPX Global - Paul is a leader of the Successful Transition Planning Institute and a long-time XPX member. He recently joined us to help manage the accelerating growth of our Chapter network.   


    • April 11, 2019
    • 8:15 AM - 9:45 AM
    • Bernstein, 1345 Avenue of the Americas, New York, NY, (Between 54th and 55th Streets)
    Register

    When seeking to attract capital into your business, owners need to understand the language and motivation of institutional investors. Owner often don’t understand that selling to investors is entirely different than selling to customers. In this session we will cover:

    How to position your company to investors and where it sits relative to larger companies in its industry

    Being candid about the company’s shortfalls and areas for improvement

    How to approach financing sources


    • April 12, 2019
    • 7:30 AM - 9:30 AM
    • The Shore and Country Club, 220 Gregory Boulevard, Norwalk
    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!


    • April 17, 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!


    • April 17, 2019
    • 8:00 AM - 10:00 AM
    • The offices of Fox Rothschild LLP - 49 Market Street, Morristown, NJ
    Register

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

    At this meeting, you can expect to:

    Learn how to better serve your clients

    Meet new contacts in the private company market

    Get visibility with your existing network of contacts

    Gain an appreciation of the power of the XPX Advisor Principles

    Hope you'll join us!


    Parking Suggestions:

    Ann Bank Parking Garage
    41 Bank Street, Morristown, NJ

    OR

    DeHart Street Parking Garage
    14 Maple Ave, Morristown, NJ


    • May 02, 2019
    • 7:30 AM - 9:30 AM

    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!