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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

    • October 23, 2019
    • 7:45 AM - 9:30 AM
    • UBS Financial Services Inc. 411 South State Street, Floor 2, Newtown PA 18940
    Register

    Join Philadelphia XPX at our Bucks County meeting to participate in a discussion about behavioral finance principles and how they can be used by professionals serving business owners. Behavioral Finance has been used by wealth management professionals to explain the sometimes unexpected and irrational financial decisions their clients make.

    Behavioral Finance proposes psychology-based theories to explain anomalies and attempts to identify and understand why people make certain financial and business choices. As a group, we will cover various behavior finance principals and discuss how they can be applied to real-world situations.

    John Uehling of Uehling Wealth management will lead the discussion.

    We look forward to a lively and interactive session.

    Breakfast and networking will start at 7:45 AM. We will start the program at 8:20 AM.

    • November 01, 2019
    • 8:30 AM - 10:00 AM
    • The Offices of Capital One, 1307 Walt Whitman Rd, Melville, NY 11747
    Register

    In life, they say that two things are inevitable—death and taxes. Planning for both of these inevitabilities is a crucial consideration for any responsible business owner. Of paramount importance to the business owner seeking an exit is how the current tax regime will impact their transition from business owner to employee or retiree, and their family’s future. Family and business are any entrepreneur’s legacy, and setting them up for success in the future is the job of every advisor.

    In this session you will:

    • Evaluate the potential tax impact of a “failure to plan” exit
    • Evaluate current options for clients who are planning an exit, including options for deferral of capital gains from a variety of sources
    • Learn how to implement an effective tax and estate structuring plan

    Our Speaker:

    Matthew E. Rappaport, Esq., LL.M. (Taxation) - Falcon Rappaport & Berkman PLLC

    Matthew chairs the Private Client and Taxation groups at Falcon Rappaport & Berkman PLLC, where he advises regarding tax structuring for generational wealth transfer, corporate transactions of all types, Section 1031 exchanges, Qualified Opportunity Zone investments, and executive compensation. He assists accountants, wealth managers, insurance advisors, investment bankers, and other attorneys with complex matters requiring the advice of a tax attorney.

    • November 06, 2019
    • 4:00 PM - 7:00 PM
    • Central Wharf, 160 Milk Street, Boston

    Don’t miss an opportunity to network with XPX New England and Massachusetts Society of CPA’s professionals. This event is a unique opportunity to connect with colleagues, create new relationships. Don't forget to bring business cards!

    $45 Registration Fee for attendees (Members Only)

    Registration Fee covers 2 drink tickets and appetizers.

    REGISTRATION IS THROUGH MSCPA



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

    XPX DC Metro Chapter hosts monthly meetings 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 07, 2019
    • 7:30 AM - 9:30 AM (CST)
    • Butterfield Country Club - 2800 Midwest Road, Oak Brook
    Register


    What Business Advisors Can Learn From Their Clients

    SUCCESSION WELL-PLANNED: THE VIEW FROM THE NEXT GEN OWNER


    Thursday November 7, 2019
    7:30 am – 9:30 am
    Butterfield Country Club
    2800 Midwest Road
    Oak Brook

    A SESSION FOR PROFESSIONAL ADVISORS (XPX MEMBERS and NON-MEMBERS)
    and
    BUSINESS OWNERS

    As business advisors, we often obsess over succession planning for our clients, usually from the viewpoint of the senior generation.

    But what does a well-planned succession actually look like, from the view point of the next generation owners?

    Our panel of next generation owners will share their wisdom, stories, and lessons learned from their own experience in business succession, management, and ownership.

    Investment:

    XPX Member $50, Business Owner Guest, $35

    Non-Members: $75, Business Owner Guest, $50 

    Non-Solicitation Policy

    Please note that the Owners' Academy is an educational event for business owners. By registering, all advisors agree to the Chicago Chapter of the Exit Planning Exchange's policy that both member and non-member advisors will not solicit any business owner either at the event or afterward.

    • November 07, 2019
    • 5:15 PM
    • Five locations in the Greater Boston area



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

    What is an XPX Meet-Up?

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

    Features include…

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

    Questions? Please contact the regional organizers:

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

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

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

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

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



    • November 12, 2019
    • 11:15 AM - 1:30 PM
    • The Buckhead Club- 3344 Peachtree Rd, NE, Suite 2600, Atlanta, GA 30326 - Directions url: https://www.clubcorp.com/Clubs/Buckhead-Club/About-the-Club/Directions-Hours
    Register

    An engaging presentation on estate and wealth transfer strategies throughout the exit planning period and why it's important to get started early. We will discuss techniques such as structuring the sale, maintaining control, state income tax considerations, and life after the sale - all followed by roundtable discussions with other advisors and consultants. Presented by Krystall Sanford, Cherish De la Cruz and Ray Payne.

    Why Join Us?

    • Meet and truly engage with a broad range of other professionals in our roundtable follow-up
    • Keep up to date on all things exit and value
    • 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!

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

    PARKING OPTIONS!!

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

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

    • November 12, 2019
    • 11:30 AM - 1:30 PM
    • McLane Middleton P.A, Trade Center 128, 7th Floor (Suite 7600), Woburn MA
    Register

    Are you interested in learning more about the importance of private business valuations? If so, join XPX New England on November 12 for an in-depth discussion on all aspects of the valuation process. Our expert panel will examine topics ranging from different approaches and methodologies to the factors that most impact valuations. A full list of topics includes:

    • Reasons for third-party valuation
    • Third-party valuation vs. expected sale proceeds from a sale of the company
    • Types of valuation approaches, and when each are appropriate
    • Instances when a low valuation is desirable
    • Valuation methodologies for early stage companies
    • Factors that significantly impact valuations

    Light lunch will be served.


    Here’s what you missed at our last panel:

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

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

    At this meeting, you can expect to:

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

    Hope to see you there!

    • November 14, 2019
    • 4:30 PM - 7:00 PM (CST)
    • TBD

    Learn about our “XPX Emerging Professionals” group, (exclusively for age 40 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, November 14, 2019
    Time:    4:30 PM-7:00 PM


    I look forward to see you there!

    Nermin Avdic, Executive Chair of the Emerging Professional Group, XPX Chicago Chapter

    For questions, please contact:
    Nermn at navdic@krdcpas.com

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

    Please join us as Leo Kelly, CEO of Verdence Capital Advisors, discusses the Economic Outlook for 2020 and beyond. With optimism waning about the continuation of the longest economic expansion in U.S. history, Leo offers insight into this highly dynamic, nontraditional and politically uncertain environment.

    Speaker: Leo Kelly, Founder and CEO of Verdence Capital Advisors

    Leo provides proven expertise to advise clients on an array of complex financial planning issues. Additionally, he works closely with institutions and foundations to educate board members and assist in the creation of tailored investment solutions. Leo has been recognized as both an industry and thought leader by some of the most prestigious financial publications and he is featured regularly on CNBC, Fox Business News, The Wall Street Journal, Bloomberg TV and Radio, and countless others. Prior to founding Verdence Capital Advisors, Leo was a Managing Director, Partner at HighTower Advisors and previously worked at Merrill Lynch and Bloomberg.

    Agenda:

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

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

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

    At this meeting, you can expect to:

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

    Hope you'll join us!

    Parking Suggestions:

    Ann Bank Parking Garage
    41 Bank Street, Morristown, NJ

    OR

    DeHart Street Parking Garage
    14 Maple Ave, Morristown, NJ

    • November 20, 2019
    • 5:30 PM - 7:30 PM
    • The Offices of BNY Mellon - 1735 Market Street, Philadelphia, PA
    Register

    During the sale process, business owners often get locked in on the track of preparing their business for sale at the best possible price and terms. What many owners too often neglect is the parallel track of preparing themselves and their family for the liquidity event, leaving on the table once in a lifetime opportunities for effective tax-efficient wealth transfer, and family and philanthropic legacy creation, that can impact many generations to come. Whatever price is obtained for the business can be optimized if pre-sale planning opportunities are timely and effectively attended to with a team of advisors that complement the team of advisors working on the sale.

    Our Speakers:

    Martyn Babitz, BNY Mellon
    Bryan McGrath, BNY Mellon

    • 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




    REGISTRATION THROUGH CTTMA



    Program:

    SESSION I: The State of the State

    SESSION II: Global Economic Trends
    SESSION III: CT's Fiscal Stability & Economic Growth | Governor Ned Lamont

    Timed Agenda:
    3:00pm  
    Check-In | Networking | Light Refreshments
    3:30pm  
    Session I: The State of the State
    4:30pm  
    Session II: Global Economic Trends
    5:45pm  
    Session III: CT's Fiscal Stability & Economic Growth | Governor Ned Lamont
    6:30pm  
    Cocktail Reception | Buffet Dinner


    Certification:

    CTP (Certified Turnaround Professional): 3.6 Credits 

    Registration Information:
    *Online Registration Closes NOON Friday, 11/22/19

    Registration Fees:
    Early Bird (now - 11/8/19): All $100, Student Fees Listed Below
    Regular (11/9/19 - NOON 11/22/19): All $130
    OnSite (If available on 11/25/19): All $160

    Student Registration Fees:
    $  0 | Attend the Program ONLY| 3:00-6:30pm | Use Promo Code: SPKR24
    $65 | Attend the Program + Reception | 3:00-8:00pm| Use Promo Code: VIP
    To capture these student registration fees, enter the applicable promo code during the registration process at: Step 2, Mailing Address Information, bottom line of form. Please note all student registrations will be confirmed for eligible student status.

    Payment Options:
    Credit Card: Click link above.
    Check: Mail check (payable to CTTMA) & business card to: CTTMA, P.O. Box 1034, Weston, CT 06883. Deadline: Noon, 11/22/19
    CTTMA Bucks: Email cttma@turnaround.org registrants' complete contact information. Deadline: Noon, 11/22/19

    • 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 05, 2019
    • 5:15 PM
    • Five locations in the Greater Boston area



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

    What is an XPX Meet-Up?

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

    Features include…

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

    Questions? Please contact the regional organizers:

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

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

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

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

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


    • December 05, 2019
    • 5:30 PM - 7:30 PM
    • Gordon Biersch, Rockville Town Square Plaza, Rockville Md 20850
    Register



             

    Please join us for our Annual XPX DC Metro Holiday Networking Event on December 5th!

    Enjoy Great Folks and Holiday Cheer with likeminded professionals in the DC Metro area at Gordon Biersch, Rockville Town Square Plaza, Rockville Md 20850.

    If you have been waiting to invite a friend or colleague to a DC Metro event, this is the perfect opportunity!

    Cost: $0

    Hors d’ouevres and drinks provided.

    There is NO charge for members and guests but registration is required for headcount purposes. You can register your guest online or they can contact Angie Ellis to get the guest code at angie@exitplanningexchange.com.

    Best Wishes, 

    XPX DC Metro Chapter
    • December 06, 2019
    • 8:30 AM - 10:00 AM
    • The offices of Carter, DeLuca & Farrell LLP, 576 Broad Hollow Road, Melville, NY 11747
    Register

    Everyone can name multiple things they hold dear, but what matters most? The process of prioritizing what truly matters has been an eye-opening experience for numerous business owners and families. When forced to rank priorities, an owner may have to decide if spending more time with family outweighs maximizing profits in the business. Or weighing the feelings of control and recognition that come with business ownership against time—time to travel, volunteer, learn something new, or pursue other personal goals.

    What does this prioritization process have to do with selling a business? Often, a well-structured sale can help an entrepreneur fulfill his top priorities. And, when the business owner recognizes how the deal will help her achieve what matters she is likelier to consummate the transaction with confidence.

    In this session you will:

    • Evaluate priorities and translate into a financial road map
    • Unlock value for various time horizons
    • Learn to make money meaningful, not just numbers


    Our Speaker: Diane Johnston, Financial Advisor - Bernstein Private Wealth Management

    Diane Johnston is a Vice President and Financial Advisor at Bernstein Private Wealth Management in the New York office. Diane’s focus is offering institutional quality wealth management to entrepreneurs, families and institutions, as well as their respective trusts, estates, foundations, endowments and pension plans. Before joining the firm in 2018, she was a director and senior investment leader at Willis Towers Watson, a global consulting firm. Prior to consulting, Diane was a director at WHV Investments, a VP at OppenheimerFunds, and a director at Fidelity Management & Research. Her 20-plus year career in capital markets also included roles in investment banking, trading and private offerings. Diane holds a BA in economics from Sewanee: The University of the South, and an Executive Certificate in business administration from the Mendoza College of Business at the University of Notre Dame. Diane is also a board member of UNITAS, an international humanitarian organization united to fight against human trafficking, and a member of The Knickerbocker Chapter of the National Society of the Daughters of the American Revolution. She is an active member of Save the Sound to support healthier and cleaner water in the Long Island Sound and metro New York Region. Diane and her family live in Port Washington, NY, and she enjoys her dogs, the water, running and her rose garden.


    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.

    • December 10, 2019
    • 5:00 PM - 7:00 PM
    • Charles River Country Club, 483 Dedham Street | Newton, Massachusetts


    Celebrate the holiday season on December 10 with XPX New England for our Holiday Celebration and Networking Event! We’re excited to welcome new friends and colleagues, business owners and advisors alike.

    Hosted at Charles River Country Club, enjoy an evening of cocktails and hors d’oeuvres with XPX New England. This event is the perfect opportunity to invite a friend or colleague and meet likeminded professionals in Greater Boston.

    • December 12, 2019
    • 8:15 AM - 9:45 AM
    • Bernstein, 1345 Avenue of the Americas, New York, NY, (Between 54th and 55th Streets)

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

    At this meeting, you can expect to:

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

    Hope to see you there!

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

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

    At this meeting, you can expect to:

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

    Hope you'll join us!

    Parking Suggestions:

    Ann Bank Parking Garage
    41 Bank Street, Morristown, NJ

    OR

    DeHart Street Parking Garage
    14 Maple Ave, Morristown, NJ

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

    PRESENTER: Marc Kramer

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

    • December 20, 2019
    • 7:30 AM - 9:30 AM
    • The Shore and Country Club, 220 Gregory Boulevard, Norwalk, CT
    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 03, 2020
    • 8:30 AM - 10:00 AM
    • TBD

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

    At this meeting, you can expect to:

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

    Hope you'll join us!


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


    About XPX Long Island

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

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



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

    What is an XPX Meet-Up?

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

    Features include…

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

    Questions? Please contact the regional organizers:

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

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

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

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

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


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

    Save the date - Details to come.

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

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

    At this meeting, you can expect to:

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

    Hope you'll join us!

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


    EMERGING PROFESSIONALS MEETING

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

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

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

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


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

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

    At this meeting, you can expect to:

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

    Hope you'll join us!

    Parking Suggestions:

    Ann Bank Parking Garage
    41 Bank Street, Morristown, NJ

    OR

    DeHart Street Parking Garage
    14 Maple Ave, Morristown, NJ

    • January 29, 2020
    • 1:30 PM - 7:00 PM
    • The Offices of KPMG - New York City, New York

    Details to come soon!  Please check back.

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

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

    Stay tuned for further information.

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

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

    At this meeting, you can expect to:

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

    Hope you'll join us!


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


    About XPX Long Island

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

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

    XPX and AM&AA New England Joint Winter Social

    Save the date! Details to come.


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

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

    At this meeting, you can expect to:

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

    Hope to see you there!

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

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

    At this meeting, you can expect to:

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

    Hope you'll join us!

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

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

    At this meeting, you can expect to:

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

    Hope you'll join us!

    Parking Suggestions:

    Ann Bank Parking Garage
    41 Bank Street, Morristown, NJ

    OR

    DeHart Street Parking Garage
    14 Maple Ave, Morristown, NJ

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

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

    At this meeting, you can expect to:

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

    Hope you'll join us!


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


    About XPX Long Island

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

    • March 10, 2020
    • 1:00 PM - 7:00 PM
    • TBD

    Save the date.  Details to come in January 2020.

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

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

    At this meeting, you can expect to:

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

    Hope to see you there!

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

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

    At this meeting, you can expect to:

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

    Hope you'll join us!

    Parking Suggestions:

    Ann Bank Parking Garage
    41 Bank Street, Morristown, NJ

    OR

    DeHart Street Parking Garage
    14 Maple Ave, Morristown, NJ

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

    Details to come soon!  Please check back.


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

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

    At this meeting, you can expect to:

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

    Hope you'll join us!


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


    About XPX Long Island

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

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

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

    At this meeting, you can expect to:

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

    Hope to see you there!

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

    Save the date- details to come!


      Thank you to our event sponsor:


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

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

      At this meeting, you can expect to:

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

      Hope you'll join us!

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


      At this meeting, you can expect to:

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

      Hope you'll join us!

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

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

      At this meeting, you can expect to:

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

      Hope you'll join us!

      Parking Suggestions:

      Ann Bank Parking Garage
      41 Bank Street, Morristown, NJ

      OR

      DeHart Street Parking Garage
      14 Maple Ave, Morristown, NJ

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

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

      At this meeting, you can expect to:

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

      Hope you'll join us!


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


      About XPX Long Island

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

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

      Stay tuned - details to come soon!

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

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

      At this meeting, you can expect to:

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

      Hope to see you there!

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


      At this meeting, you can expect to:

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

      Hope you'll join us!

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

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

      At this meeting, you can expect to:

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

      Hope you'll join us!

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

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

      At this meeting, you can expect to:

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

      Hope you'll join us!

      Parking Suggestions:

      Ann Bank Parking Garage
      41 Bank Street, Morristown, NJ

      OR

      DeHart Street Parking Garage
      14 Maple Ave, Morristown, NJ

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

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

      At this meeting, you can expect to:

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

      Hope you'll join us!


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


      About XPX Long Island

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

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

      Save the date- details to come!


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

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

      At this meeting, you can expect to:

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

      Hope to see you there!

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

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

      At this meeting, you can expect to:

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

      Hope you'll join us!

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

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

      At this meeting, you can expect to:

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

      Hope you'll join us!

      Parking Suggestions:

      Ann Bank Parking Garage
      41 Bank Street, Morristown, NJ

      OR

      DeHart Street Parking Garage
      14 Maple Ave, Morristown, NJ

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


      At this meeting, you can expect to:

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

      Hope you'll join us!

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

      Stay tuned!

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

      Save the date!

    Past events

    October 18, 2019 XPX Maryland - Ransomware Threat Evolving: Employees are Largest Cyber Risk
    October 18, 2019 XPX Fairfield - Lamentations of Labor, Employment and Benefits Attorneys in the World of M&A
    October 16, 2019 XPX New England: Joint Networking Event with New England Business Brokers Association (MEMBERS ONLY)
    October 16, 2019 XPX Webinar: The Pressing Need for Collaboration
    October 16, 2019 XPX New Jersey - Family Dynamics
    October 16, 2019 XPX Hartford: Family Dynamics – What really matters for multi-generational family sellers and how some things are more important than money.
    October 16, 2019 XPX Philadelphia - Is an Employee Stock Ownership Plan (ESOP) Right for You?
    October 10, 2019 XPX Atlanta: HAPPY HOUR SOCIAL MIXER – THIS IS FOR MEMBERS & SPONSORS ONLY!!
    October 10, 2019 XPX San Antonio: 2nd Annual Summit
    October 10, 2019 XPX Chicago: 3 year anniversary breakfast
    October 10, 2019 XPX New York: Approaching the Sale – When family’s consider an exit transaction and the underlying dynamics at play
    October 04, 2019 XPX Emerging Professionals Leadership Collaborative Video Conference
    October 04, 2019 XPX Long Island: Managing Family Dynamics – How can the family prepare for success?
    October 03, 2019 XPX New England Monthly Meet-Ups
    October 03, 2019 XPX DC Metro - Coaching: An Integral Part of the Exit Transaction Process
    September 26, 2019 XPX Chicago: Joint Networking Event with the Alliance of Merger and Acquisition Advisors (AM&AA)
    September 25, 2019 XPX Webinar: What to Look For in an Exit Planning Association
    September 25, 2019 XPX Philadelphia Bucks County Event - WHERE DO WE GO FROM HERE?- A CASE STUDY
    September 20, 2019 XPX Maryland - Selling to a Strategic Buyer
    September 20, 2019 XPX Fairfield - The PE Playbook – How Investors Grow the Top and Bottom Line
    September 19, 2019 XPX San Antonio: The Five Ways to Identify and Protect Intellectual Property Assets
    September 18, 2019 XPX New Jersey - The Private Equity Playbook
    September 18, 2019 XPX Hartford - The PE Playbook: How Private Equity focuses on Growth
    September 18, 2019 XPX Philadelphia - People Due Diligence
    September 17, 2019 XPX Atlanta: Panel Discussion on “The Right Valuation for the Right Purpose: Realities and Myths”
    September 12, 2019 XPX New York: The PE Playbook – How Private Equity focuses on growth (Topline Sales, Bottom line Profit, & Acquisitions)
    September 10, 2019 XPX New England: Executive Development and Coaching- Enhancing The Management Team
    September 06, 2019 XPX Chicago - 2nd Annual Fall Social/Networking Event - Day at the Races
    September 06, 2019 XPX Long Island Chapter Launch Event
    September 05, 2019 XPX Maryland Members Only Affinity Group
    September 05, 2019 XPX DC Metro - TAMING THE BEAR: STEPS BUYERS AND SELLERS CAN TAKE NOW TO PREPARE FOR A MARKET DOWNTURN
    August 28, 2019 XPX Philadelphia Bucks County Event - Stepping Into the Void: Options for Helping Clients (and Prospects) Who Don't Know What They Don't Know
    August 21, 2019 XPX Webinar: Exit Planning Certification
    August 14, 2019 XPX Long Island - Summer Cocktail Party
    August 13, 2019 XPX ATLANTA: FRANCHISING PANEL & ROUNDTABLE DISCUSSION
    August 08, 2019 XPX Chicago - Emerging Professional Gathering
    August 08, 2019 XPX Chicago: “Why Doesn’t a Business Sell”
    August 07, 2019 XPX Maryland Summer Fun Networking Event
    July 31, 2019 Special XPX Webinar: 3 XPX Startup Cases
    July 24, 2019 2nd Annual XPX Hartford & ACG CT - Beer & BBQ Party
    July 24, 2019 XPX Philadelphia Bucks County Event – Nonqualified Deferred Compensation- A business transition tool
    July 24, 2019 XPX Michigan Chapter Formation Meeting
    July 18, 2019 XPX Webinar: 5 Guiding Principles of the Best Exit Planning Advisors
    July 18, 2019 XPX Chicago: So now you are selling – How to live a fulfilling life after the transaction
    July 17, 2019 XPX Fairfield: Closing Cocktail Party
    July 16, 2019 XPX New Jersey - Summer Cocktail Party
    July 11, 2019 XPX San Antonio: Summer Program & Networking Event
    July 11, 2019 XPX DC Metro - IS AN ESOP RIGHT FOR YOU?
    July 09, 2019 XPX New England: Print v. Perception: Crisis Communication
    July 09, 2019 XPX Atlanta: When Is the Right Time to Refer You?
    June 26, 2019 XPX New York - Networking Cocktail Reception
    June 26, 2019 XPX Chicago Social
    June 26, 2019 XPX Maryland New Member Luncheon
    June 26, 2019 XPX Philadelphia Bucks County Event - What Are Independent Sponsors and Why Are they Relevant?
    June 21, 2019 XPX Fairfield - Building the Perfect Advisory Team
    June 20, 2019 XPX Maryland Emerging Professionals Group
    June 19, 2019 7 Unique Characteristics of the Lower Middle Market
    June 19, 2019 XPX New Jersey - Pulling the Trigger! How to start the transition process
    June 19, 2019 XPX Hartford - Pulling the Trigger - How to start the transition process
    June 19, 2019 XPX Philadelphia - Building Your Book: Hope Is Not A Strategy
    June 13, 2019 XPX Chicago: Who is your buyer?
    June 13, 2019 XPX DC Metro - CHALLENGES AND CONSIDERATIONS OF A SUCCESSFUL FAMILY TRANSFER
    June 11, 2019 XPX New England: Representations & Warranties Insurance in M&A
    June 11, 2019 XPX Atlanta: Lunch Meeting - Client Case Study
    June 07, 2019 XPX Long Island Info Session
    June 06, 2019 XPX Chicago - Emerging Professional Gathering
    June 06, 2019 XPX New England Monthly Meet-Ups
    June 05, 2019 XPX Michigan Chapter Launch Meeting
    June 04, 2019 XPX London Chapter Launch Event
    May 28, 2019 XPX Philadelphia – Suburban Bucks County event- M&A: A Team Sport
    May 17, 2019 XPX Fairfield - Navigating the Digital Marketing Maze – How Advisors can Grow Their Professional Practice
    May 16, 2019 XPX San Antonio: Continuing the Family Legacy with Multigenerational Business Owners
    May 15, 2019 XPX Philadelphia - Like a shark, “Keep Moving or Die”... businesses must evolve every year...if they don’t grow — they die.
    May 15, 2019 Build Your Ideal Network!
    May 15, 2019 XPX New Jersey - It’s all about the people! How to Enhance the Management Team
    May 15, 2019 XPX Hartford - It’s All About The People - How to Enhance the Management Team
    May 14, 2019 XPX Atlanta: CHAPTER LAUNCH EVENT
    May 13, 2019 XPX Maryland Spring Networking Event
    May 09, 2019 XPX Chicago Owners' Academy: HOW AND WHY OWNERS DO BUSINESS PLANNING – - OR NOT
    May 09, 2019 XPX New York - Cyber Insurance – Managing the Risk of Cybersecurity Breaches through Insurance
    May 07, 2019 XPX New England: Using Real Estate for Liquidity in M&A Transactions
    May 03, 2019 XPX Long Island Info Session
    May 02, 2019 XPX DC Metro - The Professional Buyer - What We Should All Know
    April 30, 2019 XPX Chicago Social Gathering
    April 24, 2019 XPX Maryland Emerging Professionals Group
    April 24, 2019 XPX Philadelphia-Bucks/Montgomery County Meeting: Increase the Speed and Certainty of Close
    April 22, 2019 XPX New England Virtual Summit
    April 19, 2019 XPX Maryland - Breakfast Seminar
    April 17, 2019 XPX New Jersey - Building the Perfect Advisory Team
    April 17, 2019 XPX Hartford - Improving Operations to Maximize Value
    April 17, 2019 XPX Philadelphia - Reps and Warranties Insurance 101
    April 12, 2019 XPX Fairfield - Transitioning to Insiders – Family Business Planning and Continuity
    April 11, 2019 XPX Chicago: Different types of funding methods for transferring a business.
    April 11, 2019 XPX New York - PROTECTING YOUR CLIENTS FROM DISASTER
    April 04, 2019 XPX Chicago XPX March Social in April
    April 04, 2019 XPX DC Metro - THE PROFESSIONAL BUYER – A NEW LOOK AT DUE DILIGENCE
    April 04, 2019 XPX Maryland: When Personalities Clash in Deal Negotiations - Members Only Affinity Group
    April 02, 2019 XPX New England: Pre- and Post-Sale Wealth Planning Strategies
    March 27, 2019 XPX Philadelphia-XPX Bucks/Montgomery County Satellite Organizing meeting
    March 21, 2019 XPX San Antonio: ESOP’s Aren’t for Everyone, but They May be Right for You.
    March 20, 2019 XPX Philadelphia - Where’s The Exit?
    March 20, 2019 XPX New Jersey - It’s All About the People! How to enhance the management team
    March 20, 2019 XPX Hartford - Building the right advisory team at the right time of a business cycle
    March 15, 2019 XPX Maryland - POWER NETWORKING
    March 15, 2019 XPX Fairfield - Recapitalization as an Alternative to Selling
    March 14, 2019 XPX Chicago: How advisors handle shareholder disputes.
    March 14, 2019 XPX New York - Why Your Clients Should Be Knowledgeable About Blockchain
    March 12, 2019 XPX New England 2019 Summit
    March 07, 2019 XPX DC Metro - WELL PREPARED SUCCESSOR – PANEL DISCUSSION
    February 21, 2019 XPX Chicago - Young Professional Gathering
    February 20, 2019 XPX New Jersey - Middle Market M&A and Capital Markets Update
    February 20, 2019 XPX Hartford - Navigating the Digital Marketing Maze – Educational seminar for XPX advisors to help grow their professional practice
    February 20, 2019 XPX Philadelphia - Ambivalence & Resistance: Navigating Entrepreneurial Emotions and Behavior in the Advising Relationship
    February 19, 2019 XPX Chicago Social Gathering
    February 15, 2019 XPX Maryland -A Tale of Two Firms: To Merge or Not To Merge
    February 14, 2019 XPX New York - Support and Services for Owners who have Sold their Business
    February 12, 2019 Experience XPX - Inside Stories from XPX Members
    February 12, 2019 XPX Chicago: More Thoughts on How To Prepare your Business For the Future
    February 11, 2019 XPX New England - Join the New England Chapters of XPX and AM&AA for a Joint Winter Social at Jack's Abby Brewery
    February 07, 2019 XPX DC Metro - THE WELL-PREPARED BUYER VS THE TIRE KICKER
    February 05, 2019 XPX New England - Annual Open House
    February 01, 2019 XPX Fairfield - Joint Event with ACG CT Breakfast Meeting: A Different Perspective on Exit Planning
    January 29, 2019 Launching an XPX Chapter: The Critical Path
    January 25, 2019 XPX Maryland Emerging Professionals Group
    January 22, 2019 XPX New England - Join XPX New England in their first event of 2019: M&A War Stories Unexpected Challenges and Creative Solutions
    January 18, 2019 XPX Maryland - A New Way to Think of Brand Value: Experience Management
    January 18, 2019 XPX Fairfield - It's all about the people - How to enhance the management team
    January 17, 2019 XPX Chicago Social Gathering
    January 17, 2019 XPX San Antonio: Family Transition in a Growing Business - Handing Off and Getting Out of the Way
    January 16, 2019 Experience XPX - Inside Stories from XPX Members
    January 16, 2019 XPX New Jersey - Transitioning to Outside Buyers
    January 16, 2019 XPX Hartford - Transitioning to Outsiders – Strategic Buyers and Private Equity
    January 16, 2019 XPX Philadelphia - Post-transaction Wealth Management and Risk Budgeting – A Behavioral Finance Approach
    January 10, 2019 XPX Chicago: How To Prepare your Business For the Future
    January 10, 2019 XPX New York - The Tax Man Cometh - Selling Your Business in 2019
    January 03, 2019 XPX DC Metro - ASSESSING THE BUYER LANDSCAPE – OVERVIEW OF THE CURRENT MARKET
    December 19, 2018 XPX Hartford - ESOPs as an Exit Plan: What you don't know may surprise you
    December 19, 2018 XPX New Jersey - Keeping Employees Motivated Through Equity Incentive Plans
    December 14, 2018 XPX Fairfield - ESOPs as a Succession Planning and Wealth Creation Tool for Business Owners
    December 13, 2018 XPX New York - Recapitalization as an Alternative to Selling
    December 12, 2018 XPX Philadelphia -Opportunity Zones: Is now the time?
    December 11, 2018 Learn the XPX Chapter Launch Formula
    December 06, 2018 XPX Maryland Members Only Affinity Group Meeting: Better by the Half Dozen - A Family Exchange of Values
    December 04, 2018 XPX Chicago Holiday Networking Event
    December 04, 2018 XPX DC Metro Annual Holiday Networking Event
    December 04, 2018 XPX New England -Holiday Celebration
    December 03, 2018 XPX Maryland Holiday Networking Event
    November 30, 2018 XPX Finance and Metrics Leadership Collaborative Video Conference
    November 29, 2018 XPX Hartford and ACG CT Event, November 29, 2018
    November 29, 2018 XPX Maryland Emerging Professionals Group
    November 19, 2018 8th Annual CT Economic Forum | Presented by XPX CT, CTTMA & ACG CT
    November 16, 2018 XPX Maryland - Lessons Learned: Growing a Small Business through Culture and Acquisitions
    November 16, 2018 XPX Fairfield - Building the Perfect Advisory Team
    November 15, 2018 XPX San Antonio: Intergenerational Transfer – Both Sides
    November 15, 2018 XPX Chicago Owners' Academy: Owners Advising Advisors
    November 15, 2018 XPX DC Metro - BUSINESS VALUATION: EFFECT OF VALUE DRIVERS ON BUYERS AND SELLERS
    November 14, 2018 XPX New Jersey - Transitioning to Insiders: Family Business Planning and Business Continuity
    November 14, 2018 XPX Hartford - Transitioning to Insiders: Family Business Planning & Business Continuity
    November 14, 2018 XPX Philadelphia - Legal Documents
    November 13, 2018 Experience XPX - Inside Stories from XPX Leaders
    November 08, 2018 XPX New York - Buy/Sell agreements
    November 06, 2018 XPX New England - Structuring a Deal: Common and Uncommon Issues in a M&A Transaction
    October 23, 2018 Experience XPX - Inside Stories from XPX Leaders
    October 19, 2018 XPX Maryland -A CEO's Perspective - Doing Deals and Service Providers
    October 19, 2018 XPX Fairfield -Defining Success: Exploring Owner Objectives with a Transition
    October 18, 2018 XPX DC Metro - Talk Yourself Into Success and Get the Outcomes You Desire
    October 17, 2018 XPX New Jersey - Current State of Capital Markets and Financing Options
    October 17, 2018 XPX Hartford - Exploring Owner Goals and Objectives with a Transition
    October 17, 2018 XPX Philadelphia - Private Equity Roundtable Discussion
    October 11, 2018 XPX Chicago - Year-end tax planning for business owners - taking into consideration tax reform.
    October 11, 2018 XPX New York - Current state of the M&A markets and financing options
    October 09, 2018 XPX New England -Building Enterprise Value
    October 02, 2018 XPX Philadelphia: Digital Presence
    September 26, 2018 Learn How Advisors Incorporate Exit Planning into Their Work
    September 26, 2018 XPX New Jersey - Defining Success: Exploring the Owner’s Objectives in a Transition
    September 26, 2018 XPX Philadelphia - Perspectives of a corporate buyer
    September 25, 2018 XPX Maryland Emerging Professionals Group
    September 21, 2018 XPX MD -Conversational Intelligence (C-IQ)
    September 21, 2018 XPX Fairfield - Current State of Capital Markets and Financing Options
    September 20, 2018 XPX San Antonio: ANNUAL Summit for Business Owners & Advisors
    September 20, 2018 XPX DC Metro - UNIQUE ASPECTS OF TRANSFERS TO FAMILY MEMBERS
    September 19, 2018 XPX Hartford - Current State of Capital Markets and Financing Options
    September 14, 2018 XPX Chicago - Inaugural Fall Social/Networking Event - Day at the Races