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                GROWTH. TRANSFER. LEGACY.

National Calendar

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


Upcoming events

    • August 11, 2020
    • 10:30 AM - 12:00 PM (EDT)
    • Connection details sent upon registration
    Register

    Learn the powerful missing value driver in most exit planning. Consider the significance of human strengths when they are aligned with business growth and value building. Short-term and longer-term value building must consider both financial capital and human capital to plan for a successful succession outcome. Maria Forbes, Strategic Workforce Planning Consultant; Anne Gildea-Olt, Strategic Human Resources Consultant, and McKenzie Wren, Business Culture Consultant and Facilitator, will reveal what we should be talking about with business owner clients during different stages of succession planning.  Please click here in advance to download the content for the breakout discussions.


    Panelists:

    Anne Gildea-Olt – Strategic Human Resources Consultant, Strategic HRM Solutions

    Anne Gildea-Olt is a seasoned Human Resources executive who has a history of successfully working with business leaders of fast-paced organizations to drive strategic transformation and growth through the development of human resource initiatives aligned with corporate goals.

    Anne earned her B.A. in Economics from Bucknell University and her MILR (Master of Industrial and Labor Relations) from Cornell University.





    Moderator:

    Maria C. Forbes, President SHRBP, Chief Strategy Officer Strategic Workforce Planning FIREPOWER™ Business Catalyst, LLC. Atlanta, Georgia

    Maria C. Forbes, President SHRBP, Chief Strategy Officer Strategic Workforce Planning FIREPOWER™ Business Catalyst, LLC. Atlanta, Georgia

    Maria’s thirty-year consulting career serves closely held business owners in financial services and related fields across the U.S. Her mission is to integrate financial capital with Human capital in planning for organizational growth and continuity. Maria is a member Human Capital Institute, a Faculty member of The Life Transitions University™, Mentor, Catholic Charities, and Atlanta Georgia Leadership Program Board member Exit Planning Exchange. Find Maria on LinkedIn /mariacforbes Firepowerteams.com


    Agenda:

    Log in early to be ready for 10:30 start time.

    Program: 10:30 AM - 12:00 PM EDT
    Optional - Post Meeting Q&A Session: 12:00 PM - 12:30 PM

    Please click here in advance to download the content for the breakout discussions.


    Thank You to our EVENT SPONSOR!



    • August 11, 2020
    • 11:30 AM - 1:00 PM (EDT)
    • Virtual event - you'll receive call-in instructions upon registering.
    Register

    Sending out an SOS:
    Is Bankruptcy the Best Way to Save My Business?


    Our Speaker:

    Amy A. Zuccarello, Partner, Sullivan & Worcester LLP

    Please join XPX New England for an informative presentation on corporate bankruptcy, including the Small Business Reorganization Act of 2019, together with a discussion of out-of-court restructuring alternatives for companies in distress, featuring Sullivan & Worcester Partner Amy A. Zuccarello.  In her presentation, Ms. Zuccarello will focus on the economic effects that the COVID-19 shut-down has had on small businesses in a variety of industries, and tactics business owners can employ not only to protect their companies but also to help them recover.

    Agenda:

    Get started with small group networking from 11:30-12:00.  The presentation will run from 12:00-1:00 with time for Q&A.

    We look forward to seeing you on our Zoom webinar. 


    • August 11, 2020
    • 11:50 AM - 1:00 PM (CDT)
    • Virtual - (Lunch and Learn) Connection details sent upon registration.
    Register

    Gaining Traction® In Your Business


    If you are the owner or leader of an entrepreneurial organization who wants to see your business consistently run better and grow faster, Beckie Hayes and EOS® can help you and your team clarify, simplify, and achieve your vision

    Even the most successful entrepreneurs occasionally find running a business more challenging than they expected. Many work longer hours and get less return on their investment of time and money than they would like. Most entrepreneurs regularly grapple with one or more of the following challenges:

    • Lack of control - over time, the market, or the company
    • People - don’t listen, understand or follow through
    • Profit - there's not enough of it
    • Growth - is okay, but they just can’t seem to break through to the next level
    • Quick Fixes - that come-and-go, bringing little change with continued frustrations

    If these problems seem all too familiar, you’re not alone. It doesn’t have to be that way. Beckie’s interactive style and experience-based real-world insight makes this an eye-opening event for growth-oriented business leaders. 

    At the conclusion of this complimentary presentation, you will walk away with a set of simple, practical tools that you and your leadership team will use immediately to focus on priorities, get clear on issues and gain traction together, as a healthier leadership team. Don’t let the company run you – get a grip on your business.


    Our Speaker:

    Beckie Hayes,
    Founder- Merchab Consulting Group, Inc.


    Beckie Hayes is the founder of Merchab Consulting Group, Inc., and is passionate about helping privately held business owners get more of what they want from their businesses. She uses a proven business management process called Entrepreneurial Operating System® (EOS®) to help them grow faster, become more profitable and eliminate frustrations. Beckie finds fulfillment in helping companies articulate a crystal-clear vision to get everyone on the team rowing in the same direction. She helps leadership teams cultivate focus, discipline, and accountability to effectively execute their vision, and helps build a foundation of trust to create an open, honest, functional, and cohesive team. Additionally, Beckie serves as a Chicago Director for the American Club Association, the Vice Chairman of the Board for Chamber630 and facilitates a Family Business Roundtable for Family Businesses in the Naperville Area Chamber of Commerce.

     

    • August 13, 2020
    • 9:00 AM - 10:00 AM (EDT)
    • Virtual at 9:00 AM EDT - connection details sent upon registration
    Register
    • Are you wondering if there are other benefits to XPX Atlanta besides great monthly meetings?​
    • Are you a member, or thinking of becoming a member? ​
    • We want you to get the most out of your XPX Atlanta adventure. ​
    • We’ve got the answers for you. Join us on Zoom August 13th at 9:00am ET for Experience XPX Atlanta. ​




    Where: connection details sent upon registration

    When: Thursday, August 13, 2020

    Time: 9:00 AM - 10:00 AM



    • August 19, 2020
    • 8:00 AM - 9:00 AM (EDT)
    • Virtual - connection details sent upon registration
    Register

    XPX Philadelphia members can come together and share success stories and anecdotes from the past 5 months. What has happened, what have you overcome, where do you see areas of opportunity, any insightful anecdotes, how can we help each other?

    Please join us!



    • August 19, 2020
    • 10:50 AM - 11:30 AM (EDT)
    • Virtual at 11 AM EDT - you'll receive call-in instructions upon registering
    Register

    Virtual meeting at 11 AM ET


    Welcome to XPX!

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

    You’ll learn:

    • Where to find the resources and information you need to be the best advisor
    • How to share content to increase your visibility in our community
    • How to maximize the effectiveness and visibility of your profile on our site
    • How to manage your profile, registrations and payments through the website

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

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


    • August 20, 2020
    • 8:30 AM - 9:30 AM (CDT)
    • Virtual - connection details sent upon registration
    Register


    August membership meeting and Summit Preview!


    Yes, the Summit will go on! We are scheduled for October 7 at the Omni Hotel , with the same insert in the SABJ annual Financial Planning issue. We are planning for both an in-person and a virtual Summit.

    In lieu of our small group networking this month, we are testing our breakout group capabilities in case we decide to go virtual. We hope that this networking opportunity will give you a chance to meet a lot of other professionals. Join us at 8:30 AM on Thursday, August 20th and learn about:

    • The panels and topics for the Summit
    • Our virtual Summit contingency plan
    • Sponsorship opportunities including special deliveries to attendees if we are virtual
    • How we will use breakout/networking rooms in Zoom

    We need all members to participate in the August meeting. Your help is required to:

    Increase our membership – please feel free to extend invitations to the August meeting to other people that you work with in support of exit planning.

    Invite your clients to the summit. Remember, the summit is the one meeting each year where business owners are invited to participate. The summit will provide valuable information for both business owners and professionals supporting exit planning.

    Please register to ensure you get connection details.

    • August 26, 2020
    • 7:30 AM - 9:30 AM (CDT)
    • Butterfield Country Club - 2800 Midwest Rd, Oak Brook, IL 60523
    • 23
    Register

     In Person, Outdoor Networking Breakfast with XPX Chicago

    We invite you to reconnect in person with fellow XPX Chicago Chapter Members for an outdoor networking breakfast. We are excited for the opportunity to be able to meet face-to-face…from 6 feet away! During this meeting, attendees will also be able to network and develop relationships with like-minded professionals. Our guests’ health and safety come first, and we will be following the guidelines of the Butterfield Club:

    • Event will be on the outdoor terrace
    • All temperatures will be checked by Club staff upon guest arrival
    • Guests are required to wear masks when indoors
    • Club staff will serve a buffet food and drink. This food/drink service will take place indoors, but the event (and dining) will be outdoors
    • Registrations will be limited to 30 people. Once 30 people sign up, registration will close
    • You will only be permitted entry if you are one of the 30 professionals to register for the event.


    WAIVER:

    Please note for your safety, waivers will be signed at the event. By signing, you agree to practice safe distancing measures and to wear a face covering during the indoor portions of the event. You acknowledge there are no measures which are completely safe with respect to COVID19 and there is a risk of possibly contracting COVID19 at the event. You voluntarily assume that risk by attending the event and in exchange for entry to the event agree to waive any claims you may have against XPX Chicago or any of its directors or officers if you believe you contact COVID19 at the event. Sample waiver form.

    We look forward to seeing you there!

    • September 08, 2020
    • (EDT)
    • TBD

    Lessons Learned By Successful Sellers


    PLEASE CHECK BACK FOR FURTHER INFORMATION.


    • September 15, 2020
    • 11:30 AM - 1:00 PM (EDT)
    • Virtual event at 12 noon EDT - you'll receive call-in instructions upon registering.
    Register

    Alternatives to M&A:

    Recaps, Generational Transfers, ESOPs, Targeting a Single-Buyer & More


    Stay tuned for program information.

    Panelists:

    TBD

    When: Tuesday, September 15, 2020
    Video Networking:  11:30 AM - 12:00 PM (EST)
    Program:  12:00 PM - 1:00 PM (EST)

    Where: Virtual Connection details sent upon registration.

    Fees: 
    NE Members in good standing - Complimentary
    Other Chapter XPX Members - $20.00
    Non-Members - $25.00

    Registration is required.  Virtual Connection details sent upon registration.



    • September 18, 2020
    • 8:00 AM - 10:00 AM (EDT)
    • TBD

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

    At this meeting, you can expect to:

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

    Hope you'll join us!


    Agenda:

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

    • October 08, 2020
    • 7:30 AM - 9:15 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!


    • October 13, 2020
    • (EDT)
    • TBD


    PLEASE CHECK BACK FOR FURTHER INFORMATION.


    • October 16, 2020
    • 8:00 AM - 10:00 AM (EDT)
    • TBD

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

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

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


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

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

    Agenda:

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

    THANK YOU TO OUR EVENT SPONSOR!

    • November 10, 2020
    • (EST)
    • TBD


    PLEASE CHECK BACK FOR FURTHER INFORMATION.


    • November 12, 2020
    • 7:30 AM - 9:15 AM (CST)
    • TBD in Oak Brook, IL

    Stay Tuned!

    • November 19, 2020
    • 5:30 PM - 7:30 PM (CST)
    • TBD Downtown Chicago
    Register

    Stay tuned!

    Where: TBD Downtown Chicago

    When: Thursday, November 19, 2020

    Time: 5:30 PM-7:30 PM



    RSVP HERE
    • November 20, 2020
    • 8:00 AM - 10:00 AM (EST)
    • TBD

    Please join us as Duane Carey, President of Maryland Free, provides a no-holds-barred view of Maryland politics and discusses business-related bills that passed the 2020 Session of the Maryland General Assembly. Duane will outline how these bills will impact business in Maryland now and in the future.

    Founded in 1983 as Maryland Business for Responsive Government, the organization changed its name to The Maryland Free Enterprise Foundation (“Maryland Free”) in 2019. Maryland Free is a statewide, nonpartisan political research and education organization supported by corporations, trade associations, chambers of commerce, small businesses, and individuals, and is dedicated to improving the business climate and job creation in Maryland. Maryland Free’s members range from national corporations like McCormick and AT&T to regional concerns like Katz Abosch and Merritt Companies to small “mom-and-pop” businesses.

    Along with his leadership role at Maryland Free, Duane Carey is the owner and lead strategist of IMPACT Marketing & Public Relations, a 15-year old digital marketing company with clients from California to India. Duane holds an MBA in Corporate Finance from Johns Hopkins University and lives in Howard County with his wife and three teenagers.



    Agenda:

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

    • December 08, 2020
    • (EST)
    • TBD

    And What A Year It Was

    PLEASE CHECK BACK FOR FURTHER INFORMATION.


Past events

August 01, 2020 XPX Chicago Members - August Session Power Networking
August 01, 2020 XPX Philadelphia Members - August Session Power Networking
August 01, 2020 XPX Members - August Cross-Chapter Power Networking
August 01, 2020 XPX New Jersey Members - August Session Power Networking
August 01, 2020 XPX Atlanta Members - August Session Power Networking
July 27, 2020 XPX CONNECTICUT VIRTUAL SUMMIT WEEK: July 27 - July 30, 2020
July 22, 2020 3rd Annual XPX CT & ACG CT - Beer Tasting!
July 22, 2020 XPX Chicago: Venturing out of the Pandemic
July 16, 2020 XPX Chicago - Virtual Happy Hour Social Event & Power Networking Sign-Up
July 15, 2020 XPX New England - Business Interruption Insurance and COVID – 19
July 15, 2020 XPX Orientation
July 15, 2020 XPX Philadelphia - Two topics at our July 15 virtual session
July 14, 2020 XPX New Jersey: Year-end programming virtual networking cocktail celebration!
July 14, 2020 XPX ATLANTA: ETHICS IN PLANNING FOR EXIT AND THE TRANSACTION - THE ADVISORY TEAM & THE CLIENT Y'all Play Nice Now: Meaningful Collaboration
July 09, 2020 XPX New York: Federal and Multi-state Tax Update
July 09, 2020 XPX DC CHAPTER - Can You Make Lemonade from Your Client’s Lemons?
July 01, 2020 XPX Chicago Members - July Session Power Networking
July 01, 2020 XPX Connecticut July Session Power of 5
July 01, 2020 XPX NEW ENGLAND JULY SESSION POWER OF 5
July 01, 2020 XPX DC Metro Members - July Session Power Networking
July 01, 2020 XPX Maryland Members - July Session Power Networking
July 01, 2020 XPX Philadelphia Members - July Session Power Networking
July 01, 2020 XPX New York Members - July Session Power Networking
July 01, 2020 XPX San Antonio Members - July Session Power Networking
July 01, 2020 XPX New Jersey Members - July Session Power Networking
July 01, 2020 XPX Members - July Cross-Chapter Power Networking
July 01, 2020 XPX Long Island Members - July Session Power Networking
July 01, 2020 XPX Atlanta Members - July Session Power Networking
June 30, 2020 XPX Maryland: Getting Back to Work
June 24, 2020 XPX New Jersey - Update on the Capital Markets
June 23, 2020 XPX Chicago: The Psychology of Leading Through the Pandemic -
June 19, 2020 XPX Fairfield & Hartford Joint Meeting - Repositioning for the Future: Preparing to Emerge Stronger in the Post-Covid World
June 17, 2020 XPX Orientation
June 17, 2020 XPX PHILDELPHIA - Cash Flow/Tax Impact of Buying or Selling a Business
June 16, 2020 XPX New England: Quality of Earnings Reviews in M&A Transactions
June 12, 2020 XPX Long Island - “PeopleCo Manufacturing” Winding Down our Case Study
June 11, 2020 XPX Chicago: Owners Academy
June 11, 2020 XPX New York: Alternative tax and real estate strategies
June 11, 2020 XPX ATLANTA - EXPERIENCE XPX FOR MEMBERS AND GUESTS
June 09, 2020 XPX ATLANTA: EARLY, MID & LATE-STAGE PREPARATIONS FOR EXIT
June 04, 2020 XPX DC CHAPTER - INTENTIONAL LEADERSHIP IN TIMES OF UNCERTAINTY
June 03, 2020 XPX San Antonio - PPP Round Table Continued
May 27, 2020 XPX New Jersey -The Reopening Process for the Business Community
May 22, 2020 PPP Roundtable
May 21, 2020 XPX CHICAGO –VIRTUAL NETWORKING HAPPY HOUR
May 21, 2020 XPX San Antonio - A VIRTUAL EVENT! - Smooth Transitions
May 20, 2020 XPX Orientation
May 20, 2020 XPX PHILDELPHIA - What are Private Equity Groups seeking now in deal flow?
May 19, 2020 XPX New England Member Networking and Small Group Discussions
May 15, 2020 XPX Fairfield & Hartford Joint Meeting - Business Valuations in the Post-Covid World
May 14, 2020 XPX New York: Positioning in a time of COVID
May 12, 2020 XPX ATLANTA: Legal Requirements of Exits in an Uncertain Deal Environment
May 11, 2020 XPX Chicago: How to Maximize Your Paycheck Protection Program (PPP) Loan Funds
May 07, 2020 XPX ATLANTA - EXPERIENCE XPX FOR MEMBERS AND GUESTS
May 07, 2020 XPX DC CHAPTER VIRTUAL MEETING: COVID-19's Business Impact: Leading through challenges and opportunities
May 01, 2020 XPX Long Island - This too shall pass… planning a successful exit during uncertainty
April 29, 2020 XPX New Jersey - Industry Updates and Best Practices During the Crisis
April 29, 2020 XPX Advisor Exchange - EBITDAC, Disruption and Hiring Remotely
April 27, 2020 VIRTUAL XPX New England: Leadership Challenges and Opportunities during Covid 19
April 24, 2020 XPX Maryland Members Only COVID-19 Free Virtual Webinar
April 23, 2020 Virtual XPX New York: Ownership Succession & the ESOP Value Proposition
April 22, 2020 XPX Advisor Exchange
April 22, 2020 XPX PHILDELPHIA MEMBERS ONLY CATCH UP/NETWORKING DISCUSSION
April 17, 2020 Virtual Event - XPX Fairfield - Covid-19: Reassessing the Exit Planning Environment
April 15, 2020 XPX Advisor Exchange - Supply Chains, Presenting Remotely and Business Value
April 15, 2020 XPX New Member Orientation
April 14, 2020 XPX ATLANTA: TECHNOLOGY & CYBER SECURITY COVID AND BEYOND
April 10, 2020 VIRTUAL XPX New England Summit 2020: Follow the Road to Success
April 09, 2020 XPX Chicago: POSTPONED 2020 CASE STUDY DISCUSSION
April 08, 2020 Virtual Event - XPX Hartford: Top things business owners should do now
April 08, 2020 XPX Advisor Exchange - How to have difficult conversations
April 08, 2020 Member Virtual Event - XPX Philadelphia: My Transaction Closed before the Crisis, should I worry?
April 01, 2020 XPX Advisor Exchange - M&A, Employment law, Healthcare, Courage
March 26, 2020 XPX Chicago - Happy Hour Social Event - POSTPONED
March 25, 2020 XPX Advisor Forum
March 25, 2020 XPX Philadelphia Bucks County Location: POSTPONED! Let’s Get Creative-Options for financing deals between $5M and $8M
March 20, 2020 XPX Maryland - POSTPONED! High Risk – High Potential – High Healed Entrepreneurs
March 19, 2020 XPX San Antonio - POSTPONED Smooth Transitions: Building a Communications Plan before Your Merger or Acquisition
March 18, 2020 Virtual Meeting on Virtual Meetings
March 18, 2020 XPX New Member Orientation
March 18, 2020 XPX New Jersey - POSTPONED - Owner Success Story
March 18, 2020 XPX Philadelphia: POSTPONED - Stepping Into The Void: Option for Helping Clients
March 12, 2020 XPX Chicago: Panel Discussion - Update on Current Tax Landscape with KRD and Sassetti
March 12, 2020 XPX New York: POSTPONED - Federal and Multi-state Tax Update
March 11, 2020 XPX Advisor Web Discussion - Consultant, Coach or Advisor?
March 10, 2020 XPX New England Summit 2020: Follow the Road to Success
March 10, 2020 XPX Atlanta: BRAND & MARKETING – CONSIDERATIONS THROUGHOUT THE BUSINESS LIFE CYCLE AND LEADING UP TO SALE
March 06, 2020 XPX Long Island: Negotiating Strategies – How can I get what I need and want?
March 05, 2020 XPX Maryland Emerging Professionals Group
March 05, 2020 XPX New England Monthly Meet-ups
March 05, 2020 XPX DC Metro - How to help an owner identify the health and readiness of their company and themselves
February 27, 2020 XPX Chicago - Happy Hour Social Event
February 27, 2020 XPX ATLANTA MEMBER FACILITATION TRAINING
February 27, 2020 XPX ATLANTA: NEW MEMBER ORIENTATION
February 26, 2020 XPX Philadelphia Bucks County Location: IS AN EMPLOYEE STOCK OWNERSHIP PLAN (ESOP) RIGHT FOR YOU?
February 21, 2020 XPX Maryland - POWER NETWORKING
February 19, 2020 XPX Philadelphia: THE POWER OF LINKEDIN
February 19, 2020 XPX New Member Orientation
February 19, 2020 XPX New Jersey - Inside a Family Office
February 19, 2020 XPX Hartford - Don’t Let Them Take a Byte: Defending Your Data Bit by Bit
February 13, 2020 XPX Chicago: 2020 Case Study Kick-Off
February 13, 2020 XPX New York: Employee ownership as an Exit Plan
February 12, 2020 XPX Web Discussion - Does your client need an exit planning quarterback?
February 11, 2020 XPX ATLANTA: BRING VALUE TO YOUR CLIENTS WHILE BRINGING VALUE TO YOUR PRACTICE
February 10, 2020 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, 2020 XPX Long Island: Successful Exit Stories
February 07, 2020 XPX Fairfield - Joint Event with ACG CT Breakfast Meeting
February 06, 2020 XPX New England Monthly Meet-Ups
February 06, 2020 XPX DC Metro - To Whom Do I Sell the Business?
February 05, 2020 XPX Chicago - Emerging Professional Top Golf Event
February 04, 2020 Your Ideal SE Florida Business Advisor Ecosystem
January 29, 2020 XPX TRI-STATE SUMMIT 2020 | NEW YORK CITY
January 29, 2020 XPX Philadelphia Bucks County Location: THE POWER OF LINKEDIN
January 22, 2020 XPX New Jersey - War Stories from the Trenches
January 17, 2020 XPX Maryland - The Power of an ESOP
January 16, 2020 XPX Chicago - Emerging Professional Gathering
January 16, 2020 XPX San Antonio: Post-closing disputes: Key issues and how to avoid them
January 15, 2020 XPX New Member Orientation
January 15, 2020 XPX Hartford - When Good Deals Go Bad – Pitfalls to Avoid During the Sale Process
January 15, 2020 XPX Philadelphia: What are Independent Sponsors and why are they relevant?
January 14, 2020 XPX New England: Transitioning to Outsiders – Strategic Buyers and Private Equity
January 14, 2020 XPX Atlanta: Business Owners Who Have Sold – Lessons Learned and Advice
January 09, 2020 XPX New England Monthly Meet-ups
January 09, 2020 XPX Chicago: Annual Kickoff Meeting - Planning for 2020 with XPX Chicago
January 09, 2020 XPX DC Metro - Back to Basics – The Exit Planning Process
January 08, 2020 XPX Web Discussion - Value Building Tools and Methodologies
January 03, 2020 XPX Long Island: Business valuations – What is the business really worth?
December 20, 2019 XPX Fairfield - Growth Strategies: Dealing with Disruption, Distraction and Division
December 18, 2019 XPX Philadelphia - How to Prepare Future Generations to Create a Familial Super Power
December 18, 2019 XPX New Member Orientation
December 18, 2019 XPX Hartford: Improving Business Value
December 18, 2019 XPX New Jersey - Top 10 ways to improve the value of your business
December 12, 2019 XPX New York: Legacy and Charitable Planning
December 11, 2019 XPX Web Discussion - Automated Valuation Tools
December 10, 2019 XPX New England -Holiday Celebration
December 10, 2019 XPX Atlanta: Business Transactions – A Reality Check
December 06, 2019 XPX Long Island: Wealth Management Planning – How much do I really need?
December 05, 2019 XPX DC Metro Annual Holiday Networking Event
December 05, 2019 XPX Chicago Holiday Networking Event
December 05, 2019 XPX New England Monthly Meet-Ups
December 05, 2019 XPX Maryland: Members Only Affinity Group - Fairness & the Windfall – ESOPs are for Everybody?
December 02, 2019 XPX Maryland Holiday Networking Event
November 25, 2019 9th Annual CT Economic Forum | Keynote CT Governor Ned Lamont
November 21, 2019 XPX San Antonio: 3 Cybersecurity Do's & Don'ts if you Plan to Sell Your Business
November 20, 2019 XPX Philadelphia: Pre-Sale Planning: The Window of Opportunity
November 20, 2019 XPX Hartford - THE DEAL CLOSED SO WHAT’S NEXT? – OWNER CONSIDERATIONS AFTER THE TRANSACTION (LEGAL, TAX AND CHARITY)
November 20, 2019 XPX New Jersey - The Deal Closed so What’s Next?
November 15, 2019 XPX Maryland - Economic Outlook
November 15, 2019 XPX Fairfield - The Deal closed so what’s next? – Owner considerations for life after the transaction (management transition plan, owner legacy, charity)
November 14, 2019 XPX Chicago - Emerging Professional Gathering
November 14, 2019 XPX New York: Pre-Transaction Planning: Key Considerations Ahead of a Sale
November 13, 2019 XPX Maryland Emerging Professionals Group
November 13, 2019 XPX Web Meeting: How Advisors Manage Risk
November 13, 2019 XPX New Member Orientation
November 12, 2019 XPX New England: How much is your business worth?
November 12, 2019 XPX Atlanta: Estate and Wealth Planning: Approaching, During and Post-Transaction
November 07, 2019 XPX New England Monthly Meet-Ups
November 07, 2019 XPX Chicago Owners' Academy: Succession Well-Planned: View from the next Gen Owner
November 07, 2019 XPX DC Metro - An Inside Sale Story
November 06, 2019 XPX New England: Joint Networking Event with Massachusetts Society of CPA’s (MEMBERS ONLY)
November 01, 2019 XPX Long Island: Estate and Tax Planning Options – Focus on after tax proceeds
October 23, 2019 XPX Philadelphia Bucks County Event - Behavioral Finance: Principles to help business owners make better, more informed decisions
October 18, 2019 XPX Maryland - Ransomware Threat Evolving: Employees are Largest Cyber Risk
October 18, 2019 XPX Fairfield - Lamentations of Labor, Employment and Benefits Attorneys in the World of M&A
October 16, 2019 XPX New England: Joint Networking Event with New England Business Brokers Association (MEMBERS ONLY)
October 16, 2019 XPX Webinar: The Pressing Need for Collaboration
October 16, 2019 XPX New Jersey - Family Dynamics
October 16, 2019 XPX Hartford: Family Dynamics – What really matters for multi-generational family sellers and how some things are more important than money.
October 16, 2019 XPX Philadelphia - Is an Employee Stock Ownership Plan (ESOP) Right for You?
October 10, 2019 XPX Atlanta: HAPPY HOUR SOCIAL MIXER – THIS IS FOR MEMBERS & SPONSORS ONLY!!
October 10, 2019 XPX San Antonio: 2nd Annual Summit
October 10, 2019 XPX Chicago: 3 year anniversary breakfast
October 10, 2019 XPX New York: Approaching the Sale – When family’s consider an exit transaction and the underlying dynamics at play
October 04, 2019 XPX 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 Hartford - The PE Playbook: How Private Equity focuses on Growth
September 18, 2019 XPX New Jersey - The Private Equity Playbook
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 DC Metro - TAMING THE BEAR: STEPS BUYERS AND SELLERS CAN TAKE NOW TO PREPARE FOR A MARKET DOWNTURN
September 05, 2019 XPX Maryland Members Only Affinity Group
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 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
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 Hartford - It’s All About The People - How to Enhance the Management Team
May 15, 2019 XPX New Jersey - 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 Maryland: When Personalities Clash in Deal Negotiations - Members Only Affinity Group
April 04, 2019 XPX DC Metro - THE PROFESSIONAL BUYER – A NEW LOOK AT DUE DILIGENCE
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 Hartford - Navigating the Digital Marketing Maze – Educational seminar for XPX advisors to help grow their professional practice
February 20, 2019 XPX New Jersey - Middle Market M&A and Capital Markets Update
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 Hartford - Transitioning to Outsiders – Strategic Buyers and Private Equity
January 16, 2019 XPX New Jersey - Transitioning to Outside Buyers
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 New Jersey - Keeping Employees Motivated Through Equity Incentive Plans
December 19, 2018 XPX Hartford - ESOPs as an Exit Plan: What you don't know may surprise you
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 DC Metro Annual Holiday Networking Event
December 04, 2018 XPX Chicago Holiday Networking Event
December 04, 2018 XPX New England -Holiday Celebration
December 03, 2018 XPX Maryland Holiday Networking Event
November 29, 2018 XPX Hartford and ACG CT Event, November 29, 2018
November 29, 2018 XPX Maryland Emerging Professionals Group
November 19, 2018 8th Annual CT Economic Forum | Presented by XPX CT, CTTMA & ACG CT
November 16, 2018 XPX Maryland - Lessons Learned: Growing a Small Business through Culture and Acquisitions
November 16, 2018 XPX Fairfield - Building the Perfect Advisory Team
November 15, 2018 XPX San Antonio: Intergenerational Transfer – Both Sides
November 15, 2018 XPX Chicago Owners' Academy: Owners Advising Advisors
November 15, 2018 XPX DC Metro - BUSINESS VALUATION: EFFECT OF VALUE DRIVERS ON BUYERS AND SELLERS
November 14, 2018 XPX New Jersey - Transitioning to Insiders: Family Business Planning and Business Continuity
November 14, 2018 XPX Hartford - Transitioning to Insiders: Family Business Planning & Business Continuity
November 14, 2018 XPX Philadelphia - Legal Documents
November 13, 2018 Experience XPX - Inside Stories from XPX Leaders
November 08, 2018 XPX New York - Buy/Sell agreements
November 06, 2018 XPX New England - Structuring a Deal: Common and Uncommon Issues in a M&A Transaction
October 23, 2018 Experience XPX - Inside Stories from XPX Leaders
October 19, 2018 XPX Maryland -A CEO's Perspective - Doing Deals and Service Providers
October 19, 2018 XPX Fairfield -Defining Success: Exploring Owner Objectives with a Transition
October 18, 2018 XPX DC Metro - Talk Yourself Into Success and Get the Outcomes You Desire
October 17, 2018 XPX New Jersey - Current State of Capital Markets and Financing Options
October 17, 2018 XPX Hartford - Exploring Owner Goals and Objectives with a Transition
October 17, 2018 XPX Philadelphia - Private Equity Roundtable Discussion
October 11, 2018 XPX Chicago - Year-end tax planning for business owners - taking into consideration tax reform.
October 11, 2018 XPX New York - Current state of the M&A markets and financing options
October 09, 2018 XPX New England -Building Enterprise Value
October 02, 2018 XPX Philadelphia: Digital Presence
September 26, 2018 Learn How Advisors Incorporate Exit Planning into Their Work
September 26, 2018 XPX New Jersey - Defining Success: Exploring the Owner’s Objectives in a Transition
September 26, 2018 XPX Philadelphia - Perspectives of a corporate buyer
September 25, 2018 XPX Maryland Emerging Professionals Group
September 21, 2018 XPX MD -Conversational Intelligence (C-IQ)
September 21, 2018 XPX Fairfield - Current State of Capital Markets and Financing Options
September 20, 2018 XPX San Antonio: ANNUAL Summit for Business Owners & Advisors
September 20, 2018 XPX DC Metro - UNIQUE ASPECTS OF TRANSFERS TO FAMILY MEMBERS
September 19, 2018 XPX Hartford - Current State of Capital Markets and Financing Options
September 14, 2018 XPX Chicago - Inaugural Fall Social/Networking Event - Day at the Races
September 13, 2018 XPX New York - Fall Kickoff with Cocktail Reception!
September 11, 2018 XPX New England - Mixer Meet and Greet
September 06, 2018 XPX Maryland Members Only Affinity Group Meeting
August 22, 2018 Start an XPX Chapter: Help Business Owners and Build Your Practice
August 09, 2018 XPX Chicago - Wealth Management and Asset Protection Considerations for Business Owners Considering a Sale
August 08, 2018 XPX Maryland’s Summer Fun Networking Event
July 25, 2018 XPX Hartford & ACG CT - Beer & BBQ Party
July 25, 2018 Learn Who You Will Meet At An XPX Meeting
July 19, 2018 XPX DC Metro - PULLING IT ALL TOGETHER: PREPARING THE DEAL
July 18, 2018 XPX Fairfield: Closing Cocktail Party
July 17, 2018 XPX New Jersey - Summer Cocktail Party
July 17, 2018 XPX New England - Summer Networking
June 26, 2018 Sneak Peek at the XPX Chapter Startup Kit!
June 21, 2018 XPX DC Metro - WHEN THE PLANNING FALLS APART
June 20, 2018 XPX Chicago - What legal structure works for you? In today’s tax environment, how should a business owner think about the legal structure of their firm?
June 20, 2018 XPX New Jersey - Next Steps? What’s the Best Plan Moving Forward?
June 20, 2018 XPX Hartford - Perspectives from a Private Equity Investor
June 20, 2018 XPX Philadelphia - The Future of Architecture For Business Owners & Investors
June 19, 2018 XPX New England - Follow the Money: The Profitable Female Perspective
June 14, 2018 XPX New York - Perspectives from a Private Equity Investor
June 14, 2018 XPX Maryland Members Only Affinity Group Meeting
June 01, 2018 XPX Chicago Social
May 30, 2018 XPX Maryland Emerging Professionals Group
May 23, 2018 XPX Chicago - Young Professional Gathering
May 23, 2018 The "Why" of XPX
May 23, 2018 XPX Hartford - Trusts and Estates planning – How can owners keep what they have earned
May 18, 2018 XPX Fairfield - Tricks of the Trade from Investment Bankers
May 17, 2018 XPX San Antonio: Case Study Part 2 – Legal and Tax Issues
May 17, 2018 XPX DC Metro - Professional Development Seminar
May 16, 2018 XPX New Jersey - The Transaction Process – Tricks of the Trade from Investment Bankers
May 16, 2018 XPX Philadelphia - Buy-Sell Checklist
May 15, 2018 XPX New England: ESOP Revisited with Harpoon Brewery
May 15, 2018 XPX Chicago Owners' Academy
May 10, 2018 XPX New York - Corporate Image – How a branding tune up can revitalize your family business
May 08, 2018 XPX MD -Spring Networking Event
April 27, 2018 XPX Chicago Social Get-Together
April 26, 2018 XPX Chicago - The current state of capital markets and financing for small- to mid-size businesses, including any opportunities as a result of recent tax reform.
April 25, 2018 Introduction to XPX for Law Exchange Members
April 24, 2018 XPX New England: Networking & Open House Event
April 20, 2018 XPX MD - Right People – Right Roles
April 20, 2018 XPX Fairfield - Trust and Estate Planning: Helping Business Owners Keep What They Have Earned
April 19, 2018 7 Principles of Successful Advisors to Premier Private Companies
April 19, 2018 XPX New York - Trust and Estate Planning: How Business Owners Can Keep What They Have Earned
April 19, 2018 XPX DC Metro - CLOSING THE GAP – MAXIMIZING & PROTECTING VALUE!
April 18, 2018 XPX Hartford - Management Review
April 18, 2018 XPX New Jersey - Transaction Process
April 18, 2018 XPX Philadelphia - Secrets from the Buyside: What do buyers know that sellers don’t?
April 13, 2018 XPX Chicago - Insperity Sponsor XPX Member Appreciation Event
April 05, 2018 XPX MD Members Only Affinity Group Meeting
March 28, 2018 XPX New Jersey - Moving Closer to a Sale? What Estate Planning Techniques Can Help Owners Keep What They Have Earned?
March 27, 2018 XPX New England: Finding the Right Advisors
March 22, 2018 XPX San Antonio: Case Study Part 1 – Valuation
March 21, 2018 Learn about the Power of the Premier Private Company Market
March 21, 2018 XPX Hartford - Management Review
March 21, 2018 XPX New Jersey - Moving Closer to a Sale? What Estate Planning Techniques Can Help Owners Keep What They Have Earned?
March 21, 2018 XPX Philadelphia - Buy-Sell Checklist
March 20, 2018 XPX Chicago - The Current Market for Mergers & Acquisitions, and its impact on the Small Business Owner
March 16, 2018 XPX MD - Post-Acquisition Integration
March 16, 2018 XPX Fairfield - B2B Revenue Growth thru Social Media
March 15, 2018 XPX DC Metro - CASH FLOW CREATES THE DEAL!
March 08, 2018 XPX New York - Corporate Image – How a branding tune up can revitalize your family business
February 28, 2018 XPX Chicago Gathering
February 27, 2018 XPX New England: How the Tax Act will impact Business Owners
February 22, 2018 XPX Chicago - Impact of Tax Reform on Business Owners
February 22, 2018 XPX DC Metro - INSIDER SALE – PREPARING THE BUYER FOR THE PURCHASE
February 21, 2018 Learn the XPX Chapter Launch Formula
February 21, 2018 XPX New Jersey - Operational Efficiencies
February 16, 2018 XPX MD - Optimizing the Value of Transactions Through Leadership Engagement & Organizational Alignment
February 14, 2018 XPX Hartford - Operational Efficiencies
February 08, 2018 XPX New York - Management Review – Hire Family Members or Professional Managers?
February 02, 2018 XPX Fairfield - Joint Event with ACG CT Breakfast Meeting
January 19, 2018 XPX MD - Power Networking
January 19, 2018 XPX Fairfield - Operational Efficiencies
January 18, 2018 XPX San Antonio: An Insider’s View of NAFTA Negotiations
January 18, 2018 XPX Chicago - Collaborative XPX Planning for 2018
January 18, 2018 XPX DC Metro - 2018 XPX KICKOFF!
January 17, 2018 XPX Philadelphia - Chapter Growth Strategy Meeting
January 17, 2018 3 Ways XPX Can Help Raise Your Profile in 2018
January 17, 2018 XPX Hartford - Operational Efficiencies
January 17, 2018 XPX New Jersey - Operational Efficiencies
January 16, 2018 XPX Chicago - Young Professional Gathering
January 16, 2018 XPX New England: Meeting the Growth Challenge
January 11, 2018 XPX Chicago - Collaborative XPX Planning for 2018
January 11, 2018 XPX New York - Operational Efficiencies
January 09, 2018 XPX Tri-State Cocktail Networking Reception
December 20, 2017 XPX Tri-State: Hartford Valuation - What could the business be worth...and why?
December 20, 2017 XPX Tri-State: New Jersey - Valuation – What could the business be worth…and why?
December 20, 2017 XPX Philadelphia - PLANNING FOR LIFE AFTER CLOSING; WEALTH & CAREER TRANSITION
December 15, 2017 XPX MD - Building Brand Value Through the Business Life Cycle
December 15, 2017 XPX Tri-State: Fairfield County - Strategic Options: What Makes the Most Sense
December 14, 2017 XPX Philadelphia & AM&AA Joint Holiday Party
December 14, 2017 XPX Tri-State - New York: Business Valuations: What is the business worth? And why?
December 12, 2017 XPX Chicago Holiday Gathering
December 06, 2017 XPX Hartford and ACG Hartford Joint Event
December 06, 2017 XPX New England: Would You Buy Your Business? Webinar with A.I.M
December 05, 2017 XPX DC Metro Annual Holiday Networking Event
December 05, 2017 XPX New England: Exit Palooza - The Return!!
December 05, 2017 XPX Chicago Owners' Academy Business Value Creation
December 04, 2017 XPX Maryland Holiday Networking Event
November 30, 2017 XPX Chicago - Case Study and Discussion: Exit Plan
November 20, 2017 7th Annual CT Economic Forum | Presented by XPX CT & CTTM & ACG CT
November 17, 2017 XPX MD - Human Capital and Its Impact on Transitioning Businesses
November 17, 2017 XPX Tri-State: Fairfield County - Business Valuations: What is the business worth? And why?
November 16, 2017 XPX San Antonio Speed Networking
November 16, 2017 XPX DC Metro - PROFESSIONAL DEVELOPMENT TIME: THE ILLUSION OF SPEED!
November 15, 2017 XPX Tri-State: Hartford Strategic Options Review:
November 15, 2017 XPX Tri-State: New Jersey - Strategic Options Review:
November 15, 2017 XPX Philadelphia - Legal Documents:
November 14, 2017 XPX Chicago - Case Study and Discussion: Exit Plan
November 13, 2017 XPX New England: Can you afford to sell your business?
November 09, 2017 XPX Tri-State: New York - Strategic Options Review:
October 26, 2017 XPX Chicago - Case Study and Discussion: Strategic Planning for Growth
October 24, 2017 XPX New England: Start NOW to make 2018 your best year ever!
October 24, 2017 XPX Philadelphia- Join Us! Seminar: Introduction to ESOPs
October 20, 2017 XPX MD - Lessons Learned Along the Way
October 20, 2017 XPX Tri-State: Fairfield County - Managing Family Dynamics:
October 19, 2017 XPX Chicago - Case Study and Discussion: Strategic Planning for Growth
October 19, 2017 XPX DC Metro - Sudden Money Event - What's Next for Tanya?
October 18, 2017 Start an XPX Chapter: Help Business Owners and Build Your Practice
October 18, 2017 XPX Tri-State: Hartford Managing Family Dynamics: The Good, The Bad and The Ugly
October 18, 2017 XPX Tri-State: New Jersey - Managing Family Dynamics – The Good, The Bad and The Ugly
October 18, 2017 XPX Philadelphia - Due Diligence and What Is Cash Flow?
October 12, 2017 XPX Tri-State: New York - Managing Family Dynamics - The Good, The Bad and The Ugly
October 05, 2017 XPX Philadelphia - MEMBERS ONLY - TABLE FOR TEN
September 28, 2017 XPX San Antonio Launch Event
September 26, 2017 XPX New England Mixer Meet and Greet
September 20, 2017 XPX Tri-State: New Jersey Case Study Series & Breakfast
September 20, 2017 XPX Tri-State: Hartford Case Introduction
September 20, 2017 XPX DC Metro - Creating a Meaningful Future Post: Exit with Estate and Charitable Gift Planning
September 20, 2017 XPX Philadelphia - The Investment Banking/Selling Process
September 15, 2017 XPX MD - Deal Killers
September 15, 2017 XPX Tri-State: Fairfield County Case Introduction
September 14, 2017 XPX Tri-State: New York Case Study Series & Breakfast
September 12, 2017 XPX Philadelphia - MEMBERS ONLY - TABLE FOR SIX
August 24, 2017 XPX Chicago - Case Study and Discussion: Owner Wealth
August 23, 2017 XPX Maryland’s Summer Fun Networking Event
August 16, 2017 XPX Chicago - Case Study and Discussion: Owner Wealth
August 03, 2017 XPX MD Members Only Affinity Group Meeting
July 27, 2017 XPX Tri-State CT Hartford Year End Party
July 27, 2017 XPX Chicago - Case Study and Discussion: Banking and Finance
July 26, 2017 XPX New Jersey – Summer Celebration
July 20, 2017 XPX DC Metro - Business continuity and succession planning
July 19, 2017 XPX Tri-State CT: Closing Cocktail Party
July 18, 2017 XPX Chicago - Case Study and Discussion: Banking and Finance
July 11, 2017 XPX New England: LIVE CEO Case Studies Showcase - Part 2
June 27, 2017 XPX NJ & ACG NJ Announce Joint Event, June 27th at LPS Industries - Register Today!
June 21, 2017 XPX Tri-State New York - Assessing Strategic Options:
June 21, 2017 XPX Tri-State CT (Hartford) - Planning for the Exit
June 21, 2017 XPX Philadelphia - Defining Success:
June 20, 2017 XPX Chicago Inaugural Owner’s Academy Seminar
June 16, 2017 XPX Tri-State CT: Assessing Strategic Options
June 15, 2017 XPX DC Metro- PREPARING THE CO. FOR THIRD PARTY SALE
June 13, 2017 XPX CT Hartford & ACG CT Event, June 13th - Yard Goats Game - Register Today!
June 13, 2017 XPX Chicago Spring Social Event
June 07, 2017 XPX Maryland - New Member Lunch
June 07, 2017 XPX DC Metro - Professional Development Workshop: Sharpening Communications Skills ---
May 31, 2017 Joint XPX DC Metro and XPX Maryland Meet-Up
May 23, 2017 XPX New England-NH: From Dorm Room Start-up to International Tech Company
May 19, 2017 XPX Tri-State CT: Good Fences Make Good Neighbors
May 18, 2017 XPX DC Metro- Preparing For Third Party Sale
May 17, 2017 XPX Tri-State New York-Good Fences Make Good Neighbors
May 17, 2017 XPX Tri-State CT (Hartford) - Good Fences Make Good Neighbors
May 17, 2017 XPX Philadelphia - Dealing With Family Dynamics In The Sale Process
May 11, 2017 XPX Chicago - Case Study and Discussion: Legal
May 04, 2017 XPX Chicago - Case Study and Discussion: Legal
May 04, 2017 XPX New England 2017 Summit
May 04, 2017 XPX MD Members Only Affinity Group Meeting
May 03, 2017 XPX New Jersey Inauguration! Newly Launched Chapter of the Exit Planning Exchange
April 21, 2017 XPX MD - Partnership through Spinoff
April 21, 2017 XPX Tri-State CT: Financing Growth Part 2
April 20, 2017 XPX DC Metro- MAXIMIZING AND PROTECTING VALUE – PART 3
April 19, 2017 XPX Tri-State New York: Defining Success
April 19, 2017 XPX Chicago - Case Study and Discussion: Accounting and Valuation
April 19, 2017 XPX Tri-State CT (Hartford) - Financing Growth
April 19, 2017 XPX Philadelphia - Ownership Transition and Liquidity Alternatives without a sale
April 06, 2017 XPX Chicago - Case Study and Discussion: Accounting and Valuation
March 29, 2017 XPX New England: RI/SE MA Breakfast Meeting
March 17, 2017 XPX MD - Power Networking
March 17, 2017 XPX Tri-State CT: Financing Growth Part 1
March 16, 2017 XPX DC Metro - MAXIMIZING AND PROTECTING VALUE - Part 2
March 15, 2017 XPX Chicago - Quarterly City/Suburbs Combined Networking
March 15, 2017 XPX Tri-State New York: Defining Success
March 15, 2017 XPX Tri-State CT (Hartford) - Financing Growth Part 1
March 15, 2017 XPX Philadelphia - POSTPONED - Ownership Transition and Liquidity Alternatives without a sale
February 28, 2017 XPX New England: Joint Meeting with AM&AA
February 23, 2017 XPX Chicago - Case Study Introduction and Discussion to Identify Six Core Issues that are Challenging HiTech Service Co.
February 17, 2017 XPX MD-Getting UP! How to Find the Energy to Rebalance Your Life
February 16, 2017 XPX DC Metro - ALL ABOUT BUSINESS VALUE
February 15, 2017 XPX Tri-State New York: Operations
February 15, 2017 XPX Chicago - Case Study Introduction and Discussion to Identify Six Core Issues that are Challenging HiTech Service Co.
February 15, 2017 XPX Tri-State CT: Using LinkedIn to Grow your business
February 15, 2017 XPX Philadelphia - Realistic Strategic Alternatives and Sale Value
February 03, 2017 XPX Tri-State CT: Successful Exits
February 02, 2017 XPX MD Members Only Affinity Group Meeting
January 24, 2017 XPX New England: Communicating Through Change
January 20, 2017 XPX MD- Passing the Family Torch without Getting Burned
January 20, 2017 XPX Tri-State CT: Operations
January 19, 2017 XPX DC Metro - CASE INTRODUCTION/ROUND TABLE DISCUSSION
January 18, 2017 XPX Philadelphia Case Introduction:
January 11, 2017 XPX Chicago - 2017- A Facilitated Member Discussion on the Owner Transition Process
December 21, 2016 XPX Tri-State New York: Focus on Growth
December 16, 2016 XPX MD - ESOPs: Characteristics of a Good Candidate
December 16, 2016 XPX Tri-State CT: Focus on Growth
December 14, 2016 XPX Chicago Holiday Networking Event
December 14, 2016 XPX New England: Exit Palooza
December 08, 2016 XPX MD December 8 Joint Holiday Networking Event
December 08, 2016 XPX New England - RI: Performance Excellence
December 07, 2016 XPX Philadelphia Joint Holiday Party - The Election is Over, What Will This Mean for You?
December 06, 2016 XPX DC Metro Annual Holiday Networking Event
November 18, 2016 XPX MD - Valuation and Due Diligence for Government Contractors
November 18, 2016 XPX Tri-State CT: Managing Management
November 17, 2016 XPX Tri-State New York: Managing Management
November 17, 2016 XPX DC Metro - Preparing the Owner (Personally) for the Exit:
November 16, 2016 XPX Philadelphia - Building Value for a Maximized Business Sale
November 09, 2016 XPX Chicago - Business Coaching
November 03, 2016 XPX DC Metro- Making Your Value Visible to Increase Referrals
November 03, 2016 XPX MD Members Only Affinity Group Meeting
November 01, 2016 XPX New England-NH: Business Ownership Transition
October 21, 2016 XPX MD - Building Businesses That Sell Themselves!
October 21, 2016 XPX Tri-State CT: Creating a Strategic Plan to Maximize Value
October 20, 2016 XPX New England: Understanding Cyber Risk to Your Business
October 20, 2016 XPX DC Metro - Recent Developments In The Business Valuation "World"
October 19, 2016 XPX Tri-State New York: Creating a Strategic Plan to Maximize Value
October 19, 2016 XPX Philadelphia- PPL
October 05, 2016 XPX Chicago- New Regulations on Valuation Discounts & Family Business
September 22, 2016 XPX New England RI/SE MA: Would You Buy Your Business?
September 21, 2016 XPX Philadelphia Fall Kick-Off Networking Cocktail Party
September 16, 2016 XPX MD - Strategic Growth Challenge
September 16, 2016 XPX Tri-State CT: Case Study
September 15, 2016 XPX DC Metro - BUSINESS DIVORCE
September 14, 2016 XPX Chicago Chapter Launch Event
September 13, 2016 XPX Tri-State New York: Case Study Series & Luncheon
August 23, 2016 XPX MD - 3rd Annual Brew & Networking Fest
August 04, 2016 XPX Boston: Member Appreciation Cocktail Party
July 21, 2016 XPX DC Metro - 3rd Annual ExitPalooza!
July 20, 2016 XPX CT: Closing Cocktail Party!
June 23, 2016 XPX CT: Deepening Your Referral Connections
June 23, 2016 XPX Boston: Advisory Team Integration Strategies PART 2
June 17, 2016 XPX CT: Legal Documents
June 16, 2016 XPX Boston RI/SE MA: Company Branding
June 16, 2016 XPX DC Metro - M&A Market Outlook for 2016 and 2017
June 15, 2016 XPX Philadelphia June Breakfast Meeting
May 26, 2016 XPX Boston Breakfast Meeting
May 25, 2016 XPX MD - May 25 Evening at the BSO Networking Event
May 20, 2016 XPX CT: Due Diligence Preparation and Pitfalls
May 19, 2016 XPX DC Metro: Last Chance! Joint Event with AM&AA DC Chapter
May 18, 2016 XPX Philadelphia - Valuation: What Every Seller Should Know
May 12, 2016 ​XPX DC Metro - Professional Development Seminar
May 05, 2016 XPX MD Members Only Affinity Group Meeting
April 28, 2016 XPX NY Metro - The Private Capital Ecosystem
April 28, 2016 XPX Boston 2016 SUMMIT
April 22, 2016 XPX CT: The Next Big Idea
April 21, 2016 XPX DC Metro- ESOPs: What They Forget to Mention…
April 20, 2016 XPX Philadelphia - The Unique Challenges of Technology Company Exits
April 15, 2016 XPX MD -April 15 Breakfast Networking Event
April 07, 2016 XPX Boston: Members Only Dinner & Guest Speaker
March 28, 2016 XPX Boston: Joint Event with AM&AA
March 18, 2016 XPX MD -Power Networking
March 18, 2016 XPX CT: Investment Banking Process
March 17, 2016 XPX DC Metro - How PEOs Increase M&A and Exiting Company Valuation and Success
March 16, 2016 XPX Philadelphia - “Understanding the Generations: Who They Are and How They Got That Way”
March 03, 2016 POSTPONED: XPX Boston Owners' Academy
March 03, 2016 XPX MD Members Only Affinity Group Meeting
February 25, 2016 XPX NY Metro - The Importance of Revisiting The Benefits of ESOP’s To Business Owners
February 25, 2016 XPX Boston Breakfast Meeting
February 19, 2016 XPX MD -February 19 Breakfast Networking Event
February 16, 2016 XPX NY Metro - Part 2: Our Advisor Network Matrix
February 11, 2016 XPX Boston RI/SE MA Breakfast Meeting
February 05, 2016 XPX CT: Successful Exit Stories - Joint Meeting with ACG CT
January 28, 2016 XPX Boston: A Dozen Ways to Say "No"
January 25, 2016 XPX Phoenix: Strategy RoundTables
January 22, 2016 XPX CT: Business Valuations
January 21, 2016 XPX DC Metro - How to Avoid "Business Divorces"
January 20, 2016 XPX Philadelphia - Planning for Business Succession Planning
January 15, 2016 XPX MD -Building Value
January 07, 2016 XPX MD Members Only Affinity Group Meeting
December 18, 2015 XPX CT: Estate Planning Options
December 16, 2015 XPX MD December 16 Joint Holiday Networking Event
December 10, 2015 XPX Boston Holiday Networking
December 02, 2015 XPX Philadelphia - Annual Member Only Holiday Networking Event
December 01, 2015 XPX DC Metro Annual Holiday Networking Event
November 20, 2015 XPX MD November 20 Networking Breakfast - Rethinking Referrals
November 20, 2015 XPX CT: Wealth Management Planning
November 19, 2015 XPX Boston Breakfast Meeting
November 19, 2015 XPX DC Metro - The Unplanned Exit
November 18, 2015 XPX Philadelphia - “Tuning Up Your Business for Sale”
November 12, 2015 XPX Boston Owners' Academy
November 05, 2015 XPX MD Members Only Affinity Group Meeting
November 03, 2015 XPX DC Metro - Professional Development Workshop - Members Only
October 21, 2015 XPX Philadelphia - "What do you mean my sale isn't 100% Cash & Carry?"
October 16, 2015 XPX MD October 16 Networking Breakfast - Being Relational
October 16, 2015 XPX CT: Managing Family Dynamics – How can the family prepare for success?
October 15, 2015 XPX DC Metro - Left Behind: The Owners are Exiting....What about the team?
October 07, 2015 RI/SE MASS Breakfast Meeting
September 30, 2015 XPX Boston Owners' Academy
September 24, 2015 XPX Boston Practice Builder - NEW
September 18, 2015 XPX MD - Breakfast Meeting
September 18, 2015 XPX CT - Breakfast Meeting
September 17, 2015 XPX DC Metro - BUILDING TOWARD SUCCESSFUL EXIT: BUY-ME METRICS
September 16, 2015 XPX Philadelphia - The 11th Hour Estate Plan
September 03, 2015 Affinity Group Meeting - Members Only

If you're interested, here's a list of all our events from our founding in 2007 through August, 2015

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