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              GROWTH. TRANSFER. LEGACY.

EVENTS

Exit Planning Exchange Atlanta holds monthly events at the Buckhead Club and socials throughout the Greater Atlanta area.

XPX Atlanta promotes peer learning, networking and visibility for our members, while creating an environment that fosters collaboration on behalf of our clients. Topics cover all three phases of the private company life cycle: business value growth, business value transfer and owner life and legacy.

2020 Calendar: All Tuesdays: Jan 14 Breakfast, Feb 11 – Lunch; Mar 10 – Breakfast; Apr 14 – Lunch; May 12 – Breakfast; Jun 9 – Lunch; Jul 14 – Breakfast; Aug 11 – Lunch; Sep 8 – Breakfast; Oct 13 – Lunch; Nov 10 – Breakfast; Dec 8 - Lunch

Upcoming events

    • February 27, 2020
    • 7:30 AM - 8:30 AM
    • Taylor English Duma, LLP - 1600 Parkwood Circle, Suite 200, Atlanta, Georgia 30339
    Register

    WELCOME TO XPX ATLANTA! NEW MEMBER ORIENTATION

    You will learn the dynamic connection between the XPX Atlanta Mission and your professional success. We will cover our Vision, Mission and the key pillars of XPX Atlanta.

    Most importantly, we want to help you maximize the benefits of your membership in XPX! How to:

    1. Build your practice by embracing the XPX Atlanta community.
    2. Maximize the effectiveness and visibility of your profile on our website; benefits, learning and exposure available through the XPX website.
    3. Engage in building our brands through social media.
    4. Help out – how you can support XPX Atlanta with the time and skills you have to contribute.

    THURSDAY, FEB 27th at 7:30 AM – 8:30 AM

    Light breakfast provided

    Location:
    Taylor English Duma, LLP
    1600 Parkwood Circle, Suite 200
    Atlanta, Georgia 30339

    FREE but you MUST Register! Only 15 spots for this first session!


    • February 27, 2020
    • 8:30 AM - 9:30 AM
    • Taylor English Duma, LLP - 1600 Parkwood Circle, Suite 200, Atlanta, Georgia 30339
    Register

    XPX ATLANTA MEMBER FACILITATION TRAINING

    As you have seen, a key component of the XPX Atlanta unique event structure is the roundtable discussion. This relies on table facilitators to ensure that everyone has a rewarding experience. We are looking for members who would like to enhance their participation by volunteering to be a table facilitator. It's a win/win all around! You become a more powerful collaborator and XPX gets the benefit of your increased skill.

    Do you sit and roll your eyes in interminable meetings? Do you feel stymied when meetings go off track and you don't know how to bring them back on focus? Does your work depend on successful collaboration? If the answer is yes to any of those questions, then maximize the benefit you receive from your XPX membership and up your facilitation game by attending basic facilitation training. You'll learn:

    • How to set and adhere to a clear agenda
    • Setting effective group agreements for working together
    • How to make sure all voices are heard
    • Techniques to keep conversations flowing
    • and much more!

    THURSDAY, FEB 27th at 8:30 AM – 9:30 AM

    Light breakfast provided

    Location: Taylor English Duma, LLP
    1600 Parkwood Circle, Suite 200
    Atlanta, Georgia 30339

    FREE but you MUST Register! Only 15 spots for this first session!


    • March 10, 2020
    • 7:15 AM - 9:30 AM
    • 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

    What is branding? Probably more than you think. We will discuss how brand and marketing support each other to ensure the success of the business. Creating a brand from the outset will support early growth and differentiate your client from the competition. Buyers are scrutinizing that differentiation and the intellectual property of the company. Discussion will address the operational and strategic issues that will help you have better conversations with your clients. Get the brand perspective from Jeff Armacost (Whole Brain Brands), marketing insights from David Harbin (Harbinger Marketing), moderated by David Shavzin (The Value Track).


    • The basics on branding and marketing.
    • How to think about brand from an exit planning perspective.
    • What is intellectual property and how to identify opportunities.
    • How to have the conversation with your client.
    • What should you be doing at your own firm?
    • As always, get to know other advisors as resources for your clients.
    • Gain an appreciation of the power of the XPX Advisor Principles!

    Registration & Open Networking 7:15 AM – 7:45 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.

    • March 18, 2020
    • 11:00 AM - 11:30 AM
    • Virtual - you'll receive call-in instructions upon registering
    Register

    Welcome to XPX!

    Please join us at this quick web meeting with other new 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 resources (especially our private video library) with your clients
    • 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 second 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)


    • April 14, 2020
    • 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
    • 109
    Register

    Cyber security has never been more challenging, or more necessary. This is true as businesses are starting up and critical to minimizing risk through their growth phase. Potential buyers have these issues at the top of their due diligence assessment. We will address the operational and strategic issues that will help you have better conversations with your clients.

    Thank You to our EVENT SPONSOR!



    • The latest on the technical, risk and legal issues.
    • How to have the conversation with your client.
    • What should you be doing at your own firm?
    • As always, get to know other advisors as resources for your clients.
    • 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.

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