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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

    • April 08, 2020
    • 12:00 PM - 1:00 PM
    • Virtual event at Noon EDT. Login details forwarded upon registration.
    Register

    CHALLENGING TIMES - CHALLENGING CONVERSATIONS 

    Our monthly advisor discussions are deep dives into the business and work of the advisors in our network. Last month, as the covid crisis was emerging, the group decided that it would be helpful to talk about how to have difficult conversations. 

    When you register, please share your favorite resources/inspirations on this topic. We'll tee them up in the discussion and learn from each other. 

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

    Video participation not required but highly encouraged 


    MODERATOR: 


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



    • April 14, 2020
    • 11:30 AM - 1:30 PM
    • Virtual - connection details sent upon registration
    Register

    CONSIDERATIONS THROUGHOUT THE BUSINESS LIFE CYCLE AND LEADING UP TO SALE

    A VIRTUAL EVENT!!


    BRINGING the SAME UNIQUE INTERACTIVE FORMAT– A Virtual XPX Atlanta Event on ZOOM. [Login forwarded upon registration]. And a special welcome and update from Mary Adams, Co-Founder of XPX Global.


    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.

    Join our expert panel: Roy E. Hadley Jr., Special Counsel, Adams & Reece (https://www.linkedin.com/in/royhadley/), John Chesser, Principal Consultant, ASC Group, (https://www.linkedin.com/in/johnchesser/) and Patrick Marlow, Account Executive, Gallagher (https://www.linkedin.com/in/patrickmarlow/).


    Thank You to our EVENT SPONSOR!



    Location: Details for virtual login provided upon registration
    Date:  April 14, 2020
    Time: 11:30 AM - 1:30 PM EDT

    Members: $10
    Non-Members: $20
    XPX Members from other chapters: $10


    • April 15, 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 monthly 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 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)


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