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              GROWTH. TRANSFER. LEGACY.

EVENTS

Exit Planning Exchange Atlanta holds monthly events, for now on Zoom. 

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.

Upcoming events

    • August 01, 2021
    • ? - 11:00 PM (EDT)
    • Your Atlanta Group Leader Will Reach Out to Set a Date / Time
    Register


    YOUR ATLANTA GROUP LEADER WILL REACH OUT TO SET A DATE / TIME

    DEADLINE TO SIGN UP IS AUGUST 1, 2021

    XPX ATLANTA POWER OF 5 NETWORKING

    CONNECT, COLLABORATE, & CREATE RESULTS FOR YOUR CLIENTS



    The XPX Atlanta Power of 5 is all about building relationships among our Members!
    How it works:

    1. You register by the 1st of the month.
    2. We set up groups of 5 members, mixing up professions as best as we can.
    3. We assign a facilitator who will reach out to set a date / time convenient for all during the month.

    When you register, let us know if you can host video conferencing for your group for an hour.

    Questions? Email David Shavzin at david@getonthevaluetrack.com



    Cross-Chapter Program also available for those who are interested.
    • August 02, 2021
    • ? - 9:00 AM (EDT)
    • Your Group Leader Will Reach Out to Set a Date / Time
    Register



    Your Group Leader Will Reach Out to Set a Date / Time

    AUGUST POWER NETWORKING
    THE PROGRAM RUNS ALL MONTH
    DEADLINE TO SIGN UP IS AUGUST 01, 2021


    XThe Cross-Chapter program is a supplement to local XPX Chapter power networking. Please visit your Chapter website for more information. Use this Cross-Chapter option if you want to meet members from other parts of the country. You are welcome to participate in both programs if you want. Here's how it works:

    XPX Members rely on each other for advice and connections. This program helps spark virtual conversations in our network.

    Here's how the Power Networking works:

    • We'll match you with a group of around five fellow members of from other XPX Chapters
    • We'll try to balance members from different professions (Accountant, Attorney, Banker, Wealth Advisor, Consultant, etc)
    • Your group can set the virtual meeting for any time in the morning, afternoon or over cocktails
    • Your only commitment is to meet with your group at least once during the month for at least an hour. If the group decides to meet more than once, all the better
    The Power of 5 is just one more way we fulfill the promise of XPX of powerful inter-disciplinary connections and learning. You might even find a great resource for your clients!

    When you register, let us know if you have an account to host video conferencing for your group for at least a full hour.

    Let me know if you have any question please email us

    • August 10, 2021
    • 11:30 AM - 1:00 PM (EDT)
    • Virtual - Connection details sent upon registration
    Register

    How to XPX Case Study: Time to Position for Sale and Go to Market

    Our client Sam’s next hurdle in preparing for exit. Sam McGraw is making final preparations to sell his business and go to market. Join the collaboration as Sam’s key advisors detail the process and key decision points – both as a business owner and a family – that will best position ACME Fitness Distributors for a successful sale.

    Why Join Us?

    • New and interesting ideas to implement and share
    • Keep up to date on building value, exit and succession
    • Our unique, curated roundtable format
    • Gain an appreciation of the power of the XPX Advisor Principles!




    MC:
    Barry Selvidge
    Partner
    Newport LLC

    With over 30 years of experience as a founder, operator and chief legal officer for public and private companies, Barry provides wise and trusted counsel to his business owner clients. A veteran business and legal advisor who has walked in his clients’ shoes, Barry’s unique combination of entrepreneurial, corporate and M&A experience helps early stage and middle market companies accelerate growth and prepare for exit.

    Speakers




    Eric Togneri

    Managing Partner
    Neri Capital Partners

    Eric Togneri is co-founder of Neri Capital Partners and is its Managing Director. Previously, Mr. Togneri held various positions of increased responsibility during his twenty-five years in the consumer products goods industry. His professional tenure includes director / department-head level positions in sales, category management, and trade marketing. Mr. Togneri has been associated with several high-profile brand acquisition and divestitures in the health and beauty market sector.



    Diana Murphy
    Owner
    Diana Murphy Coaching

    Diana is a life/mindset coach for the Business Owner. She works with owners as a personal coach, helping them to make powerful decisions & create outcomes that are in line with their values and goals. Diana works with clients that are experiencing transitions: big growth in their business or the selling of their business.


    Virtual Event Pricing:

    Atlanta Members – $10.00
    XPX Members from other Chapters – $15.00
    Non-Members – $20.00

    Virtual - Connection details sent upon registration.




    PLATINUM





    GOLD









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    • August 25, 2021
    • 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 fourth 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 26, 2021
    • 9:00 AM - 10:00 AM (EDT)
    • Virtual - Connection details sent upon registration
    Register
    • Are you wondering if there are other benefits to XPX Atlanta besides great monthly meetings?​
    • Are you a new member or guest, 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 26th at 9:00am ET for Experience XPX Atlanta.




    • September 01, 2021
    • ? - 11:00 PM (EDT)
    • Your Atlanta Group Leader Will Reach Out to Set a Date / Time
    Register


    YOUR ATLANTA GROUP LEADER WILL REACH OUT TO SET A DATE / TIME

    DEADLINE TO SIGN UP IS SEPTEMBER 1, 2021

    XPX ATLANTA POWER OF 5 NETWORKING

    CONNECT, COLLABORATE, & CREATE RESULTS FOR YOUR CLIENTS



    The XPX Atlanta Power of 5 is all about building relationships among our Members!
    How it works:

    1. You register by the 1st of the month.
    2. We set up groups of 5 members, mixing up professions as best as we can.
    3. We assign a facilitator who will reach out to set a date / time convenient for all during the month.

    When you register, let us know if you can host video conferencing for your group for an hour.

    Questions? Email David Shavzin at david@getonthevaluetrack.com



    Cross-Chapter Program also available for those who are interested.
    • September 02, 2021
    • ? - 9:00 AM (EDT)
    • Your Group Leader Will Reach Out to Set a Date / Time
    Register



    Your Group Leader Will Reach Out to Set a Date / Time

    SEPTEMBER POWER NETWORKING
    THE PROGRAM RUNS ALL MONTH
    DEADLINE TO SIGN UP IS SEPTEMBER 01, 2021


    XThe Cross-Chapter program is a supplement to local XPX Chapter power networking. Please visit your Chapter website for more information. Use this Cross-Chapter option if you want to meet members from other parts of the country. You are welcome to participate in both programs if you want. Here's how it works:

    XPX Members rely on each other for advice and connections. This program helps spark virtual conversations in our network.

    Here's how the Power Networking works:

    • We'll match you with a group of around five fellow members of from other XPX Chapters
    • We'll try to balance members from different professions (Accountant, Attorney, Banker, Wealth Advisor, Consultant, etc)
    • Your group can set the virtual meeting for any time in the morning, afternoon or over cocktails
    • Your only commitment is to meet with your group at least once during the month for at least an hour. If the group decides to meet more than once, all the better
    The Power of 5 is just one more way we fulfill the promise of XPX of powerful inter-disciplinary connections and learning. You might even find a great resource for your clients!

    When you register, let us know if you have an account to host video conferencing for your group for at least a full hour.

    Let me know if you have any question please email us

    • September 14, 2021
    • 7:30 AM - 9:00 AM (EDT)
    • Virtual - Connection details sent upon registration
    Register
    How to XPX Case Study: “Big Reveal” and Wrap Up of Our Client Sam’s Journey to Exit


    Virtual Event Pricing:

    Atlanta Members – $10.00
    XPX Members from other Chapters – $15.00
    Non-Members – $20.00

    Virtual - Connection details sent upon registration.






    PLATINUM





    GOLD









    SILVER














    • September 23, 2021
    • 9:00 AM - 10:00 AM (EDT)
    • Virtual - Connection details sent upon registration
    Register
    • Are you wondering if there are other benefits to XPX Atlanta besides great monthly meetings?​
    • Are you a new member or guest, 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 September 23rd at 9:00am ET for Experience XPX Atlanta.





    • October 12, 2021
    • 11:30 AM - 1:00 PM (EDT)
    • TBD

    Clients on Stage: Real Clients Get Real
    Part 1 Sharing Their Experience over 2 Years with a Collaborative Advisory Team. A client/advisor panel







    PLATINUM





    GOLD









    SILVER














    • October 28, 2021
    • 9:00 AM - 10:00 AM (EDT)
    • Virtual - Connection details sent upon registration
    Register
    • Are you wondering if there are other benefits to XPX Atlanta besides great monthly meetings?​
    • Are you a new member or guest, 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 October 28th at 9:00am ET for Experience XPX Atlanta.




    • November 09, 2021
    • 11:30 AM - 1:00 PM (EST)
    • TBD
    Clients on Stage: Real Clients Get Real:
    Part 2 Sharing Their Experience over 2 Years with a Collaborative Advisory Team. A client/advisor panel







    PLATINUM





    GOLD









    SILVER














    • November 25, 2021
    • 9:00 AM - 10:00 AM (EST)
    • Virtual - Connection details sent upon registration
    Register
    • Are you wondering if there are other benefits to XPX Atlanta besides great monthly meetings?​
    • Are you a new member or guest, 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 November 25th at 9:00am ET for Experience XPX Atlanta.




    • December 09, 2021
    • 5:00 PM - 7:00 PM (EST)
    • TBD

    SAVE THE DATE
    Members Only Social
    FREE for MEMBERS

    Details to come - Please check back!





    PLATINUM





    GOLD









    SILVER














    • December 23, 2021
    • 9:00 AM - 10:00 AM (EST)
    • Virtual - Connection details sent upon registration
    Register
    • Are you wondering if there are other benefits to XPX Atlanta besides great monthly meetings?​
    • Are you a new member or guest, 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 December 23rd at 9:00am ET for Experience XPX Atlanta.




Past events

July 28, 2021 XPX Orientation
July 22, 2021 XPX Atlanta: EXPERIENCE XPX FOR GUESTS AND NEW MEMBERS
July 13, 2021 XPX ATLANTA: How to XPX - Case Study: Human Capital Considerations to Maximize Value for Sale. Our client Sam’s next hurdle in preparing for exit
July 01, 2021 XPX Atlanta Power of Five Networking - July
July 01, 2021 All XPX - Member Cross-Chapter Signup deadline for member power networking - July
June 30, 2021 XPX Orientation
June 24, 2021 XPX Atlanta: EXPERIENCE XPX FOR GUESTS AND NEW MEMBERS
June 08, 2021 XPX ATLANTA: How to XPX: Our Case Study Continues – What Should Sam Do to Improve Sales?
June 02, 2021 XPX Global - Member Cross-Chapter Signup deadline for member power networking - June
June 01, 2021 XPX Atlanta Power of Five Networking - June
May 27, 2021 XPX ATLANTA MEMBERS ONLY SOCIAL: TAKE A BREAK - FUN, NETWORKING, PRIZES
May 27, 2021 XPX Atlanta: EXPERIENCE XPX FOR GUESTS AND NEW MEMBERS
May 26, 2021 XPX Orientation
May 01, 2021 XPX Members - Cross-Chapter Signup deadline for member power networking
May 01, 2021 XPX Atlanta - Signup deadline for member power networking
April 28, 2021 XPX Orientation
April 22, 2021 XPX Atlanta: EXPERIENCE XPX FOR GUESTS AND NEW MEMBERS
April 13, 2021 XPX ATLANTA: How to XPX: HELP – My Spouse Is Going To Kill Me! Personal financial & estate planning prior to selling
April 01, 2021 XPX Members - Cross-Chapter Signup deadline for member power networking
April 01, 2021 XPX Atlanta - Signup deadline for member power networking
March 25, 2021 XPX Atlanta: EXPERIENCE XPX FOR GUESTS AND NEW MEMBERS
March 24, 2021 XPX Emerging Professionals: When Advisors Collide
March 17, 2021 XPX Orientation
March 09, 2021 XPX ATLANTA: HOW TO XPX – HELP, MY EBITDA SUCKS!
March 05, 2021 XPX Members - March Cross-Chapter Power Networking
March 01, 2021 XPX Atlanta Members - March Session Power Networking
February 25, 2021 XPX Atlanta: EXPERIENCE XPX FOR GUESTS AND NEW MEMBERS
February 17, 2021 XPX Orientation
February 09, 2021 XPX ATLANTA: GETTING THE LAUNCH CODES
February 01, 2021 XPX Atlanta Members - February Session Power Networking
January 28, 2021 XPX Atlanta: EXPERIENCE XPX FOR MEMBERS AND GUESTS
January 20, 2021 XPX Orientation
January 12, 2021 XPX Atlanta: There is a better way
January 08, 2021 XPX Members - January Cross-Chapter Power Networking Options
January 01, 2021 XPX Atlanta Members - January Session Power Networking
December 17, 2020 XPX ATLANTA - EXPERIENCE XPX FOR MEMBERS AND GUESTS
December 16, 2020 XPX Orientation
December 08, 2020 XPX ATLANTA 2020 Wrap-Up & Preparing for 2021
December 01, 2020 XPX Atlanta Members - December Session Power Networking
December 01, 2020 XPX Members - December Cross-Chapter Power Networking
November 19, 2020 XPX ATLANTA - EXPERIENCE XPX FOR MEMBERS AND GUESTS
November 18, 2020 XPX Orientation
November 10, 2020 XPX ATLANTA - Seeking Capital: Debt and Equity Options
November 01, 2020 XPX Atlanta Members - November Session Power Networking
October 21, 2020 XPX Orientation
October 20, 2020 XPX ATLANTA MEMBER ONLY SOCIAL: Creative, Convivial, Competitive Collaboration
October 01, 2020 XPX Atlanta Members - October Session Power Networking
September 17, 2020 XPX ATLANTA - EXPERIENCE XPX FOR MEMBERS AND GUESTS
September 16, 2020 XPX Orientation
September 08, 2020 XPX ATLANTA: If I Only Knew Then What I Know Now --
September 01, 2020 XPX Atlanta Members - September Session Power Networking
August 19, 2020 XPX Orientation
August 13, 2020 XPX ATLANTA - EXPERIENCE XPX FOR MEMBERS AND GUESTS
August 11, 2020 XPX ATLANTA: Harnessing Human Capital to Enhance Exit Value
August 01, 2020 XPX Atlanta Members - August Session Power Networking
July 15, 2020 XPX Orientation
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 01, 2020 XPX Atlanta Members - July Session Power Networking
June 17, 2020 XPX Orientation
June 11, 2020 XPX ATLANTA - EXPERIENCE XPX FOR MEMBERS AND GUESTS
June 09, 2020 XPX ATLANTA: EARLY, MID & LATE-STAGE PREPARATIONS FOR EXIT
May 20, 2020 XPX Orientation
May 12, 2020 XPX ATLANTA: Legal Requirements of Exits in an Uncertain Deal Environment
May 07, 2020 XPX ATLANTA - EXPERIENCE XPX FOR MEMBERS AND GUESTS
April 29, 2020 XPX Advisor Exchange - EBITDAC, Disruption and Hiring Remotely
April 22, 2020 XPX Advisor Exchange
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 08, 2020 XPX Advisor Exchange - How to have difficult conversations
April 01, 2020 XPX Advisor Exchange - M&A, Employment law, Healthcare, Courage
March 25, 2020 XPX Advisor Forum
March 18, 2020 Virtual Meeting on Virtual Meetings
March 18, 2020 XPX New Member Orientation
March 10, 2020 XPX Atlanta: BRAND & MARKETING – CONSIDERATIONS THROUGHOUT THE BUSINESS LIFE CYCLE AND LEADING UP TO SALE
February 27, 2020 XPX ATLANTA MEMBER FACILITATION TRAINING
February 27, 2020 XPX ATLANTA: NEW MEMBER ORIENTATION
February 19, 2020 XPX New Member Orientation
February 11, 2020 XPX ATLANTA: BRING VALUE TO YOUR CLIENTS WHILE BRINGING VALUE TO YOUR PRACTICE
January 15, 2020 XPX New Member Orientation
January 14, 2020 XPX Atlanta: Business Owners Who Have Sold – Lessons Learned and Advice
December 18, 2019 XPX New Member Orientation
December 10, 2019 XPX Atlanta: Business Transactions – A Reality Check
November 13, 2019 XPX New Member Orientation
November 12, 2019 XPX Atlanta: Estate and Wealth Planning: Approaching, During and Post-Transaction
October 10, 2019 XPX Atlanta: HAPPY HOUR SOCIAL MIXER – THIS IS FOR MEMBERS & SPONSORS ONLY!!
September 17, 2019 XPX Atlanta: Panel Discussion on “The Right Valuation for the Right Purpose: Realities and Myths”
August 13, 2019 XPX ATLANTA: FRANCHISING PANEL & ROUNDTABLE DISCUSSION
July 09, 2019 XPX Atlanta: When Is the Right Time to Refer You?
June 11, 2019 XPX Atlanta: Lunch Meeting - Client Case Study
May 14, 2019 XPX Atlanta: CHAPTER LAUNCH EVENT

Next Chapter Events

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