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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

    • March 01, 2021
    • ? - 4:00 PM (EST)
    • MARCH SESSION - DEADLINE TO SIGN UP: MARCH 1, 2021 4PM EST
    Register



    MARCH POWER NETWORKING
    THE PROGRAM RUNS ALL MONTH
    DEADLINE TO SIGN UP IS MARCH 01, 2021 AT 4:00PM ET


    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

    • March 01, 2021
    • ? - 4:00 PM (EST)
    • MARCH SESSION - DEADLINE TO SIGN UP: MARCH 1, 2021 4PM EST
    Register


    MARCH POWER NETWORKING

    THE PROGRAM RUNS ALL MONTH
    DEADLINE TO SIGN UP IS MARCH 1,  2021 AT 4:00 PM ET



    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 questions, please email me directly.

    David Shavzin, President


    Cross-Chapter Program also available for those who are interested.
    • March 09, 2021
    • 11:30 AM - 1:00 PM (EST)
    • Virtual - Connection details sent upon registration (Please log in at 11:20AM EDT)
    Register

    How to Accelerate Exit Value by Improving the Financials

    "What do you mean my EBITDA sucks – and what does that have to do with my business value? Episode #3 on our business owner's journey towards a successful exit. Experience our "owner's" dose of reality on how his company's financials are the cornerstone for measuring transferrable business value to a potential buyer -- and how executing on a focused project plan can address key value detractors in advance to improve the odds for a successful sale.

    Our 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.



    Our Panel:


    Bill McDermott, Founder & CEO - The Profitability Coach









    Bill is a Profitability Coach with a passion for helping make business owners better financial managers. He’s coached hundreds of business owners on how to break through barriers to growth, increase profitability and cash flow and be financially prepared to exit their business on their terms. Bill leverages his knowledge and relationships from 32 years as a banker to identify the hurdles getting in the way and create a plan to deliver profitability for business owners.


    Terri Teague, Owner - SmallBiz.Consulting


    As a prior owner of multiple businesses, Terri has first-hand experience with the multitude of challenges faced by owners in growing their companies. She applies her real-world knowhow gained over 20 years of business ownership to help company owners effectively navigate the small business landscape. Terri provides insightful solutions and creative strategies that propel businesses toward their growth goals, while also preparing owners for the time when they will be ready to successfully sell their own companies.


    Missed any episodes of our 2021 Case Study? Catch up here: https://exitplanningexchange.com/atlanta/news

    Why Join Us?

    • Build relationships with other advisors
    • 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

    Agenda:

    Log in early to be ready for 11:30 am start time.
    Program: 11:30 am – 1:00 pm Eastern Time

    Virtual Event Pricing:

    Atlanta Members – $10.00
    BRING A FIRST TIME GUEST TO XPX!
    Atlanta members are encouraged to bring a first time guest (FREE) for this event. Contact angie@exitplanningexchange.com to register your guest.

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

    Virtual - Connection details sent upon registration.






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    • March 17, 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 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!


    • March 25, 2021
    • 9:00 AM - 10:00 AM (EDT)
    • Virtual - Connection details sent upon registration
    • 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 February 25th at 9:00am ET for Experience XPX Atlanta. ​





    • April 13, 2021
    • 7:30 AM - 9:00 AM (EDT)
    • Virtual - Connection details sent upon registration

    Details to come - Please check back!


    Virtual Event Pricing:

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

    Virtual - Connection details sent upon registration.






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    • April 22, 2021
    • 9:00 AM - 10:00 AM (EDT)
    • Virtual - Connection details sent upon registration
    • 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 February 25th at 9:00am ET for Experience XPX Atlanta. ​






    • May 27, 2021
    • 9:00 AM - 10:00 AM (EDT)
    • Virtual - Connection details sent upon registration
    • 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 February 25th at 9:00am ET for Experience XPX Atlanta.​





    • May 27, 2021
    • 6:00 PM - 8:00 PM (EDT)
    • Virtual - Connection details sent upon registration

    Details to come - Please check back!






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    • June 08, 2021
    • 11:30 AM - 1:00 PM (EDT)
    • Virtual - Connection details sent upon registration

    Details to come - Please check back!


    Virtual Event Pricing:

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

    Virtual - Connection details sent upon registration.






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    • June 24, 2021
    • 9:00 AM - 10:00 AM (EDT)
    • Virtual - Connection details sent upon registration
    • 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 February 25th at 9:00am ET for Experience XPX Atlanta.





    • July 13, 2021
    • 7:30 AM - 9:00 AM (EDT)
    • Virtual - Connection details sent upon registration

    Details to come - Please check back!


    Virtual Event Pricing:

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

    Virtual - Connection details sent upon registration.






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    • July 22, 2021
    • 9:00 AM - 10:00 AM (EDT)
    • Virtual - Connection details sent upon registration
    • 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 February 25th at 9:00am ET for Experience XPX Atlanta.




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

    Details to come - Please check back!


    Virtual Event Pricing:

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

    Virtual - Connection details sent upon registration.






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    GOLD









    SILVER















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    • August 26, 2021
    • 9:00 AM - 10:00 AM (EDT)
    • Virtual - Connection details sent upon registration
    • 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 February 25th at 9:00am ET for Experience XPX Atlanta.




    • September 14, 2021
    • 7:30 AM - 9:00 AM (EDT)
    • Virtual - Connection details sent upon registration

    Details to come - Please check back!


    Virtual Event Pricing:

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

    Virtual - Connection details sent upon registration.






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    • September 23, 2021
    • 9:00 AM - 10:00 AM (EDT)
    • Virtual - Connection details sent upon registration
    • 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 February 25th at 9:00am ET for Experience XPX Atlanta.





    • October 12, 2021
    • 11:30 AM - 1:00 PM (EDT)
    • Virtual - Connection details sent upon registration

    Details to come - Please check back!


    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















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    • October 28, 2021
    • 9:00 AM - 10:00 AM (EDT)
    • Virtual - Connection details sent upon registration
    • 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 February 25th at 9:00am ET for Experience XPX Atlanta.




    • November 18, 2021
    • 6:00 PM - 8:00 PM (EST)
    • Virtual - Connection details sent upon registration

    Details to come - Please check back!






    PLATINUM






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    • November 25, 2021
    • 9:00 AM - 10:00 AM (EST)
    • Virtual - Connection details sent upon registration
    • 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 February 25th at 9:00am ET for Experience XPX Atlanta.




    • December 14, 2021
    • 7:30 AM - 9:00 AM (EST)
    • Virtual - Connection details sent upon registration

    Details to come - Please check back!


    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















    ===================================

     EVENT SPONSORS


     

             


         






    • December 23, 2021
    • 9:00 AM - 10:00 AM (EST)
    • Virtual - Connection details sent upon registration
    • 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 February 25th at 9:00am ET for Experience XPX Atlanta.




Past events

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

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