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              GROWTH. TRANSFER. LEGACY.

EVENTS

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

Our association events promote peer learning, networking and visibility for our members in the local private company advisor community. Topics cover all three phases of the private company life cycle: business value growth, business value transfer and owner life and legacy.

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 – Lunch; Nov 10 – Breakfast; Dec 8 - Lunch


Upcoming events

    • December 10, 2019
    • 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
    Register

    If business owners have not been through a transaction, it is all new, challenging and a longer process than they expect. Let’s discuss the realities and how we can best prepare our clients. A great panel and roundtable discussions will get into more depth as we get to know our colleagues and how they deal with these issues. Panel Moderator: Michael Horwitz (Business Broker / M&A Advisor, Transworld Business Advisors). Panelists: Sara Burden (President, Walden Businesses, Inc.), Mark Dayman (Managing Partner, CapVal-American Business Appraisers LLC) & Brock Matthias (Managing Partner, VRA Partners, LLC)

    • Learn the very latest trends
    • Learn detailed process issues
    • Get more equipped to ask the right questions of your clients
    • Get to know other advisors as resources for your clients
    • Enjoy a half hour of open networking
    • 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.

    • December 18, 2019
    • 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 to meet 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)


    • January 14, 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

    As we discussed in our December program, the transaction process is complicated and takes a lot of time, even when perfectly executed. At this event, we will get the perspectives of business owners who have sold their businesses – what went well, what did not go so well. They will share their learnings on the process and on the support of their advisory team. This is a time to get real and learn from our clients. Panel discussion and roundtable discussions will address this topic as we get to know our colleagues and how they deal with these issues. Panel Moderator: Barry Selvidge, Partner, Newport, LLC.

    • Get real perspective from owners who have gone through the process
    • Pick up tips on how you can enhance your processes in working with your clients
    • Learn more about the right questions to ask of your clients
    • Get to know other advisors as resources for your clients
    • Enjoy a half hour of open networking
    • 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.

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