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              GROWTH. TRANSFER. LEGACY.

EVENTS

The Exit Planning Exchange Atlanta Chapter holds events 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. 

In 2019, we'll be meeting on the second Tuesday of every month, alternating breakfasts and lunches: June 11th: lunch, July 9th: Breakfast, August 13th: Lunch, September 10th: Breakfast, October 8th: Lunch, November 12th: Breakfast, December 10th: Lunch.

Breakfast meetings are from 7:30 AM – 9:30 AM, Registration starts at  7:15 AM.
Lunch meetings are from 11:30 AM – 1:30 PM, Registration starts at 11:15 AM.

Upcoming events

    • August 13, 2019
    • 11:15 AM - 1:30 PM
    • 103 West - 103 W. Paces Ferry Road, NW - Atlanta, GA 30305
    Register

    An engaging Panel Discussion on Franchising, followed by a roundtable discussion with other advisors and consultants. Our panelists represent an array of interesting start-up, value building, exit planning and next ventures…all in the franchising world.

    Our Panel:

    • Chris ("The Zunzi's Guy") Smith, Owner of Zunzi’s and former multi-unit franchisee of a national restaurant chain.
    • Jim McElroy, the authority on established The UPS Stores for Sale in the Southeast; ACASA Senior Care Master Franchise Owner for Atlanta.
    • David Perlow, M.D., founder of Any Lab Test.

    A big Thank-You to our event sponsor, Cohen Pollock Merlin Turner

    At this event, you can expect to:

    • Hear interesting real life stories directly from the business owners
    • Meet and truly engage with other professionals in our roundtable format
    • Find resources to help your clients
    • Enjoy a half hour of open networking (11:15 – 11:45)
    • Gain an appreciation of the power of the XPX Advisor Principles!

    Please join us!

    Registration & Open Networking 11:15 AM – 11:45 AM


    THANK YOU TO OUR EVENT SPONSOR:





    • September 10, 2019
    • 7:15 AM - 9:30 AM
    • 103 West - 103 W. Paces Ferry Road, NW - Atlanta, GA 30305
    Register

    An engaging topic on exit and succession planning, followed by a roundtable discussion with other advisors and consultants. Topic details coming soon.

    At XPX Atlanta events, you can expect to:

    • Hear interesting real life stories directly from the business owners
    • Meet and truly engage with a broad range of other professionals in our roundtable format
    • Find resources to help your clients
    • Enjoy a half hour of open networking (7:15 AM – 7:45 AM)
    • Gain an appreciation of the power of the XPX Advisor Principles!

    Please join us!

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

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