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GROWTH. TRANSFER. LEGACY.

EVENTS

The Exit Planning Exchange DC Metro Chapter holds events throughout the Greater DC Metro 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. 


Upcoming events

    • 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 09, 2020
    • 7:30 AM - 9:30 AM
    • Tower Club |Skyline Room| 8000 Towers Crescent, Suite 1700, Vienna VA
    Register

    Our overall training theme for 2020 is “Back to Basics”. Given the complex nature of Exit Planning, having a firm grasp on the “Foundational Big Rocks” of the Exit Planning Process is essential for every advisor to effectively serve their clients.

    Pat Carroll and Todd Feldman of Obsidian Planning Solutions are Certified Exit Planners who will set the stage for the year by providing an overview of the process, the key questions an owner needs to answer and the core elements of the process.

Past events

December 05, 2019 XPX DC Metro Annual Holiday Networking Event
November 13, 2019 XPX New Member Orientation
November 07, 2019 XPX DC Metro - An Inside Sale Story
October 03, 2019 XPX DC Metro - Coaching: An Integral Part of the Exit Transaction Process
September 05, 2019 XPX DC Metro - TAMING THE BEAR: STEPS BUYERS AND SELLERS CAN TAKE NOW TO PREPARE FOR A MARKET DOWNTURN
July 11, 2019 XPX DC Metro - IS AN ESOP RIGHT FOR YOU?
June 13, 2019 XPX DC Metro - CHALLENGES AND CONSIDERATIONS OF A SUCCESSFUL FAMILY TRANSFER
May 02, 2019 XPX DC Metro - The Professional Buyer - What We Should All Know
April 04, 2019 XPX DC Metro - THE PROFESSIONAL BUYER – A NEW LOOK AT DUE DILIGENCE
March 07, 2019 XPX DC Metro - WELL PREPARED SUCCESSOR – PANEL DISCUSSION
February 07, 2019 XPX DC Metro - THE WELL-PREPARED BUYER VS THE TIRE KICKER
January 03, 2019 XPX DC Metro - ASSESSING THE BUYER LANDSCAPE – OVERVIEW OF THE CURRENT MARKET
December 04, 2018 XPX DC Metro Annual Holiday Networking Event
November 15, 2018 XPX DC Metro - BUSINESS VALUATION: EFFECT OF VALUE DRIVERS ON BUYERS AND SELLERS
October 18, 2018 XPX DC Metro - Talk Yourself Into Success and Get the Outcomes You Desire
September 20, 2018 XPX DC Metro - UNIQUE ASPECTS OF TRANSFERS TO FAMILY MEMBERS
July 19, 2018 XPX DC Metro - PULLING IT ALL TOGETHER: PREPARING THE DEAL
June 21, 2018 XPX DC Metro - WHEN THE PLANNING FALLS APART
May 17, 2018 XPX DC Metro - Professional Development Seminar
April 19, 2018 XPX DC Metro - CLOSING THE GAP – MAXIMIZING & PROTECTING VALUE!
March 15, 2018 XPX DC Metro - CASH FLOW CREATES THE DEAL!
February 22, 2018 XPX DC Metro - INSIDER SALE – PREPARING THE BUYER FOR THE PURCHASE
January 18, 2018 XPX DC Metro - 2018 XPX KICKOFF!
December 05, 2017 XPX DC Metro Annual Holiday Networking Event
November 16, 2017 XPX DC Metro - PROFESSIONAL DEVELOPMENT TIME: THE ILLUSION OF SPEED!
October 19, 2017 XPX DC Metro - Sudden Money Event - What's Next for Tanya?
September 20, 2017 XPX DC Metro - Creating a Meaningful Future Post: Exit with Estate and Charitable Gift Planning
July 20, 2017 XPX DC Metro - Business continuity and succession planning
June 15, 2017 XPX DC Metro- PREPARING THE CO. FOR THIRD PARTY SALE
June 07, 2017 XPX DC Metro - Professional Development Workshop: Sharpening Communications Skills ---
May 31, 2017 Joint XPX DC Metro and XPX Maryland Meet-Up
May 18, 2017 XPX DC Metro- Preparing For Third Party Sale
April 20, 2017 XPX DC Metro- MAXIMIZING AND PROTECTING VALUE – PART 3
March 16, 2017 XPX DC Metro - MAXIMIZING AND PROTECTING VALUE - Part 2
February 16, 2017 XPX DC Metro - ALL ABOUT BUSINESS VALUE
January 19, 2017 XPX DC Metro - CASE INTRODUCTION/ROUND TABLE DISCUSSION
December 06, 2016 XPX DC Metro Annual Holiday Networking Event
November 17, 2016 XPX DC Metro - Preparing the Owner (Personally) for the Exit:
November 03, 2016 XPX DC Metro- Making Your Value Visible to Increase Referrals
October 20, 2016 XPX DC Metro - Recent Developments In The Business Valuation "World"
September 15, 2016 XPX DC Metro - BUSINESS DIVORCE
July 21, 2016 XPX DC Metro - 3rd Annual ExitPalooza!
June 16, 2016 XPX DC Metro - M&A Market Outlook for 2016 and 2017
May 19, 2016 XPX DC Metro: Last Chance! Joint Event with AM&AA DC Chapter
May 12, 2016 ​XPX DC Metro - Professional Development Seminar
April 21, 2016 XPX DC Metro- ESOPs: What They Forget to Mention…
March 17, 2016 XPX DC Metro - How PEOs Increase M&A and Exiting Company Valuation and Success
January 21, 2016 XPX DC Metro - How to Avoid "Business Divorces"
December 01, 2015 XPX DC Metro Annual Holiday Networking Event
November 19, 2015 XPX DC Metro - The Unplanned Exit
November 03, 2015 XPX DC Metro - Professional Development Workshop - Members Only
October 15, 2015 XPX DC Metro - Left Behind: The Owners are Exiting....What about the team?
September 17, 2015 XPX DC Metro - BUILDING TOWARD SUCCESSFUL EXIT: BUY-ME METRICS

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