Log in


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

    • February 01, 2021
    • ? - 4:00 PM (EST)
    • Sign up for this virtual program by the first of the month
    Register



    FEBRUARY POWER NETWORKING
    THE PROGRAM RUNS ALL MONTH
    DEADLINE TO SIGN UP IS FEBRUARY 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

    • February 04, 2021
    • 7:45 AM - 9:00 AM (EST)
    • Virtual - Connection details sent upon registration
    Register

    Business owners know their businesses better than anyone. They have spent countless hours and sleepless nights working to build a valuable business to provide a living today and hopefully, sell in the future. But did you know 80% of business owners can never sell their business? And of the 20% that do sell, only a handful sell for what they believe it to be worth.

    Justin Goodbread has devoted his career to helping business owner build valuable and sellable businesses. Please join us as Justin shares how an owner can build and accelerate business value to accomplish the successful exit that they deserve!

    Our Speaker:

    Justin A. Goodbread, CFP®, CEPA®, CVGA®, owner of Heritage Investors, LLC., Heritage Business Advisors and FinanciallySimple.com, is a nationally recognized financial planner, educator, wealth manager, author, speaker, and entrepreneur. He has 20+ years of experience starting, buying, owning, and selling businesses. Justin is a three-time recipient of the Investopedia Top 100 Advisor award and the Exit Planning Institute’s Exit Planner Leader of the Year.



    Virtual Event Pricing:

    Non-Members: $10.00
    XPX DC Metro Members & Sponsors in good standing are complimentary, so join Today!
    Connection details sent upon registration.




    GOLD






    SILVER






    • February 17, 2021
    • 10:50 AM - 11:30 AM (EST)
    • 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!


Past events

January 20, 2021 XPX Orientation
January 08, 2021 XPX Members - January Cross-Chapter Power Networking Options
January 07, 2021 XPX DC Metro: The State of Exit Planning in 2021
December 16, 2020 XPX Orientation
December 10, 2020 XPX DC METRO HOLIDAY HAPPY HOUR CELEBRATION
December 01, 2020 XPX Members - December Cross-Chapter Power Networking
November 18, 2020 XPX Orientation
November 05, 2020 XPX DC Metro - Financing and M&A in the Current Pandemic
November 01, 2020 XPX DC Metro Members -November Session Power Networking
October 21, 2020 XPX Orientation
October 01, 2020 XPX DC Metro - Caring for Clients in a Turbulent Market
October 01, 2020 XPX DC Metro Members - October Session Power Networking
September 16, 2020 XPX Orientation
September 03, 2020 XPX DC Metro - Fall Update on the Market
August 19, 2020 XPX Orientation
July 15, 2020 XPX Orientation
July 09, 2020 XPX DC CHAPTER - Can You Make Lemonade from Your Client’s Lemons?
July 01, 2020 XPX DC Metro Members - July Session Power Networking
June 17, 2020 XPX Orientation
June 04, 2020 XPX DC CHAPTER - INTENTIONAL LEADERSHIP IN TIMES OF UNCERTAINTY
May 20, 2020 XPX Orientation
May 07, 2020 XPX DC CHAPTER VIRTUAL MEETING: COVID-19's Business Impact: Leading through challenges and opportunities
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 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 05, 2020 XPX DC Metro - How to help an owner identify the health and readiness of their company and themselves
February 19, 2020 XPX New Member Orientation
February 06, 2020 XPX DC Metro - To Whom Do I Sell the Business?
January 15, 2020 XPX New Member Orientation
January 09, 2020 XPX DC Metro - Back to Basics – The Exit Planning Process
December 18, 2019 XPX New Member Orientation
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

Chapter Events

GOLD SPONSORS

SILVER SPONSORS

Copyright XPX Global LLC | Terms-of-Use | Privacy-Policy