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EVENTS

Upcoming events

    • May 18, 2017
    • 7:15 AM - 9:00 AM
    • Tower Club, 8000 Towers Crescent, Suite 1700, Vienna, VA

    Financial Due Diligence

    Panel Discussion: C vs S-corp, Accounting & Financial Due Diligence, Review Tax Returns, Tax Mitigation Strategies

    We are looking forward to you joining us at our May meeting as we take a deep dive into all things financial! We will discuss important tax, financial and accounting planning that Telecom Partners must tackle. Our speakers will address possible tax mitigation strategies, the pros and cons of conversion of tax status from C-corp to S-corp, and more! Our own Bob Cohen and Gary Guttman will lead this important review!

    We are excited that you are joining our exit planning team this year. If you have not, please print the Case Study, read it, and bring a copy to our next meeting on May 18th.

    Also, please remember to sign up early – the week ahead of our meeting. Our venues need lead time to best prepare for us!

    Click here for the Case Study.


    Our Panel:

    Bob Cohen, Principal of Glass Jacobson

    Bob is a Principal and Director of Tax with Glass Jacobson and has over 30 years of experience advising large and small businesses, as well as high net worth individuals, in building wealth and valuable businesses. Previously, Bob was a Tax Partner at a BDO Seidman.

    Bob’s practice focuses on tax and wealth building for closely-held businesses in government contracting, real estate, construction, distribution, oil and gas, and professional services. He specializes in advising businesses through mergers and acquisitions, with expert advice in tax, legal structure and financing. He also is expert with retirement planning.  Click here to read full bio.


    Gary Guttman, CEO of Capital CFO Services

    As CEO of Capital CFO Services, Gary Guttman has an extensive track record in helping B2B companies achieve and manage growth, increase their enterprise value and, in many cases, exit successfully. Gary has led merger, acquisition and due diligence initiatives resulting in the successful sale of seven companies with a value of more than $100 million. The annual revenues and industries of some of these companies are a $36M staffing business, a $25M staffing business, a $9M security enterprise, a $5M internet communications company and a $3M environmental consulting practice.  Click here to read full bio.





    • June 15, 2017
    • 7:15 AM - 9:00 AM
    • Bethesda Country Club - The Bethesda Room - 7601 Bradley Blvd, Bethesda, MD 20817

    THE BEST STRATEGIC BUYER

    The Optimal Strategic Partner, Due Diligence, LOI, Closing and Post Closing Items


    Stay tuned!

    Click here for the Case Study.


    • July 20, 2017
    • 7:15 AM - 9:00 AM
    • Tower Club, 8000 Towers Crescent, Suite 1700, Vienna, VA

    Estate & Insurance Planning, Business Continuity and Equity Protection, Management Incentive Programs


    Stay tuned!

    Click here for the Case Study.


    • September 21, 2017
    • 7:15 AM - 9:00 AM
    • Bethesda Country Club - The Bethesda Room - 7601 Bradley Blvd, Bethesda, MD 20817

    ACHIEVE OWNER GOALS AND TAX BENEFITS AT THE SAME TIME!

    Charitable remainder trusts, donor advised funds, charitable donations, tax impact)


    Stay tuned!

    Click here for the Case Study.



    • October 19, 2017
    • 7:15 AM - 9:00 AM
    • Tower Club, 8000 Towers Crescent, Suite 1700, Vienna, VA
    • November 16, 2017
    • 7:15 AM - 9:00 AM
    • Bethesda Country Club - The Bethesda Room - 7601 Bradley Blvd, Bethesda, MD 20817


    Stay tuned!

Past events

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

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TESTIMONIALS

Read the full text of these testimonials

Since the DC Chapter of XPX was founded in my office several years ago, I have believed in the concept:  create a hangout for professionals involved in helping companies with their exit...-Eddie Snyder

In just over one year of membership, I have gained not only a network, but a welcoming community of like-minded professionals, whose primary goal is to bring their deep knowledge, skill, and integrity to those they serve...-Beth Berman, Certified WHY and Compellications™ (Compelling Communications) Coach, Speaker, & Consultant

The main things I value at XPX are growth and learning in a business space with professionals and great connections on a peer level providing a very positive experience.-Jan Ridgely - Executive Director United Charitable Programs


The networking at XPX (in both MD and DC Metro) is excellent.  I love meeting the attendees, especially in the professional services market.   It is a wonderful venue to meet and see people a number of times over a period of time...-Brooke Tucker – Managing Director and  Valuation Firm Principal

I enjoy interacting and keeping current with other members. I greatly value the in-depth learning content and it is more varied than I experience at other networking organizations...-Riyad Said- Managing Member and Chief Investment Officer at TA Capital Management, LLC

At XPX, I find really great people to network with, and I enjoy being able to prospect with a cadre of experienced and accomplished high level advisors, at one location, where you can learn about their expertise at a much deeper level... -Bob Cohen - CPA, Wealth Planner, Expert in Taxation and M&A, Corporate Division & Reorganization, Partnerships, Retirement Planning

XPX provides me the opportunity to stay in front of potential referral sources, meet new ones, and present useful info. I like that it is more informal and personal than other networking/learning organizations. -Ted Lauer - Access National Bank VP SVP & Manager - Leveraged Finance at Access National Bank

As a founder of this chapter, I am very pleased with its progress and where the board has taken it.  The networking and communication between the members could not be better... -Herb Ezrin – Principal M&A Firm President at Potomac Business Group, assisting Business Owner

With the DC Metro XPX membership, I have gained many valuable relationships with trusted advisors in a variety of B2B related businesses. From outsourced CFO’s to specialized M&A consultants...-Eddie Tuvin –Vice President – Business, Medical, SBA & Commercial Banking at Wells Fargo

XPX members are top notch, leaders in their respective fields. They bring a wealth of knowledge and experience that they readily share in very open and friendly forums.  Other organizations I have been a part of were not this way. The level of professionalism, yet sincere desire to collaborate is unmatched, and I have developed promising contacts and received referrals as a result of my in involvement in XPX. -Cecilia R. Jones, Esq., Press & Dozier, LLC


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