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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

    • October 21, 2020
    • 10:50 AM - 11:30 AM (EDT)
    • 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!


    • November 01, 2020
    • (EDT)
    • Virtual this month - coordinate details with your assigned group
    Register



    november POWER NETWORKING

    THE PROGRAM RUNS ALL MONTH
    DEADLINE TO SIGN UP IS november 1, 2020 AT 4:00 PM ET

    This month's suggested discussion topic:

    Share a collaboration story where you've worked successfully with advisor(s) to deliver better outcomes for your client


    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 me directly.

    Todd Feldman, Power Networking Chair


    Cross-Chapter Program also available for those who are interested
    • November 05, 2020
    • 7:45 AM - 9:00 AM (EST)
    • Virtual - connection details sent upon registration
    Register

    Uncertainty brings risk. So, it is no surprise that the landscape for financing an acquisition has changed as well. This month we’ll explore what has changed and what hasn’t, which industries are looked at favorably, impact on timing of funding and other pertinent questions. These issues affect the entire Exit Planning process, so please join us for this informative session!

    Our Panelists:


    Herb Ezrin – President, Potomac Business Group

    Herbert S. Ezrin is the owner CEO and President of Potomac Business Group, an investment banking firm that is in its twenty-sixth year of operation.

    Herb provides M&A advising for both buy- and sell-side clients. He advises clients on all areas of a transaction including pitch book preparation, valuations, EBITDA, the Offer and financing the acquisition.

    Herb also assists with capital raises, financing of all types and assisting with all needs of his clients. His years of experience brings tremendous “value add” to his clients. His motto is “where there is a will there is a way”.

    Herb started his career as a CPA, then an attorney and businessman before starting Potomac Business Group. Herb is a fourth generation Washingtonian; moved to Maryland when he married; and has three children and four grandchildren.


    Kevin Learned – Partner, McMahon, Welch and Learned, LLC

    Kevin Learned is a founding Partner with the law firm McMahon, Welch and Learned, PLLC in Reston, Virginia. Mr. Learned’s practice focuses on advising clients on general corporate and securities matters, including company formation and governance, buy-sell agreements, operating and stockholder agreements, mergers and acquisitions, private offerings of debt and equity securities (including friends and family, angel, venture capital and private equity investments), corporate divorces and other reorganizations, joint ventures, small business certifications (including 8(a), SDVO, WOSB, HUB Zone and MBE/DBE certifications), executive employment and equity matters, deferred compensation plans, franchise agreements, trademarks, and other commercial contracts and agreements.



    Michael DeVito - FVP SBA Lending, 44 Business Capital

    Mike began his SBA career in 1990 as a credit underwriter with The Money Store Investment Corporation in their Philadelphia Office, and in 1994 relocated to Maryland to open The Money Store’s Mid-Atlantic office. For the past 15 years Mike has served as Vice President for EagleBank, Susquehanna Bank and most recently First Bank Financial Centre, assisting small business owners obtain necessary financing through SBA’s various lending programs throughout the DMV. In addition to his banking experience, Mike co-founded MM&D Professional Transitions, a full-service dental practice brokerage firm, and founded Atlantic Coast Capital, which arranged financing options for small business acquisitions. Mike lives in Timonium, Maryland with his wife and two sons.

    • December 10, 2020
    • 5:30 PM - 7:00 PM (EST)
    • Virtual - connection details sent upon registration
    Register



    XPX DC METRO HOLIDAY HAPPY HOUR CELEBRATION

    Dear XPX team,

    We are all probably rejoicing to see 2020 come to an end. It’s been a great thing to be able to share this journey together (at least once per month). Even though we can’t do our usual End of Year gathering, we do want to celebrate together and cheer to new beginnings in 2021.

    Please join us for a:

    Virtual XPX DC Metro Holiday Happy Hour Celebration

    Date: Thursday, December 10th, 2020

    Time: 5:30pm – 7:00pm

    To celebrate, we’ll send you a $25 gift card to purchase a bottle of wine or other preferred beverage at one of the following locations:

    A. Total Wine
    B. Downtown Crown Beer
    C. Montgomery County Liquor Store


    So please enter the following questions on the registration form.

    • Which location is best for you (unfortunately we can’t hand deliver!)
    • Your preferred mailing address to send you the gift certificate.

    Please be sure to register. You’ll receive a Zoom Link shortly thereafter.

    Thank you and we look forward to hearing from you by November 10th, 2020

Past events

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

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