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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

    • January 03, 2019
    • 7:30 AM - 9:30 AM
    • Tower Club, 8000 Towers Crescent, Suite 1700, Vienna VA
    Register

    We are very excited to kick off our 2019 programs designed to focus on the Buyer side of exit planning. Through the upcoming year we will discuss critical buyer considerations long before the transaction – in the early planning stage, through the close, and post-close period.

    Our Speaker:

    Richard P. Phillip, CEO of Crossroads Capital, LLC.

    Richard brings considerable 20+ years of experience in corporate finance, consulting and investment banking as he sets the stage for our year by helping us understand current M&A trends, the buyer landscape and its implications, and much more.

    Richard Phillips leads a team of experienced financial analysts, research assistants and directors bringing the organization’s tailored solutions to middle market companies throughout the US and around the world.

    Richard received his MS in Applied Economics from Johns Hopkins University and his BA from Lafayette College.

    IMPORTANT NOTICE: PLEASE TAKE NOTE OF THE CHANGE OF DATES FOR OUR MONTHLY EVENTS. FOR 2019, WE ARE GENERALLY MEETING THE FIRST THURSDAY OF EACH MONTH (EXCEPT JUNE AND JULY). PLEASE NOTE THE SAVE THE DATE NOTICE EACH OF YOU RECEIVED AT OUR HOLIDAY EVENT, OR WAS SENT TO YOUR EMAIL. MAKE NOTES OF THESE DATES ON YOUR ANNUAL CALENDAR SO YOU DON’T MISS A SINGLE MEETING!!

    • February 07, 2019
    • 7:30 AM - 9:30 AM
    • Bethesda Country Club - The Bethesda Room - 7601 Bradley Blvd, Bethesda, MD

    XPX DC Metro Chapter hosts monthly meeting that are focused on deep learning and networking with fellow advisors to privately-held businesses. Our speakers and attendees are experts who focus on particular aspects of the private company life cycle including business value growth, business value transfer and owner life and legacy.

    At this meeting, you can expect to:

    Learn how to better serve your clients

    Meet new contacts in the private company market

    Get visibility with your existing network of contacts

    Gain an appreciation of the power of the XPX Advisor Principles

    Hope you'll join us!

    • March 07, 2019
    • 7:30 AM - 9:30 AM
    • Tower Club, 8000 Towers Crescent, Suite 1700, Vienna VA

    XPX DC Metro Chapter hosts monthly meeting that are focused on deep learning and networking with fellow advisors to privately-held businesses. Our speakers and attendees are experts who focus on particular aspects of the private company life cycle including business value growth, business value transfer and owner life and legacy.

    At this meeting, you can expect to:

    Learn how to better serve your clients

    Meet new contacts in the private company market

    Get visibility with your existing network of contacts

    Gain an appreciation of the power of the XPX Advisor Principles

    Hope you'll join us!

    • April 04, 2019
    • 7:30 AM - 9:30 AM
    • Bethesda Country Club - The Bethesda Room - 7601 Bradley Blvd, Bethesda, MD

    XPX DC Metro Chapter hosts monthly meeting that are focused on deep learning and networking with fellow advisors to privately-held businesses. Our speakers and attendees are experts who focus on particular aspects of the private company life cycle including business value growth, business value transfer and owner life and legacy.

    At this meeting, you can expect to:

    Learn how to better serve your clients

    Meet new contacts in the private company market

    Get visibility with your existing network of contacts

    Gain an appreciation of the power of the XPX Advisor Principles

    Hope you'll join us!

    • May 02, 2019
    • 7:30 AM - 9:30 AM

    XPX DC Metro Chapter hosts monthly meeting that are focused on deep learning and networking with fellow advisors to privately-held businesses. Our speakers and attendees are experts who focus on particular aspects of the private company life cycle including business value growth, business value transfer and owner life and legacy.

    At this meeting, you can expect to:

    Learn how to better serve your clients

    Meet new contacts in the private company market

    Get visibility with your existing network of contacts

    Gain an appreciation of the power of the XPX Advisor Principles

    Hope you'll join us!

    • June 13, 2019
    • 7:30 AM - 9:30 AM
    • Bethesda Country Club - The Bethesda Room - 7601 Bradley Blvd, Bethesda,

    XPX DC Metro Chapter hosts monthly meeting that are focused on deep learning and networking with fellow advisors to privately-held businesses. Our speakers and attendees are experts who focus on particular aspects of the private company life cycle including business value growth, business value transfer and owner life and legacy.

    At this meeting, you can expect to:

    Learn how to better serve your clients

    Meet new contacts in the private company market

    Get visibility with your existing network of contacts

    Gain an appreciation of the power of the XPX Advisor Principles

    Hope you'll join us!

    • July 11, 2019
    • 7:30 AM - 9:30 AM
    • Tower Club, 8000 Towers Crescent, Suite 1700, Vienna VA

    XPX DC Metro Chapter hosts monthly meeting that are focused on deep learning and networking with fellow advisors to privately-held businesses. Our speakers and attendees are experts who focus on particular aspects of the private company life cycle including business value growth, business value transfer and owner life and legacy.

    At this meeting, you can expect to:

    Learn how to better serve your clients

    Meet new contacts in the private company market

    Get visibility with your existing network of contacts

    Gain an appreciation of the power of the XPX Advisor Principles

    Hope you'll join us!

    • September 05, 2019
    • 7:30 AM - 9:30 AM
    • Bethesda Country Club - The Bethesda Room - 7601 Bradley Blvd, Bethesda, MD

    XPX DC Metro Chapter hosts monthly meeting that are focused on deep learning and networking with fellow advisors to privately-held businesses. Our speakers and attendees are experts who focus on particular aspects of the private company life cycle including business value growth, business value transfer and owner life and legacy.

    At this meeting, you can expect to:

    Learn how to better serve your clients

    Meet new contacts in the private company market

    Get visibility with your existing network of contacts

    Gain an appreciation of the power of the XPX Advisor Principles

    Hope you'll join us!

    • October 03, 2019
    • 7:30 AM - 9:30 AM
    • Tower Club, 8000 Towers Crescent, Suite 1700, Vienna VA

    XPX DC Metro Chapter hosts monthly meeting that are focused on deep learning and networking with fellow advisors to privately-held businesses. Our speakers and attendees are experts who focus on particular aspects of the private company life cycle including business value growth, business value transfer and owner life and legacy.

    At this meeting, you can expect to:

    Learn how to better serve your clients

    Meet new contacts in the private company market

    Get visibility with your existing network of contacts

    Gain an appreciation of the power of the XPX Advisor Principles

    Hope you'll join us!

    • November 07, 2019
    • 7:30 AM - 9:30 AM
    • The Bethesda Room - 7601 Bradley Blvd, Bethesda, MD

    XPX DC Metro Chapter hosts monthly meeting that are focused on deep learning and networking with fellow advisors to privately-held businesses. Our speakers and attendees are experts who focus on particular aspects of the private company life cycle including business value growth, business value transfer and owner life and legacy.

    At this meeting, you can expect to:

    Learn how to better serve your clients

    Meet new contacts in the private company market

    Get visibility with your existing network of contacts

    Gain an appreciation of the power of the XPX Advisor Principles

    Hope you'll join us!

Past events

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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