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                GROWTH. TRANSFER. LEGACY.

EVENTS

The Exit Planning Exchange Maryland Chapter holds events throughout the Greater Baltimore 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 19, 2018
    • 8:00 AM - 10:00 AM
    • Rolling Road Golf Club 814 Hilltop Ave, Catonsville, MD 21228
    Register

    Bruce Zwicker, former CEO of J.J. Haines, a 145 year old $500 million sales privately held family owned Maryland company, shares his extensive acquisition related experience.

    Bruce will discuss how CEO’s think about acquisition deals and how they will typically behave towards service providers during the deal and integration stages. CEO’s have priorities and pressures when doing acquisition deals ranging from balancing the needs of stakeholders such as other owners, investors, banks, customers, suppliers, employees, and the community and the urgent and pressing need to drive towards the acquisition goal. Pursuit of the reason for the deal is all consuming. Issues facing the CEO include talent, staffing, technology, culture, sales and market share, competition, expenses, and margin. Lots of plans, tight deadlines, too many meetings and emails, and decision deluge are the typical deal situation.

    In a fast-paced situation with a lot at stake and many demands on the CEO’s time and attention, what are the keys to becoming the effective service provider the CEO needs. Bruce will describe ways to get the CEO’s attention and show what you can do for him or her and their company.



    Thank You to Our Event Sponsor!



    • November 16, 2018
    • 8:00 AM - 10:00 AM
    • Rolling Road Golf Club 814 Hilltop Ave, Catonsville, MD 21228
    Register

    Presenter: Keith Miller, President and CEO at Strategic Factory

    Stay tuned for further information.

    • December 06, 2018
    • 7:30 AM - 9:30 AM
    • Rolling Road Golf Club 814 Hilltop Avenue Catonsville, MD 21228
    Register

    As a benefit for XPX Maryland members only, the Closely Held Business Affinity Group provides a forum conducive to cultivating meaningful referral relationships and fostering collaborative opportunities.

    At this meeting we will be breaking into groups to discuss case studies and inviting each participant's individual feedback and ideas.


    Kind regards,

    Greg Boucher
    President
    StrataSource Consulting
    410.799.2053 - direct
    443.623.5587 – mobile
    GBoucher@StrataSourceConsulting.com

Past events

September 25, 2018 XPX Maryland Emerging Professionals Group
September 21, 2018 XPX MD -Conversational Intelligence (C-IQ)
September 06, 2018 XPX Maryland Members Only Affinity Group Meeting
August 08, 2018 XPX Maryland’s Summer Fun Networking Event
June 14, 2018 XPX Maryland Members Only Affinity Group Meeting
May 30, 2018 XPX Maryland Emerging Professionals Group
May 08, 2018 XPX MD -Spring Networking Event
April 20, 2018 XPX MD - Right People – Right Roles
April 05, 2018 XPX MD Members Only Affinity Group Meeting
March 16, 2018 XPX MD - Post-Acquisition Integration
February 16, 2018 XPX MD - Optimizing the Value of Transactions Through Leadership Engagement & Organizational Alignment
January 19, 2018 XPX MD - Power Networking
December 15, 2017 XPX MD - Building Brand Value Through the Business Life Cycle
December 04, 2017 XPX Maryland Holiday Networking Event
November 17, 2017 XPX MD - Human Capital and Its Impact on Transitioning Businesses
October 20, 2017 XPX MD - Lessons Learned Along the Way
September 15, 2017 XPX MD - Deal Killers
August 23, 2017 XPX Maryland’s Summer Fun Networking Event
August 03, 2017 XPX MD Members Only Affinity Group Meeting
June 07, 2017 XPX Maryland - New Member Lunch
May 31, 2017 Joint XPX DC Metro and XPX Maryland Meet-Up
May 04, 2017 XPX MD Members Only Affinity Group Meeting
April 21, 2017 XPX MD - Partnership through Spinoff
March 17, 2017 XPX MD - Power Networking
February 17, 2017 XPX MD-Getting UP! How to Find the Energy to Rebalance Your Life
February 02, 2017 XPX MD Members Only Affinity Group Meeting
January 20, 2017 XPX MD- Passing the Family Torch without Getting Burned
December 16, 2016 XPX MD - ESOPs: Characteristics of a Good Candidate
December 08, 2016 XPX MD December 8 Joint Holiday Networking Event
November 18, 2016 XPX MD - Valuation and Due Diligence for Government Contractors
November 03, 2016 XPX MD Members Only Affinity Group Meeting
October 21, 2016 XPX MD - Building Businesses That Sell Themselves!
September 16, 2016 XPX MD - Strategic Growth Challenge
August 23, 2016 XPX MD - 3rd Annual Brew & Networking Fest
May 25, 2016 XPX MD - May 25 Evening at the BSO Networking Event
May 05, 2016 XPX MD Members Only Affinity Group Meeting
April 15, 2016 XPX MD -April 15 Breakfast Networking Event
March 18, 2016 XPX MD -Power Networking
March 03, 2016 XPX MD Members Only Affinity Group Meeting
February 19, 2016 XPX MD -February 19 Breakfast Networking Event
January 15, 2016 XPX MD -Building Value
January 07, 2016 XPX MD Members Only Affinity Group Meeting
December 16, 2015 XPX MD December 16 Joint Holiday Networking Event
November 20, 2015 XPX MD November 20 Networking Breakfast - Rethinking Referrals
November 05, 2015 XPX MD Members Only Affinity Group Meeting
October 16, 2015 XPX MD October 16 Networking Breakfast - Being Relational
September 18, 2015 XPX MD - Breakfast Meeting
September 03, 2015 Affinity Group Meeting - Members Only

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