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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

    • September 05, 2019
    • 7:30 AM - 9:30 AM
    • Rolling Road Golf Club 814 Hilltop Avenue Catonsville, MD 21228
    Register

    XPX Maryland’s Affinity Group Fall Kick-Off Event!

    We’re Re-Booting the XPX Affinity Groups. And, we need your help!

    On September 5 we will explore new ways to make this resource a

    Better, Stronger and a Faster way to grow your practice.

    Sign up today and receive a 40% discount

    off regular event pricing

    Plus a chance to win

    the XPX Maryland Exit Planning Library


    Don’t miss out on your chance to make a marked impact on our chapter.

    Attendance Fee is only $15*


    Win the Exit Planning Library!


    XPX Maryland: Members Only Affinity Group

    September 05, 2019 7:30 AM - 9:30 AM

    Rolling Road Golf Club 814 Hilltop Avenue Catonsville, MD 21228


    7:30 AM – 8:00 AM – Networking

    8:00 AM – 8:30 AM – Breakfast
    8:30 AM – 9:30 AM – REBOOT

    This is a XPX Maryland, Member-Only benefit.

    Kind regards,

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

    • September 20, 2019
    • 8:00 AM - 10:00 AM
    • Rolling Road Golf Club 814 Hilltop Ave, Catonsville, MD 21228
    Register

    Buyers for small- and middle-market companies come in all shapes and sizes. The type of buyer for your client’s business can have a material impact on the transaction in terms of due diligence, timing, financing, the seller's ongoing role, staff retention, valuation and the ongoing legacy of the business.

    Speaker: 
    Jeff McNeill, Chief Development Officer of Refresh Mental Health

    Please join us as Jeff McNeill provides us with best practices and first-hand experience working through an active roll-up in the Behavioral Health industry.

    Founded in 2017, Refresh Mental Health is the parent company of leading mental health practices with unique and specialized programs throughout the United States. They currently have over 1000 staff members working from over 65 locations, including Maryland.

    Prior to joining Refresh Mental Health, Jeff was a co-founder and Partner of Palmetto Capital Partners, a Partner in the private equity groups at GenSpring Family Offices and SunTrust Banks, and a financial analyst in the investment banking division of Salomon Smith Barney.

    Agenda:

    8:00 AM – 8:30 AM – Networking
    8:30 AM – 9:00 AM– Breakfast
    9:00 AM – 10:00 AM – Presentation

    • October 18, 2019
    • 8:00 AM - 10:00 AM
    • Rolling Road Golf Club 814 Hilltop Ave, Catonsville, MD 21228
    Register
    Cyber Crime is one of the greatest threats to every business. The impacts to the financial health of the company, reputation, and ability to operate can be catastrophic if not handled well from the time of the incident identification. Join us as we review some recent cases employers have faced and how they handled the situation. Who should get involved, what data is available, and what happens when you need help to solve the situation?


    Speaker: 
    Brian Dykstra, Atlantic Data Forensics, Inc.

    Brian Dykstra has over 21 years’ experience in investigations, computer forensics, incident response, network and wireless security testing and information security policy. Before founding Atlantic Data Forensics, Mr. Dykstra was the CIO & Director of Professional Education and a founding member of Mandiant, where he was responsible for the development and management of numerous advanced computer security and cybercrime investigation courses.

    While at Mandiant, Mr. Dykstra annually trained over 400 FBI Cyber Crime agents as well as many state and local investigators through a series of highly acclaimed cybercrime investigation courses as Mandiant's Chief Information Officer (CIO).

    Agenda:

    8:00 AM – 8:30 AM – Networking
    8:30 AM – 9:00 AM– Breakfast
    9:00 AM – 10:00 AM – Presentation

    • December 05, 2019
    • 7:30 AM - 9:30 AM
    • Rolling Road Golf Club 814 Hilltop Avenue Catonsville, MD 21228

    Details to come in early November. Please check back.

    7:30 AM – 8:00 AM – Networking

    8:00 AM – 8:30 AM – Breakfast
    8:30 AM – 9:30 AM – Case Study

    This is a XPX Maryland, Member-Only benefit.

    Kind regards,

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

Past events

August 07, 2019 XPX Maryland Summer Fun Networking Event
June 20, 2019 XPX Maryland Emerging Professionals Group
May 13, 2019 XPX Maryland Spring Networking Event
April 24, 2019 XPX Maryland Emerging Professionals Group
April 19, 2019 XPX Maryland - Breakfast Seminar
April 04, 2019 XPX Maryland: When Personalities Clash in Deal Negotiations - Members Only Affinity Group
March 15, 2019 XPX Maryland - POWER NETWORKING
February 15, 2019 XPX Maryland -A Tale of Two Firms: To Merge or Not To Merge
January 25, 2019 XPX Maryland Emerging Professionals Group
January 18, 2019 XPX Maryland - A New Way to Think of Brand Value: Experience Management
December 06, 2018 XPX Maryland Members Only Affinity Group Meeting: Better by the Half Dozen - A Family Exchange of Values
December 03, 2018 XPX Maryland Holiday Networking Event
November 29, 2018 XPX Maryland Emerging Professionals Group
November 16, 2018 XPX Maryland - Lessons Learned: Growing a Small Business through Culture and Acquisitions
October 19, 2018 XPX Maryland -A CEO's Perspective - Doing Deals and Service Providers
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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