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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

  • XPX New Member Orientation

    • December 18, 2019
    • 11:00 AM - 11:30 AM
    • Virtual - you'll receive call-in instructions upon registering
    Register

    Welcome to XPX!

    Please join us at this quick web meeting to meet other new 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 resources (especially our private video library) with your clients
    • 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 second 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)


    Show details

  • XPX Maryland - The Power of an ESOP

    • January 17, 2020
    • 8:00 AM - 10:00 AM
    • Rolling Road Golf Club 814 Hilltop Ave, Catonsville, MD 21228
    • 17 registrants
    Register
    Please join us as Christine Hurt, CFO at Ayers Saint Gross, discusses how the implementation of an Employee Stock Ownership Plan has transformed this Baltimore-based design firm. Christine will illustrate how the ESOP has changed the culture at the firm and turned the firm into a much more professional organization. Christine will also discuss ESOP pitfalls to avoid.

    Speaker:

    Christine M. Hurt, CPA, MBA
    Ayers Saint Gross, Inc. Principal, Chief Financial Officer

    Christine has more than 30 years of diverse experience managing accounting, HR, and IT functions in the built environment, for businesses ranging from $20 to $200 million in revenue. Her expertise includes corporate accounting, audit, and tax, including financial reporting and analysis, budgeting, audit requirements, regulatory reporting, treasury management, tax compliance, as well as financial oversight for insurance and bonding programs. She is currently on the Board of Trustees of the Baltimore Chamber Orchestra.

    Agenda:

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

    Show details

  • XPX Maryland - POWER NETWORKING

    • February 21, 2020
    • 7:30 AM - 10:00 AM
    • Rolling Road Golf Club 814 Hilltop Ave, Catonsville, MD 21228
    • 2 registrants
    Register

    This event is back by popular demand! Our Sixth Annual Power Networking Event!

    In addition to enjoying a buffet breakfast, participants will have two minutes, in a round-table format, to present their expertise, explain their vision for collaboration, and describe the type of business opportunities that interest them most. After each two minute round, we will rotate, giving each participant an opportunity to meet nearly half the people in the room. This format is a proven technique for uncovering partner relationships between complementary disciplines.

    More Meaningful Networking!

    We will invite the participants to either share their ideal client scenario or describe the profile of an ideal referral source or Center of Influence (COI). Many of us have built our practices through successfully marketing to Centers of Influence, however we do not necessarily see ourselves as "COI's". Most professional services practitioners have the ability to become invaluable and generous connectors within the community. To achieve this, however, it requires vision, discipline and coordination. The end goal is a smarter and more sustainable method of business development.

    Get ready to generate valuable relationships in this unique forum.

    Register Early as this event sells out every year.

    Agenda:

    7:30 AM – 8:30 AM – Networking

    8:15 AM – 8:45 AM – Breakfast

    8:45 AM – 10:00 AM– Power Networking

    Show details

  • XPX Maryland - High Risk – High Potential – High Healed Entrepreneurs

    • March 20, 2020
    • 8:00 AM - 10:00 AM
    • Rolling Road Golf Club 814 Hilltop Ave, Catonsville, MD 21228
    • 1 registrant
    Register

    Please join us as Gina Dubbe and Dr Leslie Apgar, share with us how a ob-gyn and an engineer turned entrepreneur became best friends and embarked on a cannabis enterprise that paid off big.

    With equal parts humor, humility, and resolve, they discuss their challenge and triumphs. They will explore their path to a wildly successful cannabis dispensary, launching a product line, tackling the unexpected and meaningful issues they've uncovered, and walking ahead with their heads - and heels - held high thanks to the lessons they've learned along the way.

    Speakers: Gina Dubbe and Dr Leslie Apgar, Co-Founders of Greenhouse Wellness and Blissiva.


    Gina Dubbe is a serial entrepreneur and venture capitalist. Currently, she serves as the Managing Director and Co-Founder of Greenhouse Wellness, an award winning dispensary in Maryland, and is also Co-Founder of Blissiva, a female focused cannabis line. Dubbé was also the Co-Founder of TheraPearl, a revolutionary hot and cold compress. Her work with TheraPearl led the company to rank on the Inc. 5000 list and she received accolades, including Forbes Magazine's Women Who Built Outstanding Companies.

    Leslie Apgar, MD is a board-certified OBGYN with 17 years of experience in direct patient care. She is also the Co-Founder and Medical Director of Greenhouse Wellness, a medical cannabis dispensary, as well as Co-Founder of Blissiva, a female focused cannabis line. Dr. Apgar is also the Founder of PuraVida, a Maryland-based cosmetic spa and laser center, which continues to thrive well into its tenth year of operation.

    Agenda:

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

    Show details

  • XPX Maryland - Breakfast Meeting - Save the date

    • April 17, 2020
    • 8:00 AM - 10:00 AM
    • Rolling Road Golf Club 814 Hilltop Ave, Catonsville, MD 21228

    XPX Maryland 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!


    Agenda:

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

    Show details

Past events

December 05, 2019 XPX Maryland: Members Only Affinity Group - Fairness & the Windfall – ESOPs are for Everybody?
December 02, 2019 XPX Maryland Holiday Networking Event
November 15, 2019 XPX Maryland - Economic Outlook
November 13, 2019 XPX Maryland Emerging Professionals Group
November 13, 2019 XPX New Member Orientation
October 18, 2019 XPX Maryland - Ransomware Threat Evolving: Employees are Largest Cyber Risk
September 20, 2019 XPX Maryland - Selling to a Strategic Buyer
September 05, 2019 XPX Maryland Members Only Affinity Group
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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