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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

    • August 02, 2021
    • ? - 9:00 AM (EDT)
    • Your Group Leader Will Reach Out to Set a Date / Time
    Register



    Your Group Leader Will Reach Out to Set a Date / Time

    AUGUST POWER NETWORKING
    THE PROGRAM RUNS ALL MONTH
    DEADLINE TO SIGN UP IS AUGUST 01, 2021


    XThe Cross-Chapter program is a supplement to local XPX Chapter power networking. Please visit your Chapter website for more information. Use this Cross-Chapter option if you want to meet members from other parts of the country. You are welcome to participate in both programs if you want. Here's how it works:

    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 us

    • August 18, 2021
    • 4:00 PM - 6:30 PM (EDT)
    • Mountain Branch - 1827 Mountain Road, Joppa, MD 21085
    Register

    This is NOT just a golf event, all non-golfers are welcome!



    Join XPX Maryland at Mountain Branch for an in-person casual networking event. Enjoy a beautiful setting and an opportunity to show off your putting skills. Golfers and non-golfers are both welcome to participate in the putting contest from approximately 4-5 pm, run by the local golf pro, followed by networking in a private room. Hordevoures and two (2) drink tickets are included in the event fee. Ample on-site free parking is also included. Putting contest winner will be awarded a Mountain Branch gift certificate!

    For those who would like to play a round of golf prior to the event, Mountain Branch is a public course. Please contact the Pro Shop directly to coordinate your own team and tee time: 410-836-9600 or at mountainbranch.com. You will be responsible for covering the cost of your own round.

    We look forward to seeing you there!

    Event Pricing:

    XPX Maryland Members Early Bird (through 8/14) – $45
    XPX Maryland Members Regular Fee – $50
    XPX Maryland Members Same Day Registration/Walk-In Fee – $60

    Non-Members Early Bird (through 8/14) - $55
    Non-Members Regular Fee -$65
    Non-Members Same Day Registration/Walk-In Fee - $75

    Refund Policy: You may request to cancel your registration for a full refund, up to 72 hours before the date and time of the event. We are unable to issue a credit towards another meeting or individual.


    THANK YOU TO OUR EVENT SPONSOR:






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    • August 25, 2021
    • 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 fourth 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!


    • September 02, 2021
    • ? - 9:00 AM (EDT)
    • Your Group Leader Will Reach Out to Set a Date / Time
    Register



    Your Group Leader Will Reach Out to Set a Date / Time

    SEPTEMBER POWER NETWORKING
    THE PROGRAM RUNS ALL MONTH
    DEADLINE TO SIGN UP IS SEPTEMBER 01, 2021


    XThe Cross-Chapter program is a supplement to local XPX Chapter power networking. Please visit your Chapter website for more information. Use this Cross-Chapter option if you want to meet members from other parts of the country. You are welcome to participate in both programs if you want. Here's how it works:

    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 us

Past events

July 28, 2021 XPX Maryland: Summer Networking Event
July 28, 2021 XPX Orientation
July 08, 2021 XPX DC Metro & XPX Maryland Joint Meeting - The Art of Selling Your Business
July 01, 2021 All XPX - Member Cross-Chapter Signup deadline for member power networking - July
June 30, 2021 XPX Orientation
June 29, 2021 XPX Maryland: Emerging Professionals Reboot : Escape the Heat (and the cicadas)
June 02, 2021 XPX Global - Member Cross-Chapter Signup deadline for member power networking - June
May 26, 2021 XPX Orientation
May 19, 2021 XPX Maryland: In-person XPX Happy Hour
May 01, 2021 XPX Members - Cross-Chapter Signup deadline for member power networking
April 28, 2021 XPX Orientation
April 16, 2021 XPX Maryland: Strategic Work Place Transition
March 24, 2021 XPX Emerging Professionals: When Advisors Collide
March 19, 2021 XPX Maryland: Understanding New Tax Laws
March 17, 2021 XPX Orientation
February 19, 2021 XPX Maryland: 7th Annual Power Networking Event
February 17, 2021 XPX Orientation
January 20, 2021 XPX Orientation
January 15, 2021 XPX Maryland: 2021 Economic Outlook
January 08, 2021 XPX Members - January Cross-Chapter Power Networking Options
December 16, 2020 XPX Orientation
December 01, 2020 XPX Maryland Members - December Session Power Networking
December 01, 2020 XPX Members - December Cross-Chapter Power Networking
November 20, 2020 XPX Maryland - Navigating Maryland’s Business Climate
November 18, 2020 XPX Orientation
November 04, 2020 XPX Maryland In Person Outdoor Networking Event- NEW DATE, 11/4
November 01, 2020 XPX Maryland Members - November Session Power Networking
October 21, 2020 XPX Orientation
October 16, 2020 XPX Maryland - High Risk – High Potential – High Healed Entrepreneurs
October 01, 2020 XPX Maryland Members - October Session Power Networking
September 18, 2020 XPX Maryland: Retirement - Member Event
September 16, 2020 XPX Orientation
September 03, 2020 XPX Maryland - Virtual Trivia and Networking Night
September 01, 2020 XPX Maryland Members - September Session Power Networking
August 19, 2020 XPX Orientation
July 15, 2020 XPX Orientation
July 01, 2020 XPX Maryland Members - July Session Power Networking
June 30, 2020 XPX Maryland: Getting Back to Work
June 17, 2020 XPX Orientation
May 20, 2020 XPX Orientation
April 29, 2020 XPX Advisor Exchange - EBITDAC, Disruption and Hiring Remotely
April 24, 2020 XPX Maryland Members Only COVID-19 Free Virtual Webinar
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 Maryland Emerging Professionals Group
February 21, 2020 XPX Maryland - POWER NETWORKING
February 19, 2020 XPX New Member Orientation
January 17, 2020 XPX Maryland - The Power of an ESOP
January 15, 2020 XPX New Member Orientation
December 18, 2019 XPX New Member Orientation
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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