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GROWTH. TRANSFER. LEGACY.

EVENTS

The Exit Planning Exchange Philadelphia Chapter holds events throughout the Greater Philadelphia 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

    • June 19, 2019
    • 7:30 AM - 9:15 AM
    • The Offices of ECKERT SEAMANS CHERIN & MELLOTT, LLC - Two Liberty Place 50 South 16th Street • 22nd Floor • Philadelphia, PA 19102

    Professional services firms face unique challenges that make business development more difficult and unpredictable than other B2B companies have. They manage and sell an unpredictable product, i.e., people. That does not mean, however, that your business and its success has to be unpredictable.

    Join us on June 19 when John Vanderslice, President and Founder of Sandler Training, Strategic Solutions Group shares key business development strategies for outpacing competition, accelerating growth, and building your book of business. John will also discuss critical techniques in moving your pipeline from conversation to decision.  Bio.

    • June 26, 2019
    • 8:00 AM - 9:30 AM
    • UBS Financial Services Inc., 411 South State Street 2nd Floor - Newtown, PA
    Register

    Independent sponsors help to bridge the gap between institutional investors, motivated executives seeking their next professional challenge, and family and founder-owned businesses looking to transition.

    We will explore the unique benefits of an independent sponsor and the best practices that lead to success.

    Join us on June 26 when R. Kenneth Bryant, Managing Partner and Co-Founder of Sidereal Capital Group, provides an introduction to learn how Independent sponsors help prepare small business owners to navigate the private equity ecosystem.

    Our Speaker:

    Ken Bryant, Founder of Sidereal Capital

    Ken Bryant brings nearly 20 years of private equity experience investing in lower middle market companies. Prior to co-founding Sidereal in 2012, Ken was a Managing Director at RLJ Equity Partners, LLC, a middle-market private equity firm where he was a key member of the management team and investment committee. Ken joined RLJ from The Wicks Group of Companies, a middle market private equity firm with nearly $1 billion of assets under management where he spent nearly eight years as an investment professional and managed many of the firm's activities in the education and media sectors. He has also worked at Enron Corp. where he developed international infrastructure projects in emerging markets and began his career as a Project Manager at the New York City Economic Development Corporation.

    Ken earned an A.B. from Harvard College and is a graduate of the University of Pennsylvania, where he obtained an M.B.A. from the Wharton School of Business and an M.A. from the School of Arts and Sciences. He is a Fellow of the Lauder Institute International M.B.A. program.

    • July 24, 2019
    • 8:00 AM - 9:30 AM
    • TBD

    XPX Philadelphia 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

    Hoe you'll join us!

    • August 28, 2019
    • 8:00 AM - 9:30 AM
    • TBD

    XPX Philadelphia 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

    Hoe you'll join us!

Past events

May 28, 2019 XPX Philadelphia – Suburban Bucks County event- M&A: A Team Sport
May 15, 2019 XPX Philadelphia - Like a shark, “Keep Moving or Die”... businesses must evolve every year...if they don’t grow — they die.
April 24, 2019 XPX Philadelphia-Bucks/Montgomery County Meeting: Increase the Speed and Certainty of Close
April 17, 2019 XPX Philadelphia - Reps and Warranties Insurance 101
March 27, 2019 XPX Philadelphia-XPX Bucks/Montgomery County Satellite Organizing meeting
March 20, 2019 XPX Philadelphia - Where’s The Exit?
February 20, 2019 XPX Philadelphia - Ambivalence & Resistance: Navigating Entrepreneurial Emotions and Behavior in the Advising Relationship
January 16, 2019 XPX Philadelphia - Post-transaction Wealth Management and Risk Budgeting – A Behavioral Finance Approach
December 12, 2018 XPX Philadelphia -Opportunity Zones: Is now the time?
November 14, 2018 XPX Philadelphia - Legal Documents
October 17, 2018 XPX Philadelphia - Private Equity Roundtable Discussion
October 02, 2018 XPX Philadelphia: Digital Presence
September 26, 2018 XPX Philadelphia - Perspectives of a corporate buyer
June 20, 2018 XPX Philadelphia - The Future of Architecture For Business Owners & Investors
May 16, 2018 XPX Philadelphia - Buy-Sell Checklist
April 18, 2018 XPX Philadelphia - Secrets from the Buyside: What do buyers know that sellers don’t?
March 21, 2018 XPX Philadelphia - Buy-Sell Checklist
January 17, 2018 XPX Philadelphia - Chapter Growth Strategy Meeting
December 20, 2017 XPX Philadelphia - PLANNING FOR LIFE AFTER CLOSING; WEALTH & CAREER TRANSITION
December 14, 2017 XPX Philadelphia & AM&AA Joint Holiday Party
November 15, 2017 XPX Philadelphia - Legal Documents:
October 24, 2017 XPX Philadelphia- Join Us! Seminar: Introduction to ESOPs
October 18, 2017 XPX Philadelphia - Due Diligence and What Is Cash Flow?
October 05, 2017 XPX Philadelphia - MEMBERS ONLY - TABLE FOR TEN
September 20, 2017 XPX Philadelphia - The Investment Banking/Selling Process
September 12, 2017 XPX Philadelphia - MEMBERS ONLY - TABLE FOR SIX
June 21, 2017 XPX Philadelphia - Defining Success:
May 17, 2017 XPX Philadelphia - Dealing With Family Dynamics In The Sale Process
April 19, 2017 XPX Philadelphia - Ownership Transition and Liquidity Alternatives without a sale
March 15, 2017 XPX Philadelphia - POSTPONED - Ownership Transition and Liquidity Alternatives without a sale
February 15, 2017 XPX Philadelphia - Realistic Strategic Alternatives and Sale Value
January 18, 2017 XPX Philadelphia Case Introduction:
December 07, 2016 XPX Philadelphia Joint Holiday Party - The Election is Over, What Will This Mean for You?
November 16, 2016 XPX Philadelphia - Building Value for a Maximized Business Sale
October 19, 2016 XPX Philadelphia- PPL
September 21, 2016 XPX Philadelphia Fall Kick-Off Networking Cocktail Party
June 15, 2016 XPX Philadelphia June Breakfast Meeting
May 18, 2016 XPX Philadelphia - Valuation: What Every Seller Should Know
April 20, 2016 XPX Philadelphia - The Unique Challenges of Technology Company Exits
March 16, 2016 XPX Philadelphia - “Understanding the Generations: Who They Are and How They Got That Way”
January 20, 2016 XPX Philadelphia - Planning for Business Succession Planning
December 02, 2015 XPX Philadelphia - Annual Member Only Holiday Networking Event
November 18, 2015 XPX Philadelphia - “Tuning Up Your Business for Sale”
October 21, 2015 XPX Philadelphia - "What do you mean my sale isn't 100% Cash & Carry?"
September 16, 2015 XPX Philadelphia - The 11th Hour Estate Plan

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