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GROWTH. TRANSFER. LEGACY.

EVENTS

The Exit Planning Exchange Philadelphia Chapter holds events throughout the Greater Philadelphia & Bucks County 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. These meetings are held in two locations:

  • Downtown Philadelphia on the third Wednesday of each month from 7:30 AM - 9:15 AM.  (Excludes July & August)
  • Suburban Bucks County on the fourth Wednesday of each month from 7:45 AM - 9:30 AM.

We also organize late afternoon meetings in Greater Philadelphia.  Check out our event calendar below for the details on our latest meetings!

Upcoming events

  • XPX Philadelphia Members - July Session Power Networking

    • July 01, 2020
    • 4:00 PM (EDT)
    • July 31, 2020
    • 9:00 PM (EDT)
    • Virtual - coordinate details with your assigned group
    • 24 registrants


    July Power Networking
    The program runs all month
    Deadline to sign up is July 01, 2020 at 4:00 PM EDT

    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 your XPX Chapter
    • 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
    These groups will help us all to get to know one another, discuss the client issues we are encountering, and collectively, perhaps, come to some solutions for a client.

    Suggested discussion topics this month include: 

    • How you are adapting your work processes to current conditions
    • Trends you are seeing as your clients and the economy open up
    • Stories about the best/worst/most inspiring situations you've experienced this month
    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 me,

    Sean-Tamba Matthew, Power Networking Chair.


    Cross-Chapter Program also available for those who are interested
    Show details

  • XPX Philadelphia - Two topics at our July 15 virtual session

    • July 15, 2020
    • 7:50 AM - 9:00 AM (EDT)
    • Virtual - connection details sent upon registration
    • 19 registrants
    Register

    PLEASE LOG IN EARLY TO BE READY FOR 8:00 AM START TIME
    (AND FEEL FREE TO STICK AROUND FOR NETWORKING AFTER THE PROGRAM)


    Considerations in investment banking engagement letters
    &
    Forecasting for 2020 and 2021

    David DeMuth of CFO Consulting Partners https://cfoconsultingpartners.com/our-team/david-p-demuth will lead a discussion regarding best practices for financial forecasting and modeling post COVID 19 for 2020 and 2021.

    Michael Plunkett of Plunkett Law Group will lead a discussion regarding key terms and considerations of investment banking engagement letters from a client perspective. Steve Economou will provide the investment banking perspective to the discussion.




    Show details

  • XPX Orientation

    • July 15, 2020
    • 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 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 third 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!


    Show details

Past events

June 17, 2020 XPX Orientation
June 17, 2020 XPX PHILDELPHIA - Cash Flow/Tax Impact of Buying or Selling a Business
May 20, 2020 XPX Orientation
May 20, 2020 XPX PHILDELPHIA - What are Private Equity Groups seeking now in deal flow?
April 29, 2020 XPX Advisor Exchange - EBITDAC, Disruption and Hiring Remotely
April 22, 2020 XPX Advisor Exchange
April 22, 2020 XPX PHILDELPHIA MEMBERS ONLY CATCH UP/NETWORKING DISCUSSION
April 15, 2020 XPX Advisor Exchange - Supply Chains, Presenting Remotely and Business Value
April 15, 2020 XPX New Member Orientation
April 08, 2020 Member Virtual Event - XPX Philadelphia: My Transaction Closed before the Crisis, should I worry?
April 01, 2020 XPX Advisor Exchange - M&A, Employment law, Healthcare, Courage
March 25, 2020 XPX Advisor Forum
March 25, 2020 XPX Philadelphia Bucks County Location: POSTPONED! Let’s Get Creative-Options for financing deals between $5M and $8M
March 18, 2020 Virtual Meeting on Virtual Meetings
March 18, 2020 XPX New Member Orientation
March 18, 2020 XPX Philadelphia: POSTPONED - Stepping Into The Void: Option for Helping Clients
February 26, 2020 XPX Philadelphia Bucks County Location: IS AN EMPLOYEE STOCK OWNERSHIP PLAN (ESOP) RIGHT FOR YOU?
February 19, 2020 XPX Philadelphia: THE POWER OF LINKEDIN
February 19, 2020 XPX New Member Orientation
January 29, 2020 XPX Philadelphia Bucks County Location: THE POWER OF LINKEDIN
January 15, 2020 XPX New Member Orientation
January 15, 2020 XPX Philadelphia: What are Independent Sponsors and why are they relevant?
December 18, 2019 XPX Philadelphia - How to Prepare Future Generations to Create a Familial Super Power
December 18, 2019 XPX New Member Orientation
November 20, 2019 XPX Philadelphia: Pre-Sale Planning: The Window of Opportunity
November 13, 2019 XPX New Member Orientation
October 23, 2019 XPX Philadelphia Bucks County Event - Behavioral Finance: Principles to help business owners make better, more informed decisions
October 16, 2019 XPX Philadelphia - Is an Employee Stock Ownership Plan (ESOP) Right for You?
September 25, 2019 XPX Philadelphia Bucks County Event - WHERE DO WE GO FROM HERE?- A CASE STUDY
September 18, 2019 XPX Philadelphia - People Due Diligence
August 28, 2019 XPX Philadelphia Bucks County Event - Stepping Into the Void: Options for Helping Clients (and Prospects) Who Don't Know What They Don't Know
July 24, 2019 XPX Philadelphia Bucks County Event – Nonqualified Deferred Compensation- A business transition tool
June 26, 2019 XPX Philadelphia Bucks County Event - What Are Independent Sponsors and Why Are they Relevant?
June 19, 2019 XPX Philadelphia - Building Your Book: Hope Is Not A Strategy
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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