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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 8:00 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

    • August 28, 2019
    • 8:00 AM - 9:30 AM
    • UBS Financial Services Inc. 411 South State Street, Floor 2, Newtown PA 18940
    Register

    When was the last time you heard, "I just need a simple agreement; or a quick review of my balance sheet, or 10 minutes of advice on how to address an employee concern?; only to find that - "simple" means restructuring the entire operating agreement, your client's entire financial recording keeping system is contained in a shoebox, or the employee concern may result in a class-action lawsuit.

    Like us, you are undoubtedly called upon to help clients who don't-know-what-they-don't-know. What are your success strategies for bridging these gaps? What have you learned from your experiences that could help others? What secret wisdom would you like from your fellow XPXers? This is your opportunity to share your experiences and learn from (and about) others.

    Our Speaker:

    Laura Kellers Queen,Ed.D. - Founder and CEO of 29Bison, Bio.

    • September 18, 2019
    • 7:30 AM - 9:15 AM
    • The Offices of Offit Kurman, Ten Penn Center, 1801 Market Street • Suite 2300 • Philadelphia, PA
    Register

    During the due diligence process, endless hours are often spent focused on finances, legal issues and operations with limited emphasis on people. As a result, many M&A initiatives fail due to turnover and cultural misalignment. In this meeting, we will share best practices for talent assessment, which can be helpful for identifying the future leadership team, informing integration plans, and aiding in other personnel decisions.

    Our Speaker:

    Marc Prine of MIP Consulting, LLC

    Our speaker will be Dr. Marc Prine, who has extensive experience assisting private equity firms in their M&A talent assessment process.

    • October 16, 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
    Register

    Sean-Tamba Matthew of SES ESOP Strategies, a Stevens & Lee/Griffin company, will provide information on Employee Stock Ownership Plans (ESOPs) and how these plans work. Mr. Matthew will also discuss the benefits and risks of ESOPs along with an overview of an ideal ESOP candidate.

    Mr. Matthew advises companies, business owners, boards of directors and employee stock ownership plan (ESOP) trustees on transactional, corporate governance and formation matters related to the design and implementation of ESOPs. Mr. Matthew’s work includes drafting and negotiating agreements and other documents for mergers and acquisitions, reorganizations and corporate governance and formation matters. He has a J.D. from Temple University Beasley School of Law and a B.A. in Political Science from the University of Pennsylvania.

Past events

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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