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EVENTS

Upcoming events

    • September 12, 2017
    • 12:00 PM - 2:00 PM
    • The Union League of Philadelphia, Broad and Sansom Streets, Philadelphia

    Please join us for a very special Exit Planning Exchange TABLE FOR SIX, exclusively for Members of XPX Philadelphia.

    TABLE FOR SIX is a get-together of goal-oriented business owners and professionals. Its more than just Lunch. There is no agenda nor sales presentations. Networking is very much encouraged (bring plenty of business cards!!). Each of us has an expertise in our chosen business, or just have some interesting life experiences.

    As a direct result of participation at prior TABLE FOR SIX lunches, we have had several cross-referral business successes.

    September TABLE FOR SIX features a very special guest:

    We all want to grow our business. We all want customers and prospects to know our unique skills. Too often, we just dont know the action steps to effectively market and grow our brand. That limits our ability to get to the “next-level”.

    LEO LEVINSON is the Founder and President of Group Levinson, an advertising, public relations and brand marketing firm. Group Levinson has as its core mission: “We build brands and energize strategies for results and market loyalty. We help unknown experts and brands become known”.

    Please join us for a very special TABLE FOR SIX.

    RSVP: SANDRA SCHWARTZ (856)222 4723

    Yes, you may bring a Guest, and are encouraged to do so.

    This Event is an Exclusive Benefit to XPX PHILADELPHIA MEMBERS only. TABLE FOR SIX is made possible by a subsidy from Joseph Myers, Owner, Myers & Co., Mt Laurel, New Jersey.

    • September 20, 2017
    • 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

    At our September session we will continue with our case study of Hi-Tech Industries. To date, we have explored, value drivers, liquidity alternatives, and family dynamics. Veteran deal maker Susan Rosner will lead our next discussion on the investment banking or selling process. The discussion will include when and how to “go to market,” and the process of marketing and selling the company to achieve a deal, a good valuation and reasonable deal terms. Please join us.

    Click here for the Case Study.

    Moderator:

    Susan Rosner, MBAManaging Partner (PA-USA) Calder Professional
    Bio.





    • October 18, 2017
    • 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


    Stay tuned!


    Click here for the Case Study.


    Investment

    XPX Philadelphia in good standing are complimentary.

    Non-members: $75

    At the door: $85 non-members and complimentary for XPX Philadelphia Members.

    Breakfast will be served.


    • November 15, 2017
    • 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

    The Good, The bad & The Ugly

    Stay tuned!

    Click here for the Case Study.


    Investment

    XPX Philadelphia in good standing are complimentary.

    Non-members: $75

    At the door: $85 non-members and complimentary for XPX Philadelphia Members.

    Breakfast will be served.

    • December 20, 2017
    • 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

    Stay tuned!

    Click here for the Case Study.


    Investment

    XPX Philadelphia in good standing are complimentary.

    Non-members: $75

    At the door: $85 non-members and complimentary for XPX Philadelphia Members.

    Breakfast will be served.


Past events

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

Chapter Events

Sponsors

TESTIMONIALS

XPX provides great networking with people who share. There are no territorial issues, cooperation is encouraged. Panels include real life success stories (and failures) from business owners that make it real. My firm has sourced several Business Valuations and Tangible Asset Appraisals in support of other member activities.


Tom Gudowicz, EAC Valuations

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