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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

    • October 23, 2019
    • 7:45 AM - 9:30 AM
    • UBS Financial Services Inc. 411 South State Street, Floor 2, Newtown PA 18940
    Register

    Join Philadelphia XPX at our Bucks County meeting to participate in a discussion about behavioral finance principles and how they can be used by professionals serving business owners. Behavioral Finance has been used by wealth management professionals to explain the sometimes unexpected and irrational financial decisions their clients make.

    Behavioral Finance proposes psychology-based theories to explain anomalies and attempts to identify and understand why people make certain financial and business choices. As a group, we will cover various behavior finance principals and discuss how they can be applied to real-world situations.

    John Uehling of Uehling Wealth management will lead the discussion.

    We look forward to a lively and interactive session.

    Breakfast and networking will start at 7:45 AM. We will start the program at 8:20 AM.

    • November 20, 2019
    • 5:30 PM - 7:30 PM
    • The Offices of BNY Mellon - 1735 Market Street, Philadelphia, PA
    Register

    During the sale process, business owners often get locked in on the track of preparing their business for sale at the best possible price and terms. What many owners too often neglect is the parallel track of preparing themselves and their family for the liquidity event, leaving on the table once in a lifetime opportunities for effective tax-efficient wealth transfer, and family and philanthropic legacy creation, that can impact many generations to come. Whatever price is obtained for the business can be optimized if pre-sale planning opportunities are timely and effectively attended to with a team of advisors that complement the team of advisors working on the sale.

    Our Speakers:

    Martyn Babitz, BNY Mellon
    Bryan McGrath, BNY Mellon

    • December 18, 2019
    • 5:30 PM - 7:30 PM
    • The Offices of Offit Kurman, Ten Penn Center, 1801 Market Street • Suite 2300 • Philadelphia, PA
    Register

    PRESENTER: Marc Kramer

    Marc Kramer, president of Stress Free Family Business, author of five books and 13-year business editorial contributor to KYW, will provide a process for transitioning the family business to the next generation. This process includes the roles XPX members can and do play in the transition. Marc, who was born into and has worked with family businesses for 40 years, is a master’s in management from Penn State University and a BS in journalism from West Virginia University, is a former instructor at the University of Pennsylvania’s Wharton School of Business.

Past events

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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