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EVENTS

Upcoming events

  • XPX Philadelphia- Join Us! Seminar: Introduction to ESOPs

    • October 24, 2017
    • 8:00 AM - 10:00 AM
    • Seasons 52, 160 North Gulph Road, King of Prussia, PA 19406
    • Nobody




    XPX  is pleased to collaborate with Prairie Capital Advisors, Archer Law, Capital Trustees and the Philadelphia Center of Employee Ownership to invite members and friends to this worthwhile event regarding employee ownership. 


    There are several paths you can take to transition the ownership of your business. Join us for an educational panel discussion about ESOPs with experts in financial structures, legal and exit strategies    .

    Our panel will discuss:
    • Ownership transition: Choosing an ESOP as your strategy
    • How do ESOP transactions work?
    • Understanding how a fractional ESOP can be a solution with non-ESOP shareholders
    • How do ESOPs operate once the transaction is complete?
    • Communicating ESOP issues to employee owners in an understandable way
    • ESOPs and ESOP  "myths" in the real world

    Presenters:
    Introductory Remarks - Kevin McPhillips, Executive Director, PCEO
    Mark R. Kossow, Partner, Archer & Greiner P.C.
    Richard A. Heeter, Principal & Managing Director, Capital Trustees
    Andy O'Neill, Director, Prairie Capital Advisors

    Location:
    Seasons 52
    160 North Gulph Road
    King of Prussia, PA 19406

    Breakfast will be provided.



    Show details

  • XPX Philadelphia - Legal Documents:

    • 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
    • Nobody

    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.

    Show details

  • XPX Philadelphia - Planning For Life After Closing; Wealth & CareerTransition

    • 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
    • Nobody

    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.


    Show details

Past events

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

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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