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Dear XPX Philadelphia Members,

We hope everyone is safe and managing through this crisis. XPX is most importantly a community of like-minded professionals focused on serving our clients. In these challenging times, we can continue to work together. For the foreseeable future, all of our meetings will be virtual by using the Zoom meeting platform. Our first virtual XPX Philadelphia Chapter meeting will be April 8 and you should have already received an invitation. If you have a specific question, suggestion, or story you would like to share in a future meeting, please let us know.

Thank you, stay safe, and, please join in by registering here.

Steve Economou
Philadelphia Chapter Exit Planning Exchange


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

    • April 08, 2020
    • 8:00 AM - 8:45 AM
    • Virtual - connection details sent upon registration

    The COVID 19 crisis will undoubtedly derail countless transactions. But, what if your client’s M&A transaction closed in the months leading up to the start of the pandemic? While you and your clients may rightly be pleased their deal closed, your clients are likely also worried. How can you help your clients now? What should you be thinking about? Where are the risks and what can be done to manage it?

    Please join XPX Philadelphia for a 45 minute webinar presented by seasoned deal lawyer and XPX Philadelphia member, Michael E. Plunkett. Michael will help you understand what you should be thinking about with respect to those deals that are closed, including what to do about earnouts, financed purchase price, representation and warranty insurance, and business insurance.

    Our Speaker:

    Michael Plunkett, Founder- Plunkett Law Group

    Michael founded the Plunkett Law Group in 2016 after practicing law for 17 years with large law firms in Philadelphia and continues to focus on representing buyers and sellers in M&A transactions and other corporate and transactional matters.

    • April 15, 2020
    • 11:00 AM - 11:30 AM
    • Virtual - you'll receive call-in instructions upon registering

    Welcome to XPX!

    Please join us at this quick monthly web meeting with other new 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)

Past events

April 01, 2020 XPX Advisor Exchange
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 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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