KMPG Conference Center

1345 Park Avenue, New York City, NY

WEDNESDAY, JANUARY 29, 2020 1:30 PM - 7:00 PM



1:30 p.m.   Registration Opens/Light Refreshments

2:00 – 2:45  Keynote Speaker

2:45 – 3:30  Panel 1 – Growth

3:30 – 3:50  Break/networking

4:00 – 4:45  Panel 2 – Transfer

4:45 – 5:30  Panel 3 – Life and Legacy

5:30 - 7:00  Networking Reception




Summit-Half Table


The most valuable part of my participation with XPX is the education about exit planning that I have received from attending meetings and from all the members. XPX is a very approachable group. Everyone is willing and interested in an exchange of ideas. I especially like the Power of Three which enables you to get to know other members better.

Dick Albu, Albu Consulting LLC

I really enjoy the small group interactions at XPX which is different from other organizations. I have also received an engagement from a XPX member.

Alan Booth, Executive Leadership Advisor

XPX offers excellent content based seminars specifically geared towards professionals focusing on the sale or transition of a business. The diverse topics and membership provide strong networking opportunities. Both the targeted content and diverse membership, focusing on bringing advisors together as a team to help the client, help XPX stand out from other organizations.

Michael Clear, Wiggin and Dana

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