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NATIONAL CALENDAR

This calendar includes all XPX events at all chapters. Here's a list of all our events from our founding in 2007 through August, 2015.

Upcoming events

    • February 22, 2018
    • 7:30 AM - 9:00 AM (CST)
    • Chicago Cut Steakhouse - 300 N LaSalle St., Chicago, IL

    This will be our only meeting in February.

    In this session, we will provide our guests with an opportunity to develop relationships with like-minded professionals and then have a panel discussion on the impact of tax reform on business owners.

    Panel:

    Howard Bakrins – Tax Director at Kutchins, Robbins & Diamond Ltd

    Michael Karmin – Wealth Advisor at Strategic Wealth Partners

    Renee Morawa – Senior Tax Manager at Sassetti LLC

    Frank Washelesky – Personal Financial Specialist at Ostrow Reisin Berk & Abrams, Ltd

    Dan Rahill – Tax Partner at BDO



    • February 27, 2018
    • 4:00 PM - 6:30 PM
    • McLane Middleton P.A, Trade Center 128, 7th Floor (Suite 7600), Woburn MA
    Register

    The biggest tax overhaul in more than two decades has officially hit the books, and businesses are scrambling to figure out what this means for their bottom line, workforce and more.

    On February 27, XPX New England will take you beyond the headlines surrounding the Tax Act for How the Tax Act will impact Business Owners with Boston-based tax and M&A expert, Richard Weiner of Alexander Aronson Finning CPAs. Richard will cover how the Tax Act directly impacts the future success of your business, considerations for exit planning, key questions you should be asking, and what adjustments you need to make in managing your organization.

    Hosted by XPX New England Silver sponsor McLane Middleton P.A., this event is your opportunity to meet likeminded professionals in Greater Boston. Whether you are an advisor or business owner, join us to hear more of what you can expect in the future with the new tax act and how to plan your exit strategy accordingly.

    Refreshments and light appetizers to be served. Business owners and advisors are encouraged to attend. Seating is limited, so register today.



    • February 28, 2018
    • 5:00 PM - 8:00 PM (CST)
    • Exit Strategy Brewing Co., 7700 Madison St Forest Park Illinois

    Join us for a Meet Up after work!  Registration is not required.  Stop by to say hello and join us for a cocktail! Feel free to bring a colleague who can benefit from XPX.

    Where: Exit Strategy Brewing Co., 7700 Madison St, Forest Park, IL 60130

    When:  Wednesday, February 28, 2018

    Time:  5:00 PM-8:00 PM

    What to Expect: Cash Bar (Brewery also serves food)


    Best Wishes,

    XPX Chicago Chapter

    For questions, please contact:
    Angie Ellis, XPX Administrator  at angie@exitplanningexchange.com or 781-706-0654.

    • March 08, 2018
    • 8:00 AM - 9:30 AM
    • Bernstein, 1345 Avenue of the Americas, New York, NY, (Between 54th and 55th Streets)

    Program in the works.


    Stay tuned!


    Click here for the Case Study.



    • March 16, 2018
    • 7:30 AM - 9:30 AM
    • Westport Inn, 1595 Post Road East, Westport, CT
    Register

    Business to Business (B2B) companies like Murphy’s Metal Manufacturing are under constant pressure to increase revenue year-over-year. That is especially true for a manufacturing company like Murphy’s, with only 5% annual revenue growth. During this presentation, John Dretler will describe how social media has changed the buying behavior of B2B customers; the impact this has on the B2B sales process; and how best-in-class companies are taking advantage of this disruption to win more business. And the best part is, companies that understand how to use social media in their B2B selling process can realize the benefits quickly and inexpensively, and achieve both immediate and long-term revenue growth.

    Click here for the Case Study.

    Our Speaker:

    John Dretler - Managing Partner of JD Revenue Growth Consulting & Executive-In-Residence at Fairfield University’s Dolan School of Business

    John has spent over 25 years as a business sales executive helping B2B companies achieve significant year-over-year revenue growth. This includes leading two companies from start-up to acquisition and helping another grow from $30M to $200M in 5 years, including an IPO. In September, 2017, John was named Executive-In-Residence at Fairfield University and is helping teach and mentor student teams in the schools Entrepreneurship Program. John started his career at IBM and has an MBA from Boston College. John resides in Westport, CT.

    • March 21, 2018
    • 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!



    • March 21, 2018
    • 8:00 AM - 10:00 AM
    • The offices of Fox Rothschild LLP - 49 Market Street, Morristown, NJ

    Hire Family Members or Professional Managers

    Stay tuned!

    Click here for the Case Study.



    Parking Suggestions:

    Ann Bank Parking Garage
    41 Bank Street, Morristown, NJ

    OR

    DeHart Street Parking Garage
    14 Maple Ave, Morristown, NJ


    • March 21, 2018
    • 8:00 AM - 10:00 AM
    • The Hartford Club, 46 Prospect St, Hartford, CT
    Hire Family Members or Professional Managers


    Stay tuned! 

    Click here for the Case Study.


    • March 22, 2018
    • 8:00 AM - 10:00 AM (CDT)
    • Halle on Huebner (Next to Magnolia Pancake Haus- note venue change!), San Antonio
    Register
    One of the primary issues in exit planning is understanding the value of a business. Join us for a discussion by three valuation experts, each with different training in how to determine the potential selling price of a business.


    Click here for the Case Study.

    • March 27, 2018
    • 4:00 PM - 6:30 PM
    • Sullivan & Worcester LLP, 1 Post Office Square, Boston, MA
    Register

    XPX New England & The Center for Family Business at Northeastern University

    XPX New England is partnering with the world renowned Northeastern University Center for Family Business for an event guaranteed to spark thought and action, Finding the Right Advisors.

    Every business has its challenges, yet most private companies do not consider having an advisory board. Are you missing this opportunity to get an outside view and advice? And, if you have an advisory board, are the right people on it?

    XPX NE and The Northeastern University Center for Family Business both offer a structured approach to developing boards that they will share over this hour-long panel. Attendees will walk away with tangible steps they can take to build a stellar advisory board, along with hand-outs and valuable connections.

    Refreshments and light appetizers to be served. Business owners and advisors are encouraged to attend. Seating is limited, so register today.

    Moderator: Jack Finning, Partner, AAFCPA

    Panelists:

    Chip Johns, President & CEO, Butler Automatic, Inc.
    Ted Clark, Executive Director, Center for Family Business, Northeastern University
    Rudi Scheiber-Kurtz, Founder & CEO, Next Stage Solutions


    Thank You to Our Event Sponsor!


    • April 12, 2018
    • 8:00 AM - 9:30 AM
    • Bernstein, 1345 Avenue of the Americas, New York, NY, (Between 54th and 55th Streets)

    How Can Owners Keep What They Have Earned


    Stay tuned!


    Click here for the Case Study.



    • April 18, 2018
    • 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!



    • April 18, 2018
    • 8:00 AM - 10:00 AM
    • The offices of Fox Rothschild LLP - 49 Market Street, Morristown, NJ

    Tricks of the Trade from Investment Bankers

    Stay tuned!

    Click here for the Case Study.



    Parking Suggestions:

    Ann Bank Parking Garage
    41 Bank Street, Morristown, NJ

    OR

    DeHart Street Parking Garage
    14 Maple Ave, Morristown, NJ


    • April 18, 2018
    • 8:00 AM - 10:00 AM
    • The Hartford Club, 46 Prospect St, Hartford, CT
    How Can Owners Keep What They Have Earned?


    Stay tuned! 

    Click here for the Case Study.


    • April 20, 2018
    • 7:30 AM - 9:30 AM
    • The Shore and Country Club, 220 Gregory Boulevard, Norwalk
    How Can Owners Keep What They Have Earned


    Stay Tuned!


    Click here for the Case Study.


    • April 20, 2018
    • 11:00 AM - 12:00 PM
    • Virtual meeting - time is for Eastern Time Zone
    Register

    This is our quarterly call to share successes, challenges and new ideas across the network.  

    Once you register, you'll receive the log-in information. 

    If you have agenda suggestions or any questions, please contact Mary Adams by email or 781-729-9650.

    Can't make this meeting? Feel free to invite other Board or Committee members to attend in your place. 

    You can find a link to this and all meetings on our Leadership Calendar.  


    • April 24, 2018
    • 4:00 PM - 6:30 PM
    • Offices of AAFCPA - 57 River St #301, Wellesley Hills, MA
    Register


    Stay tuned!


    • May 10, 2018
    • 8:00 AM - 9:30 AM
    • Bernstein, 1345 Avenue of the Americas, New York, NY, (Between 54th and 55th Streets)

    Tricks of the Trade from Investment Bankers


    Stay tuned!


    Click here for the Case Study.



    • May 15, 2018
    • 7:00 AM - 9:30 AM
    • Pleasantdale Chateau & Conference- 757 Eagle Rock Ave, West Orange, NJ


    Check back for details to come


    Registration Fees:

    Early Bird Rates Expire Friday, May 11

    Members of XPX NJ: Complimentary!

    First Time Attendees: 50 (After May 11 - 75)

    Non-Members: 75 (After May 11 - 100)

    ***Registration is through ACG***

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    • May 15, 2018
    • 4:00 PM - 6:30 PM
    • Harpoon Brewery at 306 Northern Ave, Boston, MA 02210
    Register

    A Joint panel discussion with Prairie Capital

    Stay tuned!


    • May 16, 2018
    • 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!



    • May 16, 2018
    • 8:00 AM - 10:00 AM
    • The Hartford Club, 46 Prospect St, Hartford, CT
    Tricks of the Trade from Investment Bankers


    Stay tuned! 

    Click here for the Case Study.


    • May 17, 2018
    • 8:00 AM - 10:00 AM (CDT)
    • The Petroleum Club, 8620 N. New Braunfels Ave #700, San Antonio, TX
    The new laws have many owners questioning the tax-efficiency of their current business model in a transfer. Join us for a discussion by three tax experts about the benefits and pitfalls of corporations and pass-through entities when planning a sale to third parties or succession by family or employees.


    Click here for the Case Study.

    • May 18, 2018
    • 7:30 AM - 9:30 AM
    • The Shore and Country Club, 220 Gregory Boulevard, Norwalk
    Tricks of the Trade from Investment Bankers


    Stay Tuned!


    Click here for the Case Study.


    • June 14, 2018
    • 8:00 AM - 9:30 AM
    • Bernstein, 1345 Avenue of the Americas, New York, NY, (Between 54th and 55th Streets)

    Perspectives from a Private Equity Investor


    Stay tuned!


    Click here for the Case Study.



    • June 15, 2018
    • 7:30 AM - 9:30 AM
    • The Shore and Country Club, 220 Gregory Boulevard, Norwalk
    Perspectives from a Private Equity Investors


    Stay Tuned!


    Click here for the Case Study.


    • June 20, 2018
    • 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!



    • June 20, 2018
    • 8:00 AM - 10:00 AM
    • The offices of Fox Rothschild LLP - 49 Market Street, Morristown, NJ

    Perspectives from a Private Equity Investor

    Stay tuned!

    Click here for the Case Study.



    Parking Suggestions:

    Ann Bank Parking Garage
    41 Bank Street, Morristown, NJ

    OR

    DeHart Street Parking Garage
    14 Maple Ave, Morristown, NJ


    • June 20, 2018
    • 8:00 AM - 10:00 AM
    • The Hartford Club, 46 Prospect St, Hartford, CT
    Perspectives from a Private Equity Investor


    Stay tuned! 

    Click here for the Case Study.


    • July 12, 2018
    • 5:30 PM - 7:30 PM
    • TBD

    A celebration of a great year at XPX


    Stay tuned!





    • July 18, 2018
    • 5:00 PM - 7:30 PM
    • TBD

    A celebration of a great year at XPX

    Stay tuned!


    • July 18, 2018
    • 5:30 PM - 7:30 PM
    • The Shore and Country Club, 220 Gregory Boulevard, Norwalk
    A celebration of a great year at XPX


    Stay Tuned!


    • July 26, 2018
    • 5:00 PM - 7:00 PM
    • TBD

    A Celebration of a great year at XPX

    Stay tuned! 

    Click here for the Case Study.


    • September 19, 2018
    • 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!



    • September 20, 2018
    • 11:30 AM - 6:30 PM (CDT)
    • TBD

    Speakers, Panels, and Networking......

    Stay Tuned!

    • October 17, 2018
    • 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!



    • November 14, 2018
    • 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
    PLEASE NOTE THE DATE CHANGE


    Stay Tuned!



    • November 15, 2018
    • 8:00 AM - 10:00 AM (CST)
    • The Petroleum Club, 8620 N. New Braunfels Ave #700, San Antonio, TX

    Stay Tuned!

    • December 20, 2018
    • 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!



Past events

February 22, 2018 XPX DC Metro - INSIDER SALE – PREPARING THE BUYER FOR THE PURCHASE
February 21, 2018 Learn the XPX Chapter Launch Formula
February 21, 2018 XPX New Jersey - Operational Efficiencies
February 16, 2018 XPX MD - Optimizing the Value of Transactions Through Leadership Engagement & Organizational Alignment
February 14, 2018 XPX Hartford - Operational Efficiencies
February 08, 2018 XPX New York - Management Review – Hire Family Members or Professional Managers?
February 02, 2018 XPX Fairfield - Joint Event with ACG CT Breakfast Meeting
January 26, 2018 XPX Presidents Leadership Collaborative Video Conference
January 19, 2018 XPX MD - Power Networking
January 19, 2018 XPX Fairfield - Operational Efficiencies
January 18, 2018 XPX San Antonio: An Insider’s View of NAFTA Negotiations
January 18, 2018 XPX Chicago - Collaborative XPX Planning for 2018
January 18, 2018 XPX DC Metro - 2018 XPX KICKOFF!
January 17, 2018 XPX Philadelphia - Chapter Growth Strategy Meeting
January 17, 2018 3 Ways XPX Can Help Raise Your Profile in 2018
January 17, 2018 XPX Hartford - Operational Efficiencies
January 17, 2018 XPX New Jersey - Operational Efficiencies
January 16, 2018 XPX Chicago - Young Professional Meetup
January 16, 2018 XPX New England: Meeting the Growth Challenge
January 11, 2018 XPX Chicago - Collaborative XPX Planning for 2018
January 11, 2018 XPX New York - Operational Efficiencies
January 09, 2018 XPX Tri-State Cocktail Networking Reception
December 20, 2017 XPX Tri-State: Hartford Valuation - What could the business be worth...and why?
December 20, 2017 XPX Tri-State: New Jersey - Valuation – What could the business be worth…and why?
December 20, 2017 XPX Philadelphia - PLANNING FOR LIFE AFTER CLOSING; WEALTH & CAREER TRANSITION
December 15, 2017 XPX MD - Building Brand Value Through the Business Life Cycle
December 15, 2017 XPX Tri-State: Fairfield County - Strategic Options: What Makes the Most Sense
December 14, 2017 XPX Philadelphia & AM&AA Joint Holiday Party
December 14, 2017 XPX Tri-State - New York: Business Valuations: What is the business worth? And why?
December 12, 2017 XPX Chicago Holiday Meet Up
December 06, 2017 XPX Hartford and ACG Hartford Joint Event
December 06, 2017 XPX New England: Would You Buy Your Business? Webinar with A.I.M
December 05, 2017 XPX DC Metro Annual Holiday Networking Event
December 05, 2017 XPX New England: Exit Palooza - The Return!!
December 05, 2017 XPX Chicago Owners' Academy Business Value Creation
December 04, 2017 XPX Maryland Holiday Networking Event
November 30, 2017 XPX Chicago - Case Study and Discussion: Exit Plan
November 20, 2017 7th Annual CT Economic Forum | Presented by XPX CT & CTTM & ACG CT
November 17, 2017 XPX MD - Human Capital and Its Impact on Transitioning Businesses
November 17, 2017 XPX Tri-State: Fairfield County - Business Valuations: What is the business worth? And why?
November 16, 2017 XPX San Antonio Speed Networking
November 16, 2017 XPX DC Metro - PROFESSIONAL DEVELOPMENT TIME: THE ILLUSION OF SPEED!
November 15, 2017 XPX Tri-State: Hartford Strategic Options Review:
November 15, 2017 XPX Tri-State: New Jersey - Strategic Options Review:
November 15, 2017 XPX Philadelphia - Legal Documents:
November 14, 2017 XPX Chicago - Case Study and Discussion: Exit Plan
November 13, 2017 XPX New England: Can you afford to sell your business?
November 09, 2017 XPX Tri-State: New York - Strategic Options Review:
October 26, 2017 XPX Chicago - Case Study and Discussion: Strategic Planning for Growth
October 24, 2017 XPX New England: Start NOW to make 2018 your best year ever!
October 24, 2017 XPX Philadelphia- Join Us! Seminar: Introduction to ESOPs
October 20, 2017 XPX MD - Lessons Learned Along the Way
October 20, 2017 XPX Tri-State: Fairfield County - Managing Family Dynamics:
October 19, 2017 XPX Chicago - Case Study and Discussion: Strategic Planning for Growth
October 19, 2017 XPX DC Metro - Sudden Money Event - What's Next for Tanya?
October 18, 2017 Start an XPX Chapter: Help Business Owners and Build Your Practice
October 18, 2017 XPX Tri-State: Hartford Managing Family Dynamics: The Good, The Bad and The Ugly
October 18, 2017 XPX Tri-State: New Jersey - Managing Family Dynamics – The Good, The Bad and The Ugly
October 18, 2017 XPX Philadelphia - Due Diligence and What Is Cash Flow?
October 12, 2017 XPX Tri-State: New York - Managing Family Dynamics - The Good, The Bad and The Ugly
October 05, 2017 XPX Philadelphia - MEMBERS ONLY - TABLE FOR TEN
September 28, 2017 XPX San Antonio Launch Event
September 26, 2017 XPX New England Mixer Meet and Greet
September 20, 2017 XPX Tri-State: Hartford Case Introduction
September 20, 2017 XPX Tri-State: New Jersey Case Study Series & Breakfast
September 20, 2017 XPX DC Metro - Creating a Meaningful Future Post: Exit with Estate and Charitable Gift Planning
September 20, 2017 XPX Philadelphia - The Investment Banking/Selling Process
September 15, 2017 XPX MD - Deal Killers
September 15, 2017 XPX Tri-State: Fairfield County Case Introduction
September 14, 2017 XPX Tri-State: New York Case Study Series & Breakfast
September 12, 2017 XPX Philadelphia - MEMBERS ONLY - TABLE FOR SIX
August 24, 2017 XPX Chicago - Case Study and Discussion: Owner Wealth
August 23, 2017 XPX Maryland’s Summer Fun Networking Event
August 16, 2017 XPX Chicago - Case Study and Discussion: Owner Wealth
August 03, 2017 XPX MD Members Only Affinity Group Meeting
July 27, 2017 XPX Tri-State CT Hartford Year End Party
July 27, 2017 XPX Chicago - Case Study and Discussion: Banking and Finance
July 26, 2017 XPX New Jersey – Summer Celebration
July 20, 2017 XPX DC Metro - Business continuity and succession planning
July 19, 2017 XPX Tri-State CT: Closing Cocktail Party
July 18, 2017 XPX Chicago - Case Study and Discussion: Banking and Finance
July 11, 2017 XPX New England: LIVE CEO Case Studies Showcase - Part 2
June 27, 2017 XPX NJ & ACG NJ Announce Joint Event, June 27th at LPS Industries - Register Today!
June 21, 2017 XPX Tri-State New York - Assessing Strategic Options:
June 21, 2017 XPX Tri-State CT (Hartford) - Planning for the Exit
June 21, 2017 XPX Philadelphia - Defining Success:
June 20, 2017 XPX Chicago Inaugural Owner’s Academy Seminar
June 16, 2017 XPX Tri-State CT: Assessing Strategic Options
June 15, 2017 XPX DC Metro- PREPARING THE CO. FOR THIRD PARTY SALE
June 13, 2017 XPX CT Hartford & ACG CT Event, June 13th - Yard Goats Game - Register Today!
June 13, 2017 XPX Chicago Spring Social Event
June 07, 2017 XPX Maryland - New Member Lunch
June 07, 2017 XPX DC Metro - Professional Development Workshop: Sharpening Communications Skills ---
May 31, 2017 Joint XPX DC Metro and XPX Maryland Meet-Up
May 23, 2017 XPX New England-NH: From Dorm Room Start-up to International Tech Company
May 19, 2017 XPX Tri-State CT: Good Fences Make Good Neighbors
May 18, 2017 XPX DC Metro- Preparing For Third Party Sale
May 17, 2017 XPX Tri-State New York-Good Fences Make Good Neighbors
May 17, 2017 XPX Tri-State CT (Hartford) - Good Fences Make Good Neighbors
May 17, 2017 XPX Philadelphia - Dealing With Family Dynamics In The Sale Process
May 11, 2017 XPX Chicago - Case Study and Discussion: Legal
May 04, 2017 XPX Chicago - Case Study and Discussion: Legal
May 04, 2017 XPX New England 2017 Summit
May 04, 2017 XPX MD Members Only Affinity Group Meeting
May 03, 2017 XPX New Jersey Inauguration! Newly Launched Chapter of the Exit Planning Exchange
April 21, 2017 XPX MD - Partnership through Spinoff
April 21, 2017 XPX Tri-State CT: Financing Growth Part 2
April 20, 2017 XPX DC Metro- MAXIMIZING AND PROTECTING VALUE – PART 3
April 19, 2017 XPX Tri-State New York: Defining Success
April 19, 2017 XPX Chicago - Case Study and Discussion: Accounting and Valuation
April 19, 2017 XPX Tri-State CT (Hartford) - Financing Growth
April 19, 2017 XPX Philadelphia - Ownership Transition and Liquidity Alternatives without a sale
April 06, 2017 XPX Chicago - Case Study and Discussion: Accounting and Valuation
March 29, 2017 XPX New England: RI/SE MA Breakfast Meeting
March 17, 2017 XPX MD - Power Networking
March 17, 2017 XPX Tri-State CT: Financing Growth Part 1
March 16, 2017 XPX DC Metro - MAXIMIZING AND PROTECTING VALUE - Part 2
March 15, 2017 XPX Chicago - Quarterly City/Suburbs Combined Networking
March 15, 2017 XPX Tri-State New York: Defining Success
March 15, 2017 XPX Tri-State CT (Hartford) - Financing Growth Part 1
March 15, 2017 XPX Philadelphia - POSTPONED - Ownership Transition and Liquidity Alternatives without a sale
February 28, 2017 XPX New England: Joint Meeting with AM&AA
February 23, 2017 XPX Chicago - Case Study Introduction and Discussion to Identify Six Core Issues that are Challenging HiTech Service Co.
February 17, 2017 XPX MD-Getting UP! How to Find the Energy to Rebalance Your Life
February 16, 2017 XPX DC Metro - ALL ABOUT BUSINESS VALUE
February 15, 2017 XPX Tri-State New York: Operations
February 15, 2017 XPX Chicago - Case Study Introduction and Discussion to Identify Six Core Issues that are Challenging HiTech Service Co.
February 15, 2017 XPX Tri-State CT: Using LinkedIn to Grow your business
February 15, 2017 XPX Philadelphia - Realistic Strategic Alternatives and Sale Value
February 03, 2017 XPX Tri-State CT: Successful Exits
February 02, 2017 XPX MD Members Only Affinity Group Meeting
January 24, 2017 XPX New England: Communicating Through Change
January 20, 2017 XPX MD- Passing the Family Torch without Getting Burned
January 20, 2017 XPX Tri-State CT: Operations
January 19, 2017 XPX DC Metro - CASE INTRODUCTION/ROUND TABLE DISCUSSION
January 18, 2017 XPX Philadelphia Case Introduction:
January 11, 2017 XPX Chicago - 2017- A Facilitated Member Discussion on the Owner Transition Process
December 21, 2016 XPX Tri-State New York: Focus on Growth
December 16, 2016 XPX MD - ESOPs: Characteristics of a Good Candidate
December 16, 2016 XPX Tri-State CT: Focus on Growth
December 14, 2016 XPX Chicago Holiday Networking Event
December 14, 2016 XPX New England: Exit Palooza
December 08, 2016 XPX MD December 8 Joint Holiday Networking Event
December 08, 2016 XPX New England - RI: Performance Excellence
December 07, 2016 XPX Philadelphia Joint Holiday Party - The Election is Over, What Will This Mean for You?
December 06, 2016 XPX DC Metro Annual Holiday Networking Event
November 18, 2016 XPX MD - Valuation and Due Diligence for Government Contractors
November 18, 2016 XPX Tri-State CT: Managing Management
November 17, 2016 XPX Tri-State New York: Managing Management
November 17, 2016 XPX DC Metro - Preparing the Owner (Personally) for the Exit:
November 16, 2016 XPX Philadelphia - Building Value for a Maximized Business Sale
November 09, 2016 XPX Chicago - Business Coaching
November 03, 2016 XPX DC Metro- Making Your Value Visible to Increase Referrals
November 03, 2016 XPX MD Members Only Affinity Group Meeting
November 01, 2016 XPX New England-NH: Business Ownership Transition
October 21, 2016 XPX MD - Building Businesses That Sell Themselves!
October 21, 2016 XPX Tri-State CT: Creating a Strategic Plan to Maximize Value
October 20, 2016 XPX New England: Understanding Cyber Risk to Your Business
October 20, 2016 XPX DC Metro - Recent Developments In The Business Valuation "World"
October 19, 2016 XPX Tri-State New York: Creating a Strategic Plan to Maximize Value
October 19, 2016 XPX Philadelphia- PPL
October 05, 2016 XPX Chicago- New Regulations on Valuation Discounts & Family Business
September 22, 2016 XPX New England RI/SE MA: Would You Buy Your Business?
September 21, 2016 XPX Philadelphia Fall Kick-Off Networking Cocktail Party
September 16, 2016 XPX MD - Strategic Growth Challenge
September 16, 2016 XPX Tri-State CT: Case Study
September 15, 2016 XPX DC Metro - BUSINESS DIVORCE
September 14, 2016 XPX Chicago Chapter Launch Event
September 13, 2016 XPX Tri-State New York: Case Study Series & Luncheon
August 23, 2016 XPX MD - 3rd Annual Brew & Networking Fest
August 04, 2016 XPX Boston: Member Appreciation Cocktail Party
July 21, 2016 XPX DC Metro - 3rd Annual ExitPalooza!
July 20, 2016 XPX CT: Closing Cocktail Party!
June 23, 2016 XPX CT: Deepening Your Referral Connections
June 23, 2016 XPX Boston: Advisory Team Integration Strategies PART 2
June 17, 2016 XPX CT: Legal Documents
June 16, 2016 XPX Boston RI/SE MA: Company Branding
June 16, 2016 XPX DC Metro - M&A Market Outlook for 2016 and 2017
June 15, 2016 XPX Philadelphia June Breakfast Meeting
May 26, 2016 XPX Boston Breakfast Meeting
May 25, 2016 XPX MD - May 25 Evening at the BSO Networking Event
May 20, 2016 XPX CT: Due Diligence Preparation and Pitfalls
May 19, 2016 XPX DC Metro: Last Chance! Joint Event with AM&AA DC Chapter
May 18, 2016 XPX Philadelphia - Valuation: What Every Seller Should Know
May 12, 2016 ​XPX DC Metro - Professional Development Seminar
May 05, 2016 XPX MD Members Only Affinity Group Meeting
April 28, 2016 XPX NY Metro - The Private Capital Ecosystem
April 28, 2016 XPX Boston 2016 SUMMIT
April 27, 2016 XPX Leadership Collaborative Annual Meeting
April 22, 2016 XPX CT: The Next Big Idea
April 21, 2016 XPX DC Metro- ESOPs: What They Forget to Mention…
April 20, 2016 XPX Philadelphia - The Unique Challenges of Technology Company Exits
April 15, 2016 XPX MD -April 15 Breakfast Networking Event
April 07, 2016 XPX Boston: Members Only Dinner & Guest Speaker
March 28, 2016 XPX Boston: Joint Event with AM&AA
March 18, 2016 XPX MD -Power Networking
March 18, 2016 XPX CT: Investment Banking Process
March 17, 2016 XPX DC Metro - How PEOs Increase M&A and Exiting Company Valuation and Success
March 16, 2016 XPX Philadelphia - “Understanding the Generations: Who They Are and How They Got That Way”
March 03, 2016 POSTPONED: XPX Boston Owners' Academy
March 03, 2016 XPX MD Members Only Affinity Group Meeting
February 25, 2016 XPX NY Metro - The Importance of Revisiting The Benefits of ESOP’s To Business Owners
February 25, 2016 XPX Boston Breakfast Meeting
February 19, 2016 XPX MD -February 19 Breakfast Networking Event
February 16, 2016 XPX NY Metro - Part 2: Our Advisor Network Matrix
February 11, 2016 XPX Boston RI/SE MA Breakfast Meeting
February 05, 2016 XPX CT: Successful Exit Stories - Joint Meeting with ACG CT
January 28, 2016 XPX Boston: A Dozen Ways to Say "No"
January 25, 2016 XPX Phoenix: Strategy RoundTables
January 22, 2016 XPX CT: Business Valuations
January 21, 2016 XPX DC Metro - How to Avoid "Business Divorces"
January 20, 2016 XPX Philadelphia - Planning for Business Succession Planning
January 15, 2016 XPX MD -Building Value
January 07, 2016 XPX MD Members Only Affinity Group Meeting
December 18, 2015 XPX CT: Estate Planning Options
December 16, 2015 XPX MD December 16 Joint Holiday Networking Event
December 10, 2015 XPX Boston Holiday Networking
December 02, 2015 XPX Philadelphia - Annual Member Only Holiday Networking Event
December 01, 2015 XPX DC Metro Annual Holiday Networking Event
November 20, 2015 XPX MD November 20 Networking Breakfast - Rethinking Referrals
November 20, 2015 XPX CT: Wealth Management Planning
November 19, 2015 XPX Boston Breakfast Meeting
November 19, 2015 XPX DC Metro - The Unplanned Exit
November 18, 2015 XPX Philadelphia - “Tuning Up Your Business for Sale”
November 12, 2015 XPX Boston Owners' Academy
November 11, 2015 XPX NY Metro - Save the Date!
November 05, 2015 XPX MD Members Only Affinity Group Meeting
November 03, 2015 XPX DC Metro - Professional Development Workshop - Members Only
October 21, 2015 XPX Philadelphia - "What do you mean my sale isn't 100% Cash & Carry?"
October 16, 2015 XPX MD October 16 Networking Breakfast - Being Relational
October 16, 2015 XPX CT: Managing Family Dynamics – How can the family prepare for success?
October 15, 2015 XPX DC Metro - Left Behind: The Owners are Exiting....What about the team?
October 07, 2015 RI/SE MASS Breakfast Meeting
September 30, 2015 XPX Boston Owners' Academy
September 24, 2015 XPX Boston Practice Builder - NEW
September 18, 2015 XPX MD - Breakfast Meeting
September 18, 2015 XPX CT - Breakfast Meeting
September 17, 2015 XPX DC Metro - BUILDING TOWARD SUCCESSFUL EXIT: BUY-ME METRICS
September 16, 2015 XPX Philadelphia - The 11th Hour Estate Plan
September 03, 2015 Affinity Group Meeting - Members Only
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