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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

    • November 30, 2017
    • 7:30 AM - 9:00 AM (CST)
    • Chicago Cut Steakhouse - 300 N LaSalle St., Chicago, IL
    Register

    In continuing our Case Study strategic assessment and solutions approach to Hi-Tech company’s challenges and opportunities, (a link to the Case Study can be found below) our topic for this month’s meetings is:

    Exit Plan:

    • Given all the prior topics and panel discussions, how should Hi-Tech approach sale readiness?
    • What are the things Hi-Tech must do, in legal, accounting, banking, personal planning, and growth planning to be ready for sale?
    • Who are the likely buyers for Hi-Tech, and what would make it most attractive to those potential buyers?
      Our panel Comprises:

      Al Kutchins - Kutchins, Robbins & Diamond

      Fred Stephenson - North Coast Capital Advisors
      Tim Trela – Momentum Advanced Planning
      Michaeline Gordon - Ginsberg Jacobs LLC

      Please print the Case Study, read it, and bring a copy to our meeting. 


      Thank You to Our Meeting Sponsor!


      • December 04, 2017
      • 3:30 PM - 6:00 PM
      • White Oak Tavern, 10030 Baltimore National Pike, Ellicott City, MD 21042
      Register



      Please join us for our

      Ultimate Holiday Networking Event 

      Monday, December 4, 2017

      3:30 - 6:00 pm 

      White Oak Tavern 

      Baltimore National Pike 

      Ellicott City, MD 21042
       

      Join us for the ultimate Holiday Networking Event. Come celebrate the joy of the season with some of the most highly respected professionals in our area. Voted last month as having the Best Chef, Best Bartender, and Best Burger in Howard County, the event is being held at White Oak Tavern off Route 40 in Howard County. Enjoy a light dinner and cash bar.

      There are a limited number of table sponsors available so reserve the opportunity to get your name out through your name on a table now - $200 a table and $250 to be the exclusive table sponsor in your service category. Sponsors get 1 free ticket and their name on a table.

      We have limited space available to us so sign-up now to reserve your space!

      Contact Chris Marasco at cmarasco@howardbank.com  to reserve your sponsorship.

      • December 05, 2017
      • 7:30 AM - 9:15 AM (CST)
      • Hyatt Lodge At McDonald's Campus- 2815 Jorie Boulevard, Oak Brook, IL
      Register
      Now open to professionals and advisors attending without business owner guests.


      What Owners' Need to Know About Business Improvement, Growth, and Value Creation

      Does anyone really know what their business is worth? Unless owners are thinking of selling soon, should they care? Is it possible for an owner to self-assess his or her business for growth and improvement? If so, how?

      To many owners, their businesses are valuable because of the livelihood and lifestyle provided. However, often overlooked or misunderstood is the importance of the business’ value. Especially, when the day to retire arrives. Our panel of experts will de-mystify business value creation, with the goal of helping owners build more valuable and transferable businesses.

      As a bonus, our introductory speaker will provide insights about why planning can be so challenging, offer some suggestions for overcoming those challenges, and discuss the importance of addressing long term business and personal plans with your family over the coming holidays.


      PROGRAM

      7:30-8:00 Registration and breakfast
      8:00-8:10 Welcome and About the Exit Planning Exchange
      Ray Palys, CoreStrata Management Consulting – President Chicago Chapter Board of Directors

      8:10-8:15 Introduction to Owners’ Academy Program
      Tim TrelaMomentum Advanced Planning – Co-Chairman Owners’ Academy Committee

      8:15-8:25 Overview: "Plan" May Be a 4-Letter Word But "Planning" Is Not
      Speaker: Larry Gard, Ph.D., Hamilton-Chase Consulting

      8:25-9:15 Panel Discussion Moderated by Tim Trela, Momentum Advanced Planning– Business Value Creation

      Our Panel Comprises:

      Tim Van Mieghem, The ProAction Group
      Laura Yunger, Saltare Solutions, LLC
      Larry Gard, Hamilton-Chase Consulting
      Trevor McClain-Duer, Cendrowski Corporate Advisors
      Roberto Garcia, Insperity 

      9:15-9:30 Wrap up and Concluding Remarks and Networking

      Who Should Attend?  Professional advisors and business owner guest.  

      You can pay for your business owner guests when you register and we will send them a confirmation. If you want your guests to pay for themselves, you will need to provide complete contact information (name, email and phone number) at the time of registration and we will send them an invoice.

      Investment:

      XPX Member $50, Business Owner Guest, $35
      Non-Members: $75, Business Owner Guest, $50

      Non-Solicitation Policy

      Please note that the Owners' Academy is an educational event for business owners. By registering, all advisors agree to the Chicago Chapter of the Exit Planning Exchange's policy that both member and non-member advisors will not solicit any business owner either at the event or afterward.

      • December 05, 2017
      • 4:00 PM - 7:00 PM
      • Papa Razzi, Wellesley, MA
      Register

      Holiday Networking Event

      REGISTRATION LIMITED TO 60!

      Join Us as XPX NE celebrates the holidays with “Exit Palooza - The Return!”… Holiday networking with a fun and informative twist at a festive venue and lovely dinner.

      At Exit Palooza, selected XPX members will tell their favorite exit story, in 5 minutes or less. These stories might be about just about any aspect of the Exit process and the results our talented members deliver to their clients. The audience will vote on Best Story, prizes will be awarded, other surprises are planned, and collectively we’ll close the XPX calendar for 2017 on a high note! Last year’s lucky winner was Andy Crain of Mirus Capital!

      This year, it’s more important than ever to spread the word, and bring a guest (at member price of $35). As we enter our 12th year, we welcome membership to professional advisors, business owners and young professionals. Exit Palooza is a great way to introduce prospective members to the group in a fun, casual atmosphere.

      So, grab a friend, a colleague or a business owner and come to the can’t miss party of the season!

      Agenda:

      4-4:30 Networking and cash bar
      4:30-5:30 Presentations and Awards
      5:30-6:30 Dinner and Networking

      • December 05, 2017
      • 5:30 PM - 7:30 PM
      • The law offices of Lerch Early and Brewer, 7600 Wisconsin Ave., Suite 700, Bethesda, MD
      Register
       
       
      Please join us for our
       
      Annual XPX DC Metro Holiday Networking Event
       
      Tuesday, December 5, 2017

      5:30 - 7:30 pm
       
      At the law offices of Lerch Early and Brewer
       
      7600 Wisconsin Ave., Suite 700
       
      Bethesda, MD
       
       
      Enjoy Great Folks and Holiday Cheer!

       
      You know from coming to monthly XPX events that it's a great networking venue. Each month, we only have 30 minutes available for networking. 
       
      Please join us at the law offices of Lerch Early and Brewer for an evening of fun and deepening our relationships with each other.
       
      As you know, we're also working to grow the chapter, so that we have even more people to network with. Feel free to bring a guest or two who you feel would fit well into the XPX family. We're particularly interested in adding some new commercial and investment bankers, CPAs, and private equity and venture capital specialists, but all are welcome.
       
      Cost: $0

      There is NO charge for members and guests but registration is required for headcount purposes. You can register your guest or they can contact Angie Ellis to get the guest code at angie@exitplanningexchange.com.

       
      Best Wishes,
       
      XPX DC Metro Chapter
      • December 06, 2017
      • 12:00 PM - 1:00 PM
      • Webinar

      Moderator: 
      Chris Geehern, EVP, Marketing & Communications

      Presenters:
      Rudi Scheiber-Kurtz, CEO, Next Stage Solutions
      Greg Rush, Partner, Dunn Rush & Co LLC

      You think you know the value of your business - after all, you started it or managed it to its present level of success. But potential buyers see your company through a different lens - they worry about unknown risks to the business, leadership continuity, cultural fit, the sustainability of growth and legal, regulatory or environmental exposures. AIM and the Exit Planning Exchange of New England invite you to take a step back with us during a complimentary webinar to take a critical third-party look at your business and its potential selling price.

      Cost: Free

      Registration through A.I.M.


      • December 06, 2017
      • 2:00 PM - 2:30 PM
      • Virtual meeting at 2 PM Eastern Time - Webinar details forwarded upon registration
      Register

      The Benefits of XPX Leadership


      Leadership of a local XPX Chapter is a powerful way to raise your profile as an expert and a leader in your market. In this web meeting, we'll share some of the research behind the key activities in XPX and how they help you grow your business by helping others grow theirs:

      1. Who gets referrals and why
      2. How visible expertise boost referrals
      3. Why ethics are the foundation of your network

      We'll walk you through the steps to building a local Chapter and raising your profile to a whole new level in 2018.  Join us for this quick presentation along with open discussion and questions. 


      Speakers:


      Mary Adams, Executive Director, XPX Global - Mary's firm was one of the founders of XPX. For the past five years, she has guided the overall growth of the network including coaching a number of our successful Chapter launches. 



      Paul Cronin, Director of Business Development, XPX Global - Paul is a leader of the Successful Transition Planning Institute and a long-time XPX member. He recently joined us to help manage the accelerating growth of our Chapter network.   

      • December 06, 2017
      • 5:30 PM - 7:30 PM
      • Infinity Music Hall & Bistro- 32 Front Street, Hartford, CT 06103


      Don’t miss an opportunity to network with Hartford XPX and ACG professionals in this increasingly popular joint event at Infiniti Hall.

      This event is open to professionals of all disciplines who would like to strengthen their business relationships and build new ones.

      Guest speaker: Mayor Luke Bronin

      Topic: Hartford's Financial Outlook: Challenges and Opportunities

      Speaker:







      Luke A. Bronin
      67th Mayor of the City of Hartford

      Investment

      XPX CT and Tri-State Members: $55
      Non-members early bird through 12/6: $75
      After 12/6: $96

      We will have food, beverages and open bar.

      Registration is through ACG.


      • December 14, 2017
      • 8:00 AM - 9:30 AM
      • Bernstein, 1345 Avenue of the Americas, New York, NY, (Between 54th and 55th Streets)
      Register

      How can the owners of Murphy’s Metal Manufacturing determine a fair price for their business, if they choose to sell? Our valuation experts will go through the basics of valuation to help the management of Murphy’s better understand the individual components of the valuation analysis, as well as provide insight on how to assess the quality and reliability of the analysis. The presentation will review the primary methodologies used in a valuation assignment, as well as some of the key questions to ask and issues to watch out for when reviewing the valuation, such as:

      • Strategic vs. Fair Market Value
      • Typical normalization adjustments and when they should be applied
      • How previous transactions in company stock can affect value
      • Timing of gifts with a potential sale
      • Discounts to value related to minority interests
      • When to plan for an exit and what aspects to consider from a valuation standpoint

      Panelists

      T.J. Hope, Director, Valuation Advisory, Stout Risius Ross
      Mandeep Trivedi, Principal, Practice Leader, Valuation Services, Citrin Cooperman

      Click here for the Case Study.



      • December 14, 2017
      • 6:00 PM - 8:00 PM
      • The Pyramid Club, 1700 Market Place, Philadelphia
      Register




      Joint Holiday Event with XPX Philadelphia & Alliance of M&A Advisors
       
      Thursday, December 14th
       
      6:00 p.m. to 8:00 PM
       
      The Pyramid Club
       
      1735 Market Street
       
      Philadelphia, PA
       
          

      Don't miss our 2nd Joint Association Holiday Event with AM &AA.  

      Overlooking the city, this event will feature hors d'oeuvres and open bar.

      Come celebrate the joy of the season with some of the most respected professionals in Philadelphia.

      • December 15, 2017
      • 7:30 AM - 9:30 AM
      • The Shore and Country Club, 220 Gregory Boulevard, Norwalk
      Strategic Options:  What Makes the Most Sense:


      Stay Tuned!


      Click here for the Case Study.


      • December 15, 2017
      • 8:00 AM - 10:00 AM
      • Rolling Road Golf Club 814 Hilltop Ave, Catonsville, MD 21228
      Register

      Building Brand Value Through the Business Life Cycle

      “In an increasingly crowded marketplace, fools will compete on price. Winners will find a way to create lasting value in the customer’s mind.” -Tom Peters

      When your client is ready to exit, will their brand be ready? Join us for an interactive conversation about building brand value at all stages of the business life cycle — from first impressions to lasting perceptions, our conversation will include creating proof of concept and viability in the Seed & Development stage; generating brand awareness in the Startup stage; establishing brand preference in the Growth & Establishment stage; maximizing market share and realizing brand domination in the Expansion phase; and ultimately having all of the brand elements, best practices, and metrics in place to support the proposed brand value when it’s time to have Exit conversations.

      Our presenters will share stories from their collective experiences working with middle market brands, and invite registered participants to submit their perspectives and branding questions in advance by clicking here. Audience input will be factored into the presentation, making it an educational and valuable use of everyone’s morning.

      Presenters:

      Dina Wasmer, President & CMO, Incite Creative
      Matt Christ, Brand Strategist, Brand3

      • 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
      Register
      As we conclude our case study, we explore the view of the sellers immediately before and after closing.  Economic models assume we've evolved to become rational thinkers. When a business seller makes their exit and contemplates significant liquid non-business wealth for the first time, often the primal part of the brain kicks in. This is the part that relies on instinct, not reason - and therein lies risk. Sellers have a range of goals. Virtually all want to be sure they can maintain their preferred level of lifestyle spending for as long as they may live; many have other objectives, too: legacies to family members or charities, or new ventures of various kinds. In this presentation we will explore the concept of core capital - or the money used for lifestyle spending - as well as surplus capital, the part intended for legacies and other purposes, for which planning in advance is critical. When a deal is on the table, these insights can enable the seller to reach a timely—and informed—decision, while also ensuring they are achieving their post-closing financial and personal goals.


      Click here for the Case Study.

      Speakers:

      https://www.bernstein.com/Bernstein/Email/ElijahDornstreichProfile.pdf

      https://www.bernstein.com/Bernstein/Email/Bishop_Andrew.pdf

      • December 20, 2017
      • 8:00 AM - 10:00 AM
      • The offices of Fox Rothschild LLP - 49 Market Street, Morristown, NJ

      What could the business be worth…and why?

      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


      • December 20, 2017
      • 8:00 AM - 10:00 AM
      • The Hartford Club, 46 Prospect St, Hartford, CT
      Register

      How can the owners of Murphy’s Metal Manufacturing determine a fair price for their business, if they choose to sell? Our valuation experts will go through the basics of valuation to help the management of Murphy’s better understand the individual components of the valuation analysis, as well as provide insight on how to assess the quality and reliability of the analysis. The presentation will review the primary methodologies used in a valuation assignment, as well as some of the key questions to ask and issues to watch out for when reviewing the valuation, such as:

      • Strategic vs. Fair Market Value
      • Typical normalization adjustments and when they should be applied
      • How previous transactions in company stock can affect value
      • Timing of gifts with a potential sale
      • Discounts to value related to minority interests
      • When to plan for an exit and what aspects to consider from a valuation standpoint

      Panelists

      Vivian Raukas, Aimus Advisors Bio.

      Roger Winsby, Axiom Valuation Bio.

      David Roy, KPMG Bio.


      Click here for the Case Study.

      • January 04, 2018
      • 5:30 PM - 7:30 PM
      • TBD

      Stat tuned!



      • January 11, 2018
      • 8:00 AM - 9:30 AM
      • Bernstein, 1345 Avenue of the Americas, New York, NY, (Between 54th and 55th Streets)

      How can I maximize value in the short term?


      Stay tuned!


      Click here for the Case Study.



      • January 11, 2018
      • 7:30 AM - 9:00 AM (CST)
      • Hyatt Lodge At McDonald's Campus- 2815 Jorie Boulevard, Oak Brook, IL

      Stay tuned!

      • January 16, 2018
      • 4:00 PM - 6:30 PM
      • Sullivan & Worcester, Boston, MA

      Stay tuned!


      • January 17, 2018
      • 8:00 AM - 10:00 AM
      • The offices of Fox Rothschild LLP - 49 Market Street, Morristown, NJ

      How can I maximize value in the short term?

      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


      • January 17, 2018
      • 8:00 AM - 10:00 AM
      • The Hartford Club, 46 Prospect St, Hartford, CT
      How can I maximize value in the short term?


      Stay tuned! 

      Click here for the Case Study.


      • January 18, 2018
      • 7:30 AM - 9:00 AM (CST)
      • Chicago Cut Steakhouse - 300 N LaSalle St., Chicago, IL
      Register

      Stay tuned!


      • January 19, 2018
      • 7:30 AM - 9:30 AM
      • Westport Inn, 1595 Post Road East, Westport, CT
      How can I maximize value in the short term?


      Stay Tuned!


      Click here for the Case Study.


      • January 26, 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.  


      • February 02, 2018
      • 7:30 AM - 9:30 AM
      • TBD, Stamford,CT
      Successful Exit Stories


      stay tuned!


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

      As told by Owner(s) with Experience


      Stay tuned!


      Click here for the Case Study.



      • February 21, 2018
      • 5:00 PM - 7:00 PM
      • TBD
      • February 21, 2018
      • 5:00 PM - 7:30 PM
      • TBD

      Successful Exit Stories

      Stay tuned!

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

      Stay tuned!


      • March 02, 2018
      • 7:30 AM - 9:00 AM (CST)
      • Chicago Cut Steakhouse - 300 N LaSalle St., Chicago, IL
      Register

      Stay tuned!


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

      Hire Family Members or Professional Managers


      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
      Hire Family Members or Professional Managers


      Stay Tuned!


      Click here for the Case Study.


      • 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.


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

      How Can Owners Keep What They Have Earned?

      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.


      • 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 16, 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


      • 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 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
      • 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.


    Past events

    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
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