XPX National Calendar

Past Events

This calendar includes all XPX events at all Chapters. Right now, some of our events are hybrid, in-person and virtual and most are open to any interested advisor. Join in and experience XPX live!

Apr

XPX Leadership Collaborative: President's Meeting

Fri, Apr 26^th, 2024 ⋅ 10:50am - 12:00pm (EDT)

Apr

XPX Austin: Recent Surprising Legal and HR Issues Affecting Small & Mid-size Businesses

Thu, Apr 25^th, 2024 ⋅ 11:30am - 1:00pm (CDT)

Apr

XPX Triangle: ROADMAP TO EXIT: Financial Planning for Exiting Business Owners (In Person)

Thu, Apr 25^th, 2024 ⋅ 11:30am - 1:30pm (EDT)

Apr

Virtual access

XPX Atlanta: EXPERIENCE XPX FOR GUESTS AND NEW MEMBERS

Thu, Apr 25^th, 2024 ⋅ 9:00am - 10:00am (EDT)

Apr

XPX New York - Protecting Consideration: Representations & Warranties Insurance and Indemnification Provisions

Thu, Apr 25^th, 2024 ⋅ 8:30am - 10:00am (EDT)

Apr

XPX Philadelphia Bucks & Montgomery County Meeting - Spring into Action: Planting Seeds of Success in People Planning

Thu, Apr 25^th, 2024 ⋅ 7:45am - 9:15am (EDT)

Apr

Virtual access

XPX - Making the Most of Your Membership

Wed, Apr 24^th, 2024 ⋅ 10:50am - 11:30am (EDT)

Apr

XPX Fairfield CT/Estate Planning Council Joint Event: Estate and Exit Planning Pitfalls and Opportunities

Wed, Apr 24^th, 2024 ⋅ 8:00am - 10:00am (EDT)

Apr

XPX HOUSTON OWNERS' ACADEMY (HOUSTON MEMBER + INVITED OWNER) - BUSINESS UPDATE FOR OWNERS: LEGAL, TAX AND MARKET UPDATE

Tue, Apr 23^rd, 2024 ⋅ 4:00pm - 6:30pm (CDT)

Apr

XPX San Antonio: Maximizing Business Exit Value through Sales Performance

Tue, Apr 23^rd, 2024 ⋅ 7:30am - 9:00am (CDT)

Apr

XPX Atlanta New Member Monthly Coffee

Fri, Apr 19^th, 2024 ⋅ 8:30am - 9:30am (EDT)

Apr

XPX Maryland: Financing in an Evolving Middle Market

Fri, Apr 19^th, 2024 ⋅ 8:00am - 10:00am (EDT)

Apr

XPX Charlotte - The Due Diligence Process: Pitfalls and Best Practices (Members Only + Invited Guests)

Wed, Apr 17^th, 2024 ⋅ 3:30pm - 5:00pm (EDT)

Apr

Virtual access

XPX South Florida: ESOP or Acquisition (virtual)

Wed, Apr 17^th, 2024 ⋅ 12:00pm - 1:00pm (EDT)

Apr

XPX New Jersey - Unlocking Value Through ESG Opportunities

Wed, Apr 17^th, 2024 ⋅ 8:00am - 10:00am (EDT)

Apr

XPX Hartford CT: Non-Bank Lending: Supporting Deal Structures and Building Value

Wed, Apr 17^th, 2024 ⋅ 8:00am - 10:00am (EDT)

Apr

XPX Philadelphia - Spring into Action: Planting Seeds of Success in People Planning

Wed, Apr 17^th, 2024 ⋅ 7:45am - 9:15am (EDT)

Apr

XPX Chicago: Leveraging Sales Growth to Maximize Your Client’s Exit Price

Wed, Apr 17^th, 2024 ⋅ 7:30am - 9:00am (CDT)

Apr

Virtual access

XPX Members Only Cross-Chapter Power Networking (virtual)

Tue, Apr 16^th, 2024 ⋅ 4:55pm - 6:00pm (EDT)

Apr

XPX Charlotte: Membership Social & Membership Recruitment Event

Thu, Apr 11^th, 2024 ⋅ 4:30pm - 6:30pm (EDT)

Apr

Virtual access

XPX Members Only Cross-Chapter Power Networking (virtual)

Thu, Apr 11^th, 2024 ⋅ 9:55am - 11:00am (EDT)

Apr

XPX DC Metro - Simply Complex, A Case Study: Financial Due Diligence/ Value

Thu, Apr 11^th, 2024 ⋅ 7:30am - 9:30am (EDT)

Apr

XPX Startup Success Workshop

Wed, Apr 10^th, 2024 ⋅ 11:00am - 12:00pm (EDT)

Apr

XPX Greater Boston - Would you buy your business?

Tue, Apr 9^th, 2024 ⋅ 11:30am - 1:30pm (EDT)

Apr

XPX Atlanta - Translating Legalese into Commonese

Tue, Apr 9^th, 2024 ⋅ 11:00am - 1:00pm (EDT)

Apr

XPX Long Island: On track for a soft landing, what's next? A briefing for CEOs and business owners

Thu, Apr 4^th, 2024 ⋅ 8:30am - 10:00am (EDT)

Apr

XPX Nashville - ESOPs: How Exit Planning Advisors Participate and Benefit

Wed, Apr 3^rd, 2024 ⋅ 11:00am - 1:00pm (CDT)

Apr

XPX Triangle: 1st Tuesday Social

Tue, Apr 2^nd, 2024 ⋅ 4:30pm - 6:30pm (EDT)

Apr

XPX Dallas: Growth, Profitability and Size

Tue, Apr 2^nd, 2024 ⋅ 8:00am - 9:45am (CDT)

Apr

Virtual access

XPX Chicago Signup DEADLINE for member power networking - April

Mon, Apr 1^st, 2024 ⋅ 12:00am - 11:00pm (EDT)

Apr

Virtual access

XPX Atlanta Power of Five Networking - April

Mon, Apr 1^st, 2024 ⋅ 12:00am - 11:00pm (EDT)

Mar

XPX Tri-State/ACG CT joint event: Whether it's Networking or Pickleball...Get your GAME on!!

Thu, Mar 28^th, 2024 ⋅ 5:30pm - 7:30pm (EDT)

Mar

XPX Triangle: ROADMAP TO EXIT: Succession Planning in a Family Business (In-Person)

Thu, Mar 28^th, 2024 ⋅ 11:30am - 1:30pm (EDT)

Mar

Virtual access

XPX Atlanta: EXPERIENCE XPX FOR GUESTS AND NEW MEMBERS

Thu, Mar 28^th, 2024 ⋅ 9:00am - 10:00am (EDT)

Mar

XPX New York: Estate and Tax Planning for Exits

Thu, Mar 28^th, 2024 ⋅ 8:00am - 10:00am (EDT)

Mar

XPX Philadelphia Bucks & Montgomery County Meeting - March Madness: Drills for a No-Surprise Slam Dunk in Legal Due Diligence

Thu, Mar 28^th, 2024 ⋅ 7:45am - 9:15am (EDT)

Mar

Virtual access

XPX - Making the Most of Your Membership

Wed, Mar 27^th, 2024 ⋅ 10:50am - 11:30am (EDT)

Mar

XPX Chicago: XPX Emerging Professionals Chicago: Personal Marketing: Your Roadway to Success City

Tue, Mar 26^th, 2024 ⋅ 5:00pm - 7:00pm (CDT)

Mar

XPX Nashville -Members Only Coffee Gathering

Tue, Mar 26^th, 2024 ⋅ 8:30am - 9:30am (CDT)

Mar

XPX San Antonio: Entrepreneurship through Acquisition: Solving the Global Succession Crisis

Tue, Mar 26^th, 2024 ⋅ 7:30am - 9:00am (CDT)

Mar

XPX Houston: Save the date! (Members Only + Invited Potential Members)

Tue, Mar 26^th, 2024 ⋅ 7:30am - 9:00am (CDT)

Mar

XPX HOUSTON BREAKFAST: BUSINESS UPDATE FOR ADVISORS: LEGAL, TAX, AND MARKET UPDATE (MEMBERS ONLY + INVITED POTENTIAL MEMBERS)

Tue, Mar 26^th, 2024 ⋅ 7:30am - 9:00am (CDT)

Mar

XPX New Jersey - Private Equity’s M&A Market Outlook

Wed, Mar 20^th, 2024 ⋅ 8:00am - 10:00am (EDT)

Mar

XPX Philadelphia Full-Court Press to Avoid March Madness: Legal Drills for a No-Surprise Slam Dunk in Legal Due Diligence

Wed, Mar 20^th, 2024 ⋅ 7:45am - 9:15am (EDT)

Mar

XPX Charlotte: Data and Technology used to Support Business and Enhance Business Valuation (Members Only + Invited Guests)

Tue, Mar 19^th, 2024 ⋅ 3:30pm - 5:00pm (EDT)

Mar

XPX Maryland -2024 Economic Outlook - SOLD OUT!

Fri, Mar 15^th, 2024 ⋅ 8:00am - 10:00am (EDT)

Mar

Virtual access

XPX Members Only Cross-Chapter Power Networking (virtual)

Thu, Mar 14^th, 2024 ⋅ 9:55am - 11:00am (EDT)

Mar

Virtual access

XPX South Florida: M&A Market Conditions and It’s Impact on Structured Financing (Hybrid)

Wed, Mar 13^th, 2024 ⋅ 11:45am - 1:00pm (EDT)

Mar

XPX Startup Success Workshop

Wed, Mar 13^th, 2024 ⋅ 11:00am - 12:00pm (EDT)

Mar

XPX Greater Boston: Game Night! Joint Event XPX Boston and AM&AA

Tue, Mar 12^th, 2024 ⋅ 4:00pm - 6:00pm (EDT)

Mar

XPX Atlanta - Management, Leadership, and Culture

Tue, Mar 12^th, 2024 ⋅ 11:00am - 1:00pm (EDT)

Mar

XPX Chicago: Networking & Table Discussion: What is Happening in the Downtown Market

Tue, Mar 12^th, 2024 ⋅ 7:30am - 9:00am (CDT)

Mar

XPX DC Metro- Simply Complex, A Case Study: Owner Readiness to Sell

Thu, Mar 7^th, 2024 ⋅ 7:30am - 9:30am (EDT)

Mar

XPX Chicago: Happy Hour Social (Courtesy of XPX Sponsor Tom Harris/Bank Financial)

Wed, Mar 6^th, 2024 ⋅ 5:00pm - 7:00pm (CDT)

Mar

XPX Triangle: 1st Tuesday Social

Tue, Mar 5^th, 2024 ⋅ 4:30pm - 6:30pm (EDT)

Mar

XPX Dallas: Understanding ESOPs

Tue, Mar 5^th, 2024 ⋅ 8:00am - 9:45am (CDT)

Mar

XPX Long Island: Coffee Connection

Fri, Mar 1^st, 2024 ⋅ 8:30am - 10:30am (EDT)

Mar

Virtual access

XPX Atlanta Power of Five Networking - March

Fri, Mar 1^st, 2024 ⋅ 12:00am - 11:00pm (EDT)

Mar

Virtual access

XPX Chicago Signup DEADLINE for member power networking - March

Fri, Mar 1^st, 2024 ⋅ 12:00am - 11:00pm (EDT)

Feb

XPX Austin: Know Your Number: What to Consider Before You Exit

Thu, Feb 29^th, 2024 ⋅ 11:30am - 1:00pm (CDT)

Feb

XPX New York: Importance of a Quality of Earnings report to the overall sale process

Thu, Feb 29^th, 2024 ⋅ 8:30am - 10:00am (EDT)

Feb

Virtual access

XPX Triangle: ROADMAP TO EXIT: Tax and other Financial Considerations (Virtual)

Thu, Feb 29^th, 2024 ⋅ 7:30am - 9:00am (EDT)

Feb

Virtual access

XPX - Making the Most of Your Membership

Wed, Feb 28^th, 2024 ⋅ 10:50am - 11:30am (EDT)

Feb

XPX Chicago: Evening Social at Sassetti CPAs!

Tue, Feb 27^th, 2024 ⋅ 5:00pm - 7:00pm (CDT)

Feb

XPX Houston Owners' Academy (Houston Member Only + Invited Owner) - Maximizing your Exit: Personal Insights & Business Strategies for Future Sellers

Tue, Feb 27^th, 2024 ⋅ 4:00pm - 6:30pm (CDT)

Feb

XPX San Antonio: Hiring Exceptional Team Members To Drive Success

Tue, Feb 27^th, 2024 ⋅ 7:30am - 9:00am (CDT)

Feb

XPX Leadership Collaborative: Membership Meeting

Fri, Feb 23^rd, 2024 ⋅ 10:50am - 12:00pm (EDT)

Feb

Virtual access

XPX Atlanta: EXPERIENCE XPX FOR GUESTS AND NEW MEMBERS

Thu, Feb 22^nd, 2024 ⋅ 9:00am - 10:00am (EDT)

Feb

XPX Philadelphia Bucks & Montgomery County Meeting - The Super Bowl of Accounting: Tackling the Plays of Cash vs. Accrual (a/k/a whipping financials into shape)

Thu, Feb 22^nd, 2024 ⋅ 7:45am - 9:15am (EDT)

Feb

XPX Fairfield County CT - SOLD OUT! Annual Joint Event with XPX & ACG CT: A Business Exit: From the Business Owner's Perspective

Wed, Feb 21^st, 2024 ⋅ 5:00pm - 7:00pm (EDT)

Feb

XPX Charlotte: Is Your Business Bankable? (Members Only + Invited Guests)

Wed, Feb 21^st, 2024 ⋅ 3:30pm - 5:00pm (EDT)

Feb

XPX Hartford CT: The Entrepreneurial Mindset

Wed, Feb 21^st, 2024 ⋅ 8:00am - 10:00am (EDT)

Feb

XPX New Jersey - Selling The Business? Remember Your “Rembrandts in the Attic!”

Wed, Feb 21^st, 2024 ⋅ 8:00am - 10:00am (EDT)

Feb

XPX Atlanta New Member Monthly Coffee

Fri, Feb 16^th, 2024 ⋅ 8:30am - 9:30am (EDT)

Feb

XPX Maryland: SOLD OUT! 10th Annual Power Networking

Fri, Feb 16^th, 2024 ⋅ 7:30am - 10:00am (EDT)

Feb

Virtual access

XPX Members Only Cross-Chapter Power Networking (NEW FORMAT this month)

Thu, Feb 15^th, 2024 ⋅ 4:50pm - 6:00pm (EDT)

Feb

XPX Startup Success Workshop

Wed, Feb 14^th, 2024 ⋅ 11:00am - 12:00pm (EDT)

Feb

XPX Philadelphia - The Super Bowl of Accounting: Tackling the Plays of Cash vs. Accrual (a/k/a whipping financials into shape)

Wed, Feb 14^th, 2024 ⋅ 7:45am - 9:15am (EDT)

Feb

XPX Greater Boston: POSTPONED! Tax Mitigation Strategies for Owners and Sellers of Businesses

Tue, Feb 13^th, 2024 ⋅ 11:30am - 1:00pm (EDT)

Feb

XPX Atlanta - Tax and Financial Planning for Growth and Exit

Tue, Feb 13^th, 2024 ⋅ 11:00am - 1:00pm (EDT)

Feb

XPX South Florida: Meet-Up

Mon, Feb 12^th, 2024 ⋅ 5:00pm - 7:00pm (EDT)

Feb

Virtual access

XPX South Florida: How To Rapidly Scale Your Business Leveraging The Six Key Components (Virtual)

Mon, Feb 12^th, 2024 ⋅ 7:45am - 9:00am (EDT)

Feb

XPX Austin: Happy Hour Networking Event

Thu, Feb 8^th, 2024 ⋅ 5:00pm - 6:30pm (CDT)

Feb

XPX DC Metro: Case Study: Is the Business Ready for Sale?

Thu, Feb 8^th, 2024 ⋅ 7:30am - 9:30am (EDT)

Feb

XPX Nashville - The Seller Speaks: Navigating Business Exits with Insightful Seller Stories

Wed, Feb 7^th, 2024 ⋅ 11:00am - 1:00pm (CDT)

Feb

XPX Triangle: 1st Tuesday Social

Tue, Feb 6^th, 2024 ⋅ 4:30pm - 6:30pm (EDT)

Feb

XPX Dallas - Deal Modeling

Tue, Feb 6^th, 2024 ⋅ 8:00am - 9:45am (CDT)

Feb

XPX Long Island: New Year Networking Event

Thu, Feb 1^st, 2024 ⋅ 5:00pm - 7:00pm (EDT)

Feb

Virtual access

XPX Chicago Signup DEADLINE for member power networking - February

Thu, Feb 1^st, 2024 ⋅ 12:00am - 11:00pm (EDT)

Feb

Virtual access

XPX Atlanta Power of Five Networking - February

Thu, Feb 1^st, 2024 ⋅ 12:00am - 11:00pm (EDT)

Jan

XPX Leadership Collaborative: Events and Programming Meeting

Fri, Jan 26^th, 2024 ⋅ 10:50am - 12:00pm (EDT)

Jan

XPX Triangle: ROADMAP TO EXIT: Exit Strategies and Options (In-Person)

Thu, Jan 25^th, 2024 ⋅ 11:30am - 1:30pm (EDT)

Jan

Virtual access

XPX Atlanta: EXPERIENCE XPX FOR GUESTS AND NEW MEMBERS

Thu, Jan 25^th, 2024 ⋅ 9:00am - 10:00am (EDT)

Jan

XPX New York: Best Practices for Early-Stage Investing!

Thu, Jan 25^th, 2024 ⋅ 8:30am - 10:00am (EDT)

Jan

XPX Philadelphia Bucks & Montgomery County Meeting: Profitable Chaos - Selling a Wildly Successful Mess of a Business

Thu, Jan 25^th, 2024 ⋅ 7:45am - 9:15am (EDT)

Jan

Virtual access

XPX - Making the Most of Your Membership

Wed, Jan 24^th, 2024 ⋅ 10:50am - 11:30am (EDT)

Jan

XPX Fairfield County CT: ALL THINGS INSURANCE...and how it effects VALUATIONS and the END GAME

Wed, Jan 24^th, 2024 ⋅ 8:00am - 10:00am (EDT)

Jan

XPX Nashville - Renew, Reflect, Lead: A New Years Journey with Cheryl DeSantis

Tue, Jan 23^rd, 2024 ⋅ 4:15pm - 6:30pm (CDT)

Jan

XPX San Antonio: Building Business Culture to Maximize Exit Returns

Tue, Jan 23^rd, 2024 ⋅ 7:30am - 9:00am (CDT)

Jan

XPX Houston: Getting the Deal Done (Members Only + Invited Potential Members)

Tue, Jan 23^rd, 2024 ⋅ 7:30am - 9:00am (CDT)

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