XPX Chapters
XPX DC Metro Meeting Locations
We alternate meeting places between the Tower Club Tyson’s Corner in Virginia, and Bethesda Country Club in Maryland. Our breakfast meeting events are held from 7:30 – 9:30 AM.
Tower Club Tyson's Corner
8000 Towers Crescent, Suite 1700, Vienna, VA.
Bethesda Country Club
The Bethesda Room - 7601 Bradley Blvd, Bethesda, MD (February, April, June, September, November). Please park in the lot behind the main entrance.
Power Networking Program
One of our Chapter’s most popular offerings is our members-only Power Networking Program. We bring together small groups of members who arrange for themselves a number of get-togethers that fit their needs, so members from various business and professional disciplines can meet and more thoughtfully become acquainted with their fellow members and their approaches to providing value to their customers and clients. We re-shuffle the groups two to three times per year. Many of our members participate in multiple groups over time so they have a chance for a deep dive with members across the Chapter.
Over time, many of our members participate in multiple groups and become better acquainted with each other’s businesses, approaches to providing client value, and increase their knowledge about the industry as a whole. Interested in learning more? Please contact Rich Volin.
Interested in Joining XPX DC Metro?
If you are an advisor to owners and managers of companies in the lower middle market, XPX can be a powerful learning network for you! Our members represent twelve different professions but share core principles of collaboration, putting the client first, thinking long term, considering the human angle and continuous learning. Learn more about our membership benefits and options.
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The Latest News – XPX DC Metro
Latest – XPX DC Metro
What makes an established business “bankable” as opposed to perpetually seeking investor capital? The standard suite of financials a bank looks for are pure data, such as the income statement, balance sheet, and AR-aging. These are backward-looking, based on past performance. However there are also a number of reports a client can create themselves that…
According to the Microsoft report titled The Next Great Disruption is Hybrid Work 62% of all frontline workers say leadership does not prioritize building culture 53% of the workforce is prioritizing health and wellbeing over work than before the pandemic 3.5X – New hires whose managers played an active role were much more likely to say they were…
It wasn’t too long ago that people around the world were focused on something that brings us together, the Olympic games. I sat at dinner the other night with the father of an Olympian, and I asked him about the lengths to which the guardians (coaches, trainers, doctors, etc.) limit distractions and “noise” surrounding the…
Government Contractors generally operate and are sold in ways that can minimize any potential negative consequences of operating as a C corporation. There are certain benefits for the entity and its owners for operating as a C corporation compared with flow-through entities. The attached article discusses the financial, income and estate tax advantages and disadvantage…
We can’t wait for you to experience the cleaner, brighter and more user-friendly feel of our new platform! The site is designed to give you and your company greater visibility. Here are three things you should know: Emails from XPX will now come from my.exitplanningexchange.com—please adjust your email settings! Your new profile can have a…
Aug 20, 2021
Estate Planning Strategies for 2021 The sale of a business creates financial and estate planning opportunities and challenges. For many years, planners have enjoyed the increased (currently $11.7 Million) exemption, however legislation is being discussed that would drastically lower that exemption. This significant change will require new strategies to reach the financial goals our clients…
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Platinum Sponsors



your established business client is dissatisfied with their current bank, or has a financing need over $1MM.
Gold Sponsors



If you are forming a new business, your business is not growing or you want to exit your business



your business is growing and in hiring mode, you want to develop a strong HR infrastructure, and provide your employees with top-tier resources and benefits to make yourself as attractive an employer as possible



Call when you are planning any business succession or transaction including buying and selling businesses, equity and debt financing transactions, and reorganizations.
Silver Sponsors



You need valuation of a business or business interest for tax compliance, management planning, financial reporting or litigation support.



A client a starting a business, starting to think about selling or growing their business, or any tax related or financial decisions need to be considered.