Put The Power of XPX Membership to Work For You - and Your Clients

The Exit Planning Exchange –  XPX DC Metro Chapter is a local nonprofit association of diverse professional advisors collaborating to help their private company clients build business value, transfer ownership and create a legacy of success in their lives and their communities.

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 Maura Fredericks.

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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Cortland Valuation
Lerch, Early & Brewer, chtd.

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The Latest News – XPX DC Metro

Latest – XPX DC Metro

Cheryl Centeno of XPX Global is a member of XPX

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…

Mikal Schalk of Wood Stone & Ivy is a member of XPX Tri-State
XPX Content

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…

Mikal Schalk of Wood Stone & Ivy is a member of XPX Tri-State
XPX Content

Program produced by XPX DC Metro. Building a Management Team: A Key Value Driver to a Sellable Company When planning an exit, business value is dependent on a handful of key “value drivers” – the ingredients that make the business worth buying. While cash flow, is of course critical, the top “non-financial” ingredient is the…

Mikal Schalk of Wood Stone & Ivy is a member of XPX Tri-State
XPX Content

Program produced by XPX DC Metro In order to prepare for what is usually the single most critically important financial and emotional decision of a business owner’s life, the transition out of their company, you must start somewhere. How then, does an owner prepare for an event that is the measure of his or her…

Mikal Schalk of Wood Stone & Ivy is a member of XPX Tri-State
XPX Content

Program produced by XPX DC Metro. Rapidly Accelerating Business Value: Where to Start? Business owners know their businesses better than anyone. They have spent countless hours and sleepless nights working to build a valuable business to provide a living today and hopefully, sell in the future. But did you know 80% of business owners can…

Mikal Schalk of Wood Stone & Ivy is a member of XPX Tri-State
XPX Content

Program produced by XPX DC Metro. The State of Exit Planning in 2021 Despite the challenges and turbulence of 2020, the Exit Planning/M&A market has remained very active. Some industries have been significantly affected, while others have remained virtually untouched. In many cases, we have had to adjust our business practices, while still relying on…

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Upcoming Chapter Events

Tue, Dec 7th, 2021
5:00pm (EST)
Tue, Dec 14th, 2021
5:00pm (EST)
Wed, Dec 22nd, 2021
10:50am (EST)

Our Members

Avenue Wealth
Financial Advisor
Morgan Stanley
Director - Business Strategies
First Financial Group
Founding Partner
Centurion Wealth Management LLC
Snyder Cohn PC

Why I'm an XPX Member