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

The Exit Planning Exchange –  XPX DC Metro Chapter is a community of trusted advisors that collaborate to help their private company clients build business value, transfer ownership and create a legacy of success in their lives and their communities.

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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

The Annual Government Contractor Awards celebrate Small Emerging Contractors Advisory Forum (SECAF) members and other government contracting organizations that have demonstrated a commitment to industry excellence. Award categories showcase companies of all sizes, plus key projects and outstanding executives. Your clients and exit prospects  in the GovCon industry can benefit from the exposure that comes…

Please join us on February 29 for our 20th annual Cocktails and Conversations program, presented by the Women’s Network of Miles & Stockbridge and featuring Brooke Lierman — the 34th Comptroller of the state of Maryland and the first woman to be independently elected to one of our state’s constitutional offices. We’ll kick off Women’s…

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…

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Upcoming Chapter Events

22
May
Virtual access
Wed, May 22nd, 2024 ⋅ 10:50am - 11:30am (EDT)
Virtual at 11 AM EDT - you'll receive call-in instructions upon registering
11
Jun
Virtual access
Tue, Jun 11th, 2024 ⋅ 4:55pm - 6:00pm (EDT)
Virtual - you'll receive login info upon registration

Our Members

Avenue Wealth
Principal
Schooley Mitchell
Business Optimization Specialist
Tucker and Meltzer
Manager
Kaplan Financial Group, LLC
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Veritas Financial
Partner

Why I'm an XPX Member