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.

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 

Meet our Sponsors!

Business & Legal Advisors
Stein Sperling
Cortland Valuation
Cohen CPA Strategies LLC

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Accountants

Attorneys

Bankers

Coaches

Consultants

Insurance Providers

Investors

M&A Intermediaries

Non-Profits

Valuators

Virtual managers

Wealth Planners

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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…

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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Upcoming Chapter Events

02
Feb
Thu, Feb 2nd, 2023 ⋅ 7:30am - 9:00am (EST)
Bethesda Country Club - 7601 Bradley Blvd, Bethesda, MD 20817
09
Feb
Virtual access
Thu, Feb 9th, 2023 ⋅ 10:00am - 11:00am (EST)
Virtual - you'll receive login info upon registration and are welcome at one or both sessions
13
Feb
Virtual access
Mon, Feb 13th, 2023 ⋅ 1:00pm - 2:00pm (EST)
Virtual - you'll receive login info upon registration and are welcome at one or both sessions

Our Members

Managing Member
Cohen CPA Strategies, LLC
CFP®, CExP™
OBSIDIAN PLANNING SOLUTIONS
Chief Operating Officer
Employee Benefit Research Institute
President
Potomac Business Group
Partner
Bendler & Company, PC

Why I'm an XPX Member