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  • Exit Planning Exchange
Exit Planning Exchange
Jan
09

XPX DC Metro: Looking Ahead to 2025 – What to Expect

Details

Date & Time

Thu, Jan 9th, 2025 ⋅ 7:30am - 9:30am (EDT)

Location

The Tower Club 8000 Towers Crescent Dr Suite 1700, Vienna, VA 22182

Tickets

DC Metro Members
$35.00
DC Metro Members Same Day/Walk-In Fee
$45.00
DC Metro Sponsors
$0.00
Non-Members
$60.00
Non-Members Same Day/Walk-In Fee
$70.00
XPX Chapter Network Member
$50.00
XPX Chapter Network Member Same Day/Walk-In Fee
$60.00
Guests

Registrants

24 people attended
RP
PK
Akila Narayanan of Cortland Valuation is a member of XPX DC Metro
MW
SG
+19

Like any New Year, as we enter into 2025, we’re all filled with anticipation and uncertainty at what lies ahead for our industries.  Please join us as Richard Phillips, Co-Founder of Crossroads Capital, LLC will host a discussion about what to expect including:

  • The broader economic environment, examining how interest rates, inflation, and global market trends are setting the stage for deal-making in 2025.
  • The potential impact of a new presidential administration, including anticipated changes to tax policies, regulatory frameworks, and federal priorities, and how these shifts could influence M&A activity across industries.
  • How will economic, technological, and geopolitical shifts impact deal-making strategies?
  • Emerging sectors and innovative deal structures.


Our Speaker:


Richard P. Phillips

Senior Partner & Co-Founder
Crossroads Capital, LLC

Richard is Co-Founder and Senior Partner of Crossroads Capital, LLC. He is a seasoned dealmaker and accomplished financial analyst with more than 20 years of corporate finance, consulting, and investment banking experience. He also serves as a Managing Director with San Blas Securities, LLC. Over his career, he has completed more than 35 M&A and other strategic transactions valued at more than $6.4 billion with a sector focus on GovCon/Defense, light industrials, Software, and IT Services.

Agenda:

7:30 -8:15 Networking
8:15- 9:30 Program/Admin

Registration Fees:

XPX DC Members in good standing – $35.00 so join Today!
XPX DC Members Same Day/Walk-in Fee - $45.00

Other XPX Chapter Members – $50.00
Other XPX Chapter Members Same Day/Walk-in Fee - $60.00

Non-Members – $60.00
Non-Members Same Day/Walk-in Fee – $70.00

Full breakfast is included.

BRING A FIRST-TIME GUEST TO XPX!

XPX DC members are encouraged to bring a first-time guest (FREE) for this event. Members (not guest), can contact angie@exitplanningexchange.com to register your guest. 

Cancellation Policy: You may request to cancel your registration for a full refund, up to 72 hours before the date and time of the event.  The sale is final after the 72 hour deadline. We are unable to issue a credit towards another meeting. This registration is not transferable to another individual - no substitutes please.  

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Guests
Registrant lists may take up to 24 hours to update on Events pages.
RP
Richard Phillips
Crossroads Capital, LLC
PK
Paul Khazansky
Cascade Capital
Akila Narayanan of Cortland Valuation is a member of XPX DC Metro
Akila Narayanan
Cortland Valuation Group, Inc.
MW
Matt Whitaker
Quantive Financial Advisors
SG
Stephanie Gumm
Horizon Advisory Group
Stuart Sorkin of The Business and Legal Advisors, LLC is a member of XPX DC Metro
Stuart Sorkin
The Business and Legal Advisors, LLC
Ron Moore of Schooley Mitchell is a member of XPX DC Metro
Ron Moore
Schooley Mitchell
John Yun of Yun Wealth Management Group at RBC is a member of XPX DC Metro
John Yun
Yun Wealth Management Group at RBC
GK
Gordon Kimpel
Veritas Financial
Rich Volin of Volin Employment Law, PLLC is a member of XPX DC Metro
Rich Volin
Volin Employment Law, PLLC
EB
Erika Baez-Grime
Silver Tsunami Transitions | The BPH Group
Steven Collins of XML Financial Group is a member of XPX DC Metro
Steven Collins
XML Financial Group
Jeffrey Gregorio of Merrill Lynch is a member of XPX DC Metro
Jeffrey Gregorio
Merrill Lynch
Corby Megorden of Ennis Legacy Partners is a member of XPX DC Metro
Corby Megorden
Ennis Legacy Partners
DC
Danny Cohen
John Hancock Investment Management
Stephanie Katz of CETA Benefit Consulting Group, LLC is a member of XPX DC Metro
Stephanie Katz
CETA Benefit Consulting Group, LLC
Kevin Learned of McMahon, Welch and Learned, PLLC is a member of XPX DC Metro
Kevin Learned
Reston Law Group, LLP
Michael Metz of FNB is a member of XPX DC Metro
Michael Metz
TRUIST (Formerly SunTrust/BB&T)
Liam Mulcahy of BNY Mellon Wealth Management is a member of XPX DC Metro
Liam Mulcahy
Raymond James
Karen Shapiro of Stein Sperling Bennett De Jong Driscoll PC is a member of XPX DC Metro
Karen Shapiro
Stein Sperling Bennett De Jong Driscoll PC
MP
Marvin Powell
Coach Powell T&D
Matthew Haskin of Bregman, Berbert, Schwartz & Gilday, LLC is a member of XPX DC Metro
Matthew Haskin
Bregman, Berbert, Schwartz & Gilday, LLC
LM
Lucia Manic
Atlantic union bank
HP
Hans Ploeg
Marsh, Private Client Services