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  • Exit Planning Exchange
Exit Planning Exchange
Oct
08

XPX DC Metro: Building REAL Enterprise Value

Details

Date & Time

Thu, Oct 8th, 2026 ⋅ 7:30am - 9:30am (EDT)

Location

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

Tickets

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

Registrants

36 people attended
FM
Lisa Kirchenbauer of Omega Wealth Management is a member of XPX DC Metro
DJ
SG
Greg Duncan of Murphy Business & Financial Services is a member of XPX DC Metro
+31

How do you help a business owner build real enterprise value—not just grow revenue? This month, we’ll explore the Five Transformations Framework, a practical, field-tested approach to helping middle-market companies scale and create sustainable value. Using two real-world case studies, we’ll look at how these transformations can accelerate earnings growth and, just as importantly, what advisors should recognize as they help owners prepare for growth and an eventual exit. Sara Hartary, Managing Director with Quantive and co-author of the forthcoming Path to $100 Million: A Founder’s Roadmap to Scaling Your Middle Market Company, will lead us through the framework and the lessons advisors can take back to their clients.

Our Speaker:



Sara Hartary

Managing Director
Quantive

Sara Hartary is a value creation guru with over 20 years of experience improving the way companies run. She founded and served as CEO of BizOps Solved, a management consulting firm focused on value creation, fractional COO services, and exit planning, until its acquisition by Quantive. Her previous roles include COO, management consultant, director of professional services, and IT chief of staff.

Sara leads the Business Performance Group at Quantive delivering business strategy, owner goal alignment, and enterprise-wide growth to clients in a deliberately broad range of industries. She’s the co-author of The Path to $100 Million – A Founder’s Roadmap to Scaling Your Middle Market Company.


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 Fee - $45.00

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

Non-Members – $60.00
Non-Members Same Day 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. 

Event Registration Cancellation Policy: You may request a full refund for your event registration up to 72 hours before the scheduled date and time. After that deadline, the sale is final and no refunds or credits will be issued. The registration fee is non-transferable, non-substitutable and no replacements are offered.


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Guests
Registrant lists may take up to 24 hours to update on Events pages.
FM
Frank Massaro
McDonald Hopkins LLC
Lisa Kirchenbauer of Omega Wealth Management is a member of XPX DC Metro
Lisa Kirchenbauer
Omega Wealth Management
DJ
Dan Jackson
Jackson Advisory Management
SG
Stephanie Gumm
Horizon Advisory Group
Greg Duncan of Murphy Business & Financial Services is a member of XPX DC Metro
Greg Duncan
Murphy Business & Financial Services
SS
Sevana Stone
VersaTel Solutions
SH
Sara Hartary
Quantive
PN
Peter Nadanyi
John Marshall Bank
Todd Feldman of Merit Financial Advisors is a member of XPX DC Metro
Todd Feldman
Merit Financial Advisors
Corby Megorden of Ennis Legacy Partners is a member of XPX DC Metro
Corby Megorden
Ennis Legacy Partners
MW
Matt Whitaker
Quantive Financial Advisors
Akila Narayanan of Cortland Valuation is a member of XPX DC Metro
Akila Narayanan
Cortland Valuation
Ron Moore of Schooley Mitchell is a member of XPX DC Metro
Ron Moore
Schooley Mitchell
Michael Metz of FNB is a member of XPX DC Metro
Michael Metz
First National Bank
DF
Denes Farkas
Rita Sherwood of Inglewood Associates LLC is a member of XPX Cleveland
Rita Sherwood
Inglewood Associates LLC
KT
Katherine Torres
Finanzeal
AH
Ashley Hall
JP Morgan Private Bank
BS
Blake Scherr
Merrill Lynch Wealth Management
MP
Max Prilutsky
Roadmap Advisors
BF
Brian Fleagle
New York Life
SG
Sarah Goelitz
Sarah Goelitz Consulting
Subodh Nayar of Nayar Enterprises LLC is a member of XPX DC Metro
Subodh Nayar
Nayar Enterprises LLC
AW
Antomius Wise
Wise Tax Strategies
EB
Evan Black
Marsh Agency
GK
Gordon Kimpel
FIRST FINANCIAL Group
Kris Kornemann of Financial Advantage Associates is a member of XPX DC Metro
Kris Kornemann
Financial Advantage Associates
KC
Kaitlyn Cline
United Charitable
EB
Edward Bortnick
THE ADVISOR'S EDGE. LLC
KM
Kerry Morgan
Newport LLC
EF
Edward Farley
Newport LLC
HN
Heather Newlin
Transformative Partners
CA
Catherine Allen
AO People Partners
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
RJ
Randy Jones
First Financial Group
MG
Michael Ghanem