• Home
  • Find an Advisor
  • Advisor Resource Center
    • Advisor Resource Members
    • Join
  • Chapters
    • Find a Chapter
      • Atlanta
        • Events
        • Join
        • Members
        • Leaders
        • Sponsors
        • News
        • Radio Show
        • Expo
      • Austin
        • Events
        • Join
        • Members
        • Leaders
        • Sponsors
        • News
      • Charlotte
        • Events
        • Join
        • Members
        • Leaders
        • Sponsors
        • News
      • Chicago
        • Events
        • Join
        • Members
        • Leaders
        • Sponsors
        • News
      • Cleveland
        • Events
        • Join
        • Members
        • Leaders
        • Sponsors
        • News
      • Connecticut
        • Events
        • Join
        • Members
        • Leaders
        • Sponsors
        • News
      • Dallas
        • Events
        • Join
        • Members
        • Leaders
        • Sponsors
        • News
      • DC Metro
        • Events
        • Join
        • Members
        • Leaders
        • Sponsors
        • News
      • Denver
        • Events
        • Join
        • Members
        • Leaders
        • Sponsors
        • News
      • Greater Boston
        • Events
        • Join
        • Members
        • Leaders
        • Sponsors
        • News
        • Summit
      • Hawaii
        • Events
        • Join
        • Members
        • Leaders
        • Sponsors
        • News
      • Houston
        • Events
        • Join
        • Members
        • Leaders
        • Sponsors
        • News
        • Summit
      • Long Island
        • Events
        • Join
        • Members
        • Leaders
        • Sponsors
        • News
      • Maryland
        • Events
        • Join
        • Members
        • Leaders
        • Sponsors
        • News
      • Nashville
        • Events
        • Join
        • Members
        • Leaders
        • Sponsors
        • News
      • New Jersey
        • Events
        • Join
        • Members
        • Leaders
        • Sponsors
        • News
      • New York
        • Events
        • Join
        • Members
        • Leaders
        • Sponsors
        • News
      • Northern California
        • Events
        • Join
        • Members
        • Leaders
        • Sponsors
        • News
      • Philadelphia
        • Events
        • Join
        • Members
        • Leaders
        • Sponsors
        • News
      • Phoenix
        • Events
        • Join
        • Members
        • Leaders
        • Sponsors
        • News
      • San Antonio
        • Events
        • Join
        • Members
        • Leaders
        • Sponsors
        • News
        • Summit
      • Tri-State
        • Events
        • Join
        • News
        • Summit
      • Triangle
        • Events
        • Join
        • Members
        • Leaders
        • Sponsors
        • News
    • Chapters in Development
      • Fort Worth
      • Piedmont Triad
      • Utah
    • Start a Chapter
    • Emerging Professionals
  • Knowledge Exchange
  • New & Upcoming
    • What’s New
    • National Calendar
  • About XPX
    • About
    • Advisor Principles
    • F.A.Q.s
  • Contact
    • Contact
    • Help
  • Login
    Sign up

    © 2026 XPX Global LLC. All Rights Reserved.

  • Exit Planning Exchange
Exit Planning Exchange
Oct
27

XPX Advisor Exchange hosted by BizNavigators (Cross-Chapter/Members-Only)

Login to Register
Don't have an account? Create an account
Details
Apple
Google (online)
Outlook 365 (online)
Outlook
Outlook.com (online)
Yahoo! (online)

Date & Time

Tue, Oct 27th, 2026 ⋅ 3:30pm - 4:45pm (EDT)

Location

Virtual on Zoom - you'll receive a Zoom link to access the program

Status

Registration Open

Tickets

XPX Advisor Resource Center Members
$0.00
XPX Members
$15.00
Guests

Registrants

17 people are going
Stan Eigenbrodt of Frederic Dorwart, Lawyers PLLC is a member of XPX Dallas
Jon Hafemann of High Point Capital Group is a member of XPX Chicago
Jared Todd of Veritas Private Wealth Management is a member of XPX Nashville
NY
SR
+12

PLEASE NOTE: WE ARE TRYING OUT A NEW PROGRAM TIME FOR THIS EVENT

THE PROGRAM WILL BEGIN AT 3:30 PM EASTERN TIME


THIS IS A MEMBERS-ONLY EVENT

REGISTRATION WILL CLOSE 1 HOUR BEFORE EVENT BEGINS


Previously called Cross-Chapter Power Networking, the XPX Advisor Exchange is a great way to meet other XPX members across the country. We're excited to have XPX Denver member, Ted Caulkins (Partner, BizNavigators) as this month's networking host.  

biznavigators

BizNavigators is a lower-mid market business brokerage based in Denver, serving businesses nationally through sell-side representation and advisory. From inception, BizNav has committed to closing over 70% of all businesses they bring to market, a complete inversion of the current national average (app 28% close rate). They believe this is the highest batting average for any lower-market brokerage; they accomplish this threshold in three ways:

  • carefully select the businesses we work with and firmly believe in their market value
  • apply upper-market systems, processes and 20+yr CPA experience on behalf of every customer
  • offer an uncommon level of customer service and respect to every seller, buyer, suitor and partner throughout our M&A ecosystem

This program takes place virtually on Zoom. Here's what to expect: 

  • Our Global team will organize three breakout rounds of approximately 15-minutes
  • For each breakout round, a discussion question/topic will be provided by Ted. You'll be automatically assigned with a group with two-three fellow XPX members (you'll meet a total of around six new people in each hour). 
  • We'll wrap each of the breakout sessions with a short discussion where attendees have the opportunity to share key takeaways and insights
  • Quick recap of the XPX app that we launched earlier this year, highlighting key features to help you connect with fellow members and attendees

The XPX Advisor Exchange is just one more way we fulfill the promise of powerful inter-disciplinary connections and learning. You might even find a great resource for your clients!

DOWNLOAD THE XPX APP TO ENHANCE YOUR NETWORKING EXPERIENCE!


APPLE APP STORE


  • Search for “XPX-Exit Planning Exchange” or scan the QR code
  • Select “XPX-Exit Planning Exchange” in the results, click GET and download
  • Open the app
  • Click the profile icon located at the top right of the app home page to log in using your XPX profile email
  • The system will send you an access code to set a password
  • You should now have access to the event 
  • Now that you’re logged in, you can make edits to your profile by clicking on the profile button at the top right of the home page
  • URL: https://apps.apple.com/us/app/xpx-exit-planning-exchange/id6760301176


GOOGLE PLAY STORE


  • Search for “XPX-Exit Planning Exchange” or scan the QR code
  • Select “XPX-Exit Planning Exchange” in the results, click GET and download
  • Open the app
  • Click the profile icon located at the top right of the app home page to log in using your XPX profile email
  • The system will send you an access code to set a password
  • You should now have access to the event 
  • Now that you’re logged in, you can make edits to your profile by clicking on the profile button at the top right of the home page
  • URL: https://play.google.com/store/apps/details?id=io.mobileup.xpxglobal


Registration Fee: $15.00

Event registration will close 1 hour to start time. 

If you have any questions, please email Community Manager, Cheryl Centeno, at cheryl@exitplanningexchange.com. 

Make XPX Part of Your Business Plans
Attend an event
Join a chapter
Start a chapter
Find an advisor
Explore
  • About
  • Find an Advisor
  • Start a Chapter
  • F.A.Q.s
  • About
  • Find an Advisor
  • Start a Chapter
  • F.A.Q.s
Learn
  • Knowledge Exchange
  • Owners’ Academy
  • Advisor Academy
  • Member Tips
  • Knowledge Exchange
  • Owners’ Academy
  • Advisor Academy
  • Member Tips
Account
  • Login
  • Sign Up
  • Login
  • Sign Up
Connect
  • Contact
  • Become A Sponsor
  • Contact
  • Become A Sponsor
Help & Support
  • Help
  • Help
  • Privacy Policy
  • Norms & Principles
  • Terms of Use
  • Site Map
  • Privacy Policy
  • Norms & Principles
  • Terms of Use
  • Site Map

© 2026 XPX Global LLC.          Privacy Policy         Norms & Principles          Site Map           Terms of Use

Paper-plane Linkedin Youtube

© 2026 XPX Global LLC. All Rights Reserved.

Guests
Registrant lists may take up to 24 hours to update on Events pages.
Stan Eigenbrodt of Frederic Dorwart, Lawyers PLLC is a member of XPX Dallas
Stan Eigenbrodt
Dorwart Law
Jon Hafemann of High Point Capital Group is a member of XPX Chicago
Jon Hafemann
Hafemann Financial Services
Jared Todd of Veritas Private Wealth Management is a member of XPX Nashville
Jared Todd
Veritas Private Wealth Management
NY
Nicole Yin
Armanino Advisory
SR
Steven Rinaldi
Steven D. Rinaldi, P.C.
Eric Togneri of ExitOnTop is a member of XPX Atlanta
Eric Togneri
ExitOnTop
Scott Loring of Cooperative Coaching & Mediation is a member of XPX Greater Boston
Scott Loring
Cooperative Coaching & Mediation
Diana Murphy of Diana Murphy Coaching, LLC is a member of XPX Atlanta
Diana Murphy
Diana Murphy Coaching, LLC
Andreas Hirsemann of Atlantic Union Bank is a member of XPX Greater Boston
Andreas Hirsemann
FourLeaf Federal Credit Union
John Jones of John P. Jones, Inc. is a member of XPX Chicago
John Jones
John P. Jones, Inc.
RB
Rudy Buel
RB Sales Solutions powered by Sales Xceleration
Tom Bixby of EvaluSys LLC is a member of XPX Charlotte
Tom Bixby
EvaluSys LLC
Thomas DeVries of Triane Consulting is a member of XPX Houston
Thomas Devries
Triane Consulting
BC
Beth Chea
United Midwest Savings Bank
Brian Kofford of Striv CPAs is a member of XPX Utah
Brian Kofford
Striv CPAs
JD
Jody Dasilva
Leaders team
Richard Katzman of On Call Leadership LLC is a member of XPX Greater Boston
Richard Katzman
On Call Leadership LLC