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  • Exit Planning Exchange
Exit Planning Exchange
Nov
18

XPX Philadelphia - The Advisor Lab: A Mastermind on Real Exit Challenges

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Details
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Date & Time

Wed, Nov 18th, 2026 ⋅ 7:45am - 9:15am (EDT)

Location

Offit Kurman | 2000 Market Street, 27th Floor | Philadelphia, PA 19103

Status

Registration Open

Tickets

Non-members
$75.00
Non-Members Same Day Fee
$85.00
Philadelphia XPX Members
$0.00
XPX Chapter Network Member
$55.00
XPX Chapter Network Member Same Day Fee
$65.00
Guests

Registrants

30 people are going
William Meagher of Bank of America Private Bank is a member of XPX Philadelphia
MF
HJ
HJ
JF
+25


November's capstone puts the year's learning to work. In small, cross-disciplinary teams, you'll tackle a real exit challenge submitted by an XPX member. Names and details are disguised. The problems are not.

Teams will separate symptoms from root causes, identify the disciplines involved, evaluate competing strategies, and answer a critical question: What should have happened two years earlier?

You'll leave with practical lessons you can apply immediately and a sharper understanding of when to bring the right advisors to the table.

Registration Fees:

XPX Philadelphia Members in good standing – FREE, there is no charge for this event but registration is required for building security access and headcount purposes. Join our membership today and enjoy the benefits!

XPX Chapter Network Members: $55.00
XPX Chapter Network Members Walk-In/Same Day Fee: $65.00

Non-members: $75.00
Same Day/Walk-In: $85.00

Food and beverages will be provided.


BRING A FIRST-TIME GUEST TO XPX!

Member Benefit (First Time Guest to an XPX event ) -  Complimentary pass to a first XPX educational event only.  A Philadelphia member referral is required. The XPX member (not the guest) must email angie@exitplanningexchange.com to register their first-time guest.

This offer is valid only for individuals who have never attended an XPX Chapter event. Guests who have previously attended any XPX event, whether paid or complimentary, are not eligible.

Regular Monthly Educational Events 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.


Thank you to our event host sponsor:


========================================

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Guests
Registrant lists may take up to 24 hours to update on Events pages.
William Meagher of Bank of America Private Bank is a member of XPX Philadelphia
William Meagher
Bank of America Private Bank
MF
Mary Forte
Vistage International
HJ
Heather Johnston
&Marketing
HJ
Heather Johnston
&Marketing
JF
Jennifer Forte
EOS
Ally Lamson of WTW is a member of XPX Philadelphia
Ally Lamson
WTW
David DeMuth of CFO Consulting Partners, LLC is a member of XPX Philadelphia
David Demuth
CFO Consulting Partners, LLC
BW
Bernard Williams
Company Counsel LLC
Eric Pritchard of Pierson Ferdinand is a member of XPX Philadelphia
Eric Pritchard
Pierson Ferdinand
Susan Towers, Principal of Towers Fractional Marketing for SMB industrial manufacturers, software and IT services companies, is a member of XPX Philadelphia.
Susan Towers
Towers Fractional Marketing
Stephen Target of Newton One Advisors is a member of XPX Philadelphia
Stephen Target
Newton One Advisors
DF
Danielle Friedman
Offit Kurman, P.A.
MP
Michael Paul
RubinGoldman and Associates
Martin Abo of Abo and Company, LLC / Abo Cipolla Financial Forensics, LLC is a member of XPX Philadelphia
Martin Abo
Abo and Company, LLC / Abo Cipolla Financial Forensics, LLC
JC
John Cooney
Aprio
FS
Frank Spezzano
IRUS
DA
Daniel Almirall
Millcroft Company
TP
Theodore Passyn
BNY Mellon
TM
Terrance McCoy
5 9 Partners
Bryan McGrath of BNY Mellon Wealth Management is a member of XPX Philadelphia
Bryan McGrath
BNY Mellon Wealth Management
Andrew Flogel of Northern Trust is a member of XPX Philadelphia
Andrew Flogel
Northern Trust
Charles Clark of WSFS Bank is a member of XPX Philadelphia
Chuck Clark
WSFS Bank
Mike Creighton of Evolution Financial Group is a member of XPX Philadelphia
Mike Creighton
Evolution Financial Group
KL
Karyn Lyman
Bernstein Private Wealth Management
AV
Allison Vanscoy
Paul Chase of Off-Ramp Advisors LLC is a member of XPX Philadelphia
Paul Chase
Off-Ramp Advisors LLC
GS
Greg Smith
Attolon Partners
MC
Michael Carpino
FCCB
TB
Tom Bernetich
BDO