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  • Exit Planning Exchange
Exit Planning Exchange
Nov
19

XPX Philadelphia Bucks & Montgomery County - The Advisor Lab: A Mastermind on Real Exit Challenges

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Details
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Date & Time

Thu, Nov 19th, 2026 ⋅ 7:45am - 9:15am (EDT)

Location

Kriescher Miller |100 Witmer Road | Horsham, PA 19044

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

29 people are going
ES
MH
PA
PA
Wade Rice of Citizens Bank is a member of XPX Philadelphia
+24


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 Venue Host: 




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

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Guests
Registrant lists may take up to 24 hours to update on Events pages.
ES
Emily Sorbello
Key Bank
MH
Michael Horwath
Lansing Street Advisors
PA
Paul Avery
Firstrust Bank
Wade Rice of Citizens Bank is a member of XPX Philadelphia
Wade Rice
Citizens Bank
Jim Butler of Wealth Enhancement is a member of XPX Philadelphia
Jim Butler
Wealth Enhancement
William Meagher of Bank of America Private Bank is a member of XPX Philadelphia
William Meagher
Bank of America Private Bank
RB
Raymond Babik
LNA Partners LLC
TB
Tom Bernetich
BDO
Andrew Finkle of CBIZ Advisors, LLC is a member of XPX Philadelphia
Andrew Finkle
CBIZ Advisors, LLC
DB
Doug Bloom
DAB VENTURES, INC.
JP
Jeff Pugh
Fulton Bank
JG
Jennifer Gaynor
VR Business Sales Mergers and Acquisitions
Joanne Murray of Antheil Maslow & MacMinn, LLP is a member of XPX Philadelphia
Joanne Murray
Antheil Maslow & MacMinn, LLP
Fred Kaplan of Stony Hill Advisors is a member of XPX Philadelphia
Fred Kaplan
Stony Hill Advisors
DA
Daniel Almirall
Millcroft Company
Eric Pritchard of Pierson Ferdinand is a member of XPX Philadelphia
Eric Pritchard
Pierson Ferdinand
TK
Tod Kupstas
Pierson Ferdinand
LV
Lorenzo Vizza
Maximus Partners LLC
Marci Caudle of Tagro Solutions is a member of XPX Philadelphia
Marci Caudle
Tagro Solutions
Tom McKee of Edward Jones is a member of XPX Philadelphia
Tom McKee
Edward Jones
MP
Michael Paul
RubinGoldman and Associates
Andrew Flogel of Northern Trust is a member of XPX Philadelphia
Andrew Flogel
Northern Trust
Rob Millman of Firstrust Bank is a member of XPX Philadelphia
Rob Millman
Firstrust Bank
MC
Michael Carpino
FCCB
ZG
Zachary Golen
DB
Dominic Bisirri
Susan Rosner of Calder Associates is a member of XPX Philadelphia
Susan Rosner
Calder Associates