XPX National Calendar

Past Events

This calendar includes all XPX events at all Chapters. Right now, some of our events are hybrid, in-person and virtual and most are open to any interested advisor. Join in and experience XPX live!

Oct

XPX Triangle: 1st Tuesday Social

Tue, Oct 4^th, 2022 4:30pm (EDT)

Oct

XPX South Florida Signup DEADLINE for member power networking - October

Sat, Oct 1^st, 2022 (EDT)

Oct

XPX Chicago Signup DEADLINE for member power networking - October

Sat, Oct 1^st, 2022 (EDT)

Oct

XPX Atlanta Power of Five Networking - October

Sat, Oct 1^st, 2022 (EDT)

Oct

Cross-Chapter (All XPX Members) DEADLINE TO SIGN UP (ONLINE) IS OCTOBER 1st FOR POWER OF 5 NETWORKING SESSIONS HELD IN OCTOBER

Sat, Oct 1^st, 2022 (EDT)

Sep

XPX Leadership Collaborative: Event planning for the new normal

Fri, Sep 30^th, 2022 10:50am (EDT)

Sep

XPX New York: Private Equity / Private Credit Update – Middle Market Mining

Thu, Sep 29^th, 2022 8:00am (EDT)

Sep

XPX Philadelphia: BUXMONT Event

Thu, Sep 29^th, 2022 7:30am (EDT)

Sep

XPX - Making the Most of Your Membership

Wed, Sep 28^th, 2022 10:50am (EDT)

Sep

XPX Hartford CT: The Current Environment and Outlook for M&A and Middle Market Lending

Wed, Sep 28^th, 2022 8:00am (EDT)

Sep

XPX Triangle: Part One of Five Steps to Achieve a Great Exit

Thu, Sep 22^nd, 2022 4:00pm (EDT)

Sep

XPX Atlanta: EXPERIENCE XPX FOR GUESTS AND NEW MEMBERS

Thu, Sep 22^nd, 2022 9:00am (EDT)

Sep

XPX San Antonio 2022 Summit (In-Person): Strategies for Business Progression

Thu, Sep 22^nd, 2022 8:30am (CDT)

Sep

XPX Fairfield County CT In Person Event: State of the Exit Markets

Wed, Sep 21^st, 2022 4:30pm (EDT)

Sep

XPX New Jersey: The Ripple Effects of Fed Policy and Your Clients for 2023

Wed, Sep 21^st, 2022 8:00am (EDT)

Sep

XPX Chicago: Small Enterprise M&A – Reps & Warranties Insurance

Wed, Sep 21^st, 2022 8:00am (CDT)

Sep

XPX Philadelphia: Six Sales Trends that Should be on Your Radar in 2022

Wed, Sep 21^st, 2022 7:45am (EDT)

Sep

XPX Chicago: Case Study & Breakfast

Tue, Sep 20^th, 2022 7:30am (CDT)

Sep

XPX Maryland: Culture of YES

Fri, Sep 16^th, 2022 8:00am (EDT)

Sep

XPX South Florida: Creating Financial and Personal Fitness in the Post Pandemic Era

Thu, Sep 15^th, 2022 5:00pm (EDT)

Sep

XPX Atlanta – (Hybrid Meeting) Financials and A Future Exit: Preparation and process to sharpen business financials for a successful sale

Thu, Sep 15^th, 2022 11:00am (EDT)

Sep

XPX Charlotte: Member small group networking & discussions. Recap of year 1.

Wed, Sep 14^th, 2022 3:30pm (EDT)

Sep

XPX Austin: Successful Exit Spotlight with Dan Graham

Wed, Sep 14^th, 2022 11:30am (CDT)

Sep

XPX Startup Success Workshop

Wed, Sep 14^th, 2022 11:00am (EDT)

Sep

XPX Greater Boston: The Human Side of Exit Planning

Tue, Sep 13^th, 2022 11:30am (EDT)

Sep

XPX Long Island: Program Year Kickoff

Thu, Sep 8^th, 2022 8:30am (EDT)

Sep

XPX DC Metro: Growing a Business Through Acquisitions

Thu, Sep 8^th, 2022 7:30am (EDT)

Sep

XPX Dallas A business owner’s “Magic Number”- Business Case Attached (MEMBERS ONLY)

Thu, Sep 8^th, 2022 7:30am (CDT)

Sep

XPX South Florida Signup DEADLINE for member power networking - September

Thu, Sep 1^st, 2022 (EDT)

Sep

XPX Chicago Signup DEADLINE for member power networking - September

Thu, Sep 1^st, 2022 (EDT)

Sep

Cross-Chapter (All XPX Members) DEADLINE TO SIGN UP (ONLINE) IS SEPTEMBER 1st FOR POWER OF 5 NETWORKING SESSIONS HELD IN SEPTEMBER

Thu, Sep 1^st, 2022 (EDT)

Sep

XPX Atlanta Power of Five Networking - September

Thu, Sep 1^st, 2022 (EDT)

Aug

XPX Leadership Collaborative: Fall kickoff and member survey results

Fri, Aug 26^th, 2022 10:50am (EDT)

Aug

XPX Atlanta: EXPERIENCE XPX FOR GUESTS AND NEW MEMBERS

Thu, Aug 25^th, 2022 9:00am (EDT)

Aug

XPX Charlotte: Members Only Social (In-Person)

Wed, Aug 24^th, 2022 5:30pm (EDT)

Aug

XPX - Making the Most of Your Membership

Wed, Aug 24^th, 2022 10:50am (EDT)

Aug

XPX San Antonio: Lifecycle of a Business

Tue, Aug 23^rd, 2022 7:30am (CDT)

Aug

XPX South Florida: Social Networking (In-Person)

Wed, Aug 17^th, 2022 5:00pm (EDT)

Aug

XPX Chicago: Case Study & Breakfast

Tue, Aug 16^th, 2022 7:30am (CDT)

Aug

XPX Startup Success Workshop

Wed, Aug 10^th, 2022 11:00am (EDT)

Aug

XPX Atlanta – (Hybrid Meeting): Team, Talent and Optimizing the Deal: Critical People Factors for a Successful Business Sale

Tue, Aug 9^th, 2022 11:00am (EDT)

Aug

XPX Chicago: Emerging Professionals Social Happy Hour In The City

Thu, Aug 4^th, 2022 4:30pm (CDT)

Aug

XPX Chicago Signup DEADLINE for member power networking - August

Mon, Aug 1^st, 2022 (EDT)

Aug

XPX South Florida Signup DEADLINE for member power networking - August

Mon, Aug 1^st, 2022 (EDT)

Aug

Cross-Chapter (All XPX Members) DEADLINE TO SIGN UP (ONLINE) IS AUGUST 1st FOR POWER OF 5 NETWORKING SESSIONS HELD IN AUGUST

Mon, Aug 1^st, 2022 (EDT)

Aug

XPX Atlanta Power of Five Networking - August

Mon, Aug 1^st, 2022 (EDT)

Jul

XPX South Florida: Lunch & Learn Case Study 4: Family and Employee Dynamics (Hybrid)

Thu, Jul 28^th, 2022 12:00pm (EDT)

Jul

XPX Atlanta: EXPERIENCE XPX FOR GUESTS AND NEW MEMBERS

Thu, Jul 28^th, 2022 9:00am (EDT)

Jul

XPX Hartford CT- 5th Annual XPX Hartford & ACG CT - Beer & BBQ Party

Wed, Jul 27^th, 2022 5:30pm (EDT)

Jul

XPX Greater Boston: Join the Greater Boston Chapters of XPX and AM&AA for a Summer Social @ The Palm in Boston!

Wed, Jul 27^th, 2022 5:00pm (EDT)

Jul

XPX - Making the Most of Your Membership

Wed, Jul 27^th, 2022 10:50am (EDT)

Jul

XPX Fairfield: Closing Cocktail Party

Wed, Jul 20^th, 2022 5:30pm (EDT)

Jul

XPX Long Island: Summer Cocktail Party

Wed, Jul 20^th, 2022 5:30pm (EDT)

Jul

XPX Chicago Summer Social Event: Chicago Dogs Baseball Game

Tue, Jul 19^th, 2022 6:30pm (CDT)

Jul

XPX New Jersey: In-Person Summer Cocktail Party

Tue, Jul 19^th, 2022 6:00pm (EDT)

Jul

XPX DC Metro: Good Business Planning IS Good Exit Planning; Laying a Foundation for Successful Transition

Thu, Jul 14^th, 2022 7:30am (EDT)

Jul

XPX Startup Success Workshop

Wed, Jul 13^th, 2022 11:00am (EDT)

Jul

XPX Atlanta –M&A Amidst The Madness (Hybrid Meeting): What current volatility means for selling a business and how we should be advising our clients

Tue, Jul 12^th, 2022 11:00am (EDT)

Jul

XPX Atlanta Power of Five Networking - July

Fri, Jul 1^st, 2022 (EDT)

Jul

XPX South Florida Signup DEADLINE for member power networking - July

Fri, Jul 1^st, 2022 (EDT)

Jul

XPX Chicago Signup DEADLINE for member power networking - July

Fri, Jul 1^st, 2022 (EDT)

Jul

Cross-Chapter (All XPX Members) DEADLINE TO SIGN UP IS JULY 1st FOR POWER OF 5 NETWORKING SESSIONS HELD IN JULY

Fri, Jul 1^st, 2022 (EDT)

Jun

XPX CT: Fairfield & Hartford Chapters: What do you do with the money? Making the Transition from Business Owner to Wealth Owner

Wed, Jun 29^th, 2022 4:00pm (EDT)

Jun

XPX New Jersey: How to Prepare for a Successful Exit and a Fulfilling Epilogue

Wed, Jun 29^th, 2022 8:00am (EDT)

Jun

XPX Dallas - Managing Family Dynamics: How Can the Family Prepare for Success.- MEMBERS ONLY

Tue, Jun 28^th, 2022 7:30am (CDT)

Jun

XPX New York: Closing Out the 2021/2022 Season!

Thu, Jun 23^rd, 2022 9:15am (EDT)

Jun

XPX Atlanta: EXPERIENCE XPX FOR GUESTS AND NEW MEMBERS

Thu, Jun 23^rd, 2022 9:00am (EDT)

Jun

XPX - Making the Most of Your Membership

Wed, Jun 22^nd, 2022 10:50am (EDT)

Jun

XPX Greater Boston: XPX NXT Emerging Leaders

Tue, Jun 21^st, 2022 6:00pm (EDT)

Jun

XPX Long Island (joint event with Long Island Chapter of the AM&AA): Swing into Summer Event at TopGolf

Tue, Jun 21^st, 2022 5:30pm (EDT)

Jun

XPX Austin: Networking Happy Hour

Tue, Jun 21^st, 2022 5:00pm (CDT)

Jun

XPX Chicago: Networking Breakfast

Tue, Jun 21^st, 2022 7:30am (CDT)

Jun

XPX South Florida In-Person Summer Get Together

Thu, Jun 16^th, 2022 5:00pm (EDT)

Jun

XPX Triangle: Building the Exit Planning Dream Team (In-Person Event)

Thu, Jun 16^th, 2022 4:00pm (EDT)

Jun

XPX Philadelphia: “Closing” Celebration- LIVE and in Person

Wed, Jun 15^th, 2022 5:30pm (EDT)

Jun

XPX Charlotte: Business Value Growth - Strategic Acquisitions

Wed, Jun 15^th, 2022 3:30pm (EDT)

Jun

Start a Chapter Info and Discussion

Wed, Jun 15^th, 2022 11:00am (EDT)

Jun

XPX Atlanta – Mechanics of the Deal: Maximizing Money In The Bank! (Hybrid Meeting)

Tue, Jun 14^th, 2022 11:00am (EDT)

Jun

XPX Chicago: Emerging Professionals Social Happy Hour

Thu, Jun 9^th, 2022 4:30pm (CDT)

Jun

XPX Maryland: XPX Maryland Affinity Group / Emerging Professionals Joint Event

Wed, Jun 8^th, 2022 4:00pm (EDT)

Jun

XPX Leadership Collaborative: Sponsorship

Fri, Jun 3^rd, 2022 10:50am (EDT)

Jun

XPX DC Metro: What Exit Planning Professionals Need to Know about DEI (Diversity, Equity and Inclusion) and Revenue Loss

Thu, Jun 2^nd, 2022 7:30am (EDT)

Jun

Cross-Chapter (All XPX Members) DEADLINE TO SIGN UP IS JUNE 1st FOR POWER OF 5 NETWORKING SESSIONS HELD IN JUNE

Wed, Jun 1^st, 2022 (EDT)

Jun

XPX Chicago Signup DEADLINE for member power networking - June

Wed, Jun 1^st, 2022 (EDT)

Jun

XPX South Florida Signup DEADLINE for member power networking - June

Wed, Jun 1^st, 2022 (EDT)

Jun

XPX Atlanta Power of Five Networking - June

Wed, Jun 1^st, 2022 (EDT)

May

XPX Greater Boston: Join the Greater Boston Chapters of XPX and AM&AA for a Joint Spring Social

Tue, May 31^st, 2022 4:30pm (EDT)

May

XPX South Florida: Lunch & Learn Case Study Chapter 3: Tax and Personal Estate Planning (Hybrid)

Thu, May 26^th, 2022 12:00pm (EDT)

May

XPX Atlanta: EXPERIENCE XPX FOR GUESTS AND NEW MEMBERS

Thu, May 26^th, 2022 9:00am (EDT)

May

XPX Long Island: Networking Coffee Connection

Thu, May 26^th, 2022 8:30am (EDT)

May

XPX San Antonio: Angel Investing in San Antonio

Thu, May 26^th, 2022 7:30am (CDT)

May

XPX - Making the Most of Your Membership

Wed, May 25^th, 2022 10:50am (EDT)

May

XPX New Jersey: Quality of Earnings and Valuation: Two Pillars of the Sale/Purchase of a Closely Held Business

Wed, May 25^th, 2022 8:00am (EDT)

May

XPX CT: Fairfield & Hartford Chapter Joint Social Event: Collaboration – A deep dive (In-Person)

Tue, May 24^th, 2022 4:30pm (EDT)

May

XPX Dallas: Inaugural In-Person Meeting Case Study Overview

Tue, May 24^th, 2022 7:30am (CDT)

May

XPX Maryland: Navigating Maryland’s Business Climate

Fri, May 20^th, 2022 8:00am (EDT)

May

XPX Triangle: Specialty Exit Topics – Intellectual Property Due Diligence, Salesforce Retention and Banking Issues

Thu, May 19^th, 2022 12:00pm (EDT)

May

XPX Austin: “I think I’m ready to think about transitioning my business.”

Thu, May 19^th, 2022 11:30am (CDT)

May

XPX Charlotte: Business Value Growth - Developing Predictable Revenue

Wed, May 18^th, 2022 3:30pm (EDT)

XPX National Calendar

Past Events

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