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!

Dec

XPX DC Metro: Annual Holiday Party

Thu, Dec 11th, 2025 ⋅ 5:30pm - 8:00pm (EST)

Dec

XPX Triangle Lunch & Learn: Understanding the Impact of the “One Big Beautiful Bill” on M&A Transactions for Buyers and Sellers

Thu, Dec 11th, 2025 ⋅ 11:30am - 1:30pm (EST)

Dec

XPX New Jersey: Holiday Networking Event

Wed, Dec 10th, 2025 ⋅ 5:00pm - 8:00pm (EST)

Dec

Virtual access

XPX - Making the Most of Your Membership

Wed, Dec 10th, 2025 ⋅ 10:50am - 11:30am (EST)

Dec

XPX Houston: Holiday Party (Members Only)

Tue, Dec 9th, 2025 ⋅ 5:00pm - 7:30pm (CST)

Dec

XPX Greater Boston Holiday Celebration

Tue, Dec 9th, 2025 ⋅ 4:30pm - 7:00pm (EST)

Dec

XPX Startup Success Workshop

Tue, Dec 9th, 2025 ⋅ 11:00am - 12:00pm (EST)

Dec

XPX Long Island: Holiday Luncheon

Fri, Dec 5th, 2025 ⋅ 12:00pm - 2:00pm (EST)

Dec

XPX Atlanta: First Friday COFFEE COLLAB

Fri, Dec 5th, 2025 ⋅ 7:30am - 8:30am (EST)

Dec

XPX Connecticut - Holiday Gathering

Wed, Dec 3rd, 2025 ⋅ 6:00pm - 8:00pm (EST)

Dec

XPX Denver: Happy Hour

Wed, Dec 3rd, 2025 ⋅ 5:00pm - 7:00pm (MST)

Dec

XPX Triangle: 1st Tuesday Social

Tue, Dec 2nd, 2025 ⋅ 4:30pm - 6:30pm (EST)

Dec

XPX Northern California: Members only Holiday Season Event

Tue, Dec 2nd, 2025 ⋅ 4:30pm - 6:30pm (PST)

Dec

XPX Atlanta: Risk Management and Leadership Under Stress (Members Only)

Tue, Dec 2nd, 2025 ⋅ 11:00am - 1:00pm (EST)

Dec

XPX Maryland: Ultimate Holiday Party

Mon, Dec 1st, 2025 ⋅ 4:30pm - 7:00pm (EST)

Nov

Virtual access

XPX Atlanta Signup DEADLINE for Member Power of Five Networking - December

Sun, Nov 30th, 2025 ⋅ 12:00am - 11:30pm (EST)

Nov

Virtual access

XPX Chicago Signup DEADLINE for member power networking- December

Sun, Nov 30th, 2025 ⋅ 12:00am - 11:30pm (EST)

Nov

XPX Connecticut Annual Economic Forum | November 24th at Fairfield University

Mon, Nov 24th, 2025 ⋅ 3:00pm - 8:00pm (EST)

Nov

XPX Maryland: “Enterprise Value: Exit Strategies, Appraisals & Philanthropy”

Fri, Nov 21st, 2025 ⋅ 8:00am - 10:00am (EST)

Nov

XPX Hawaii (XPX HI): Networking Social

Thu, Nov 20th, 2025 ⋅ 5:00pm - 7:00pm (HST)

Nov

Virtual access

XPX Members Only Cross-Chapter Power Networking: Maximizing Your Value as An Advisor

Thu, Nov 20th, 2025 ⋅ 4:00pm - 5:15pm (EST)

Nov

XPX Denver: Managing Key Risks in M&A: Indemnification, Tax, and Restrictive Covenants

Thu, Nov 20th, 2025 ⋅ 11:30am - 1:30pm (MST)

Nov

XPX Triangle Lunch & Learn: SBA SOP 50 10 8: Changes That Impact Business Acquisitions

Thu, Nov 20th, 2025 ⋅ 11:30am - 1:30pm (EST)

Nov

Virtual access

XPX Atlanta: EXPERIENCE XPX FOR GUESTS AND NEW MEMBERS

Thu, Nov 20th, 2025 ⋅ 9:00am - 10:00am (EST)

Nov

XPX New York - Key Nuances of Quality of Earnings Engagements!

Thu, Nov 20th, 2025 ⋅ 8:30am - 10:00am (EST)

Nov

XPX Philadelphia Bucks & Montgomery County - The Art of the Earn-out: Structuring Deals That Work

Thu, Nov 20th, 2025 ⋅ 7:45am - 9:15am (EST)

Nov

XPX Charlotte: Ensuring personal success after exit (Members Only)

Wed, Nov 19th, 2025 ⋅ 3:00pm - 5:00pm (EST)

Nov

XPX Philadelphia - The Art of the Earn-out: Structuring Deals That Work

Wed, Nov 19th, 2025 ⋅ 12:00pm - 1:15pm (EST)

Nov

Virtual access

XPX - Making the Most of Your Membership

Wed, Nov 19th, 2025 ⋅ 11:00am - 11:30am (EST)

Nov

XPX Nashville - There’s Somebody for Everybody: 3 Founders Stories of Selling to Different Types of Buyers

Wed, Nov 19th, 2025 ⋅ 11:00am - 1:00pm (CST)

Nov

XPX Atlanta Evening Social Cocktail Collabs

Tue, Nov 18th, 2025 ⋅ 5:30pm - 7:30pm (EST)

Nov

XPX Houston - From Conflict to Agreement: The Art of Better Business Negotiation

Tue, Nov 18th, 2025 ⋅ 4:30pm - 6:30pm (CST)

Nov

XPX San Antonio - Understanding Marketing and Its Impact on Business Performance

Tue, Nov 18th, 2025 ⋅ 7:30am - 9:00am (CST)

Nov

XPX Connecticut - Empowering Businesses with AI

Thu, Nov 13th, 2025 ⋅ 8:00am - 10:00am (EST)

Nov

XPX Chicago: Market Trends and Economic Update with Economist Jason Turner

Thu, Nov 13th, 2025 ⋅ 7:30am - 9:00am (CST)

Nov

XPX DC Metro: Market Update – What’s the Latest on the Silver Tsunami?

Thu, Nov 13th, 2025 ⋅ 7:30am - 9:30am (EST)

Nov

XPX New Jersey - The Three Stage Journey of a Seller: Pre-Op; The Op; Post-Op

Wed, Nov 12th, 2025 ⋅ 8:00am - 10:30am (EST)

Nov

XPX Northern California: 2026 Planning (Members Only)

Tue, Nov 11th, 2025 ⋅ 4:30pm - 7:00pm (PST)

Nov

XPX Startup Success Workshop

Tue, Nov 11th, 2025 ⋅ 11:00am - 12:00pm (EST)

Nov

XPX Atlanta: Charitable Giving and Estate Tax Considerations for Business Owners

Tue, Nov 11th, 2025 ⋅ 11:00am - 1:00pm (EST)

Nov

XPX Long Island - Where to Go for Financing/Issues Presented by the Case Study

Fri, Nov 7th, 2025 ⋅ 8:30am - 10:00am (EST)

Nov

XPX Atlanta: First Friday COFFEE COLLAB

Fri, Nov 7th, 2025 ⋅ 7:30am - 8:30am (EST)

Nov

XPX Charlotte: (CHANGE OF VENUE) 6th ANNUAL SOCIAL FOR MEMBERS & SPOUSES/SIGNIFICANT OTHERS

Thu, Nov 6th, 2025 ⋅ 5:30pm - 8:30pm (EST)

Nov

XPX Denver: New and Prospective Member Happy Hour & Billiards

Wed, Nov 5th, 2025 ⋅ 5:00pm - 7:00pm (MST)

Nov

XPX Chicago: Northern Suburbs Networking Event

Wed, Nov 5th, 2025 ⋅ 4:00pm - 5:30pm (CST)

Nov

XPX Triangle: 1st Tuesday Social

Tue, Nov 4th, 2025 ⋅ 4:30pm - 6:30pm (EST)

Nov

XPX Dallas - Strategic Options Review: What Makes the Most Sense for the Family Owners and the Company? (Case Study)

Tue, Nov 4th, 2025 ⋅ 8:00am - 9:45am (CST)

Oct

Virtual access

XPX Chicago Signup DEADLINE for member power networking- November

Fri, Oct 31st, 2025 ⋅ 12:00am - 11:30pm (EST)

Oct

Virtual access

XPX Atlanta Signup DEADLINE for Member Power of Five Networking - November

Fri, Oct 31st, 2025 ⋅ 12:00am - 11:30pm (EST)

Oct

XPX New York - Private Equity Off-Ramp for Family and Founder Owned Businesses

Thu, Oct 30th, 2025 ⋅ 8:30am - 10:00am (EST)

Oct

Virtual access

XPX Denver: An Intro to XPX Denver – What Makes Us Different? (Virtual Event)

Wed, Oct 29th, 2025 ⋅ 12:00pm - 1:00pm (MST)

Oct

XPX Atlanta After Hours Connections

Tue, Oct 28th, 2025 ⋅ 5:30pm - 7:30pm (EST)

Oct

XPX Cleveland: Clay Shoot

Tue, Oct 28th, 2025 ⋅ 12:30pm - 5:00pm (EST)

Oct

XPX Houston: Wired for Success: Using the Kolbe Index to Boost Collaboration and Results

Tue, Oct 28th, 2025 ⋅ 7:30am - 9:00am (CST)

Oct

XPX Triangle Lunch & Learn - The Buyers’ Panel: Perspective From 3 Buyer Segments in Today’s Market

Thu, Oct 23rd, 2025 ⋅ 11:30am - 1:30pm (EST)

Oct

Virtual access

XPX Atlanta: EXPERIENCE XPX FOR GUESTS AND NEW MEMBERS

Thu, Oct 23rd, 2025 ⋅ 9:00am - 10:00am (EST)

Oct

XPX Philadelphia Bucks & Montgomery County - Inside the Deal: How Bankers view M&A Lending

Thu, Oct 23rd, 2025 ⋅ 7:45am - 9:15am (EST)

Oct

XPX Hawaii (XPX HI): Exiting your Business: The Transaction of a Lifetime

Wed, Oct 22nd, 2025 ⋅ 11:30am - 1:00pm (HST)

Oct

Virtual access

XPX - Making the Most of Your Membership

Wed, Oct 22nd, 2025 ⋅ 10:50am - 11:30am (EST)

Oct

XPX Philadelphia - Inside the Deal: How Bankers view M&A Lending

Wed, Oct 22nd, 2025 ⋅ 7:45am - 9:15am (EST)

Oct

Virtual access

NEW FORMAT: XPX Members Only Cross-Chapter Power Networking (led by EvaluSys)

Tue, Oct 21st, 2025 ⋅ 4:30pm - 6:00pm (EST)

Oct

XPX Maryland: Drive & Thrive: The Pathway to Growth

Fri, Oct 17th, 2025 ⋅ 7:30am - 12:00pm (EST)

Oct

XPX Denver: The SBA Advantage: Financing Business Transactions

Thu, Oct 16th, 2025 ⋅ 11:30am - 1:30pm (MST)

Oct

XPX Greater Boston: Lunch & Fireside Chat – Potential Tax Implications of the Big Beautiful Bill on Business Owners

Thu, Oct 16th, 2025 ⋅ 11:30am - 1:00pm (EST)

Oct

XPX Chicago: Maximizing the Value of Your Client’s Business

Thu, Oct 16th, 2025 ⋅ 7:30am - 9:00am (CST)

Oct

XPX Charlotte: Signed, Sealed, Now What? Reflections after the sale (Members Only)

Wed, Oct 15th, 2025 ⋅ 3:00pm - 5:00pm (EST)

Oct

XPX Startup Success Workshop

Tue, Oct 14th, 2025 ⋅ 11:00am - 12:00pm (EST)

Oct

XPX Atlanta: Fireside Chat with a Post-Sale Owner

Tue, Oct 14th, 2025 ⋅ 11:00am - 1:00pm (EST)

Oct

XPX Nashville Member’s Only Coffee

Tue, Oct 14th, 2025 ⋅ 8:00am - 9:00am (CST)

Oct

XPX Long Island - Business Owner Planning & The One Big Beautiful Bill Act

Fri, Oct 10th, 2025 ⋅ 8:30am - 10:00am (EST)

Oct

XPX New Jersey - Crypto for Business Leaders: From Confusion to Clarity to Cash Flow

Thu, Oct 9th, 2025 ⋅ 8:00am - 10:30am (EST)

Oct

XPX DC Metro: Demystifying Artificial Intelligence

Thu, Oct 9th, 2025 ⋅ 7:30am - 9:30am (EST)

Oct

XPX Triangle: 1st Tuesday Social

Tue, Oct 7th, 2025 ⋅ 4:30pm - 6:30pm (EST)

Oct

XPX Northern California - Technology Diligence: How to prepare in advance (Members Only)

Tue, Oct 7th, 2025 ⋅ 4:30pm - 7:00pm (PST)

Oct

XPX Atlanta: First Friday COFFEE COLLAB

Fri, Oct 3rd, 2025 ⋅ 7:30am - 8:30am (EST)

Oct

XPX Houston Fall Social - Connections on Tap

Thu, Oct 2nd, 2025 ⋅ 4:30pm - 6:00pm (CST)

Oct

XPX Denver: Happy Hour

Wed, Oct 1st, 2025 ⋅ 5:00pm - 7:00pm (MST)

Sep

Virtual access

XPX Atlanta Signup DEADLINE for Member Power of Five Networking - October

Tue, Sep 30th, 2025 ⋅ 12:00am - 11:30pm (EST)

Sep

Virtual access

XPX Chicago Signup DEADLINE for member power networking- October

Tue, Sep 30th, 2025 ⋅ 12:00am - 11:30pm (EST)

Sep

Virtual access

XPX Members Only Cross-Chapter Power Networking (virtual on Swapcard)

Thu, Sep 25th, 2025 ⋅ 4:55pm - 6:00pm (EST)

Sep

XPX Chicago: Mini-Case Study followed by a south-of-the-border buffet

Thu, Sep 25th, 2025 ⋅ 4:00pm - 6:30pm (CST)

Sep

Virtual access

XPX Atlanta: EXPERIENCE XPX FOR GUESTS AND NEW MEMBERS

Thu, Sep 25th, 2025 ⋅ 9:00am - 10:00am (EST)

Sep

XPX New York - M&A Deal Killers

Thu, Sep 25th, 2025 ⋅ 8:30am - 10:00am (EST)

Sep

XPX Philadelphia Bucks & Montgomery County - Building the Financial Foundation: From Good to GAAP

Thu, Sep 25th, 2025 ⋅ 7:45am - 9:15am (EST)

Sep

XPX Greater Boston: Structured Networking Night

Wed, Sep 24th, 2025 ⋅ 4:00pm - 6:30pm (EST)

Sep

Virtual access

XPX - Making the Most of Your Membership

Wed, Sep 24th, 2025 ⋅ 10:50am - 11:30am (EST)

Sep

XPX Miami: Reps and Warranties Insurance

Tue, Sep 23rd, 2025 ⋅ 6:30pm - 8:30pm (EST)

Sep

XPX Houston: Turning Connections into Referrals: Maximizing Your XPX Membership (Members Only)

Tue, Sep 23rd, 2025 ⋅ 7:30am - 9:00am (CST)

Sep

XPX Maryland: CosTELLo your Story

Fri, Sep 19th, 2025 ⋅ 8:00am - 10:00am (EST)

Sep

XPX Cleveland - XPX Sell Side Panel Discussion: Investment Banker & Private Equity Perspectives

Thu, Sep 18th, 2025 ⋅ 4:00pm - 6:30pm (EST)

Sep

XPX Denver: Ready to Exit – resolving three simple issues to maximize your exit.

Thu, Sep 18th, 2025 ⋅ 11:30am - 1:30pm (MST)

Sep

XPX Triangle Lunch & Learn: Beyond Buyouts: A Case Study on SBDG’s Soft-LBO “IPO Factory”

Thu, Sep 18th, 2025 ⋅ 11:30am - 1:30pm (EST)

Sep

XPX San Antonio 2025 Summit

Thu, Sep 18th, 2025 ⋅ 8:30am - 1:00pm (CST)

Sep

XPX Connecticut - Enhancing Human Capital: Strategies for Increasing Enterprise Value for Exit Planning

Thu, Sep 18th, 2025 ⋅ 8:00am - 10:00am (EST)

Sep

XPX Nashville Member’s Only Coffee

Thu, Sep 18th, 2025 ⋅ 8:00am - 9:00am (CST)

Sep

XPX Charlotte: Welcome Back, Chapter History & Planning for a Compelling Future

Wed, Sep 17th, 2025 ⋅ 3:00pm - 5:00pm (EST)

Sep

XPX Philadelphia - Building the Financial Foundation: From Good to GAAP

Wed, Sep 17th, 2025 ⋅ 12:00pm - 1:15pm (EST)

Sep

XPX Atlanta Evening Social Cocktail Collabs

Tue, Sep 16th, 2025 ⋅ 5:30pm - 7:30pm (EST)

Sep

Virtual access

XPX Atlanta: AI Tools – Applications and Case Studies for the M&A World (Virtual- Members Only)

XPX National Calendar

Past Events

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