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!

Jul

Virtual access

XPX Atlanta: July Virtual Workshop – ESOPs and Alternative Exits for Business Owners (ATL Members Only)

Tue, Jul 21st, 2026 ⋅ 12:00pm - 1:00pm (EDT)

Jul

XPX San Antonio: Case Studies of Business Owners in Various Stages of Business Transition/Succession

Tue, Jul 21st, 2026 ⋅ 7:30am - 9:00am (CDT)

Jul

XPX New Jersey: July Summer Networking Social

Wed, Jul 15th, 2026 ⋅ 5:30pm - 7:30pm (EDT)

Jul

XPX Leadership Fundamentals

Wed, Jul 15th, 2026 ⋅ 2:00pm - 3:00pm (EDT)

Jul

Virtual access

XPX Next 2026: AI in Action - Advisor and Client Perspectives

Tue, Jul 14th, 2026 ⋅ 1:00pm - 5:15pm (EDT)

An engaging virtual half-day conference featuring expert-led panel discussions and real-world collaboration stories from XPX members.

Jul

XPX Nashville Coffee & Conversations

Tue, Jul 14th, 2026 ⋅ 8:30am - 9:30am (CDT)

Jul

XPX Atlanta: FIRST FRIDAY COFFEE COLLAB

Fri, Jul 10th, 2026 ⋅ 7:30am - 8:30am (EDT)

Jul

XPX DC Metro: 1031 Like-kind Exchange and Special Purpose Entity Strategies

Thu, Jul 9th, 2026 ⋅ 7:30am - 9:30am (EDT)

Jul

XPX Triangle: 1st Tuesday Social

Tue, Jul 7th, 2026 ⋅ 4:30pm - 6:30pm (EDT)

Jul

XPX Northern California: Leverage Deals (Members Only)

Tue, Jul 7th, 2026 ⋅ 4:30pm - 7:00pm (PDT)

Jul

XPX Phoenix Chapter Summer Coffee Meet-Up

Tue, Jul 7th, 2026 ⋅ 7:30am - 9:00am (MST)

Jul

XPX Startup Success Workshop

Mon, Jul 6th, 2026 ⋅ 11:00am - 12:00pm (EDT)

Jun

Virtual access

XPX Atlanta Chapter: Women of Exit monthly meeting (VIRTUAL)

Tue, Jun 30th, 2026 ⋅ 3:00pm - 4:00pm (EDT)

Jun

Virtual access

XPX Chicago Signup DEADLINE for member power networking- July

Tue, Jun 30th, 2026 ⋅ 12:00am - 11:30pm (EDT)

Jun

Virtual access

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

Tue, Jun 30th, 2026 ⋅ 12:00am - 11:30pm (EDT)

Jun

XPX Austin Happy Hour

Thu, Jun 25th, 2026 ⋅ 4:30pm - 6:30pm (CDT)

Jun

Virtual access

XPX Atlanta: EXPERIENCE XPX FOR GUESTS AND NEW MEMBERS

Thu, Jun 25th, 2026 ⋅ 9:30am - 10:30am (EDT)

Jun

XPX Philadelphia Bucks & Montgomery County - The Fine Print That Bites: Managing Risk Through Reps, Warranties, and Indemnities

Thu, Jun 25th, 2026 ⋅ 7:45am - 9:15am (EDT)

Jun

XPX Chicago - GOAT Rodeo

Thu, Jun 25th, 2026 ⋅ 7:30am - 9:30am (CDT)

Jun

XPX New York City - Summer Networking Social

Wed, Jun 24th, 2026 ⋅ 6:00pm - 8:00pm (EDT)

Jun

XPX Hawaii (XPX HI): Maximizing Value and After-Tax Liquidity in Complex Exits

Wed, Jun 24th, 2026 ⋅ 11:30am - 1:00pm (HST)

Jun

Virtual access

XPX - Making the Most of Your Membership

Wed, Jun 24th, 2026 ⋅ 10:50am - 11:30am (EDT)

Jun

XPX New Jersey: The Human Side of Succession Planning

Wed, Jun 24th, 2026 ⋅ 8:00am - 10:30am (EDT)

Jun

XPX Houston: Who Will Buy My Business (and Why Would They)?

Tue, Jun 23rd, 2026 ⋅ 4:30pm - 6:30pm (CDT)

Jun

Virtual access

XPX Advisor Exchange (Cross-Chapter/Members-Only)

Tue, Jun 23rd, 2026 ⋅ 4:00pm - 5:15pm (EDT)

Jun

Virtual access

XPX Phoenix: An Ecosystem of Trust for Business Transition (Virtual)

Tue, Jun 23rd, 2026 ⋅ 12:00pm - 1:00pm (MST)

Jun

XPX Maryland Affinity Group (Members Only): Selling my Business –“I can always sell for more later, right?”

Wed, Jun 17th, 2026 ⋅ 8:00am - 10:00am (EDT)

Jun

XPX Connecticut -Getting to Close: Members stories on how they got challenging deals closed.

Wed, Jun 17th, 2026 ⋅ 8:00am - 10:00am (EDT)

Jun

XPX Philadelphia - The Fine Print That Bites: Managing Risk Through Reps, Warranties, and Indemnities

Wed, Jun 17th, 2026 ⋅ 7:45am - 9:15am (EDT)

Jun

XPX Atlanta: June - Cocktail Collab

Tue, Jun 16th, 2026 ⋅ 5:30pm - 7:30pm (EDT)

Jun

XPX Nashville - Grow beyond transactions with genuine connection

Tue, Jun 16th, 2026 ⋅ 11:30am - 1:00pm (CDT)

Jun

Virtual access

XPX Atlanta: June Virtual Workshop – Private Equity and how it can be a partner in M&A (ATL Members Only)

Tue, Jun 16th, 2026 ⋅ 9:00am - 10:00am (EDT)

Jun

XPX Triangle - A.I. BEYOND THE HYPE: TURN A.I. INTO ROI IN REAL TIME

Thu, Jun 11th, 2026 ⋅ 10:00am - 2:30pm (EDT)

Jun

XPX DC Metro: Maximizing Impact of Charitable Giving When Selling a Business

Thu, Jun 11th, 2026 ⋅ 7:30am - 9:30am (EDT)

Jun

XPX Startup Success Workshop

Tue, Jun 9th, 2026 ⋅ 11:00am - 12:00pm (EDT)

Jun

XPX Atlanta: Marketing the Business / Going to Market

Tue, Jun 9th, 2026 ⋅ 11:00am - 1:00pm (EDT)

Jun

XPX Atlanta Women of Exit - Quarterly In person meeting

Tue, Jun 9th, 2026 ⋅ 10:00am - 11:00am (EDT)

Jun

XPX Dallas- How Will the Company Be Valued? Perspectives from a Private Equity Investor (Case Study)

Tue, Jun 9th, 2026 ⋅ 8:00am - 9:45am (CDT)

Jun

XPX Phoenix Chapter Summer Coffee Meet-Up

Tue, Jun 9th, 2026 ⋅ 7:30am - 9:00am (MST)

Jun

XPX Long Island - Wrapping up the 2026 Case Study – How did it end up?

Fri, Jun 5th, 2026 ⋅ 8:30am - 10:00am (EDT)

Jun

XPX Atlanta: FIRST FRIDAY COFFEE COLLAB

Fri, Jun 5th, 2026 ⋅ 7:30am - 8:30am (EDT)

Jun

XPX Chicago: Small Group Networking Lunch – Chicago Northside

Wed, Jun 3rd, 2026 ⋅ 12:00pm - 1:30pm (CDT)

Jun

XPX Triangle: 1st Tuesday Social

Tue, Jun 2nd, 2026 ⋅ 4:30pm - 6:30pm (EDT)

Jun

XPX Northern California: Unplanned Exits (Members Only)

Tue, Jun 2nd, 2026 ⋅ 4:30pm - 7:00pm (PDT)

Jun

XPX Greater Boston 2026 Annual Summit (SOLD OUT)

Tue, Jun 2nd, 2026 ⋅ 11:30am - 7:00pm (EDT)

Jun

XPX Charlotte: Engagement Coffee (Members Only)

Tue, Jun 2nd, 2026 ⋅ 8:00am - 9:30am (EDT)

May

Virtual access

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

Sun, May 31st, 2026 ⋅ 12:00am - 11:30pm (EDT)

May

Virtual access

XPX Chicago Signup DEADLINE for member power networking- June

Sun, May 31st, 2026 ⋅ 12:00am - 11:30pm (EDT)

May

Virtual access

XPX Advisor Exchange (Cross-Chapter/Members-Only)

Thu, May 28th, 2026 ⋅ 4:00pm - 5:15pm (EDT)

May

Virtual access

XPX Atlanta: EXPERIENCE XPX FOR GUESTS AND NEW MEMBERS

Thu, May 28th, 2026 ⋅ 9:30am - 10:30am (EDT)

May

XPX New York City - Winning Deals: How Strategic Due Diligence Drives Outcomes

Thu, May 28th, 2026 ⋅ 8:30am - 10:00am (EDT)

May

XPX Connecticut - Shake up at the Fed: Potential Impacts on Rates and Deal Flow

Thu, May 28th, 2026 ⋅ 8:00am - 10:00am (EDT)

May

XPX Maryland: Spring Happy Hour at Ryleigh’s Oyster

Tue, May 26th, 2026 ⋅ 5:00pm - 7:00pm (EDT)

May

XPX Houston: Designing Teams That Drive Expansion

Tue, May 26th, 2026 ⋅ 4:30pm - 6:30pm (CDT)

May

Virtual access

XPX Atlanta Chapter: Women of Exit monthly meeting (VIRTUAL)

Tue, May 26th, 2026 ⋅ 3:00pm - 4:00pm (EDT)

May

Virtual access

XPX Miami - Events Committee Reorganization Virtual Meeting

Thu, May 21st, 2026 ⋅ 5:00pm - 6:00pm (EDT)

May

XPX Maryland: Emerging Professionals Mixer

Thu, May 21st, 2026 ⋅ 5:00pm - 7:00pm (EDT)

May

XPX Philadelphia and AM&AA Spring Social

Wed, May 20th, 2026 ⋅ 4:00pm - 7:00pm (EDT)

May

National All-Hands Leadership Collaborative Meeting

Wed, May 20th, 2026 ⋅ 4:00pm - 5:15pm (EDT)

May

XPX Charlotte: Building Predictable Revenue with a Scalable Engine for Growth and Exit (Members Only)

Wed, May 20th, 2026 ⋅ 3:00pm - 5:00pm (EDT)

May

XPX Cleveland - From Preparation to Transaction: Reducing Surprises and Maximizing Exit Outcomes

Wed, May 20th, 2026 ⋅ 11:45am - 1:30pm (EDT)

May

XPX Hawaii (XPX HI): Challenges of Rainmaker succession

Wed, May 20th, 2026 ⋅ 11:30am - 1:00pm (HST)

May

XPX Atlanta: May - Cocktail Collab

Tue, May 19th, 2026 ⋅ 5:00pm - 7:00pm (EDT)

May

XPX San Antonio - Beyond Deferral: Using 1031 Exchanges as a Strategic Exit Tool

Tue, May 19th, 2026 ⋅ 11:30am - 1:30pm (CDT)

May

XPX Greater Boston Lunch & Networking

Tue, May 19th, 2026 ⋅ 11:30am - 1:30pm (EDT)

May

XPX Maryland: Navigating Maryland’s Business Climate

Fri, May 15th, 2026 ⋅ 8:00am - 10:00am (EDT)

May

XPX Denver - Solving Real Problems for an Exit – A Case Study

Thu, May 14th, 2026 ⋅ 11:30am - 1:30pm (MDT)

May

XPX Triangle Lunch & Learn: The Forgotten Exit Plan: People

Thu, May 14th, 2026 ⋅ 11:30am - 1:30pm (EDT)

May

XPX New Jersey: Capital Moves: How Current M&A Trends are Shaping Wealth and Tax Strategies

Wed, May 13th, 2026 ⋅ 8:00am - 10:30am (EDT)

May

XPX Nashville - Play Hooky with Cherry Bekaert and XPX Nashville

Tue, May 12th, 2026 ⋅ 4:00pm - 6:00pm (CDT)

May

XPX Chicago - Advisor Connect: Happy Hour Edition

Tue, May 12th, 2026 ⋅ 4:00pm - 6:00pm (CDT)

May

Virtual access

XPX Denver - Not All Buyers Are Created Equal: Evaluating Strategic vs. Private Equity vs. Search Fund Buyers (Virtual Event)

Tue, May 12th, 2026 ⋅ 12:00pm - 1:00pm (MDT)

May

XPX Startup Success Workshop

Tue, May 12th, 2026 ⋅ 11:00am - 12:00pm (EDT)

May

XPX Atlanta: Exploring Exit Alternatives

Tue, May 12th, 2026 ⋅ 11:00am - 1:00pm (EDT)

May

XPX Chicago: Northern Suburbs Networking Event

Thu, May 7th, 2026 ⋅ 3:30pm - 5:30pm (CDT)

May

XPX DC Metro: The Best Laid Plans – How LOIs Are Used in Business Transactions

Thu, May 7th, 2026 ⋅ 7:30am - 9:30am (EDT)

May

XPX Denver: Happy Hour

Wed, May 6th, 2026 ⋅ 5:00pm - 7:00pm (MDT)

May

XPX Northern California: Family Business (Members Only)

Tue, May 5th, 2026 ⋅ 4:30pm - 7:00pm (PDT)

May

XPX Triangle: 1st Tuesday Social

Tue, May 5th, 2026 ⋅ 4:30pm - 6:30pm (EDT)

May

XPX Charlotte: Engagement Coffee (Members Only)

Tue, May 5th, 2026 ⋅ 8:00am - 9:30am (EDT)

May

XPX Dallas- Transaction Process: Tricks of the Trade from Exit Planners and M&A Advisors (Case Study)

Tue, May 5th, 2026 ⋅ 8:00am - 9:45am (CDT)

May

XPX Long Island - Pre-Transaction Estate Planning

Fri, May 1st, 2026 ⋅ 8:30am - 10:00am (EDT)

May

XPX Atlanta: FIRST FRIDAY COFFEE COLLAB

Fri, May 1st, 2026 ⋅ 7:30am - 8:30am (EDT)

Apr

XPX Phoenix Chapter Launch Event

Thu, Apr 30th, 2026 ⋅ 7:30am - 9:00am (MST)

Apr

Virtual access

XPX Chicago Signup DEADLINE for member power networking- May

Thu, Apr 30th, 2026 ⋅ 12:00am - 11:30pm (EDT)

Apr

Virtual access

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

Thu, Apr 30th, 2026 ⋅ 12:00am - 11:30pm (EDT)

Apr

XPX Houston: Spring Social

Tue, Apr 28th, 2026 ⋅ 4:30pm - 6:30pm (CDT)

Apr

Virtual access

XPX Advisor Exchange (Cross-Chapter/Members-Only)

Tue, Apr 28th, 2026 ⋅ 4:00pm - 5:15pm (EDT)

Apr

Virtual access

XPX Atlanta Chapter: Women of Exit monthly meeting (VIRTUAL)

Tue, Apr 28th, 2026 ⋅ 3:00pm - 4:00pm (EDT)

Apr

Virtual access

XPX Atlanta: EXPERIENCE XPX FOR GUESTS AND NEW MEMBERS

Thu, Apr 23rd, 2026 ⋅ 9:30am - 10:30am (EDT)

Apr

XPX New York City | Inside the Lower Middle Market: Deal Flow, Trends & What’s Actually Closing in 2026

Thu, Apr 23rd, 2026 ⋅ 8:30am - 10:00am (EDT)

Apr

XPX Connecticut & Estate Planning Council of Lower Fairfield Joint Event: Tax-Planning Opportunities for your Clients’ Business Exit

Thu, Apr 23rd, 2026 ⋅ 8:00am - 10:00am (EDT)

Apr

XPX Philadelphia Bucks & Montgomery County - Selling Isn’t Listing: How Great Businesses Are Actually Marketed

Thu, Apr 23rd, 2026 ⋅ 7:45am - 9:15am (EDT)

Apr

XPX Chicago: Breakfast Networking & Mini-Case Studies

Thu, Apr 23rd, 2026 ⋅ 7:30am - 9:00am (CDT)

Apr

XPX Austin Chapter Launch Event

Wed, Apr 22nd, 2026 ⋅ 5:00pm - 7:00pm (CDT)

Apr

XPX Charlotte Spring Social at SUPPERCLUB SOUTHEND (Members Only)

Wed, Apr 22nd, 2026 ⋅ 5:00pm - 7:00pm (EDT)

Apr

XPX Philadelphia - Selling Isn’t Listing: How Great Businesses Are Actually Marketed

Wed, Apr 22nd, 2026 ⋅ 12:00pm - 1:15pm (EDT)

Apr

XPX Hawaii (XPX HI): Integrating AI for Advisors

Wed, Apr 22nd, 2026 ⋅ 11:30am - 1:00pm (HST)

Apr

Virtual access

XPX - Making the Most of Your Membership

Wed, Apr 22nd, 2026 ⋅ 10:50am - 11:30am (EDT)

Apr

XPX Atlanta Evening Social Cocktail Collabs

Tue, Apr 21st, 2026 ⋅ 5:30pm - 7:00pm (EDT)

XPX National Calendar

Past Events

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