XPX Chapters
A Message to Our Members
Dear XPX Philadelphia Members,
We hope everyone is safe and managing through this crisis. XPX is most importantly a community of like-minded professionals focused on serving our clients. In these challenging times, we can continue to work together. For the foreseeable future, all of our meetings will be virtual by using the Zoom meeting platform. Our first virtual XPX Philadelphia Chapter meeting will be April 8 and you should have already received an invitation. If you have a specific question, suggestion, or story you would like to share in a future meeting, please let us know.
Thank you, stay safe, and, please join in by registering here.
Steve Economou
President
Philadelphia Chapter Exit Planning Exchange
Interested in Joining XPX Philadelphia?
If you are an advisor to owners and managers of companies in the lower middle market, XPX can be a powerful learning network for you! Our members represent twelve different professions but share core principles of collaboration, putting the client first, thinking long term, considering the human angle and continuous learning. Learn more about our membership benefits and options.
Meet our Gold Sponsor!
BNY Mellon Wealth Management
Advisor Professions
Accountants
Attorneys
Bankers
Coaches
Consultants
Insurance Providers
Investors
M&A Intermediaries
Non-Profits
Valuators
Virtual managers
Wealth Planners
Get the Latest News
The Latest News – XPX Philadelphia
Latest – XPX Philadelphia
Date: October 22, 2021 Time: 10 a.m. to 11 a.m. Eastern Daylight Savings Time Platform: Zoom Free Ticket Click Here: Mark Harari What makes you stand out? In a world filled-with good choices, why should your prospective clients choose you over the competition? In short, it comes down to answering one question: “why should I choose you?”…
Date: October 15, 2021 Time: 12 p.m to 1 p.m. Eastern Daylight Savings Time Questions: Chat Click Here for Free Ticket: Steve Mastroianni HOBBY BOSS is a simple step-by-step system for creating a profitable online business out of your favorite hobby, by teaching that hobby to other enthusiasts. Based on his own success and building a six-figure annual revenue with…
Date: October 8, 2021 Time: 12 p.m. to 1 p.m. Eastern Daylight Savings Time Platform: Zoom Questions: Chat Free Ticket Click Here: Howard Tiersky (If you can’t make it sign up and you will get a link to the video after the event) Customers today expect the brands they deal with to deliver an increasingly outstanding and seamless digital…
Date: September 28, 2021 Time: 12 p.m. to 1 p.m. Eastern Daylight Savings Time Questions: Chat Free Ticket Click Here: Scott O’Neil (Sign up even if you can’t make and we will send you a link to listen later) Scott O’Neil, one of America’s most successful sports executives, shares seven principles to keep you present, grounded, and…
Please join us for this first XPX case study of nice monthly sessions in which we will discuss what the owners of a $40M, privately held, family owned Manufacturing company have to consider as they think about building value, transferring ownership and creating a legacy for their family, employees, customers and community. Click here to…
Date: September 24, 2021 Time: 12 p.m. to 1 p.m. Eastern Daylight Savings Time Platform: Zoomcast Questions: Chat Click here for Ticket: Nick Morgan (If you can’t make it we will send you a link to watch it later and feel free to share) Communicating virtually is cool, useful, and now even more ubiquitous and necessary than ever. But…
Community
Upcoming Chapter Events
Our Members
Why I'm an XPX Member
