September Program Every Exit Is Different: Succession, Sale, or Closure - Choosing the Right Path
With fall event season underway, XPX Phoenix members and guests gathered September 17th at Papago Golf Course for “Every Exit Is Different: Succession, Sale, or Closure — Choosing the Right Path.” Presenters David Ogurek (Caber Hill Advisors) and John Chionchio (WealthPoint LLC) unpacked what actually separates deals that close from those that fall apart — from what sellers really care about beyond price, to how family involvement can shape the outcome. Plenty of interaction and insight — exactly the kind of practical conversation XPX members count on.
August Summer Social at Hundred Mile Brewing Company in Tempe
We closed out the summer at Hundred Mile Brewing in Tempe, and it was exactly the kind of evening we hoped for – great turnout, easy conversation, and a real sense of how much this community has grown since our spring launch. Thank you to everyone who came out to relax, reconnect, and meet a few new faces along the way.
Up next: our Fall lineup of programs begins on September 17th. If you’re an exit planning advisor in the Phoenix area and haven’t connected with us yet, join us!
July Lunch and Learn at Engelman Berger
With the summer heat in full swing, XPX Phoenix members and guests attended an intimate Lunch and Learn presentation July 23rd at the law offices of Engelman Berger, one of our chapter’s Gold Sponsors. Presenters Shelley Detwiller DiGiacomo and Juliet Peters discussed the ABA Deal Points Study and how those deal points impact business exits in the private middle market.
Plenty of interaction as well as great education – the hallmarks of a successful XPX event!
Contact & Connect
Chapter Events
Gold Sponsors
-1024x341.png){kind=avatar}
Silver Sponsors
Join The Community
Want to Learn More?
Contact one of our Chapter Leaders or download our XPX Phoenix One Sheet.