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The Exchange

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OUR VISION

Every business owner achieves a well-prepared and successful exit.


OUR MISSION


The Exit Planning Exchange (XPX) is a unique professional organization that provides networking, collaboration and educational opportunities for advisors, consultants, educators and researchers focused on preparing business owners for the successful exit of their businesses. Our goal is to build a strong, active consortium of experienced specialists working independently and collectively to help business owners build and successfully exit their businesses.

XPX offers its members unparalleled opportunities to expand their professional networks and further develop their skills and business acumen. Monthly meetings alternate between morning and late afternoon, feature noted business speakers and provide ample time for networking. Past speakers have included Thomas Brady Sr., founding principal and president of ESOP Advisors Group, Fran LaBrecque, founder of ADAP, Mario Ricciardelli, founder of StudentCity.com and president/COO of First Choice Student Travel and Susan Pravda, Managing Partner of Foley & Lardner LLP.

We invite qualified individuals to consider membership.