Put The Power of XPX To Work For You – and Your Clients

The Exit Planning Exchange is a network of trusted advisors to privately-held businesses. Our chapters build strong, collaborative local business ecosystems that view exit planning as a holistic exercise along the entire life of a private business. Our members include diverse professional advisors who help their clients build business value, transfer ownership and create a legacy of success in their lives and their communities.

Put the Power of XPX to Work for You & Your Clients

Client First
Work Collaboratively
Think Long Term
Consider The Human Angle
Always Be Learning
Getting Started

Welcome To XPX

Information. Solutions. And trusted guidance. It’s what private company owners in the heart of the middle market need – at all stages of growth. XPX – Exit Planning Exchange was created to help you, their trusted advisor, bring it to them. We’re an open, multi-disciplinary association of experienced professional advisors working toward common goals: to help each other, lower middle market businesses, and local communities succeed.

XPX is where you’ll gain intimate access to and connect with a diverse group of experienced advisors from over twelve professions to help you marshal your private company clients through all the stages of business growth.

Adding Value For You & Your Client

As the only open advisor network in the private company business value transfer market, XPX can offer you –

Adding Value For You & Your Client

As the only open advisor network in the private company business value transfer market, XPX can offer you –

Trusted Advisors

Access to a trusted community of diverse advisors. Need guidance for your clients or services beyond your specialty? XPX gives you the confidence and power to connect with experienced advisors you – and your clients – can trust.

Programs & Networking

Ongoing programs and networking opportunities. Every XPX chapter offers unique and regular programming to help you get to know other advisors, see how they think, and learn more about other aspects of the private company lifecycle.

Expert Knowledge

Expert knowledge at your fingertips. Our unique Knowledge Exchange is the place where you can access over hundreds of resources with news, insights, trends, and best practices from other exit planning experts.

A Powerful Platform

A powerful platform. Through regular meetings, networking, content contributions and leadership opportunities, XPX gives you unique ways to get your business in front of leading advisors and business owners.

Advisor Professions






Insurance Providers


M&A Intermediaries



Virtual managers

Wealth Planners

National Calendar

XPX Upcoming Events

Virtual access
Wed, Jun 19th, 2024 ⋅ 4:30pm - 5:30pm (EDT)
Virtual - Connection details will be sent prior to the session.
Thu, Jun 20th, 2024 ⋅ 8:00am - 10:00am (EDT)
The Shore & Country Club - 220 Gregory Blvd., Norwalk, CT
Thu, Jun 20th, 2024 ⋅ 5:00pm - 6:30pm (CDT)
Westlake location of Grove Wine Bar – 6317 Bee Cave Road
Sun, Jun 23rd, 2024 ⋅ 5:00pm (EDT)
Truist Field 324 S. Mint Street Charlotte, NC 28202
Tue, Jun 25th, 2024 ⋅ 4:00pm - 6:30pm (CDT)
The Briar Club 2603 Timmons Lane Houston, TX 77027
Tue, Jun 25th, 2024 ⋅ 4:30pm - 6:30pm (CDT)
Servisfirst Bank 1600 West End Ave #200, Nashville, TN 37203

Knowledge Exchange

Owner's Academy & Advisor Exchange

“Conflicts look bad. I always prepare touchy agenda points with my 2 senior leaders before leadership team meetings. This way senior leadership presents a united front,” recently mentioned the CEO of a 200-people company. Most leadership teams have too few open, healthy conflicts. This makes them less effective, reduces decision quality, and ultimately slows down business…

I wrote earlier about the value a closed loop employee suggestion program can provide. These do provide significant benefits, but there is no need to limit continuous improvement suggestions to those inside the company. Customer and supplier surveys can provide great insights into such opportunities while also enabling the company to collaborate better with key…

During my first visit to one factory, I quickly noticed on a wall in the lobby a collection of cards with employee suggestions – normally a good sign of a facility’s commitment to continuous improvement and employee engagement. A closer look revealed the opposite – improvement ideas that were months and even quarters old without…

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