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

The Exit Planning Exchange is a network of local nonprofit associations of diverse professional advisors collaborating to help their private company 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 –

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

Accountants

Attorneys

Bankers

Coaches

Consultants

Insurance Providers

Investors

M&A Intermediaries

Non-Profits

Valuators

Virtual managers

Wealth Planners

XPX Upcoming Events

23
Nov
Virtual access
Wed, Nov 23rd, 2022 10:50am (EST)
Virtual at 11 AM EDT - you'll receive call-in instructions upon registering
29
Nov
Virtual access
Tue, Nov 29th, 2022 8:00am (EST)
Where: Virtual - connection upon registration
30
Nov
Wed, Nov 30th, 2022 8:00am (EST)
The Hartford Club, 46 Prospect St, Hartford, CT
01
Dec
Thu, Dec 1st, 2022 12:00am (EST)
Your Group Leader Will Reach Out to Set a Date / Time to meet
01
Dec
Virtual access
Thu, Dec 1st, 2022 12:00am (EST)
YOUR GROUP LEADER WILL REACH OUT TO SET A DATE / TIME
01
Dec
Virtual access
Thu, Dec 1st, 2022 12:00am (EST)
New Signup Process!

Knowledge Exchange

Owner's Academy & Advisor Exchange

Marc Kramer of Stress Free Family Business is a member of XPX Philadelphia

  Date: November 22, 2022 Start Time: 12 p.m. EST End Time: 1 p.m. EST Platform: Zoom Questions: Chat Click Here Zoom Link: Neil Malhotra Social innovation and social entrepreneurship are rising forces. As the extent of the world’s systemic challenges becomes clear—from climate change to income inequality to food security to healthcare and beyond—more and more of the best…

By David DeMuth Manufacturers can’t afford to wait any longer. For two years, CFOs and controllers have managed supply-chain disruptions and labor shortages, as well as surging prices. Typically, these developments could require most manufacturers to raise prices to survive. In Q4 of 2022, there is a looming recession. The generally accepted definition of a…

Our Services

Our Numbers Speak for the Past & Future

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