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






Insurance Providers


M&A Intermediaries



Virtual managers

Wealth Planners

XPX Upcoming Events

Wed, Sep 28th, 2022 8:00am (EDT)
The Hartford Club, 46 Prospect St, Hartford, CT
Wed, Sep 28th, 2022 10:50am (EDT)
Virtual at 11 AM EDT - you'll receive call-in instructions upon registering
Thu, Sep 29th, 2022 7:30am (EDT)
Turning Point Restaurant Village of Newtown 2841 South Eagle Road Newtown, Pa 18940
Thu, Sep 29th, 2022 8:00am (EDT)
The Offices of RSM - 151 W 42nd St 19th floor, New York, NY 10036
Fri, Sep 30th, 2022 10:50am (EDT)
VIRTUAL beginning at 11 AM ET
Sat, Oct 1st, 2022 (EDT)
Your Group Leader Will Reach Out to Set a Date / Time to meet

Knowledge Exchange

Owner's Academy & Advisor Exchange

Cheryl Centeno of XPX Global is a member of XPX

The state of a company’s financials could make or break its future sale. Balance sheets that don’t balance. “Add-backs” that can’t be justified. Messy financials make for lower business valuation or deals that never happen. That’s why financial sharpening is such a critical part of exit planning. Join us Thursday, Sept 15 from 11am-1pm at…

Maria Forbes of FIREPOWER Business Catalyst, LLC. is a member of XPX Atlanta

Do you provide an employee orientation? That is great news, now what about onboarding?  If you are leaving this one out you are missing part of a winning team performance structure.  What is the difference and why utilize both?  One is informative and one is integrative, both are intended to get your new employees off…

Bill McDermott of The Profitability Coach is a member of XPX Atlanta

What makes an excellent CEO? It’s a question that’s often asked, but seldom answered. As with anything, it starts with mindset first, then skill set. We’ve talked recently about the importance of CEOs having a direction-setting mindset and being bold, and an organizational mindset where they create strong culture and stable, but agile companies. Once CEOs have set a vision and tasked their…

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