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 –

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

Wed, Dec 6th, 2023 ⋅ 11:30am - 1:00pm (CST)
Indeed Tower Conference Center 200 West 6th Street Floor C Austin, TX 78701
Wed, Dec 6th, 2023 ⋅ 4:00pm - 6:00pm (CST)
Estancia Del Norte Hotel, 37 NE Loop 410, SAT 78216
Virtual access
Thu, Dec 7th, 2023 ⋅ 9:50am - 11:00am (EST)
Virtual - you'll receive login info upon registration and are welcome at one or both sessions
Thu, Dec 7th, 2023 ⋅ 5:00pm - 7:00pm (CST)
Butterfield Country Club, 2800 Midwest Rd, Oak Brook, IL 60523
Fri, Dec 8th, 2023 ⋅ 10:50am - 12:00pm (EST)
VIRTUAL beginning at 11 AM ET
Fri, Dec 8th, 2023 ⋅ 12:00pm - 2:00pm (EST)
Manhasset Bay Yacht Club 455 Main St, Port Washington, NY 11050

Knowledge Exchange

Owner's Academy & Advisor Exchange

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Defining the role of a coach on your exit planning team doesn’t just happen. Like any other aspect of working with consultants, you need to set expectations upfront. Many advisors like to characterize themselves as the “quarterback” of a transition planning team. I’ve always objected to that. We regard the business owner as the quarterback…

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