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

Accountants

Attorneys

Bankers

Coaches

Consultants

Insurance Providers

Investors

M&A Intermediaries

Non-Profits

Valuators

Virtual managers

Wealth Planners

National Calendar

XPX Upcoming Events

30
May
Thu, May 30th, 2024 ⋅ 8:30am - 10:00am (EDT)
Wiggin and Dana LLP | 437 Madison Avenue, 35th Floor New York, New York 10022
30
May
Thu, May 30th, 2024 ⋅ 4:30pm - 7:00pm (CDT)
BoyarMiller 2925 Richmond Ave., 14th Floor, Houston, TX 77098
31
May
Fri, May 31st, 2024 ⋅ 10:50am - 12:00pm (EDT)
VIRTUAL beginning at 11 AM ET
01
Jun
Virtual access
Sat, Jun 1st, 2024 ⋅ 12:00am - 11:00pm (EDT)
Your Group Leader Will Reach Out to Set a Date / Time
01
Jun
Virtual access
Sat, Jun 1st, 2024 ⋅ 12:00am - 11:00pm (EDT)
Signup Process!
04
Jun
Tue, Jun 4th, 2024 ⋅ 8:00am - 9:45am (CDT)
Park City Club: 5956 Sherry Lane, Suite 1700, Dallas, TX 75225

Knowledge Exchange

Owner's Academy & Advisor Exchange

In Muldrow v. City of St. Louis, the Supreme Court tackled a very important question: under Title VII (the federal civil rights law), when is a job transfer discrimination? The Background Title VII makes it unlawful for an employer “to fail or refuse to hire or to discharge any individual, or otherwise to discriminate against…

What is the role of a company’s board directors?  There are many possible, and valid, answers to this question. Guidance, oversight, succession planning, and executive compensation often are mentioned, and rightly so. But at the Private Company Governance Summit 2024, speaker Jon Wells of Midmark Corporation shared a different answer: to be a ‘professional question…

On March 8, 2024, the U.S. District Court for the Eastern District of Texas struck down the new joint employer rule created by the National Labor Relations Board (the “NLRB” or “Board”). As we covered earlier this year, the now-struck-down 2023 Rule severely loosened the Board’s existing regulations by allowing a joint employer finding irrespective…

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