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.
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.
As the only open advisor network in the private company business value transfer market, XPX can offer you –
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.
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 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. 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.
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By Tim Jung As CFO, you have 60 months before the private equity firm sells your company again. And the newly installed CEO doesn’t like the company’s reports. Maybe the reporting isn’t timely or lacks the right numbers. Maybe it doesn’t tell a story from the progress that has been made, how you’re going to…
Exit strategy planning is an essential part of any business owner’s long-term strategy. Whether you’re planning to sell your business, retire, or pass it on to the next generation, the key to a successful exit is maximizing the value of your business. One critical factor in determining the value of a business is human capital….
During COVID-19 we experienced inventory shortages and the ships lined up waiting to get into the ports. • Today’s new reality is having excess inventory and shortages. • E-commerce created a new reality. Instead of shipping containers to customers individual products are being picked at the warehouse and shipped to the consumers. • High returns of merchandise…
There is no “I” in team. It is a phrase often cited and not attributed to anyone. So, I am going out on a limb to say there is an “I” in team and it is the most critical aspect of a high-performing team. No, this is not a reference to Michael Jordan’s quote of…
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© 2023 XPX Global LLC. Privacy Policy Norms & Principles Site Map Terms of Use
