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

01
Feb
Virtual access
Wed, Feb 1st, 2023 ⋅ 12:00am - 11:00pm (EST)
New Signup Process!
01
Feb
Virtual access
Wed, Feb 1st, 2023 ⋅ 12:00am - 11:30pm (EST)
YOUR GROUP LEADER WILL REACH OUT TO SET A DATE / TIME
01
Feb
Virtual access
Wed, Feb 1st, 2023 ⋅ 12:00am - 11:00pm (EST)
Your Group Leader Will Reach Out to Set a Date / Time
02
Feb
Thu, Feb 2nd, 2023 ⋅ 7:30am - 9:00am (EST)
Bethesda Country Club - 7601 Bradley Blvd, Bethesda, MD 20817
03
Feb
Fri, Feb 3rd, 2023 ⋅ 8:30am - 10:30am (EST)
Heritage Club at Bethpage - 99 Quaker Meeting House Road | Farmingdale, NY 11735
07
Feb
Tue, Feb 7th, 2023 ⋅ 7:30am - 9:30am (CST)
Park City Club: 5956 Sherry Lane, Suite 1700, Dallas, TX 75225

Knowledge Exchange

Owner's Academy & Advisor Exchange

Good morning Jack, Sometimes you have good conversations but not too many are great ones.  I thoroughly enjoyed yesterday’s call and it is unusual to find someone who has a track record and the competence that you display as it relates to your practice. Please let me know how you would like to proceed as…

What makes an established business “bankable” as opposed to perpetually seeking investor capital? The standard suite of financials a bank looks for are pure data, such as the income statement, balance sheet, and AR-aging.  These are backward-looking, based on past performance.  However there are also a number of reports a client can create themselves that…

Learn to be a Rebel to Affect Change! Meet Harvard Business Contributor Dr. Todd Kashdan author of “The Art of Insubordination” click here to participate: https://www.eventbrite.com/e/meet-dr-todd-kashdan-author-of-the-art-of-insubordination-tickets-526218482647

When the COVID-19 pandemic forced companies to close their doors, sending employees home to work remotely, many leaders worried about the long-tail effects on culture, employee engagement, and morale. As it turns out, some of those concerns were unfounded. Recent research has found that, if anything, the companies that offer remote work options have stronger cultures and higher levels…

Our Services

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