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

Tue, Aug 16th, 2022 7:30am (CDT)
Butterfield Country Club, 2800 Midwest Rd, Oak Brook, IL 60523
Wed, Aug 17th, 2022 5:00pm (EDT)
The Yardhouse – Mizner Park Boca Raton, FL
Tue, Aug 23rd, 2022 7:30am (CDT)
Petroleum Club, 8620 N. New Braunfels, 7th Floor, San Antonio, TX 78217
Wed, Aug 24th, 2022 10:50am (EDT)
Virtual at 11 AM EDT - you'll receive call-in instructions upon registering
Wed, Aug 24th, 2022 5:30pm (EDT)
Rusty Bucket 49810 Ashley Park Lane, Charlotte, NC 28210
Thu, Aug 25th, 2022 9:00am (EDT)
Virtual - Connection details will be sent prior to the session.

Knowledge Exchange

Owner's Academy & Advisor Exchange

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

Every business owner has a big dream for their company and wants to make it happen. But, when it comes to retiring one day and driving off into the sunset, most business owners don’t know where to start or what to do. They’ve been so busy working in the business, they haven’t stopped to take the time to…

Marc Kramer of Stress Free Family Business is a member of XPX Philadelphia

Date: August 12, 2022 Sign On Time: 11:50 a.m. EST Start Time: 12 p.m. EST End Time: 1 p.m. EST Questions: Chat Free Ticket Click Here: MIchael Timms Leadership development consultant Michael Timms has discovered three powerful habits that not only make one a better leader, but also encourage those they lead to take greater accountability themselves. Using a compelling…

Cheryl Centeno of XPX Global is a member of XPX

Program produced by XPX South Florida. Join XPX South Florida for the fourth installment of our 2022 exciting, in-depth seven-part “Lunch and Learn” series, where our Chapter’s professional advisers will discuss the exit planning strategies to be employed by a model middle market software development company with $50 million in annual revenues. In this fourth…

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

Every business owner dreams of selling their business one day for a lot of money then retiring with a home on the beach or traveling the world. However, when it comes to actually selling the business, many business owners don’t follow a unified strategy, leaving them confused and frustrated because they realize running a business is…

Our Services

Our Numbers Speak for the Past & Future


Why I'm a Member of XPX

What Our Members Are Saying