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 – 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

Knowledge Exchange

Owner's Academy & Advisor Exchange

Cheryl Centeno of XPX Global is a member of XPX

As exit advisors, we all know that the value of a business is very dependent on the team the owner has developed. Can “Diversity, Equity and Inclusion” (DEI) initiatives and programs help improve a business owner’s team? Join us for our virtual January meeting where we will have an engaging, collaborative XPX-style discussion of this…

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

Date: January 19, 2022 Time: 12 p.m. to 1 p.m. EST Platform: Zoom Questions: Chat Link for Free Ticket: Steve White (Even if you can’t make it sign up and you will get a link to listen later) Uncompromising explores seven pathways to help you identify and live your why—leading to an impactful life and a lasting legacy. Steve White’s path…

Jan. 14, 2022
F. Rimer of Initiating Protection Law Group LLC is a member of XPX Atlanta

Brand counsel use many tools to help businesses protect their brands. The most common tool is registering a trademark with the US Patent and Trademark Office. This process seems simple but there is much that goes into the strategy behind filing the application and moving it towards registration. I thought it might be helpful to share information to…

Adam Brier of USI Insurance is a member of XPX Long Island

USI is one of the largest insurance brokerage and consulting firms in the world, delivering property and casualty, employee benefits, personal risk, program and retirement solutions to large risk management clients, middle market companies, smaller firms and individuals. Headquartered in Valhalla, New York, USI connects together over 8,000 industry leading professionals across approximately 200 offices…

Jan. 11, 2022

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