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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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…
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…
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…
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…
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