Put The Power of XPX To Work For You – and Your Clients

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.

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

National Calendar

XPX Upcoming Events

Wed, Jun 7th, 2023 ⋅ 5:30pm - 7:30pm (EDT)
Fairfield Theater Company (Entrance is StageOne), 70 Sanford Street, Fairfield, CT
Virtual access
Thu, Jun 8th, 2023 ⋅ 9:50am - 11:00am (EDT)
Virtual - you'll receive login info upon registration and are welcome at one or both sessions
Tue, Jun 13th, 2023 ⋅ 11:00am - 1:00pm (EDT)
The Buckhead Club (and Zoom) - 3344 Peachtree Road NE, Suite 2600, Atlanta, GA 30326
Virtual access
Tue, Jun 13th, 2023 ⋅ 4:50pm - 6:00pm (EDT)
Virtual - you'll receive login info upon registration and are welcome at one or both sessions
Wed, Jun 14th, 2023 ⋅ 11:00am - 12:00pm (EDT)
Virtual at 11 AM ET - we'll send the Zoom link once you register
Thu, Jun 15th, 2023 ⋅ 7:30am - 9:30am (EDT)
Bethesda Country Club|7601 Bradley Blvd, Bethesda, MD 20817

Knowledge Exchange

Owner's Academy & Advisor Exchange

FIREPOWER, with Maria C. Forbes, is a hands-on strategic workforce partner, helping leaders of privately held companies to attract, engage, and keep their best talent. Small business leaders don’t know how to explain what their best talent looks like, and since they can’t define it, they can’t plan for more of it! This is crucial information…

Tax deferral options on the sale of business or property is always an important consideration.  Structured Installment Sales allow the Seller the opportunity to defer immediate tax obligation by placing any portion of their sale into an IRC Section 453 Structured Installment Sale.  The opportunity to spread tax liabilities and maximize financial returns is remarkable…

The decisions employers make regarding their benefits offerings during this period of economic uncertainty will likely have lasting impacts on their finances, their employees’ expectations, and their ability to attract and retain talent — all of which can affect the organization’s overall health. To ensure continued success, employers should critically evaluate each and every area…

Date: June 9, 2023 Start Time: 12 p.m. EST End Time: 1 p.m. EST Platform: Zoom Questions: Chat Click here for free Zoom Link: Dr. John White In Why It Matters, John A. White draws on a wealth of expertise acquired across his six-decade career as a corporate leader, chancellor, dean, educator, engineer, and consultant to create a thorough and…

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