Put The Power of XPX Membership to Work For You - and Your Clients

The Exit Planning Exchange –  XPX Atlanta Chapter is a local nonprofit association 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.

Exit Planning Exchange Atlanta – Why Should You Become Part of Our Community?

In the center of the Southeast, XPX Atlanta is ideally positioned to serve an extremely high concentration of family and privately-held businesses. Our board, membership, and sponsors are comprised of a high-quality network of advisors and service providers focused upon collaboration and placing the clients’ interest at the center of all that we do.

  • Get to know our professionals at the top of their game
  • Build relationships that become a pool of resources you can draw upon for your clients
  • Keep up with everything exit, succession, value-building and transaction
  • Build your brand among XPX members and our broader audience
  • Unique programming, combining professional development and interactive relationship building
  • Consider becoming a sponsor for even more brand exposure

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XPX Atlanta: Who We Are


XPX Atlanta is fundamentally changing the trajectory of exit planning services in the Southeast United States.


XPX Atlanta delivers a collaborative-based networking exchange, broad representation of exit planning competencies, and a bridge spanning value-building, value transfer, and life-legacy for business owners.


  • Put the Client First
  • Work Collaboratively
  • Think Long Term
  • Consider the Human Angle
  • Always be Learning

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Virtual managers

Wealth Planners

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The Latest News – XPX Atlanta

Latest – XPX Atlanta

David Shavzin of The Value Track is a member of XPX Atlanta

When do I start my exit planning and how much is my company worth? We have gotten these questions for decades, especially from Baby Boomers. Sometimes it comes across casually: “So what do you think, should I start my exit plan 2 years ahead, maybe 3 years ahead?” They often ask knowing the answer. They are trying…

Maria Forbes of FIREPOWER Business Catalyst, LLC. is a member of XPX Atlanta

When a valuable employee tells you that they’ve received a job offer from another company, making a counteroffer may seem like a no-brainer.  But before you do, consider these potential downsides. If you are throwing money at jobs, think twice. Owners that have not paid attention to employee compensation on an annual basis will now…

Maria Forbes of FIREPOWER Business Catalyst, LLC. is a member of XPX Atlanta

What is a Unique Contributor?  Employers that are committed to engaging the reliable strengths of their teams cultivate what we call a Unique Contributor business model. These employers have a direct line of sight to their best competitive advantage, their secret weapon to ongoing growth, their talent base. What about you? Knowledge of your true…

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

Wrapping up our series on your most googled financial questions, we saved a big one for last: taxes. A word that strikes fear in the hearts and minds of many business owners. But, it doesn’t have to. Every business owner has a big dream for their business and wants to make it happen. However, many business…


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Upcoming Chapter Events

Fri, Jul 1st, 2022 (EDT)
Your Group Leader Will Reach Out to Set a Date / Time to meet
Fri, Jul 1st, 2022 (EDT)
New Signup Process!
Tue, Jul 12th, 2022 11:00am (EDT)
The Buckhead Club (and Zoom) - 3344 Peachtree Road NE, Suite 2600, Atlanta, GA 30326
Thu, Jul 28th, 2022 9:00am (EDT)
Virtual - Connection details sent upon registration
Mon, Aug 1st, 2022 (EDT)
New Signup Process!
Mon, Aug 1st, 2022 (EDT)
Your Group Leader Will Reach Out to Set a Date / Time to meet

Our Members

Managing Director
Neri Capital Partners
Cohen Pollock Merlin Turner P.C.
M&A Advisor
Neri Capital Partners
Cerner Capital
The Value Track

Why I'm an XPX Member