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XPX Community Exchange

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Welcome to our Community Exchange! It’s designed to give you to get a quick snapshot of all the great new members, content and events at XPX- Exit Planning Exchange across our network. Please explore and click through to learn more about our members and benefit from the knowledge they share with the community. If you don’t want to miss this valuable update, subscribe to our monthly email digest.

New Members

Welcome Our New Members


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    Deb Josephs of Deb Josephs Consulting, LLC is a member of XPX Long Island
    Deb Josephs
    Deb Josephs Consulting, LLC
    HR Consulting, Executive Coaching, M&A HR Due Diligence & Integration Planning
    New Member
    Brian Brian Steen Steen
    Steen Valuation Group, LLC
    I am a business appraiser focused on exit planning, ownership transitions and transactions. I specialize in valuing equity interests, intangible assets and complex securities.
    New Member
    James Patten of Citibank is a member of XPX Long Island
    James Patten
    Vice President - Account Manager
    You need a Banker
    New Member
    Leonard (Ladd) A Hirsch
    Bradley LP
    My practice focuses on Business Divorce matters. Call me when your clients have conflicts with their business partners, or when they are seeking to create a Buy-Sell agreement or other corporate pre-nup (partner exit plan).
    New Member
    Michael Gugliotti
    Senior Sales Executive
    You need help solving problems in HR, Benefits, Payroll or Risk Management.
    New Member
    Summit Sponsor Bronze
    Gregory Kostiuk of StratEX Sales LLC is a member of XPX Austin
    Gregory J Kostiuk
    Founder / President
    StratEX Sales LLC
    You want to increase the value of your company by growing revenue in an efficient and scalable way.
    New Member
    Dan Doran of Value Scout is a member of XPX DC Metro
    Dan Doran
    Value Scout
    You have a client in need of exit prep, valuation, or sell-side M&A help
    New Member
    Kevin F. Murray
    Business Seller Center
    It's time to see what your business is worth and take it to market
    New Member
    Michael Crowley
    Value Advisor
    Planned Value Group
    A business owner needs to build and implement systems. Our professionals focus on the four intangible capitals that make up 75% of a companies worth. We systematically improve and measure the Human, Customer, Structural, and Social capitals.
    New Member
    Chase Gosselin
    EC Endeavors LLC
    Seeking capital to invest in privately-owned businesses
    New Member
    Chris Angel
    Principal Consultant
    Expense Reduction Analysts
    Expense Reduction Analysts (ERA) is a global firm that delivers additional cash flow to middle market clients through savings found in their supplier base. We help firms inprove cash flow & EBITDA to help fund capital projects or prepare for exit.
    New Member
    Chris McNeill
    Block & McNeill
    You need to start a new business, sell a business or have a contract reviewed or prepared
    New Member
    Joe Mraz
    Financial Advisor
    Raymond James
    A client needs a financial plan to map out their lifestyle with a focus on retirement, education, and estate planning.
    New Member
    L.A. Perkins of Perkins Law is a member of XPX South Florida
    L.A. Perkins
    Perkins Law
    IP legal matters
    New Member
    Orsolya Herbein of Brand3 Inc is a member of XPX Maryland
    Orsolya Herbein
    Partner / Creative Director
    Brand3 Inc
    You want to grow your business or need with marketing, branding or customer experience
    New Member
    Mark Parker of BIP Wealth is a member of XPX Atlanta
    Mark Parker
    VP - Strategic Growth
    BIP Wealth
    You need more than a traditional wealth manager. BIP Wealth is constantly working and consistently innovating to make your money go further.
    New Member
    William Duguay of EOS Worldwide is a member of XPX Hartford
    William Duguay
    EOS Implementer
    EOS Worldwide
    You want to get a grip on your business
    New Member

    New Posts in The XPX

    Knowledge Exchange

    Owner's Academy & Advisor Exchange

    Ken Segal of LGA, LLP is a member of XPX Greater Boston

    “One day, you’re gonna wake up, eat your breakfast, brush your teeth, go about your business. And sooner or later, you’re gonna realize you haven’t thought about it. And that’s the moment you realize you can forget. When you know that’s possible, it all gets easier.” Mike Ehrmantraut, Better Call Saul Perhaps our lead quote…

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

    Date: August 19, 2022 Start Time: 12 p.m. EST End Time: 1 p.m. EST Platform: Zoom Questions: Chat Free Link to Meet Author: Dr. Shameen Prashantham In Gorillas Can Dance, distinguished international business strategy professor and expert Dr. Shameen Prashantham delivers a proven roadmap for large corporations collaborating with startups. Drawing on over a decade of international research, Dr. Prashantham…

    Stephen Davis of Safe Harbor Asset Management is a member of XPX Tri-State

    After a tsunami of a year facilitating 1031 Exchange transactions, we found there are many misconceptions among investors about 1031 Exchanges. Here are five of the most common areas of investor confusion. Reverse Exchanges Are Quick & Simple: Identifying replacement property in a hot market was a challenge for 1031 Exchangers this past year, causing…

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

    Host Bill McDermott was joined by three accomplished business leaders on this edition of ProfitSense. Banker Samantha McElhaney discussed what business owners need to be focused on now, what to look for in choosing an advisor, as well as how she uses her extensive network to assist her clients. Keith Costley shared how his engineering consulting…

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    XPX is a multi-disciplinary community of professional advisors who work collaboratively to help owners build valuable businesses and assist them in preparing and executing a successful transition. Our members have specific areas of expertise as well as a holistic understanding of the breadth of challenges an owner faces throughout the stages of the private company life cycle.

    We are unique in that we are the only open advisor network in the private company/business value transfer market. This means that we do not advocate a single approach or vendor. Instead, we endeavor to be a place where all advisors, owners and vendors can interact and collaborate.  Each XPX Chapter is a locally-controlled non-profit organized by national and regional leaders in the private company market. 

    XPX Community Exchange

    Learn More About Our Community

    Welcome to our Community Exchange! It’s designed to give you to get a quick snapshot of all the great new members, content and events at XPX across our network. Please explore and click through to learn more about our members and benefit from the knowledge they share with the community. If you don’t want to miss this valuable update, subscribe to our monthly email digest.