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

The Exit Planning Exchange –  XPX Philadelphia 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.

Interested in Joining XPX Philadelphia?

If you are an advisor to owners and managers of companies in the lower middle market, XPX can be a powerful learning network for you! Our members represent twelve different professions but share core principles of collaboration, putting the client first, thinking long term, considering the human angle and continuous learning. Learn more about our membership benefits and options 

Advisor Professions

Accountants

Attorneys

Bankers

Coaches

Consultants

Insurance Providers

Investors

M&A Intermediaries

Non-Profits

Valuators

Virtual managers

Wealth Planners

Highlight Clips from XPX Philadelphia Programs

The Psychology of the Deal
Intangibles and Corporate Value
Helping Owners Realistically Evaluate the Value of Their Business
M&A in the Age of Covid-19: The Pandemic's Impact on the Market

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The Latest News – XPX Philadelphia

Latest – XPX Philadelphia

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

The third annual Virtual Angel Venture Fair featuring 34 companies, chosen by 80 judges, in such industries as biotechnology, consumer product, ecommerce, education, electronics, fintech, food, health care, medias, software and sports will present on Zoom next on the following mornings: June 27, 2022 from 10 a.m. to 1 p.m. EST (One Zoom link is for…

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

Date: June 24th Start Time: 12 p.m. Eastern Daylight Savings Time End Time: 1 p.m. Eastern Daylight Savings Time Questions: Chat Free Zoom Ticket: Michael Solomon Learn how to recruit the best highly skilled 10x talent brings at least 10 times the value to your organization. About this event Highly skilled 10x talent brings at least 10 times the value…

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

Date: June 10, 2022 Sign on Time: 11:45 a.m. Start Time: 12 p.m. End Time: 1 p.m. Questions: Chat Click Here for a free ticket: Jeff Hahn Brands don’t handle crisis situations every day. At the same time, unexpected situations, malicious events and head-scratching screw ups happen all the time. Food and beverage brands are especially vulnerable to reputation-damaging issues…

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

Date: June 3, 2022 Sign on Time: 10:50 a.m. Start Time: 11 a.m. End Time: 12 p.m. Questions: Chat Click Here for a free ticket: Donato Tramuto Compassionate leadership isn’t about being nice; when practiced effectively, it’s a strong leadership style that can elevate your spirits and profits. Compassionate leaders are not weak. They are tough leaders who understand that…

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

Date: May 27, 2022 Start Time: 12 p.m. EST End Time: 1 p.m. EST Question: Chat Zoom Link:  Tracy Enos Unlock the Countless Opportunities for Your Business Publishing on LinkedIn. Brand Your Business, Sell Your Products and Services with Ease, About this event Unlock the Countless Opportunities for Your Business Publishing on LinkedIn. Brand Your Business, Sell Your Products and…

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Upcoming Chapter Events

01
Jul
Fri, Jul 1st, 2022 (EDT)
Your Group Leader Will Reach Out to Set a Date / Time to meet
27
Jul
Wed, Jul 27th, 2022 10:50am (EDT)
Virtual at 11 AM EDT - you'll receive call-in instructions upon registering
01
Aug
Mon, Aug 1st, 2022 (EDT)
Your Group Leader Will Reach Out to Set a Date / Time to meet

Our Members

Certified Public Accountants / Litigation & Forensic Consultants
Abo and Company, LLC / Abo Cipolla Financial Forensics, LLC
Branch Manager and Portfolo Manager
Calton & Associates, Inc.
Member
Eckert Seamans Cherin & Mellott, LLC
Principal
Grassi & Co,
Principal
Offit Kurman, P.A.

Why I'm an XPX Member