XPX Advisor Principles
XPX - Exit Planning Exchange Shared Values Are Based on Five Core Principles
Sharing Knowledge, Relationships, & Values
XPX Shared Values Are Based on Five Core Principles
Our Core Principles
Client First
Work Collaboratively
Think Long Term
Consider The Human Angle
Always Be Learning

Client First
Many advisors are subject to extensive codes of conduct of their own professions designed to put the client first. Collaborative advisors can help their clients by communicating and working with both their clients and the clients’ other advisors to ensure that there are no conflicts of interest and that the team meets the highest standards of confidentiality and transparency.
Work Collaboratively


Think Long Term
Most privately-held businesses create jobs for the owners and employees but close down after the owners retire. A smaller number of companies defy this pattern. They not only generate a living for themselves and their employees, they also create transferable, realizable exit value. The Exit Planning Exchange was founded in the belief that more companies could become long-lived assets with the right help to create lasting value for the owners, employees and stakeholders in their communities. Advisors can help their clients understand and navigate the road to long-term value.
Consider The Human Angle


Always Be Learning
Join The Community
Do You Share Our Values?
The bottom line of these Principles is that the big picture matters. The work of an advisor to a privately held business or its owner requires more than just expertise. It also requires systems thinking and a desire to do what is right for the owners, the company and its stakeholders over both the short- and long-term.
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© 2023 XPX Global LLC. Privacy Policy Norms & Principles Site Map Terms of Use
© 2023 XPX Global LLC. All Rights Reserved.
© 2023 XPX Global LLC. Privacy Policy Norms & Principles Site Map Terms of Use