Advisor Resource Center

XPX is an “exchange” where the best advisors to private companies gather to learn from and about one another. Our chapters host a rich calendar of programming to build their local private company ecosystems. Our Advisor Resource Center extends our ecosystem to connect with national organizations that have a track record of supporting our members with knowledge, products and tools. Click on the logos below to learn more and to see a list of XPX members who use each resource. Know of a resource that should be here? Please contact us to discuss.

Advisor Resource Center

EvaluSys LLC

We help Exit Planners and Value Growth Advisors engage with prospective clients and automate discovery of their client’s most important challenges and opportunities impacting performance and value growth.

The Value Builder System

We help business owners in the $1-20 million protect, grow and realize the value of their company through a network of advisors.

ExitOnTop

ExitOnTop provides advisors with accurate, affordable, and actionable valuations that anchor planning conversations, reveal value gaps early, and support collaborative, client-centric exit planning.

Aldridge Valuation Advisors, LLC

Business value

FocusCFO

Our Embedded Fractional CFOs are the hands-on bridge between the external Exit Advisory Team and the business’ internal leadership team, as members of both.

IAMX

When pushing harder isn't working any more. We guide executives to scale their organizations to 8 figures and beyond by first becoming more strategic, and then building systems that work effectively, so your people no longer have to work excessively.

Insights7

Help your clients link strategy with execution in a unified platform to boost performance today and company value tomorrow. Move to trusted advisor status faster and get the first call for new projects.

National Center for Middle Market

As the leading source of middle market insights, the National Center for the Middle Market delivers data, research, and analysis that help advisors better understand their clients and make more informed, strategic decisions.

Propel Comprehensive Wellness

Anyone nearing an exit to assure they navigate the transaction with health intact and are fully prepared to launch into purpose, wellness, and legacy.

The Training Doctor, LLC

Work with the C-suite to develop talent succession plans that build capable and ready senior leaders who understand the whole business.

Advisor Resource Center

Advisor Resource Center

Make XPX Part of Your Business Plans

Explore

Learn

Account

Connect

Help & Support