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

The Exit Planning Exchange –  XPX Atlanta Chapter is a community of trusted advisors that collaborate 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

 Take a look around our web site:

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

Advisor Professions






Insurance Providers


M&A Intermediaries



Virtual managers

Wealth Planners

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The Latest News – XPX Atlanta

Latest – XPX Atlanta

Unlocking Retirement Savings to Fund a New Business Many people have dreams of starting a business but lack the capital or funding needed to launch their new business ideas. It’s true: It costs money to start a business. The US Small Business Administration (SBA) says that how to fund a business is one of the…

Unleashing the Power of Collaboration Today, we’re diving deep into a powerful quote by Jim Stovall that packs a serious punch: “You need to be aware of what others are doing, applaud their efforts, acknowledge their successes, and encourage them in their pursuits. When we all help one another, everybody wins.” Are you ready for…

Do You Need a Virtual CFO? Every company must find an efficient way of handling accounting and bookkeeping functions. For many businesses, an outsourced accounting solution makes good business sense and provides much needed support with financial management. Some businesses and high net worth individuals will want to take their financial operations to another level…

ERTC Enforcement and Withdrawing a Claim The Employee Retention Tax Credit (ERTC) was introduced during the COVID-19 pandemic as a tax incentive for businesses to keep employees on their payroll. To qualify, a business must have suffered financially or experienced operational disruptions because of COVID restrictions. Even though it has since expired, it’s still possible for…

Introduction Running a small business is like navigating through different seasons – there are sunny days full of triumph, and then there are stormy days that test our resilience. One key factor that can make a world of difference in weathering any storm is having the right team members by your side. Just like bad…


Chapter Events

Fri, Apr 19th, 2024 ⋅ 8:30am - 9:30am (EDT)
Virtual access
Thu, Apr 25th, 2024 ⋅ 9:00am - 10:00am (EDT)
Virtual access
Wed, May 1st, 2024 ⋅ 12:00am - 11:00pm (EDT)
Thu, May 2nd, 2024 ⋅ 5:00pm - 7:00pm (EDT)

Gold Sponsors

Silver Sponsors


Upcoming Chapter Events

Virtual access
Tue, Apr 16th, 2024 ⋅ 4:55pm - 6:00pm (EDT)
Virtual - you'll receive login info upon registration
Fri, Apr 19th, 2024 ⋅ 8:30am - 9:30am (EDT)
Atlanta Bread Company Asiago Private Room 6115 Peachtree-Dunwoody Rd, Sandy Springs, GA 30328
Virtual access
Thu, Apr 25th, 2024 ⋅ 9:00am - 10:00am (EDT)
Virtual - Connection details will be sent prior to the session.
Virtual access
Wed, May 1st, 2024 ⋅ 12:00am - 11:00pm (EDT)
Signup Process!
Thu, May 2nd, 2024 ⋅ 5:00pm - 7:00pm (EDT)
Thos. O'Reilly's Public House 227 Sandy Springs Pl NE Suite 416, Sandy Springs, GA 30328
Fri, May 17th, 2024 ⋅ 8:30am - 9:30am (EDT)
Atlanta Bread Company Asiago Private Room 6115 Peachtree-Dunwoody Rd, Sandy Springs, GA 30328

Our Members

BW Arpeggio LLC
E78 Partners
Managing Director of Commercial Growth
Legacy CPA Services
Certified Business Performance Advisor
Private Risk Advisor

Why I'm an XPX Member