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:
- Apply for Membership
- Events
- Sponsorship
- XPX Atlanta Leadership
- Questions? Contact us!
XPX Atlanta: Who We Are
Vision
XPX Atlanta is fundamentally changing the trajectory of exit planning services in the Southeast United States.
Mission
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.
Values
- Put the Client First
- Work Collaboratively
- Think Long Term
- Consider the Human Angle
- Always be Learning
Advisor Professions
Accountants
Attorneys
Bankers
Coaches
Consultants
Insurance Providers
Investors
M&A Intermediaries
Non-Profits
Valuators
Virtual managers
Wealth Planners
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Whether you are advising a company preparing for a future sale, or working with a new acquisition, it is helpful to understand the value that independent board directors can bring – for M&A, growth, strategy, and more. See more at: Optimize the Value of Your Company’s First Independent Directors | Private Company Director Steven…
No attention to exit strategy. No attention to value creation. “I am tired, and I want to sell but I don’t know what it’s worth or how to design an exit strategy for selling my business.” We hear this from business owners over, and over again. To sell your company, to make it both sellable and…
When preparing (hopefully in advance!) to sell your business, it helps to understand what buyers will looking for and asking about. While revenue and financials are well-known areas of due diligence, for companies in the product space the efficiency and riskiness of operations and supply chain are also fair game. Buyers are concerned about a…
At FIREPOWER, we’re here to help our leaders achieve growth and innovation through their biggest asset: their people. Together, let’s achieve the hardest growth goals and go beyond the surface-level approach of employee reviews by learning how to balance people, processes, and technology to establish an empowered workforce. It’s time to unlock the true potential…
For more information on the benefits of this IRC Section 453 solution, give this podcast a listen. While the topic of this episode dealt with the sale of land, the solution is also available to individuals selling their business, allowing them the unique opportunity to defer immediate tax obligations and maximize the sale through personally…
Hey there, hardworking business owner! We know you’ve been hustling and adapting like a champ over the past year. Remote work became the norm, and you made it work! But now, a moment of truth is upon us: the option to return to the office. While remote work definitely had its perks (like sweatpants and a commute…
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Gold Sponsors



You would like an objective view on an exit you might be considering from a seasoned accounting and consulting professional.



You need a new story that gets your customer and the world to know just how awesome, different and valuable your business or organization really is.



Someone has had or is preparing for a liquidity event and needs help evaluating their complete financial situation.



You need to maximize a sale through deferral of immediate tax obligations and the creative growth of sales proceeds through variable investment, installment sale strategies. Our services are free of charge and can help all parties in a transaction.
Silver Sponsors



Neri Capital Partners are experts in assisting lower-middle market Business Owners to Determine, Build and Realize the value of their companies.



You want to sell your company, understand the sale process and understand value.



You need to assist owners and key decision makers in defining roles and engaging talent as part of business growth and transition planning. Convert people strengths into business performance.



You want a seasoned attorney to assist with any franchise related business, be it a franchisor or franchisee. I love helping start-ups!



Wise and experienced counsel is needed, particularly in respect to ongoing business operations, or future acquisitions or sales.






You need more than a traditional wealth manager. BIP Wealth is constantly working and consistently innovating to make your money go further.



A business needs help with administrative tasks, bookkeeping, marketing or human resources on an as-needed basis. We have an Angel for that!