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

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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

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Bankers

Coaches

Consultants

Insurance Providers

Investors

M&A Intermediaries

Non-Profits

Valuators

Virtual managers

Wealth Planners

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The Latest News – XPX Atlanta

Latest – XPX Atlanta

I wrote earlier about the value a closed loop employee suggestion program can provide. These do provide significant benefits, but there is no need to limit continuous improvement suggestions to those inside the company. Customer and supplier surveys can provide great insights into such opportunities while also enabling the company to collaborate better with key…

During my first visit to one factory, I quickly noticed on a wall in the lobby a collection of cards with employee suggestions – normally a good sign of a facility’s commitment to continuous improvement and employee engagement. A closer look revealed the opposite – improvement ideas that were months and even quarters old without…

Wealth managers and financial industry observers have pointed out that we are in the midst of a great wealth transfer driven by Baby Boomers. As Boomers (the generation born between 1946 and 1964) have aged, the savings and investments they worked hard to accumulate are now passing via inheritance to younger generations. Yet, what happens…

In the ever-evolving work landscape, the rise of remote environments has ushered in a transformative era for organizational culture. According to the latest February 2024 Gallup Survey, the team members (among U.S. full-time employees) who feel most connected to the mission or purpose of their organization are: Hybrid – 33% On-site employees with remote capabilities…

What is the role of a company’s board directors?  There are many possible, and valid, answers to this question. Guidance, oversight, succession planning, and executive compensation often are mentioned, and rightly so. But at the Private Company Governance Summit 2024, speaker Jon Wells of Midmark Corporation shared a different answer: to be a ‘professional question…

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Chapter Events

Virtual access
Wed, Jun 19th, 2024 ⋅ 4:30pm - 5:30pm (EDT)
Virtual access
Thu, Jun 27th, 2024 ⋅ 9:00am - 10:00am (EDT)
Virtual access
Mon, Jul 1st, 2024 ⋅ 12:00am - 11:00pm (EDT)
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Fri, Jul 19th, 2024 ⋅ 8:30am - 9:30am (EDT)

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Upcoming Chapter Events

19
Jun
Virtual access
Wed, Jun 19th, 2024 ⋅ 4:30pm - 5:30pm (EDT)
Virtual - Connection details will be sent prior to the session.
27
Jun
Virtual access
Thu, Jun 27th, 2024 ⋅ 9:00am - 10:00am (EDT)
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01
Jul
Virtual access
Mon, Jul 1st, 2024 ⋅ 12:00am - 11:00pm (EDT)
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19
Jul
Virtual access
Fri, Jul 19th, 2024 ⋅ 8:30am - 9:30am (EDT)
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23
Jul
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Tue, Jul 23rd, 2024 ⋅ 12:00pm - 5:00pm (EDT)
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25
Jul
Virtual access
Thu, Jul 25th, 2024 ⋅ 9:00am - 10:00am (EDT)
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Our Members

Legacy CPA Services
CEO
Forvis Capital Advisors LLC
Associate Investment Banker
Coastal States Bank
Senior Vice President
Taylor English Duma
Attorney at Law

Why I'm an XPX Member