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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The Latest News – XPX Atlanta
Latest – XPX Atlanta
Program produced by XPX Atlanta. The Hard Realities of Exit and How We Can Fix It Advisors – we have work to do! To repeat: only 4% of businesses actually sell. In this important November XPX Program, we will review and discuss the reasons for that abysmally small number. More important, in true XPX fashion,…
Do we have a recession now – or will we have a recession soon? It is not certain, but very likely to happen in the coming months. The R word is scary and it starts changes in economic behavior. Recessions are a normal part of the business cycle, painful but necessary. Let’s think about the…
Position Description Client Service Specialist Overview Baer Wealth Management (BWM) was originally founded in 2000 as a family-owned and operated, boutique Registered Investment Advisory firm (RIA). Now in its second generation, BWM focuses on providing wealth management services to successful professionals and their families. As a fiduciary, BWM’s mission is to understand, advise…
As a CEO or business owner, it’s hard figuring out what things to focus on, where to allocate our resources, and how in the world we’ll find the time to do it all. It can be overwhelming. When you’re paralyzed by all of these thoughts and tasks, it’s hard to be an effective CEO. I…
PRESS RELEASE – SOLD – Sara Burden and Walden Businesses, Inc. is pleased to announce its North Atlanta client, Express Employment Professionals, completed a successful sale to Category 5, LLC. Walden initiated this transaction and acted as advisor to the seller. https://waldenbus.com/wp-content/uploads/2022/10/Press-Release-SB-Express-Employment-Professionals.pdf Express franchise owner, Rodney Moore, shared: “One of the best business decisions I…
All professionals deal with some form of personal adversity at work. Change is constant as you grow and scale your company and today, we are considering the impact of a slowing economy. Recent data in an HBR article, shows layoffs up 39% in the second quarter of 2022, (bringing the year’s total to more than…
Chapter Events
Platinum Sponsors
You find a B2B professional who need help in building relationships which translate into revenue.
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 corporate attorney
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.
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
A business owner would like the support of a personal coach to manage a transition or desire to grow quickly. I work with owners that are frustrated with the stress of running their businesses. I guide them to lean into their genius and strengths.
Wise and experienced counsel is needed, particularly in respect to ongoing business operations, or future acquisitions or sales.
You want to sell your company, understand current value or build value for a future sale.
You want a seasoned attorney to assist with any franchise related business, be it a franchisor or franchisee. I love helping start-ups!
You need more than a traditional wealth manager. BIP Wealth is constantly working and consistently innovating to make your money go further.
Someone has had or is preparing for a liquidity event and needs help evaluating their complete financial situation.
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.
Neri Capital Partners are experts in assisting lower-middle market Business Owners to Determine, Build and Realize the value of their companies.
Office Angels serves as a professional matchmaker, linking small businesses in need of support with smart, reliable, credentialed and experienced professionals who work as needed.
You have a client who is interested in holistic estate and business planning for their family and small business.
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