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: https://www.
exitplanningexchange.com/ atlanta/join/ - Events: https://www.
exitplanningexchange.com/ atlanta/events/ - Sponsorship: https://www.
exitplanningexchange.com/ atlanta/sponsors/ - XPX Atlanta Leadership: https://www.
exitplanningexchange.com/ atlanta/leaders/
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
Work Collaboratively, Put the Client First, 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
What does a real, collaborative, multi-advisor value-building project look like? Get the in-depth story and play-by-play of a dynamic, complex value-building project from both the owner perspective and their multi-advisor team. An in-depth panel discussion and Q&A with Owners and their XPX Advisory Team A 2-part series: October 12th and November 9th What’s the owner…
Every business owner wants a business of their dreams with lots of profits and cash flow. The problem is most business owners don’t follow a unified strategy to reach their business goals. It breaks my heart to see many business owners confused, frustrated and overwhelmed trying to figure out a strategy on how to drive revenue and…
I have served as a mentor for young professionals for several years. And while their experiences are varied, one common theme remains – when we have not aligned our purpose and strengths, we will wrestle with achieving our goals both personally and professionally. Discover more about their stories and lessons learned in this latest FIREPOWER…
I have served as a mentor for young professionals for several years. And while their experiences are varied, one common theme remains – when we have not aligned our purpose and strengths, we will wrestle with achieving our goals both personally and professionally. Discover more about their stories and lessons learned in this latest FIREPOWER…
When you start imagining what your business could become, you dream up a wildly successful business with lots of cash flow and profitability, right? Nobody’s business fails in their wildest dreams. The problem is that most business owners don’t follow a unified strategy to reach these business goals. Left to our own devices, we generate more ideas than…
Sharon Foley, Director of Interior Design for The Interiors Studio, and Andrew Henry, Partner at Childs Company, were host Bill McDermott’s guests on this edition of ProfitSense. They discussed finding the right professional for the support business owners need to handle their multiple needs, from integrated interior design to architecture to financial services and exit planning….
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 driven, experienced, and business-focused corporate attorney to help structure efficient transactions, close deals, and provide legal guidance to technology, software, and IT companies.
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.
Silver Sponsors
You have a client who is interested in holistic estate and business planning for their family and small business.
Neri Capital Partners are experts in assisting lower-middle market Business Owners to Determine, Build and Realize the value of their companies.
Someone has had or is preparing for a liquidity event and needs help evaluating their complete financial situation.
Wise and experienced counsel is needed, particularly in respect to ongoing business operations, or future acquisitions or sales.
You want to build value and sell your business. We help you understand current value, assist in building value & then take your company to market to sell.
To assist owners and key decision makers in defining and engaging talent as part of business growth and transition planning. Convert team strengths into business performance.
A business owner would like the support of a mindset 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.
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 want a seasoned attorney to assist with any franchise related business, be it a franchisor or franchisee. I love helping start-ups!
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