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

The Exit Planning Exchange –  XPX Atlanta Chapter is a local nonprofit association of diverse professional advisors collaborating 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


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.


Work Collaboratively, Put the Client First, 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

Anna Brumby of University of Georgia SBDC is a member of XPX Atlanta

Infrastructure investments in 2022 and beyond are going to drive the need for skilled labor in manufacturing, construction, energy, utilities and port authorities. My new listing is a successful training and certification company for crane, rigging and skilled labor professionals that would be a good acquisition for organizations looking to strategically capitalize on growth in…

Maria Forbes of FIREPOWER Business Catalyst, LLC. is a member of XPX Atlanta

Giving negative feedback is never easy and is even more challenging in a virtual work world. It’s always best to have difficult conversations in person; however, if that’s not an option, treat your team member with compassion and make sure you end the discussion with clear direction and expectations. Find out FirePower Teams‘ other recommendations…

Anna Brumby of University of Georgia SBDC is a member of XPX Atlanta

A great business looking to be acquired in 2022 that has increased revenue and profitable during the Pandemic.  The sellers have conducted tremendous amount of R&D on over 100 recipes for retail and commercial size orders, have documented all areas of the business, and have built an efficient and strong operational organization for a new…

Dec. 1, 2021

TERRY "Doc" DOCKERY of The Resolve Firm is a member of XPX Atlanta

Please join us on Wednesday, December 8 from 10-10:45am for the December edition of our Scaling Skills Speaker Series. I will be interviewing Skip Lamb, Ph.D. and Susan Lamb, Ph.D about their successful entrepreneurial journey. Susan and Skip launched their business two blocks from their home in beautiful downtown Savannah GA and walked to work…

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Upcoming Chapter Events

Thu, Dec 9th, 2021
5:00pm (EST)
Tue, Dec 14th, 2021
5:00pm (EST)
Wed, Dec 22nd, 2021
10:50am (EST)
Sat, Jan 1st, 2022
10:50am (EST)

Our Members

Chief Executive Angel
Office Angels
Fujiyama Wealth Management
Vice President
Bernstein Private Wealth Management

Why I'm an XPX Member