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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FIREPOWER, with Maria C. Forbes, is a hands-on strategic workforce partner, helping leaders of privately held companies to attract, engage, and keep their best talent. Small business leaders don’t know how to explain what their best talent looks like, and since they can’t define it, they can’t plan for more of it! This is crucial information…
Tax deferral options on the sale of business or property is always an important consideration. Structured Installment Sales allow the Seller the opportunity to defer immediate tax obligation by placing any portion of their sale into an IRC Section 453 Structured Installment Sale. The opportunity to spread tax liabilities and maximize financial returns is remarkable…
Entrepreneurial leaders do a lot of things well, but hiring the right people, aligning talent for top performance and optimizing collaboration is not where they want to spend their time. It’s not why they went into business and they are unfamiliar with the impact of talent on their growth and succession goals. They don’t understand…
Structured Installment Sales offer a fantastic solution to the tax issues surrounding the sale of business or property. Approved by the IRS, a Section 453 Structured Installment Sale allows individuals to defer taxes, maximize the sale and secure their financial futures. Take a look at our brochure and visit our website for more information. We…
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Program produced by XPX Atlanta. In 2023, we are talking about what a buyer looks for when deciding IF they will make an offer and for HOW MUCH. This is what owners must understand – what makes their business more valuable to a buyer. Key Topics We Discuss Key Takeaways from the Program Moderator:Tim TempletonDirector,…
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Gold Sponsors



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



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.



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






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 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!



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



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



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



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