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

 Take a look around our web site:

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.


  • Put the Client First
  • Work Collaboratively
  • Think Long Term
  • Consider the Human Angle
  • Always be Learning

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Insurance Providers


M&A Intermediaries



Virtual managers

Wealth Planners

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The Latest News – XPX Atlanta

Latest – XPX Atlanta

Dominick Wallace of Wallace Capital Funding, LLC is a member of XPX Atlanta

Starting a business can be hard. From managing your supply chain to hiring staff, it is not cheap or easy. And it’s important for small business owners to have the support they need. Wallace Capital Funding, LLC serves this role as we ensure businesses get the support they need through financing and guidance. This is…

Bill McDermott of The Profitability Coach is a member of XPX Atlanta

One of the topics I talk about most with business owners is accountability. Each situation is different, but rarely do I have a client that doesn’t struggle with accountability at some point over the course of owning their business. One client right now has run a very successful company for over 48 years. But when I…

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

One of today’s biggest business challenges is based around talent. Leaders are attempting to overcome employee turnover and a finicky talent pool. The hiring process can be tedious and owners have a tendency to short-cut the effort by talking with colleagues and networking to get a great referral. This is not a good option for…

Dominick Wallace of Wallace Capital Funding, LLC is a member of XPX Atlanta

With so many options to choose, what sets Wallace Capital Funding, LLC apart? With an estimated 5,500 financial institutions in the United States, there are lots of options for you to choose from. Whether you need a rehab loan or you need financing on the purchase of an investment property, it is important to trust…

Bill McDermott of The Profitability Coach is a member of XPX Atlanta

Ryan Leo, Partner at Big Fish Technology, and Scott Siegel, Founder of Beacon Sales Advisors and Momentum CPG, joined host Bill McDermott on this episode of ProfitSense with Bill McDermott.  Ryan discussed managed service providers, how they came about, how to know when you need one, and the background beyond the Big Fish Technology name. Scott…


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Upcoming Chapter Events

Thu, May 26th, 2022 9:00am (EDT)
Virtual - Connection details sent upon registration
Wed, Jun 1st, 2022 (EDT)
New Signup Process!
Wed, Jun 1st, 2022 (EDT)
Your Group Leader Will Reach Out to Set a Date / Time to meet
Tue, Jun 14th, 2022 11:00am (EDT)
The Buckhead Club (and Zoom) - 3344 Peachtree Road NE, Suite 2600, Atlanta, GA 30326
Thu, Jun 23rd, 2022 9:00am (EDT)
Virtual - Connection details sent upon registration
Thu, Jul 28th, 2022 9:00am (EDT)
Virtual - Connection details sent upon registration

Our Members

Cerner Capital
Managing Director
Neri Capital Partners
M&A Advisor
Neri Capital Partners
Cohen Pollock Merlin Turner P.C.
The Value Track

Why I'm an XPX Member