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

The Exit Planning Exchange –  XPX Atlanta Chapter is a community of trusted advisors that collaborate 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

Advisor Professions






Insurance Providers


M&A Intermediaries



Virtual managers

Wealth Planners

Get the Latest News

The Latest News – XPX Atlanta

Latest – XPX Atlanta

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…

Sara Burden, President of Walden Businesses, is a founding member of the Cornerstone International Alliance. The Alliance’s diverse membership creates a global footprint that is unmatched in the lower middle market. That, combined with members’ experience, resources and collaborative efforts are the driving force behind this continued level of success. To date, members have completed…


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Upcoming Chapter Events

Virtual access
Thu, Jun 8th, 2023 ⋅ 9:50am - 11:00am (EDT)
Virtual - you'll receive login info upon registration and are welcome at one or both sessions
Tue, Jun 13th, 2023 ⋅ 11:00am - 1:00pm (EDT)
The Buckhead Club (and Zoom) - 3344 Peachtree Road NE, Suite 2600, Atlanta, GA 30326
Virtual access
Tue, Jun 13th, 2023 ⋅ 4:50pm - 6:00pm (EDT)
Virtual - you'll receive login info upon registration and are welcome at one or both sessions
Virtual access
Thu, Jun 22nd, 2023 ⋅ 9:00am - 10:00am (EDT)
Virtual - Connection details will be sent prior to the session.
Virtual access
Sat, Jul 1st, 2023 ⋅ 12:00am - 11:00pm (EDT)
Signup Process!
Virtual access
Tue, Jul 18th, 2023 ⋅ 2:00pm - 5:00pm (EDT)
Virtual, login info sent prior to the event

Our Members

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

Why I'm an XPX Member