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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The Latest News – XPX Atlanta
Latest – XPX Atlanta
Program produced by XPX Atlanta. We set the stage in January, emphasizing an understanding of what a buyer looks for. Last month, we talked about helping owners shift their role, preparing for life after and a business without them. In March, let’s talk about creating a well-oiled machine that immediately leads to growth for the…
INSTEAD OF FLOWERS MEMBERS-ONLY OFFER Buy a meal for your client, get one free for you to enjoy! Got a client – or employee, colleague – or others in your network you’d like to thank in a thoughtful, creative way? Enjoy this special offer from Instead of Flowers, our new XPX Atlanta Members-Only Benefit partner….
Program produced by XPX Atlanta. “Making the Owner Irrelevant – Preserving Transferable Value Inside the Company We set the stage in January. Now, let’s get into it. Among the very first – if not THE first – questions from a buyer is, “So, tell me why the owner is selling and what am I going…
A stay bonus provides an incentive for an employee to remain with the company after a sale. They’re designed to protect the company in times of change. Recognize that a business transition can create a lot of uncertainty and anxiety for employees. Some managers may wonder if they’ll be let go after a sale. Or,…
PRESS RELEASE – Walden Businesses, Inc. is pleased to announce its client Paradigm Security Services, Inc. completed a successful sale to Pinnacle Security & Investigation, Inc. Walden initiated this transaction and acted as advisor to the seller. “We were lucky to have Sara Burden’s skill and commitment to guide us in preparing the company for…
Defer Taxes, Maximize the Sale, Secure the Financial Future…. Chad Ettmueller – JCR Settlements, LLC. What if you could offer your clients a way to sell their business, property or other appreciated asset and avoid immediate tax obligations while growing the net proceeds in an attractive, tax-deferred manner with future payments they design unique to…
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