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

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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.


  • 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

As we noted in Part 1, finding people with the right strengths is important to help your business grow and succeed.  As you integrate the right engagement structures to ensure that your people will stay with your company for the long term, we want to explain the importance of onboarding in exit planning. We call…

As a business owner, it’s important to start planning for your eventual exit from the company as early as you can. Whether you plan to sell the business, pass it down to family, or find new leadership, how well you onboard new managers and prepare your successors plays a key role in a smooth transition….

BENEFICIAL OWNERSHIP INFORMATION REPORTING CORPORATE TRANSPARENCY ACT SUMMARY One of the unique and often attractive features of a Limited Liability Company can be anonymity.  In most states, formation and registration of an LLC does not require disclosure of the owners or officers.  For various reasons, legitimate and not so legitimate, the owners of a business…

Mergers and acquisitions are successful because the subsequent integration provides value. The Board of Directors of the acquiring firm plays an important role in ensuring that the Executive Team has a good integration plan and implements it effectively. In addition, board members can be a great resource for those executives as they may have experienced…

We have been asked to explain our product and services on multiple occasions.  For those interested, you may find this episode to be a good listen, as it fully explores our services and how our involvement can significantly benefit your client. While this particular episode deals with land sales, the concept is universal to the…


Chapter Events

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Fri, Mar 1st, 2024 ⋅ 12:00am - 11:00pm (EST)
Tue, Mar 12th, 2024 ⋅ 11:00am - 1:00pm (EST)
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Thu, Mar 28th, 2024 ⋅ 9:00am - 10:00am (EST)

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Fri, Mar 1st, 2024 ⋅ 12:00am - 11:00pm (EST)
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Tue, Mar 12th, 2024 ⋅ 11:00am - 1:00pm (EST)
The Buckhead Club - 3344 Peachtree Road NE, Suite 2600, Atlanta, GA 30326
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Thu, Mar 14th, 2024 ⋅ 9:50am - 11:00am (EST)
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Fri, Mar 15th, 2024 ⋅ 8:30am - 9:30am (EST)
Atlanta Bread Company Asiago Private Room 6115 Peachtree-Dunwoody Rd, Sandy Springs, GA 30328
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Thu, Mar 28th, 2024 ⋅ 9:00am - 10:00am (EST)
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Mon, Apr 1st, 2024 ⋅ 12:00am - 11:00pm (EST)
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