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

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

Work Collaboratively, Put the Client First, 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

Get the Latest News

The Latest News – XPX Atlanta

Latest – XPX Atlanta

Platinum Sponsors

Gold Sponsors

Silver Sponsors

Connect with us.

Our Members

owner CFP ChFC CLU
Simon Financial Company
Partner
Adams Capital
Owner/Consultant
DM Buck Advisory/NAVIX
President
Enrique Fernandez, M. D.
Principal
10x Profit Blueprint

Why I'm an XPX Member

Menu