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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Virtual managers

Wealth Planners

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The Latest News – XPX Atlanta

Latest – XPX Atlanta

Whether you are advising a company preparing for a future sale, or working with a new acquisition, it is helpful to understand the value that independent board directors can bring – for M&A, growth, strategy, and more.  See more at: Optimize the Value of Your Company’s First Independent Directors | Private Company Director   Steven…

No attention to exit strategy. No attention to value creation. “I am tired, and I want to sell but I don’t know what it’s worth or how to design an exit strategy for selling my business.” We hear this from business owners over, and over again. To sell your company, to make it both sellable and…

When preparing (hopefully in advance!) to sell your business, it helps to understand what buyers will looking for and asking about.  While revenue and financials are well-known areas of due diligence, for companies in the product space the efficiency and riskiness of operations and supply chain are also fair game. Buyers are concerned about a…

At FIREPOWER, we’re here to help our leaders achieve growth and innovation through their biggest asset: their people. Together, let’s achieve the hardest growth goals and go beyond the surface-level approach of employee reviews by learning how to balance people, processes, and technology to establish an empowered workforce. It’s time to unlock the true potential…

For more information on the benefits of this IRC Section 453 solution, give this podcast a listen.  While the topic of this episode dealt with the sale of land, the solution is also available to individuals selling their business, allowing them the unique opportunity to defer immediate tax obligations and maximize the sale through personally…

Hey there, hardworking business owner! We know you’ve been hustling and adapting like a champ over the past year. Remote work became the norm, and you made it work! But now, a moment of truth is upon us: the option to return to the office. While remote work definitely had its perks (like sweatpants and a commute…


Chapter Events

Virtual access
Thu, Sep 28th, 2023 ⋅ 9:00am - 10:00am (EDT)
Virtual access
Sun, Oct 1st, 2023 ⋅ 12:00am - 11:00pm (EDT)
Tue, Oct 10th, 2023 ⋅ 11:00am - 1:00pm (EDT)
Virtual access
Thu, Oct 26th, 2023 ⋅ 9:00am - 10:00am (EDT)

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Upcoming Chapter Events

Virtual access
Thu, Sep 28th, 2023 ⋅ 9:00am - 10:00am (EDT)
Virtual - Connection details will be sent prior to the session.
Virtual access
Sun, Oct 1st, 2023 ⋅ 12:00am - 11:00pm (EDT)
Signup Process!
Virtual access
Thu, Oct 5th, 2023 ⋅ 9:50am - 11:00am (EDT)
Virtual - you'll receive login info upon registration and are welcome at one or both sessions
Tue, Oct 10th, 2023 ⋅ 11:00am - 1:00pm (EDT)
The Buckhead Club - 3344 Peachtree Road NE, Suite 2600, Atlanta, GA 30326
Virtual access
Tue, Oct 10th, 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, Oct 26th, 2023 ⋅ 9:00am - 10:00am (EDT)
Virtual - Connection details will be sent prior to the session.

Our Members

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

Why I'm an XPX Member