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
Get the Latest News
The Latest News – XPX Atlanta
Latest – XPX Atlanta
CEOs are often bombarded with little voices in their ear asking, “Am I reaching the best markets?”, “Is my management team capable of taking us to the next level?”, “What about my business model?”, “What changes do I need to make?”, and finally, “Do I have enough money?”. There are only so many hours in…
PRESS RELEASE – SOLD – Sara Burden and Walden Businesses, Inc. is pleased to announce its client, AF&S Products & Services, Inc., completed a successful sale to McMaverick, Inc., dba Apex Solutions. Walden initiated this transaction and acted as advisor to the seller. AF&S Products & Services, Inc. is a Service-Disabled Veteran-Owned Small Business (SDVOSB)…
Donna Beatty, Tax Partner with Frazier & Deeter, and Robert Stephens, Managing Partner of CFO Navigator, were Bill McDermott’s guests on this episode of Profit Sense with Bill McDermott. Donna provided timely advice about taxes, new laws, and advice for business owners. Robert Stephens talked about how he helps businesses as a financial guide, how he speaks…
The state of a company’s financials could make or break its future sale. Balance sheets that don’t balance. “Add-backs” that can’t be justified. Messy financials make for lower business valuation or deals that never happen. That’s why financial sharpening is such a critical part of exit planning. Join us Thursday, Sept 15 from 11am-1pm at…
Do you provide an employee orientation? That is great news, now what about onboarding? If you are leaving this one out you are missing part of a winning team performance structure. What is the difference and why utilize both? One is informative and one is integrative, both are intended to get your new employees off…
What makes an excellent CEO? It’s a question that’s often asked, but seldom answered. As with anything, it starts with mindset first, then skill set. We’ve talked recently about the importance of CEOs having a direction-setting mindset and being bold, and an organizational mindset where they create strong culture and stable, but agile companies. Once CEOs have set a vision and tasked their…
Chapter Events
Platinum Sponsors
You find a B2B professional who need help in building relationships which translate into revenue.
Gold Sponsors
You need to maximize a sale through deferral of immediate tax obligations and the creative growth of sales proceeds through variable investment, installment sale strategies. Our services are free of charge and can help all parties in a transaction.
You would like an objective view on an exit you might be considering from a seasoned accounting and consulting professional.
You need a new story that gets your customer and the world to know just how awesome, different and valuable your business or organization really is.
You need a driven, experienced, and business-focused corporate attorney to help structure efficient transactions, close deals, and provide legal guidance to technology, software, and IT companies.
Silver Sponsors
Someone has had or is preparing for a liquidity event and needs help evaluating their complete financial situation.
You need more than a traditional wealth manager. BIP Wealth is constantly working and consistently innovating to make your money go further.
A business owner would like the support of a personal coach to manage a transition or desire to grow quickly. I work with owners that are frustrated with the stress of running their businesses. I guide them to lean into their genius and strengths.
Office Angels serves as a professional matchmaker, linking small businesses in need of support with smart, reliable, credentialed and experienced professionals who work as needed.
You have a client who is interested in holistic estate and business planning for their family and small business.
Neri Capital Partners are experts in assisting lower-middle market Business Owners to Determine, Build and Realize the value of their companies.
Wise and experienced counsel is needed, particularly in respect to ongoing business operations, or future acquisitions or sales.
You need to assist owners and key decision makers in defining roles and engaging talent as part of business growth and transition planning. Convert people strengths into business performance.
You want to sell your company, understand current value or build value for a future sale.
You want a seasoned attorney to assist with any franchise related business, be it a franchisor or franchisee. I love helping start-ups!
Community
Upcoming Chapter Events
Our Members
