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

Advisor Professions






Insurance Providers


M&A Intermediaries



Virtual managers

Wealth Planners

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The Latest News – XPX Atlanta

Latest – XPX Atlanta

Position Description Client Service Specialist   Overview   Baer Wealth Management (BWM) was originally founded in 2000 as a family-owned and operated, boutique Registered Investment Advisory firm (RIA). Now in its second generation, BWM focuses on providing wealth management services to successful professionals and their families.  As a fiduciary, BWM’s mission is to understand, advise…

PRESS RELEASE – SOLD – Sara Burden and Walden Businesses, Inc. is pleased to announce its North Atlanta client, Express Employment Professionals, completed a successful sale to Category 5, LLC. Walden initiated this transaction and acted as advisor to the seller. https://waldenbus.com/wp-content/uploads/2022/10/Press-Release-SB-Express-Employment-Professionals.pdf Express franchise owner, Rodney Moore, shared: “One of the best business decisions I…

All professionals deal with some form of personal adversity at work. Change is constant as you grow and scale your company and today, we are considering the impact of a slowing economy. Recent data in an HBR article, shows layoffs up 39% in the second quarter of 2022, (bringing the year’s total to more than…


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Upcoming Chapter Events

Virtual access
Wed, Feb 1st, 2023 ⋅ 12:00am - 11:00pm (EST)
New Signup Process!
Virtual access
Thu, Feb 9th, 2023 ⋅ 10:00am - 11:00am (EST)
Virtual - you'll receive login info upon registration and are welcome at one or both sessions
Virtual access
Mon, Feb 13th, 2023 ⋅ 1:00pm - 2:00pm (EST)
Virtual - you'll receive login info upon registration and are welcome at one or both sessions
Virtual access
Tue, Feb 14th, 2023 ⋅ 11:00am - 1:00pm (EST)
The Buckhead Club (and Zoom) - 3344 Peachtree Road NE, Suite 2600, Atlanta, GA 30326
Virtual access
Thu, Feb 23rd, 2023 ⋅ 9:00am - 10:00am (EST)
Virtual - Connection details will be sent prior to the session.
Virtual access
Thu, Mar 30th, 2023 ⋅ 9:00am - 10:00am (EST)
Virtual - Connection details will be sent prior to the session.

Our Members

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

Why I'm an XPX Member