Welcome to XPX Cleveland

We are actively developing our Chapter. Click to apply here as a Launch Committee Member .

Help build a strong, local business ecosystem

Join the trusted advisors who share a collaborative, long-term mindset.

Our members are not just individual accountants, attorneys, wealth planners, investors, or exit planners; they’re a collaboration of experienced, proven professional advisors who know they can accomplish more for their businesses, their private company clients – and the entire community – when they collaborate together. Membership in XPX is for those who –

Understand the vital role that established private companies play in helping building our local communities.
Are focused on building relationships versus conducting transactions.
See the big picture. They know that they can better serve their clients by having access to a trusted community of professional advisors who can help build business value, manage succession, and build owner legacy.
Represent one of our 12 Advisor Professions (Accountants, Attorneys, Bankers, Coaches, Consultants, Insurance Providers, Investors, M&A Intermediaries, Non-profits, Valuators, Virtual Managers, Wealth Planners).
Uphold the highest standards of professional integrity.
See the value of having an open network to ensure there is no single approach or solutions provider to assisting private company owners.
Know the business environment is always changing and need to keep abreast of the latest information to meet their clients demand.
Are sponsored by existing XPX members.
Adhere to our Five Core Advisor Principles (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

Advisor Principles

Put The Client First

Work Collaboratively

Think Long Term

Consider The Human Angle

Always Be Learning

Why Join?

We hope that you will become an active member of our chapter and take advantage of the valuable benefits we offer as an organization:

Resources

You’ll learn from great content and programming. “What I know, What I don’t know, What I don’t know that I don’t know. XPX helps me get this right.”

Relationships

You’ll expand your network with people who are genuine, inviting, and welcome collaboration. “We’re givers, not takers (and givers get more in the long run)”.

Visibility

You’ll raise your profile by sharing your knowledge in meetings, networking, and contributing to our on-line Owners’ Academy knowledge base. “I know the guy/gal! who can help”.

Principles

You’ll find a group of like-minded advisors who share our values of collaboration, client first, long-term thinking, focus on the human factor, and continuous learning. “It’s about the quality of the people in the room.”

Contact & Connect

Chapter Events

Virtual access

XPX Atlanta: EXPERIENCE XPX FOR GUESTS AND NEW MEMBERS

Jan 23, 2025 ⋅ 9:00am - 10:00am (EST)

Virtual access

XPX Atlanta Power of Five Networking - February

Jan 31, 2025 ⋅ 12:00am - 11:00pm (EST)

More Events

For even more opportunities to connect with XPX Members check out our Cross-Chapter events.

Gold Sponsors

Silver Sponsors

About XPX

XPX is a multi-disciplinary community of professional advisors who work collaboratively to help owners build valuable businesses and assist them in preparing and executing a successful transition. Private company transitions require a broad view of the entire life cycle of a private company including:

Business Value Growth

Business Value Transfer

Owner Life & Legacy

Our community includes advisors and owners in all stages of this process. Our members have specific areas of expertise as well as a holistic understanding of the breadth of challenges an owner faces throughout the stages of the private company life cycle. This helps XPX members to work in the best interest of their clients.

We have a clear set of shared principles for advisor excellence. Each of the 12 professions involved in XPX has specific ethics and practice guidelines. Our members take this a step further, adhering to a set of principles that guide collaboration and long term thinking (see our five Advisor Principles).

We are unique in that we are the only open advisor network in the private company/business value transfer market. This means that we do not advocate a single approach or vendor. Instead, we endeavor to be a place where all advisors, owners and vendors can interact and collaborate.

Each XPX Chapter is a locally-controlled non-profit organized by national and regional leaders in the private company market. The first XPX chapter was launched in Boston in 2007. Today, we have Chapters across the U.S..

The Chapters are supported by XPX Global, an entity that provides capital, intellectual property and administrative support to Chapter operations. This model takes care of the administrative tasks that are the bane of the boards of most professional organizations. It leaves to the Chapters the key tasks of events, membership and sponsorship—the most visible and high value activities for volunteers interested in an increased profile in the private company market.