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XPX Community Exchange

New People. New Ideas. XPX is Always Growing to Help You – and Your Clients

Welcome to our Community Exchange! It’s designed to give you to get a quick snapshot of all the great new members, content and events at XPX- Exit Planning Exchange across our network. Please explore and click through to learn more about our members and benefit from the knowledge they share with the community. If you don’t want to miss this valuable update, subscribe to our monthly email digest.

New Members

Welcome Our New Members

Managing Director - Senior Advisor Klingstein Fields Advisors

You are or know an owner/owners of closely held business that needs trustworthy advice regarding: Trust and Estate planning, Succession planning, advice on selling their closely held businesses at any stage from years away to an uninvited offer.

Director of New Business Developement Danziger & Markhoff LLP

You have client looking to establish retirement plan

Senior M&A Advisor Osage Advisors

You would like to discuss the sale of your business.

Portfolio Management Director, Financial Advisor Morgan Stanley

You are considering selling a business; You want a financial and legacy plan; You want to shelter gains and establish a reliable income strategy

Certified Exit Planning Advisor & Financial Planner Horizon Advisory Group

A business owner is open to a conversation about exit planning and their options, holistic financial planning, retirement planning, issues with turnover of key executives, estate planning needs

Managing Director MCRC

Need capital for management buyouts, partner buyouts, acquisitions, growth

Business Development Consultant Tandem HR

A business owner says: “I can’t get my arms around employee healthcare costs”, “ I can’t find and keep good people”, or “I need to take better care of my people”. We become the HR department for SMB CEO's and help increase business value.

Director of Pension Administration, Long Island Office Danziger & Markhoff

You have a client looking to establish a retirement plan and receive a deduction

Principal Rosard Law LLC

I counsel business owners from startup through sale of their business

Managing Director Lazear Capital Partners

Want information on how ESOPs/Employee-Ownership structures work as a succession plan for clients

CEO The Ronin Society

Ronin helps business owners go from the small to the middle market. Invest in / put money to work in small market businesses. Professionalize management teams.

Financial Planner | Certified Exit Planning Advisor Commonwealth Financial Group

If theres a question about employee benefits, executive compensation and benefits, attraction & Retention tools, Buy-sell/Key Person insurance, retirement planning wealth management

Counsel Coats Rose

I am an M&A and securities attorney. Please call me if you are undertaking a securities offering and need securities counsel. Please call me if you want to position your company in advance of an exit and need a professional to coordinate

Founder Lakeshore Sales Advisors

Your client needs help growing sales in order to increase value

Mr. Stagg Wabnik Law Group

Legal advice, referrals, events

CFP®, CEPA® - Financial Advisor Janney Montgomery Scott

You need an experienced CERTIFIED FINANCIAL PLANNER™ and CEPA® to collaborate with the exit planning team for your business.

Manager - Transaction Advisory Services https://www.citrincooperman.com/

Never

Managing Director vcfo

Fractional CFO

Branch Manager Bay Equity Home Loans

Buying, refinancing, or pulling cash out of your primary home, second home or investment properties.

Partner 360 Consulting

Small tyo Medium companies need help growing their sales numbers

Wealth Management Goldman Sachs

You are growing or selling a business and want to partner with a wealth professional to achieve financial goals or need access to resources (lending/banking/private equity/co-investments/etc.).

Financial Planning Analyst / Associate Financial Advisor The Wealth Alliance

I am a member of The Wealth Alliance, a boutique financial planning firm assisting that assists others with a variety of financial planning needs.

Founder The Pepper Group, Inc.

You feel a professional marketing system would help to build value in a company. We are a full-service marketing communications firm helping B2B businesses leverage their brand, educate their audiences and engage prospects and clients.

President/CEO Chase Media

You, your colleagues, your board, your leadership, your teams, your clients need & want to elevate their communication skills for greater positive impact. I provide expert insights, consulting, and training, including crisis, issues, & reputation.

Manager, Forensic, Litigation & Valuation Services GreerWalker CPAs & Advisors

There's an event or just want to connect!

Principal P3 Partners, Inc.

You or your client requires the expertise of a strategic executive at the CFO/COO level to advise on growth alternatives.

Director Daszkal Bolton

Your Looking to purchase or sell a company or need a valuation done.

New Posts in The XPX

Knowledge Exchange

Owner's Academy & Advisor Exchange

Ricardo (Dick) Albu of Albu Consulting LLC is a member of XPX Fairfield County

Here we go again…supply chain challenges continue to cause shortages driving costs up; tightening labor markets are pushing wages higher; global energy prices are at new highs due to geopolitical disputes; and these external factors threaten to push the economy toward a recession. We are in another challenging business cycle that demands changes to how…

Dan Kaplan of Confident Communicators, LLC is a member of XPX Maryland

A traveler came upon an old woman selling vegetables by the roadside. “Grandmother, what sort of people live in the next town?” asked the stranger. The old woman looked at the traveler. “What were the people like in the town you just came from?” she asked him. “Oh, They were a bad lot. Troublemakers, and…

Cheryl Centeno of XPX Global is a member of XPX

This XPX New York program discusses savings vehicles and gift giving strategies to reduce state income tax burdens including: i) Non-Grantor Incomplete Gift Trusts, ii) Spousal Lifetime Access Trusts, iii) Business Interest Discounts, and much more. Our Speaker: Steven HoltPartnerMandelbaum Barrett Steven A. Holt is Chair of the Firm’s Taxation, Trusts and Estates and Charitable…

Join The Community

Want to Know More?

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. 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.

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. 

XPX Community Exchange

Learn More About Our Community

Welcome to our Community Exchange! It’s designed to give you to get a quick snapshot of all the great new members, content and events at XPX across our network. Please explore and click through to learn more about our members and benefit from the knowledge they share with the community. If you don’t want to miss this valuable update, subscribe to our monthly email digest.

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