New & Upcoming

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

John Carpenter of Expense Reduction Analysts is a member of XPX Tri-State
Principal
Expense Reduction Analysts

You want to find the profit that is hidden in your expenses.

Brad Mayer of Comercia Private Wealth Management is a member of XPX Austin Annual
Senior Wealth Advisor
Comercia Private Wealth Management

An opportunity arises to engage an elite wealth management team that can guide you on maximizing the value of your business, advise you through the transition, and design a top class wealth management strategy to preserve your legacy.

Sr. Director, Business Owner Advisor
FNBO

Business owners (generally family-owned) are ready to begin discussing a proactive process to transition their business.

Ms.
Antheil Maslow & MacMinn, LLP

You are looking to add an experienced corporate attorney to the team. I primarily focus on helping business owners with complex mergers & acquisitions, but my experience includes advising clients on all phases of owning a business.

Managing Partner
MW Supply Chain Services

Business Brokering for companies under $25M in sales

Tom Gottlieb of Keate Partners is a member of XPX Ohio
Business broker / intermediary
Keate Partners

A business owner wants to determine how to harvest their legacy. They may not have a succession plan and want to know what their business is worth and how to transition it to another owner.

Shareholder
BHMK

I act as outside general counsel for privately-held businesses. I assist clients through the entire life cycle of their enterprise: from concept to exit. I'm industry-agnostic, but frequently work with venture-backed companies.

Christy Ernst of Ahola is a member of XPX Ohio
Regional Sales Manager
Ahola

You need human resource and payroll support and expertise.

Attorney
Antheil Maslow & MacMinn, LLP

Experienced corporate attorney who represents businesses/owners in a variety of industries. Services include entity formation, contract negotiations, M&A, buy-sell, securities offerings, corporate governance matters and commerical real estate.

Timothy FitzGerald of Coastal Wealth is a member of XPX South Florida
Financial Planner
Coastal Wealth

You need help evaluating a business owners personal financial plan. Income after the sale of a business is crucial, and most business owners have no idea what their income will look like after the sale of their business. I can help them.

Partner
Newport LLC

Fractional C-Suite opportunities, Strategic development and leadership opportunities, board positions, GovCon business development

CMO
Chief Outsiders

A CEO is frustrated that growth has stalled and is unclear as to how well sales and marketing efforts are performing

Director of Business Development
Trivest Partners

A Founder owned business is looking for an investor or exploring a sale of their business.

President
AcSellerate Sales Advisors, LLC

I am a Fractional CRO/Sales VP and I help companies grow their sales quickly by leading and managing the sales operation for companies needing stronger sales results.

New Posts in The XPX

Knowledge Exchange

Owner's Academy & Advisor Exchange

Anna Brumby of University of Georgia SBDC is a member of XPX Atlanta

A great business looking to be acquired in 2022 that has increased revenue and profitable during the Pandemic.  The sellers have conducted tremendous amount of R&D on over 100 recipes for retail and commercial size orders, have documented all areas of the business, and have built an efficient and strong operational organization for a new…

TERRY "Doc" DOCKERY of The Resolve Firm is a member of XPX Atlanta

Please join us on Wednesday, December 8 from 10-10:45am for the December edition of our Scaling Skills Speaker Series. I will be interviewing Skip Lamb, Ph.D. and Susan Lamb, Ph.D about their successful entrepreneurial journey. Susan and Skip launched their business two blocks from their home in beautiful downtown Savannah GA and walked to work…

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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