Put The Power of XPX Membership to Work For You - and Your Clients

The Exit Planning Exchange –  XPX DC Metro Chapter is a local nonprofit association of diverse professional advisors collaborating to help their private company clients build business value, transfer ownership and create a legacy of success in their lives and their communities.

XPX Chapters

XPX DC Metro Meeting Locations

We alternate meeting places between the Tower Club Tyson’s Corner in Virginia, and Bethesda Country Club in Maryland. Our breakfast meeting events are held from 7:30 – 9:30 AM.  

Tower Club Tyson's Corner

8000 Towers Crescent, Suite 1700, Vienna, VA.

Bethesda Country Club

The Bethesda Room - 7601 Bradley Blvd, Bethesda, MD (February, April, June, September, November).  Please park in the lot behind the main entrance.

Power Networking Program

One of our Chapter’s most popular offerings is our members-only Power Networking Program.  We bring together small groups of members who arrange for themselves a number of get-togethers that fit their needs, so members from various business and professional disciplines can meet and more thoughtfully become acquainted with their fellow members and their approaches to providing value to their customers and clients.  We re-shuffle the groups two to three times per year. Many of our members participate in multiple groups over time so they have a chance for a deep dive with members across the Chapter. 

Over time, many of our members participate in multiple groups and become better acquainted with each other’s businesses, approaches to providing client value, and increase their knowledge about the industry as a whole. Interested in learning more? Please contact Maura Fredericks.

Interested in Joining XPX DC Metro?

If you are an advisor to owners and managers of companies in the lower middle market, XPX can be a powerful learning network for you! Our members represent twelve different professions but share core principles of collaboration, putting the client first, thinking long term, considering the human angle and continuous learning. Learn more about our membership benefits and options 

Meet our Sponsors!

Business & Legal Advisors
Stein Sperling
Cortland Valuation
Lerch, Early & Brewer, chtd.

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 DC Metro

Latest – XPX DC Metro

Gold Sponsors

Silver Sponsors

Connect with us.

Our Members

Senior Financial Advisor
Merrill Lynch
Director
Valuation Services, Inc.
BUSINESS BANKER
TRUIST
Principal
Insurance Benefits and Advisors
Principal
Stein Sperling Bennett De Jong Driscoll PC

Why I'm an XPX Member

Menu