Put The Power of XPX To Work For You – and Your Clients

The Exit Planning Exchange is a network of trusted advisors to privately-held businesses. Our chapters build strong, collaborative local business ecosystems that view exit planning as a holistic exercise along the entire life of a private business. Our members include diverse professional advisors who help their clients build business value, transfer ownership and create a legacy of success in their lives and their communities.

Put the Power of XPX to Work for You & Your Clients

Client First

Work Collaboratively

Think Long Term

Consider The Human Angle

Always Be Learning

Getting Started

Welcome To XPX

Information. Solutions. And trusted guidance. It’s what private company owners in the heart of the middle market need – at all stages of growth. XPX – Exit Planning Exchange was created to help you, their trusted advisor, bring it to them. We’re an open, multi-disciplinary association of experienced professional advisors working toward common goals: to help each other, lower middle market businesses, and local communities succeed.

XPX is where you’ll gain intimate access to and connect with a diverse group of experienced advisors from over twelve professions to help you marshal your private company clients through all the stages of business growth.

Adding Value For You & Your Client

As the only open advisor network in the private company business value transfer market, XPX can offer you –

Adding Value For You & Your Client

As the only open advisor network in the private company business value transfer market, XPX can offer you –

Trusted Advisors

Access to a trusted community of diverse advisors. Need guidance for your clients or services beyond your specialty? XPX gives you the confidence and power to connect with experienced advisors you – and your clients – can trust.

Programs & Networking

Ongoing programs and networking opportunities. Every XPX chapter offers unique and regular programming to help you get to know other advisors, see how they think, and learn more about other aspects of the private company lifecycle.

Expert Knowledge

Expert knowledge at your fingertips. Our unique Knowledge Exchange is the place where you can access over hundreds of resources with news, insights, trends, and best practices from other exit planning experts.

A Powerful Platform

A powerful platform. Through regular meetings, networking, content contributions and leadership opportunities, XPX gives you unique ways to get your business in front of leading advisors and business owners.

Advisor Professions

Accountants

Attorneys

Bankers

Coaches

Consultants

Insurance Providers

Investors

M&A Intermediaries

Non-Profits

Valuators

Virtual managers

Wealth Planners

National Calendar

XPX Upcoming Events

01
Apr
Virtual access
Mon, Apr 1st, 2024 ⋅ 12:00am - 11:00pm (EDT)
Signup Process!
01
Apr
Virtual access
Mon, Apr 1st, 2024 ⋅ 12:00am - 11:00pm (EDT)
Your Group Leader Will Reach Out to Set a Date / Time
02
Apr
Tue, Apr 2nd, 2024 ⋅ 8:00am - 9:45am (CDT)
Park City Club: 5956 Sherry Lane, Suite 1700, Dallas, TX 75225
02
Apr
Tue, Apr 2nd, 2024 ⋅ 4:30pm - 6:30pm (EDT)
Brier Creek Beer Garden, 8521 Brier Creek Parkway Raleigh, NC 27617
03
Apr
Wed, Apr 3rd, 2024 ⋅ 11:00am - 1:00pm (CDT)
Alliance Bernstein 501 Commerce Street Nashville TN 37203
04
Apr
Thu, Apr 4th, 2024 ⋅ 8:30am - 10:00am (EDT)
Heritage Club at Bethpage - 99 Quaker Meeting House Road | Farmingdale, NY 11735

Knowledge Exchange

Owner's Academy & Advisor Exchange

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