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

The Exit Planning Exchange –  XPX Maryland 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 Maryland Knowledge Sharing

XPX is about knowledge sharing and collaboration.  This is an opportunity for you to share your knowledge and experience with fellow advisors, and discover what others have contributed. To read more, please visit our Knowledge Exchange.

Power of Five

One of our Chapter’s most popular offerings is our Power of 5 Networking Program. This members-only benefit brings together small groups of advisors from different disciplines and provides a series of structured meetings so you can get to know each other on a much deeper level than you can at your average networking meeting.

Collaboration Stories

Interested in Joining XPX Maryland?

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 

Advisor Professions

Accountants

Attorneys

Bankers

Coaches

Consultants

Insurance Providers

Investors

M&A Intermediaries

Non-Profits

Valuators

Virtual managers

Wealth Planners

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Our Members

CEO, Principal and Managing Director
Blue Ridge ESOP Associates
President
Brand3
President/Managing General Partner
Heller Kowitz Insurance Advisors
President
EGT Advisors
Lead Advisor & Director of Investment Strategy
Moore Wealth Inc.

Why I'm an XPX Member

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