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

The Exit Planning Exchange –  XPX Northern California Chapter is a community of trusted advisors that collaborate to help their private company clients build business value, transfer ownership and create a legacy of success in their lives and their communities.

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Exit Planning Exchange Northern California – Why Should You Become Part of Our Community?

Northern California has a population of 15.78 million (2020), a gross regional product of over 5.9% of the U.S. economy, and is the 16th largest economy in the world. This region is also one of the fastest-growing in the country, having grown its gross regional product (GRP) since 2010.

Currently, we are focused on building out the foundational membership in the Bay Area.

XPX Northern California offers a welcoming membership and high-level programming content to keep you at the top of your game. Our unique networking events help to grow your resources to provide the best possible outcomes for your clients. As an XPX NorCal member, you will be among California’s finest M&A, transition, and succession planning professionals.

  • Get to know fellow professionals at the top of the M&A arena.
  • Build relationships that become a pool of resources you can draw upon for your clients
  • Keep up with everything exit, succession, value-building, and transactional
  • Build your brand among XPX members and our broader audience
  • Unique programming, combining professional development and interactive relationship building
  • Consider becoming a sponsor and receive privileged brand exposure.

Take a look around our web site:

XPX Northern California – Sponsor Benefits

All Sponsors:
  • Listed on the National XPX Website
  • Recognized on the Northern California LinkedIn Page
  • Recognized as Sponsor at meetings
  • Ability to Distribute Content or Collateral
  • Profile on XPX Northern California Webpage
  • Corporate Logo on XPX Northern California Webpage
  • Member Pricing
Founding Platinum:
  • Up to two XPX Memberships
  • Moderator or Panelist Role at One Chapter Meeting
  • Access to & Posting on XPX Knowledge Exchange
  • Opportunity to Introduce your Firm at One Meeting
Founding Diamond:
  • Up to one XPX Membership
  • Moderator or Panelist Role at One Chapter Meeting
  • Access to & Posting on XPX Knowledge Exchange
  • Opportunity to Introduce your Firm at One Meeting

Operating Committees

Enhance your brand and help influence the foundation of the Northern California chapter by serving on our operating committees.
Communications Committee
Promotes the organization and the good work of the various committees. The committee also partners with members of the XPX NorCal chapter to advance efforts in public and media relations, digital marketing, and social media.
Chair

Jaco Grobbelaar

jaco@broadvisionmarketing.com
Governance Committee
Create and maintain documents and records. Define the roles of Officers and Board Members and coordinate the election of Officers and Board Members. Lead succession planning efforts.
Chair

TBA

Coming in 2025
Events & Program Committee
Plans content, format, and location for monthly membership meetings and social events.
Chair

Jay Jung

jung@embarcadvisors.com
Finance Committee
Manage finances and bank accounts. Book transactions and reconcile bank/credit card accounts. Prepare reports for the Chapter Board of Directors and pay quarterly Global true-up. Submit financial statements to Global as required.
Treasurer

Brit Summerill

bsummerill@nowcfo.com
Membership Committee
Develops membership policies, including the duration of free membership, cost of membership, and organizational memberships. Responsible for membership increases and running membership recruiting drives.
Chair

Brit Summerill

bsummerill@nowcfo.com
Sponsorship Committee
Sets sponsorship policies, solicits general and event sponsorships, and outreach to potential association alliance partners.
Chair

Martin Johnson

martin.johnson@lfg.com

XPX Northern California: Who We Are

Vision

Fundamentally changing the experience of exit planning services in Northern California.

Mission

XPX Northern California delivers a collaborative-based networking exchange, a broad representation of exit planning competencies, and a bridge spanning preparation, value-building, value transfer, and business owners’ life legacy.

Values

  • Put the Client First
  • Work Collaboratively
  • Think Long Term
  • Consider the Human Angle
  • Always be Learning
Community

Launch Committee

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Chapter Events

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For even more opportunities to connect with XPX Members check out our Cross-Chapter events.

Founding Platinum Sponsors

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Founding Diamond Sponsors

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Join The Community

Want to Learn More?

Contact one of our Chapter Leaders or download our XPX Northern California One Sheet.

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Upcoming Chapter Events

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Our Members

Monika Pelz
Securieon Group
Business Advisory Services
Todd Wellnitz
Wellguard Insurance & Financial
President
Michelle Bass
Andersen Tax LLC
Managing Director
Jaco Grobbelaar
BroadVision Marketing
Founder & CEO
Brit Summerill
NOW CFO
Partner
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