Welcome to XPX Northern California

We are actively developing our Chapter. Click to apply here as a Member.
Community

Launch Committee

Showing 5 Members
Jonathan T Rubens
Partner
Moscone Emblidge & Rubens LLP
Jay Jung of Embarc Advisors is a member of XPX Northern California
Jay Jung
Managing Partner
Embarc Advisors
Martin S Johnson
Planner
Sagemark
Adrian Bray of Stellar Business Consulting Inc. is a member of XPX Northern California
Adrian K Bray
CEO
Stellar Business Consulting Inc.
Brit Summerill of NOW CFO is a member of XPX Northern California
Brit D Summerill
Partner
NOW CFO

Upcoming Events

Wed, Jun 15th, 2022 ⋅ 11:00am - 12:00pm (EDT)
Wed, Jul 13th, 2022 ⋅ 11:00am - 12:00pm (EDT)
Virtual access
Wed, Jul 27th, 2022 ⋅ 10:50am - 11:30am (EDT)
Wed, Aug 10th, 2022 ⋅ 11:00am - 12:00pm (EDT)

About XPX

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. Private company transitions require a broad view of the entire life cycle of a private company including:

Business Value Growth

Business Value Transfer

Owner Life & Legacy

Our community includes advisors and owners in all stages of this process. 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. This helps XPX members to work in the best interest of their clients.

We have a clear set of shared principles for advisor excellence. Each of the 12 professions involved in XPX has specific ethics and practice guidelines. Our members take this a step further, adhering to a set of principles that guide collaboration and long term thinking (see our five Advisor Principles).

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. The first XPX chapter was launched in Boston in 2007. Today, we have Chapters across the U.S..

The Chapters are supported by XPX Global, an entity that provides capital, intellectual property and administrative support to Chapter operations. This model takes care of the administrative tasks that are the bane of the boards of most professional organizations. It leaves to the Chapters the key tasks of events, membership and sponsorship—the most visible and high value activities for volunteers interested in an increased profile in the private company market.