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

The Exit Planning Exchange –  XPX Ohio 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.

Welcome to XPX Ohio

Welcome to the XPX Ohio! We are actively recruiting launch committee members and sponsors. Feel free to contact Sharon Frank or Mike Mausteller. Click here to apply as a Member.

Community

Chapter Founders

Brett M. Renzenbrink
Shareholder
BHMK
Christy Ernst of Ahola is a member of XPX Ohio
Christy S Ernst
Regional Sales Manager
Ahola
Tom Gottlieb of Keate Partners is a member of XPX Ohio
Tom Gottlieb
Business broker / intermediary
Keate Partners
David Jones of Sales To Innovation, LLC is a member of XPX Ohio
David Jones
President
Sales To Innovation, LLC
Kevin Diehl of West Chester Insurance is a member of XPX Ohio
Kevin S Diehl
Owner
West Chester Insurance
Dana Vogelmeier
Workplace Culture Strategist
Vogelmeier Consulting, LLC
Mark Stanifer of Dare 2 Live Coaching is a member of XPX Ohio
Mark Stanifer
Founder & Owner
Dare 2 Live Coaching
Michelle Roseberry
Principal
HBK CPAs & Consultants
Jim Lichtenberg
Strategic-Partner
Schooley Mitchell
Carter Varn of Advanced Caliber is a member of XPX Ohio
Carter Varn
Fractional Tech Advisor
Advanced Caliber
Mike Mausteller of Buckeye Business Performance is a member of XPX Ohio
Mike Mausteller
President
Buckeye Business Performance
Sharon Wei Frank
Financial Advisor
Merrill Lynch
Join The Community

Want to Learn More?

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

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.

Advisor Professions

Accountants

Attorneys

Bankers

Coaches

Consultants

Insurance Providers

Investors

M&A Intermediaries

Non-Profits

Valuators

Virtual managers

Wealth Planners