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

The Exit Planning Exchange –  XPX Philadelphia 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.

Interested in Joining XPX Philadelphia?

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

Highlight Clips from XPX Philadelphia Programs

The Psychology of the Deal
Intangibles and Corporate Value
Helping Owners Realistically Evaluate the Value of Their Business
M&A in the Age of Covid-19: The Pandemic's Impact on the Market

Get the Latest News

The Latest News – XPX Philadelphia

Latest – XPX Philadelphia

Date: June 16, 2023 Start Time: 12 p.m. EST End Time: 1 p.m. EST Platform: Zoom Questions: Chat Click here for free Ticket: Deepak Ohri A Bridge Not Too Far: Where Creativity Meets Innovation by Deepak Ohri is a must-read and inspirational book for anyone seeking to harness the power of innovation and creativity to succeed in the business world….

Date: June 9, 2023 Start Time: 12 p.m. EST End Time: 1 p.m. EST Platform: Zoom Questions: Chat Click here for free Zoom Link: Dr. John White In Why It Matters, John A. White draws on a wealth of expertise acquired across his six-decade career as a corporate leader, chancellor, dean, educator, engineer, and consultant to create a thorough and…

Date: June 2, 2023 Start Time: 12 p.m. EST End Time: 1 p.m. EST Platform: Zoom Questions: Chat Click here for free ticket: Robert Jordan How is it that some leaders win brilliantly and repeatedly, while others struggle to reach their full potential? Over a decade, Robert Jordan and Olivia Wagner set out to answer this question, interviewing thousands of…

Do you want to learn how to maximize the talents you have to shape the professional future you want and deserve? High Performance Expert Jennifer Mrozek Sukalo author “Claim Your Swagger” click here to participate to speak with the author:https://www.eventbrite.com/e/high-performance-expert-jennifer-mrozek-sukalo-author-claim-your-swagger-tickets-631814172197

How to Heal the Economic and Social Divisions in Society! Best Seller Jennifer Brown author of “How to Be an Inclusive Leader’ click here to meet and speak with the author: https://www.eventbrite.com/e/best-seller-jennifer-brown-author-of-how-to-be-an-inclusive-leader-tickets-623206446257

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Upcoming Chapter Events

26
Jun
Virtual access
Wed, Jun 26th, 2024 ⋅ 10:50am - 11:30am (EDT)
Virtual at 11 AM EDT - you'll receive call-in instructions upon registering
26
Jun
Wed, Jun 26th, 2024 ⋅ 6:00pm - 9:00pm (EDT)
Puttshack Philadelphia 1625 Chestnut Street Philadelphia, PA 19103
17
Jul
Virtual access
Wed, Jul 17th, 2024 ⋅ 10:50am - 11:30am (EDT)
Virtual at 11 AM EDT - you'll receive call-in instructions upon registering
23
Jul
Virtual access
Tue, Jul 23rd, 2024 ⋅ 12:00pm - 5:00pm (EDT)
Virtual, Swapcard login info sent prior to the event

Our Members

Bee, Bergvall & Co
Director
Meridian Bank
RVP, SBA Lending
DAB VENTURES, INC.
Coach / Chair
Independent
Insurance Advisor

Why I'm an XPX Member