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

The Exit Planning Exchange –  XPX Philadelphia 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.

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

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The Latest News – XPX Philadelphia

Latest – XPX Philadelphia

Marc Kramer of Stress Free Family Business is a member of XPX Philadelphia

Date: May 19, 2022 (Thursday) Start Time: 12 p.m. EST End Time: 1 p.m. EST Question: Chat Zoom Link: Bobby KlinckOnly 20% of emails are read according to the Email Marketing Benchmarks Report, so learn how to double it. About this event Email marketing sucks…at least the way most marketers do it. Conventional advice tells you to always be selling—or…

Marc Kramer of Stress Free Family Business is a member of XPX Philadelphia

    Date: Friday, May 13, 2022 Sign On Time: 11:50 a.m. EST Start Time: 12 p.m. EST End Time: 1 p.m. EST Questions: Chat Zoom Link Click Here: Mark Harris It’s that special something that motivates you. It’s your uniquely individual perspective. It’s an authentic catalyst that drives you to do and be better. It’s your Magic Dust . ….

Marc Kramer of Stress Free Family Business is a member of XPX Philadelphia

Date: May 6, 2022 From: 12 p.m. Eastern Daylight Savings Time End: 1 p.m. Eastern Daylight Savings Time Platform: Zoom Questions: Chat Link for Zoom Ticket: Nova Lorraine author of “Unleash Your Supernova” Longevity is crucial for entrepreneurial success, and burnout is very real. Having a vision is the first step, but how do you follow it through to execution? How…

Cheryl Centeno of XPX Global is a member of XPX

Program produced by XPX Philadelphia. For our April program, we explore the challenges associated with negotiating working capital. Our panel discussion will provide insights from dealmakers, financial advisors and legal experts how to navigate the working capital negotiations both before and after the sale. The case study is based on a $40M, privately held, family…

Marc Kramer of Stress Free Family Business is a member of XPX Philadelphia

Date: April 29, 2022 Time: 12 p.m. Eastern Daylight Savings Time End Time: 1 p.m. Eastern Daylight Savings Time Platform: Zoom Questions: Chat Link for Free Ticket: R. Dutt Iteration rules product development, but it isn’t enough to produce dramatic results. This book champions Radical Product Thinking, a systematic methodology for building visionary, game-changing products. In the last decade, we’ve learned…

Marc Kramer of Stress Free Family Business is a member of XPX Philadelphia

Date: April 22, 2022 Sign on Time: 11:50 a.m. Start Time: 12 p.m. End Time: 1 p.m. Platform: Zoom Link for free Ticket: Patrick McGinnis What are you really missing out on? You’re home on a Friday night, scrolling through Instagram, ready to go to bed. You see pictures on your timeline of a party you were invited to, but…

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Upcoming Chapter Events

18
May
Wed, May 18th, 2022 7:45am (EDT)
Virtual - connection details sent upon registration
25
May
Wed, May 25th, 2022 10:50am (EDT)
Virtual at 11 AM EDT - you'll receive call-in instructions upon registering
01
Jun
Wed, Jun 1st, 2022 (EDT)
Your Group Leader Will Reach Out to Set a Date / Time to meet
15
Jun
Wed, Jun 15th, 2022 5:30pm (EDT)
Pyramid Club, Philadelphia, PA

Our Members

Certified Public Accountants / Litigation & Forensic Consultants
Abo and Company, LLC / Abo Cipolla Financial Forensics, LLC
Principal
Grassi & Co,
Member
Eckert Seamans Cherin & Mellott, LLC
Branch Manager and Portfolo Manager
Calton & Associates, Inc.
Principal
Offit Kurman, P.A.

Why I'm an XPX Member

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