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

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The Latest News – XPX Philadelphia

Latest – XPX Philadelphia

Learn to be a Rebel to Affect Change! Meet Harvard Business Contributor Dr. Todd Kashdan author of “The Art of Insubordination” click here to participate: https://www.eventbrite.com/e/meet-dr-todd-kashdan-author-of-the-art-of-insubordination-tickets-526218482647

Date: January 20, 2023 Start Time: 12 p.m. EST End Time: 1 p.m. EST Platform: Zoom Questions: Chat Click for Free Ticket: Gabe Karp While most people view conflict as a bad thing that should be avoided at all costs, the reality is that embracing conflict in a healthy way is the single greatest factor in driving success and avoiding…

Date: January 6, 2022 Start Time: 12 p.m. EST End Time: 1 p.m. EST Platform: Zoom Questions: Chat Tickets: Scott Miller For busy professionals and lifelong learners seeking practical strategies for reaching new heights, Master Mentors distills 30 essential learnings from Seth Godin, Susan Cain, Trent Shelton, General Stanley McChrystal, and other top business minds and thought leaders of our…

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Upcoming Chapter Events

09
Feb
Virtual access
Thu, Feb 9th, 2023 ⋅ 10:00am - 11:00am (EST)
Virtual - you'll receive login info upon registration and are welcome at one or both sessions
13
Feb
Virtual access
Mon, Feb 13th, 2023 ⋅ 1:00pm - 2:00pm (EST)
Virtual - you'll receive login info upon registration and are welcome at one or both sessions
15
Feb
Virtual access
Wed, Feb 15th, 2023 ⋅ 11:30am - 1:00pm (EST)
Virtual Event hosted by The offices of SES ESOP Strategies

Our Members

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

Why I'm an XPX Member