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: August 12, 2022 Sign On Time: 11:50 a.m. EST Start Time: 12 p.m. EST End Time: 1 p.m. EST Questions: Chat Free Ticket Click Here: MIchael Timms Leadership development consultant Michael Timms has discovered three powerful habits that not only make one a better leader, but also encourage those they lead to take greater accountability themselves. Using a compelling…

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

Date: August 5, 2022 Start Time: 12 p.m. EST End Time: 1 p.m. EST Platform: Zoom Click here for free ticket: Unfear Fear and uncertainty have been undermining performance and well-being in the workplace for as long as we have had workplaces. Here’s a little-known fact of business: mismanaged fear is responsible for almost all of the dysfunction that most…

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

Date: July 29, 2022 Sign On Time: 11:50 a.m. Start Time: 12 p.m. End Time: 1 p.m. Questions: Chat Platform: Zoom Click here for free Ticket: Kay Formanek In Beyond D&I, Kay Formanek brings her more than twenty years’ experience working with the world’s leading organizations to take diversity and inclusion into the strategic roadmap of the organization. Whether you’re a leader,…

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

Date: July 22, 2022 Check In Time: 11:50 p.m. Start Time: 12 p.m. End Time: 1 p.m. Questions: Chat Zoom Link: Doug Cole Contrary to many predictions, there is growing demand for highly skilled sales jobs in the modern economy. Whether you’re a salesperson or a knowledge worker, knowing how to influence corporate buyers has become a critical skill. But most…

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

The third annual Virtual Angel Venture Fair featuring 34 companies, chosen by 80 judges, in such industries as biotechnology, consumer product, ecommerce, education, electronics, fintech, food, health care, medias, software and sports will present on Zoom next on the following mornings: June 27, 2022 from 10 a.m. to 1 p.m. EST (One Zoom link is for…

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

Date: June 24th Start Time: 12 p.m. Eastern Daylight Savings Time End Time: 1 p.m. Eastern Daylight Savings Time Questions: Chat Free Zoom Ticket: Michael Solomon Learn how to recruit the best highly skilled 10x talent brings at least 10 times the value to your organization. About this event Highly skilled 10x talent brings at least 10 times the value…

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Upcoming Chapter Events

24
Aug
Wed, Aug 24th, 2022 10:50am (EDT)
Virtual at 11 AM EDT - you'll receive call-in instructions upon registering
01
Sep

Our Members

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

Why I'm an XPX Member