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

Advisor Principles

Put The Client First

Work Collaboratively

Think Long Term

Consider The Human Angle

Always Be Learning

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

Business Value Growth

Learn How to Maximize Your Own Leadership Skills! Meet Best Seller Robert Jordan author “Right Leader Right Time”

<img width="40" height="26" alt="Marc Kramer of Stress Free Family Business is a member of XPX Philadelphia" decoding="async" loading="lazy" data-srcset="https://www.exitplanningexchange.com/wp-content/uploads/2021/05/marc-kramer-51374780.png 110w, https://www.exitplanningexchange.com/wp-content/uploads/2021/05/marc-kramer-51374780-45x29.png 45w, https://www.exitplanningexchange.com/wp-content/uploads/2021/05/marc-kramer-51374780-40x26.png 40w, https://www.exitplanningexchange.com/wp-content/uploads/2021/05/marc-kramer-51374780-28x18.png 28w" data-src="https://www.exitplanningexchange.com/wp-content/uploads/2021/05/marc-kramer-51374780.png" data-sizes="(max-width: 40px) 100vw, 40px" class="avatar-img lazyload" src="data:image/gif;base64,R0lGODlhAQABAAAAACH5BAEKAAEALAAAAAABAAEAAAICTAEAOw==" /><noscript><img width="40" height="26" alt="Marc Kramer of Stress Free Family Business is a member of XPX Philadelphia" decoding="async" loading="lazy" data-srcset="https://www.exitplanningexchange.com/wp-content/uploads/2021/05/marc-kramer-51374780.png 110w, https://www.exitplanningexchange.com/wp-content/uploads/2021/05/marc-kramer-51374780-45x29.png 45w, https://www.exitplanningexchange.com/wp-content/uploads/2021/05/marc-kramer-51374780-40x26.png 40w, https://www.exitplanningexchange.com/wp-content/uploads/2021/05/marc-kramer-51374780-28x18.png 28w" data-src="https://www.exitplanningexchange.com/wp-content/uploads/2021/05/marc-kramer-51374780.png" data-sizes="(max-width: 40px) 100vw, 40px" class="avatar-img lazyload" src="data:image/gif;base64,R0lGODlhAQABAAAAACH5BAEKAAEALAAAAAABAAEAAAICTAEAOw==" /><noscript><img width="40" height="26" alt="Marc Kramer of Stress Free Family Business is a member of XPX Philadelphia" decoding="async" loading="lazy" data-srcset="https://www.exitplanningexchange.com/wp-content/uploads/2021/05/marc-kramer-51374780.png 110w, https://www.exitplanningexchange.com/wp-content/uploads/2021/05/marc-kramer-51374780-45x29.png 45w, https://www.exitplanningexchange.com/wp-content/uploads/2021/05/marc-kramer-51374780-40x26.png 40w, https://www.exitplanningexchange.com/wp-content/uploads/2021/05/marc-kramer-51374780-28x18.png 28w" data-src="https://www.exitplanningexchange.com/wp-content/uploads/2021/05/marc-kramer-51374780.png" data-sizes="(max-width: 40px) 100vw, 40px" class="avatar-img lazyload" src="data:image/gif;base64,R0lGODlhAQABAAAAACH5BAEKAAEALAAAAAABAAEAAAICTAEAOw==" /><noscript><img width="40" height="26" alt="Marc Kramer of Stress Free Family Business is a member of XPX Philadelphia" decoding="async" loading="lazy" data-srcset="https://www.exitplanningexchange.com/wp-content/uploads/2021/05/marc-kramer-51374780.png 110w, https://www.exitplanningexchange.com/wp-content/uploads/2021/05/marc-kramer-51374780-45x29.png 45w, https://www.exitplanningexchange.com/wp-content/uploads/2021/05/marc-kramer-51374780-40x26.png 40w, https://www.exitplanningexchange.com/wp-content/uploads/2021/05/marc-kramer-51374780-28x18.png 28w" data-src="https://www.exitplanningexchange.com/wp-content/uploads/2021/05/marc-kramer-51374780.png" data-sizes="(max-width: 40px) 100vw, 40px" class="avatar-img lazyload" src="data:image/gif;base64,R0lGODlhAQABAAAAACH5BAEKAAEALAAAAAABAAEAAAICTAEAOw==" /><noscript><img width="40" height="26" src="https://www.exitplanningexchange.com/wp-content/uploads/2021/05/marc-kramer-51374780.png" class="avatar-img" alt="Marc Kramer of Stress Free Family Business is a member of XPX Philadelphia" decoding="async" loading="lazy" srcset="https://www.exitplanningexchange.com/wp-content/uploads/2021/05/marc-kramer-51374780.png 110w, https://www.exitplanningexchange.com/wp-content/uploads/2021/05/marc-kramer-51374780-45x29.png 45w, https://www.exitplanningexchange.com/wp-content/uploads/2021/05/marc-kramer-51374780-40x26.png 40w, https://www.exitplanningexchange.com/wp-content/uploads/2021/05/marc-kramer-51374780-28x18.png 28w" sizes="(max-width: 40px) 100vw, 40px" />

Marc Kramer

Stress Free Family Business 4 days ago

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…

May 29, 2023

Philadelphia

Business Value Growth

Member News

Do you want to learn how to maximize the talents you have to shape the professional future you want and deserve?

<img width="40" height="26" alt="Marc Kramer of Stress Free Family Business is a member of XPX Philadelphia" decoding="async" loading="lazy" data-srcset="https://www.exitplanningexchange.com/wp-content/uploads/2021/05/marc-kramer-51374780.png 110w, https://www.exitplanningexchange.com/wp-content/uploads/2021/05/marc-kramer-51374780-45x29.png 45w, https://www.exitplanningexchange.com/wp-content/uploads/2021/05/marc-kramer-51374780-40x26.png 40w, https://www.exitplanningexchange.com/wp-content/uploads/2021/05/marc-kramer-51374780-28x18.png 28w" data-src="https://www.exitplanningexchange.com/wp-content/uploads/2021/05/marc-kramer-51374780.png" data-sizes="(max-width: 40px) 100vw, 40px" class="avatar-img lazyload" src="data:image/gif;base64,R0lGODlhAQABAAAAACH5BAEKAAEALAAAAAABAAEAAAICTAEAOw==" /><noscript><img width="40" height="26" alt="Marc Kramer of Stress Free Family Business is a member of XPX Philadelphia" decoding="async" loading="lazy" data-srcset="https://www.exitplanningexchange.com/wp-content/uploads/2021/05/marc-kramer-51374780.png 110w, https://www.exitplanningexchange.com/wp-content/uploads/2021/05/marc-kramer-51374780-45x29.png 45w, https://www.exitplanningexchange.com/wp-content/uploads/2021/05/marc-kramer-51374780-40x26.png 40w, https://www.exitplanningexchange.com/wp-content/uploads/2021/05/marc-kramer-51374780-28x18.png 28w" data-src="https://www.exitplanningexchange.com/wp-content/uploads/2021/05/marc-kramer-51374780.png" data-sizes="(max-width: 40px) 100vw, 40px" class="avatar-img lazyload" src="data:image/gif;base64,R0lGODlhAQABAAAAACH5BAEKAAEALAAAAAABAAEAAAICTAEAOw==" /><noscript><img width="40" height="26" alt="Marc Kramer of Stress Free Family Business is a member of XPX Philadelphia" decoding="async" loading="lazy" data-srcset="https://www.exitplanningexchange.com/wp-content/uploads/2021/05/marc-kramer-51374780.png 110w, https://www.exitplanningexchange.com/wp-content/uploads/2021/05/marc-kramer-51374780-45x29.png 45w, https://www.exitplanningexchange.com/wp-content/uploads/2021/05/marc-kramer-51374780-40x26.png 40w, https://www.exitplanningexchange.com/wp-content/uploads/2021/05/marc-kramer-51374780-28x18.png 28w" data-src="https://www.exitplanningexchange.com/wp-content/uploads/2021/05/marc-kramer-51374780.png" data-sizes="(max-width: 40px) 100vw, 40px" class="avatar-img lazyload" src="data:image/gif;base64,R0lGODlhAQABAAAAACH5BAEKAAEALAAAAAABAAEAAAICTAEAOw==" /><noscript><img width="40" height="26" alt="Marc Kramer of Stress Free Family Business is a member of XPX Philadelphia" decoding="async" loading="lazy" data-srcset="https://www.exitplanningexchange.com/wp-content/uploads/2021/05/marc-kramer-51374780.png 110w, https://www.exitplanningexchange.com/wp-content/uploads/2021/05/marc-kramer-51374780-45x29.png 45w, https://www.exitplanningexchange.com/wp-content/uploads/2021/05/marc-kramer-51374780-40x26.png 40w, https://www.exitplanningexchange.com/wp-content/uploads/2021/05/marc-kramer-51374780-28x18.png 28w" data-src="https://www.exitplanningexchange.com/wp-content/uploads/2021/05/marc-kramer-51374780.png" data-sizes="(max-width: 40px) 100vw, 40px" class="avatar-img lazyload" src="data:image/gif;base64,R0lGODlhAQABAAAAACH5BAEKAAEALAAAAAABAAEAAAICTAEAOw==" /><noscript><img width="40" height="26" src="https://www.exitplanningexchange.com/wp-content/uploads/2021/05/marc-kramer-51374780.png" class="avatar-img" alt="Marc Kramer of Stress Free Family Business is a member of XPX Philadelphia" decoding="async" loading="lazy" srcset="https://www.exitplanningexchange.com/wp-content/uploads/2021/05/marc-kramer-51374780.png 110w, https://www.exitplanningexchange.com/wp-content/uploads/2021/05/marc-kramer-51374780-45x29.png 45w, https://www.exitplanningexchange.com/wp-content/uploads/2021/05/marc-kramer-51374780-40x26.png 40w, https://www.exitplanningexchange.com/wp-content/uploads/2021/05/marc-kramer-51374780-28x18.png 28w" sizes="(max-width: 40px) 100vw, 40px" />

Marc Kramer

Stress Free Family Business 3 weeks ago

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

May 8, 2023

Philadelphia

Member News

Member News

How to Heal the Economic and Social Divisions in Society! Best Seller Jennifer Brown author of “How to Be an Inclusive Leader’

<img width="40" height="26" alt="Marc Kramer of Stress Free Family Business is a member of XPX Philadelphia" decoding="async" loading="lazy" data-srcset="https://www.exitplanningexchange.com/wp-content/uploads/2021/05/marc-kramer-51374780.png 110w, https://www.exitplanningexchange.com/wp-content/uploads/2021/05/marc-kramer-51374780-45x29.png 45w, https://www.exitplanningexchange.com/wp-content/uploads/2021/05/marc-kramer-51374780-40x26.png 40w, https://www.exitplanningexchange.com/wp-content/uploads/2021/05/marc-kramer-51374780-28x18.png 28w" data-src="https://www.exitplanningexchange.com/wp-content/uploads/2021/05/marc-kramer-51374780.png" data-sizes="(max-width: 40px) 100vw, 40px" class="avatar-img lazyload" src="data:image/gif;base64,R0lGODlhAQABAAAAACH5BAEKAAEALAAAAAABAAEAAAICTAEAOw==" /><noscript><img width="40" height="26" alt="Marc Kramer of Stress Free Family Business is a member of XPX Philadelphia" decoding="async" loading="lazy" data-srcset="https://www.exitplanningexchange.com/wp-content/uploads/2021/05/marc-kramer-51374780.png 110w, https://www.exitplanningexchange.com/wp-content/uploads/2021/05/marc-kramer-51374780-45x29.png 45w, https://www.exitplanningexchange.com/wp-content/uploads/2021/05/marc-kramer-51374780-40x26.png 40w, https://www.exitplanningexchange.com/wp-content/uploads/2021/05/marc-kramer-51374780-28x18.png 28w" data-src="https://www.exitplanningexchange.com/wp-content/uploads/2021/05/marc-kramer-51374780.png" data-sizes="(max-width: 40px) 100vw, 40px" class="avatar-img lazyload" src="data:image/gif;base64,R0lGODlhAQABAAAAACH5BAEKAAEALAAAAAABAAEAAAICTAEAOw==" /><noscript><img width="40" height="26" alt="Marc Kramer of Stress Free Family Business is a member of XPX Philadelphia" decoding="async" loading="lazy" data-srcset="https://www.exitplanningexchange.com/wp-content/uploads/2021/05/marc-kramer-51374780.png 110w, https://www.exitplanningexchange.com/wp-content/uploads/2021/05/marc-kramer-51374780-45x29.png 45w, https://www.exitplanningexchange.com/wp-content/uploads/2021/05/marc-kramer-51374780-40x26.png 40w, https://www.exitplanningexchange.com/wp-content/uploads/2021/05/marc-kramer-51374780-28x18.png 28w" data-src="https://www.exitplanningexchange.com/wp-content/uploads/2021/05/marc-kramer-51374780.png" data-sizes="(max-width: 40px) 100vw, 40px" class="avatar-img lazyload" src="data:image/gif;base64,R0lGODlhAQABAAAAACH5BAEKAAEALAAAAAABAAEAAAICTAEAOw==" /><noscript><img width="40" height="26" alt="Marc Kramer of Stress Free Family Business is a member of XPX Philadelphia" decoding="async" loading="lazy" data-srcset="https://www.exitplanningexchange.com/wp-content/uploads/2021/05/marc-kramer-51374780.png 110w, https://www.exitplanningexchange.com/wp-content/uploads/2021/05/marc-kramer-51374780-45x29.png 45w, https://www.exitplanningexchange.com/wp-content/uploads/2021/05/marc-kramer-51374780-40x26.png 40w, https://www.exitplanningexchange.com/wp-content/uploads/2021/05/marc-kramer-51374780-28x18.png 28w" data-src="https://www.exitplanningexchange.com/wp-content/uploads/2021/05/marc-kramer-51374780.png" data-sizes="(max-width: 40px) 100vw, 40px" class="avatar-img lazyload" src="data:image/gif;base64,R0lGODlhAQABAAAAACH5BAEKAAEALAAAAAABAAEAAAICTAEAOw==" /><noscript><img width="40" height="26" src="https://www.exitplanningexchange.com/wp-content/uploads/2021/05/marc-kramer-51374780.png" class="avatar-img" alt="Marc Kramer of Stress Free Family Business is a member of XPX Philadelphia" decoding="async" loading="lazy" srcset="https://www.exitplanningexchange.com/wp-content/uploads/2021/05/marc-kramer-51374780.png 110w, https://www.exitplanningexchange.com/wp-content/uploads/2021/05/marc-kramer-51374780-45x29.png 45w, https://www.exitplanningexchange.com/wp-content/uploads/2021/05/marc-kramer-51374780-40x26.png 40w, https://www.exitplanningexchange.com/wp-content/uploads/2021/05/marc-kramer-51374780-28x18.png 28w" sizes="(max-width: 40px) 100vw, 40px" />

Marc Kramer

Stress Free Family Business 1 month ago

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

Apr 24, 2023

Philadelphia

Member News

Member News

Meet Leadership Expert and Top 10 CEO Speaker Don Schmincke author of “High Altitude Leadership”

<img width="40" height="26" alt="Marc Kramer of Stress Free Family Business is a member of XPX Philadelphia" decoding="async" loading="lazy" data-srcset="https://www.exitplanningexchange.com/wp-content/uploads/2021/05/marc-kramer-51374780.png 110w, https://www.exitplanningexchange.com/wp-content/uploads/2021/05/marc-kramer-51374780-45x29.png 45w, https://www.exitplanningexchange.com/wp-content/uploads/2021/05/marc-kramer-51374780-40x26.png 40w, https://www.exitplanningexchange.com/wp-content/uploads/2021/05/marc-kramer-51374780-28x18.png 28w" data-src="https://www.exitplanningexchange.com/wp-content/uploads/2021/05/marc-kramer-51374780.png" data-sizes="(max-width: 40px) 100vw, 40px" class="avatar-img lazyload" src="data:image/gif;base64,R0lGODlhAQABAAAAACH5BAEKAAEALAAAAAABAAEAAAICTAEAOw==" /><noscript><img width="40" height="26" alt="Marc Kramer of Stress Free Family Business is a member of XPX Philadelphia" decoding="async" loading="lazy" data-srcset="https://www.exitplanningexchange.com/wp-content/uploads/2021/05/marc-kramer-51374780.png 110w, https://www.exitplanningexchange.com/wp-content/uploads/2021/05/marc-kramer-51374780-45x29.png 45w, https://www.exitplanningexchange.com/wp-content/uploads/2021/05/marc-kramer-51374780-40x26.png 40w, https://www.exitplanningexchange.com/wp-content/uploads/2021/05/marc-kramer-51374780-28x18.png 28w" data-src="https://www.exitplanningexchange.com/wp-content/uploads/2021/05/marc-kramer-51374780.png" data-sizes="(max-width: 40px) 100vw, 40px" class="avatar-img lazyload" src="data:image/gif;base64,R0lGODlhAQABAAAAACH5BAEKAAEALAAAAAABAAEAAAICTAEAOw==" /><noscript><img width="40" height="26" alt="Marc Kramer of Stress Free Family Business is a member of XPX Philadelphia" decoding="async" loading="lazy" data-srcset="https://www.exitplanningexchange.com/wp-content/uploads/2021/05/marc-kramer-51374780.png 110w, https://www.exitplanningexchange.com/wp-content/uploads/2021/05/marc-kramer-51374780-45x29.png 45w, https://www.exitplanningexchange.com/wp-content/uploads/2021/05/marc-kramer-51374780-40x26.png 40w, https://www.exitplanningexchange.com/wp-content/uploads/2021/05/marc-kramer-51374780-28x18.png 28w" data-src="https://www.exitplanningexchange.com/wp-content/uploads/2021/05/marc-kramer-51374780.png" data-sizes="(max-width: 40px) 100vw, 40px" class="avatar-img lazyload" src="data:image/gif;base64,R0lGODlhAQABAAAAACH5BAEKAAEALAAAAAABAAEAAAICTAEAOw==" /><noscript><img width="40" height="26" alt="Marc Kramer of Stress Free Family Business is a member of XPX Philadelphia" decoding="async" loading="lazy" data-srcset="https://www.exitplanningexchange.com/wp-content/uploads/2021/05/marc-kramer-51374780.png 110w, https://www.exitplanningexchange.com/wp-content/uploads/2021/05/marc-kramer-51374780-45x29.png 45w, https://www.exitplanningexchange.com/wp-content/uploads/2021/05/marc-kramer-51374780-40x26.png 40w, https://www.exitplanningexchange.com/wp-content/uploads/2021/05/marc-kramer-51374780-28x18.png 28w" data-src="https://www.exitplanningexchange.com/wp-content/uploads/2021/05/marc-kramer-51374780.png" data-sizes="(max-width: 40px) 100vw, 40px" class="avatar-img lazyload" src="data:image/gif;base64,R0lGODlhAQABAAAAACH5BAEKAAEALAAAAAABAAEAAAICTAEAOw==" /><noscript><img width="40" height="26" src="https://www.exitplanningexchange.com/wp-content/uploads/2021/05/marc-kramer-51374780.png" class="avatar-img" alt="Marc Kramer of Stress Free Family Business is a member of XPX Philadelphia" decoding="async" loading="lazy" srcset="https://www.exitplanningexchange.com/wp-content/uploads/2021/05/marc-kramer-51374780.png 110w, https://www.exitplanningexchange.com/wp-content/uploads/2021/05/marc-kramer-51374780-45x29.png 45w, https://www.exitplanningexchange.com/wp-content/uploads/2021/05/marc-kramer-51374780-40x26.png 40w, https://www.exitplanningexchange.com/wp-content/uploads/2021/05/marc-kramer-51374780-28x18.png 28w" sizes="(max-width: 40px) 100vw, 40px" />

Marc Kramer

Stress Free Family Business 1 month ago

Meet Leadership Expert and Top 10 CEO Speaker Don Schmincke author of “High Altitude Leadership” click to meet and ask questions https://www.eventbrite.com/e/don-schmincke-author-of-high-altitude-leadership-tickets-618353079707

Apr 17, 2023

Philadelphia

Member News

Member News

How to Invest in Chaotic Times!

<img width="40" height="26" alt="Marc Kramer of Stress Free Family Business is a member of XPX Philadelphia" decoding="async" loading="lazy" data-srcset="https://www.exitplanningexchange.com/wp-content/uploads/2021/05/marc-kramer-51374780.png 110w, https://www.exitplanningexchange.com/wp-content/uploads/2021/05/marc-kramer-51374780-45x29.png 45w, https://www.exitplanningexchange.com/wp-content/uploads/2021/05/marc-kramer-51374780-40x26.png 40w, https://www.exitplanningexchange.com/wp-content/uploads/2021/05/marc-kramer-51374780-28x18.png 28w" data-src="https://www.exitplanningexchange.com/wp-content/uploads/2021/05/marc-kramer-51374780.png" data-sizes="(max-width: 40px) 100vw, 40px" class="avatar-img lazyload" src="data:image/gif;base64,R0lGODlhAQABAAAAACH5BAEKAAEALAAAAAABAAEAAAICTAEAOw==" /><noscript><img width="40" height="26" alt="Marc Kramer of Stress Free Family Business is a member of XPX Philadelphia" decoding="async" loading="lazy" data-srcset="https://www.exitplanningexchange.com/wp-content/uploads/2021/05/marc-kramer-51374780.png 110w, https://www.exitplanningexchange.com/wp-content/uploads/2021/05/marc-kramer-51374780-45x29.png 45w, https://www.exitplanningexchange.com/wp-content/uploads/2021/05/marc-kramer-51374780-40x26.png 40w, https://www.exitplanningexchange.com/wp-content/uploads/2021/05/marc-kramer-51374780-28x18.png 28w" data-src="https://www.exitplanningexchange.com/wp-content/uploads/2021/05/marc-kramer-51374780.png" data-sizes="(max-width: 40px) 100vw, 40px" class="avatar-img lazyload" src="data:image/gif;base64,R0lGODlhAQABAAAAACH5BAEKAAEALAAAAAABAAEAAAICTAEAOw==" /><noscript><img width="40" height="26" alt="Marc Kramer of Stress Free Family Business is a member of XPX Philadelphia" decoding="async" loading="lazy" data-srcset="https://www.exitplanningexchange.com/wp-content/uploads/2021/05/marc-kramer-51374780.png 110w, https://www.exitplanningexchange.com/wp-content/uploads/2021/05/marc-kramer-51374780-45x29.png 45w, https://www.exitplanningexchange.com/wp-content/uploads/2021/05/marc-kramer-51374780-40x26.png 40w, https://www.exitplanningexchange.com/wp-content/uploads/2021/05/marc-kramer-51374780-28x18.png 28w" data-src="https://www.exitplanningexchange.com/wp-content/uploads/2021/05/marc-kramer-51374780.png" data-sizes="(max-width: 40px) 100vw, 40px" class="avatar-img lazyload" src="data:image/gif;base64,R0lGODlhAQABAAAAACH5BAEKAAEALAAAAAABAAEAAAICTAEAOw==" /><noscript><img width="40" height="26" alt="Marc Kramer of Stress Free Family Business is a member of XPX Philadelphia" decoding="async" loading="lazy" data-srcset="https://www.exitplanningexchange.com/wp-content/uploads/2021/05/marc-kramer-51374780.png 110w, https://www.exitplanningexchange.com/wp-content/uploads/2021/05/marc-kramer-51374780-45x29.png 45w, https://www.exitplanningexchange.com/wp-content/uploads/2021/05/marc-kramer-51374780-40x26.png 40w, https://www.exitplanningexchange.com/wp-content/uploads/2021/05/marc-kramer-51374780-28x18.png 28w" data-src="https://www.exitplanningexchange.com/wp-content/uploads/2021/05/marc-kramer-51374780.png" data-sizes="(max-width: 40px) 100vw, 40px" class="avatar-img lazyload" src="data:image/gif;base64,R0lGODlhAQABAAAAACH5BAEKAAEALAAAAAABAAEAAAICTAEAOw==" /><noscript><img width="40" height="26" src="https://www.exitplanningexchange.com/wp-content/uploads/2021/05/marc-kramer-51374780.png" class="avatar-img" alt="Marc Kramer of Stress Free Family Business is a member of XPX Philadelphia" decoding="async" loading="lazy" srcset="https://www.exitplanningexchange.com/wp-content/uploads/2021/05/marc-kramer-51374780.png 110w, https://www.exitplanningexchange.com/wp-content/uploads/2021/05/marc-kramer-51374780-45x29.png 45w, https://www.exitplanningexchange.com/wp-content/uploads/2021/05/marc-kramer-51374780-40x26.png 40w, https://www.exitplanningexchange.com/wp-content/uploads/2021/05/marc-kramer-51374780-28x18.png 28w" sizes="(max-width: 40px) 100vw, 40px" />

Marc Kramer

Stress Free Family Business 1 month ago

How to Invest in Chaotic Times! Meet star financial planner Shinobu Hindert author of “Investing In Your Super Power” click here to meet and speak with the author: https://www.eventbrite.com/e/where-to-invest-shinobu-hindert-author-of-investing-in-your-super-power-tickets-615607407327

Apr 11, 2023

Philadelphia

Member News

Member News

How to Lead in Times of Chaos! Meet 3-Time Best Seller, Harvard Prof/former Medtronic CEO Bill George

<img width="40" height="26" alt="Marc Kramer of Stress Free Family Business is a member of XPX Philadelphia" decoding="async" loading="lazy" data-srcset="https://www.exitplanningexchange.com/wp-content/uploads/2021/05/marc-kramer-51374780.png 110w, https://www.exitplanningexchange.com/wp-content/uploads/2021/05/marc-kramer-51374780-45x29.png 45w, https://www.exitplanningexchange.com/wp-content/uploads/2021/05/marc-kramer-51374780-40x26.png 40w, https://www.exitplanningexchange.com/wp-content/uploads/2021/05/marc-kramer-51374780-28x18.png 28w" data-src="https://www.exitplanningexchange.com/wp-content/uploads/2021/05/marc-kramer-51374780.png" data-sizes="(max-width: 40px) 100vw, 40px" class="avatar-img lazyload" src="data:image/gif;base64,R0lGODlhAQABAAAAACH5BAEKAAEALAAAAAABAAEAAAICTAEAOw==" /><noscript><img width="40" height="26" alt="Marc Kramer of Stress Free Family Business is a member of XPX Philadelphia" decoding="async" loading="lazy" data-srcset="https://www.exitplanningexchange.com/wp-content/uploads/2021/05/marc-kramer-51374780.png 110w, https://www.exitplanningexchange.com/wp-content/uploads/2021/05/marc-kramer-51374780-45x29.png 45w, https://www.exitplanningexchange.com/wp-content/uploads/2021/05/marc-kramer-51374780-40x26.png 40w, https://www.exitplanningexchange.com/wp-content/uploads/2021/05/marc-kramer-51374780-28x18.png 28w" data-src="https://www.exitplanningexchange.com/wp-content/uploads/2021/05/marc-kramer-51374780.png" data-sizes="(max-width: 40px) 100vw, 40px" class="avatar-img lazyload" src="data:image/gif;base64,R0lGODlhAQABAAAAACH5BAEKAAEALAAAAAABAAEAAAICTAEAOw==" /><noscript><img width="40" height="26" alt="Marc Kramer of Stress Free Family Business is a member of XPX Philadelphia" decoding="async" loading="lazy" data-srcset="https://www.exitplanningexchange.com/wp-content/uploads/2021/05/marc-kramer-51374780.png 110w, https://www.exitplanningexchange.com/wp-content/uploads/2021/05/marc-kramer-51374780-45x29.png 45w, https://www.exitplanningexchange.com/wp-content/uploads/2021/05/marc-kramer-51374780-40x26.png 40w, https://www.exitplanningexchange.com/wp-content/uploads/2021/05/marc-kramer-51374780-28x18.png 28w" data-src="https://www.exitplanningexchange.com/wp-content/uploads/2021/05/marc-kramer-51374780.png" data-sizes="(max-width: 40px) 100vw, 40px" class="avatar-img lazyload" src="data:image/gif;base64,R0lGODlhAQABAAAAACH5BAEKAAEALAAAAAABAAEAAAICTAEAOw==" /><noscript><img width="40" height="26" alt="Marc Kramer of Stress Free Family Business is a member of XPX Philadelphia" decoding="async" loading="lazy" data-srcset="https://www.exitplanningexchange.com/wp-content/uploads/2021/05/marc-kramer-51374780.png 110w, https://www.exitplanningexchange.com/wp-content/uploads/2021/05/marc-kramer-51374780-45x29.png 45w, https://www.exitplanningexchange.com/wp-content/uploads/2021/05/marc-kramer-51374780-40x26.png 40w, https://www.exitplanningexchange.com/wp-content/uploads/2021/05/marc-kramer-51374780-28x18.png 28w" data-src="https://www.exitplanningexchange.com/wp-content/uploads/2021/05/marc-kramer-51374780.png" data-sizes="(max-width: 40px) 100vw, 40px" class="avatar-img lazyload" src="data:image/gif;base64,R0lGODlhAQABAAAAACH5BAEKAAEALAAAAAABAAEAAAICTAEAOw==" /><noscript><img width="40" height="26" src="https://www.exitplanningexchange.com/wp-content/uploads/2021/05/marc-kramer-51374780.png" class="avatar-img" alt="Marc Kramer of Stress Free Family Business is a member of XPX Philadelphia" decoding="async" loading="lazy" srcset="https://www.exitplanningexchange.com/wp-content/uploads/2021/05/marc-kramer-51374780.png 110w, https://www.exitplanningexchange.com/wp-content/uploads/2021/05/marc-kramer-51374780-45x29.png 45w, https://www.exitplanningexchange.com/wp-content/uploads/2021/05/marc-kramer-51374780-40x26.png 40w, https://www.exitplanningexchange.com/wp-content/uploads/2021/05/marc-kramer-51374780-28x18.png 28w" sizes="(max-width: 40px) 100vw, 40px" />

Marc Kramer

Stress Free Family Business 1 month ago

How to Lead in Times of Chaos! Meet 3-Time Best Seller, Harvard Prof/former Medtronic CEO Bill George author of “True North” Click here to learn more and participate: https://www.eventbrite.com/e/meet-harvard-executive-fellow-bill-george-author-of-true-north-tickets-612534656647

Apr 10, 2023

Philadelphia

Member News

Previous

Next

Community

Upcoming Chapter Events

08

Jun

Virtual access

XPX Members Only Cross-Chapter Power Networking (virtual meeting)

Thu, Jun 8^th, 2023 ⋅ 9:50am - 11:00am (EDT)

Virtual - you'll receive login info upon registration and are welcome at one or both sessions

13

Jun

Virtual access

XPX Members Only Cross-Chapter Power Networking (virtual meeting)

Tue, Jun 13^th, 2023 ⋅ 4:50pm - 6:00pm (EDT)

Virtual - you'll receive login info upon registration and are welcome at one or both sessions

Our Members

Branch Manager and Portfolo Manager

Calton & Associates, Inc.

Managing Principal

RolfeAdvisory, LLC

Principal

Offit Kurman, P.A.

Certified Public Accountants / Litigation & Forensic Consultants

Abo and Company, LLC / Abo Cipolla Financial Forensics, LLC

Principal

Grassi & Co,

Why I'm an XPX Member

<img width="1024" height="1024" alt="" decoding="async" data-src="https://www.exitplanningexchange.com/wp-content/uploads/2021/04/Default-Profile-v2.svg" class="attachment-large size-large lazyload" src="data:image/gif;base64,R0lGODlhAQABAAAAACH5BAEKAAEALAAAAAABAAEAAAICTAEAOw==" /><noscript><img width="1024" height="1024" src="https://www.exitplanningexchange.com/wp-content/uploads/2021/04/Default-Profile-v2.svg" class="attachment-large size-large" alt="" decoding="async" />

Andrew Flogel at

To help potential small to medium size businesses to better prepare their operations for sale. We work with clients about 2 years to bring them into a salable condition.

Brian Blatchley of EOS Worldwide is a member of XPX Philadelphia

Brian Blatchley Professional EOS Implementer at EOS Worldwide

Steve Economou of Grassi & Co, is a member of XPX Philadelphia

Steve N Economou at

I've seen too many owners reach retirement only to realize their business won't get them what they need. I want to help these founder plan for their futures. I feel XPX will help me create a circle of people that will assist and be strategic in that.

Christine Trumbull of Pinnacle Exit Group is a member of XPX Philadelphia

Christine Trumbull Owner at Pinnacle Exit Group

Fred Kaplan of Stony Hill Advisors is a member of XPX Philadelphia

Fred M Kaplan at

Meet, connect and do business with other like-minded professionals.

Andrew Finkle of Marcum LLP is a member of XPX Philadelphia

Andrew E Finkle Partner at Marcum LLP

Value the opportunity to network with a diverse, motivated group of professionals.

Gary O'Brien of Stony Hill Advisors is a member of XPX Philadelphia

Gary S. O'Brien Partner at Stony Hill Advisors

I value collaborating and learning from other professionals so I can add the most value for my clients.

<img width="1024" height="1024" alt="" decoding="async" data-src="https://www.exitplanningexchange.com/wp-content/uploads/2021/04/Default-Profile-v2.svg" class="attachment-large size-large lazyload" src="data:image/gif;base64,R0lGODlhAQABAAAAACH5BAEKAAEALAAAAAABAAEAAAICTAEAOw==" /><noscript><img width="1024" height="1024" src="https://www.exitplanningexchange.com/wp-content/uploads/2021/04/Default-Profile-v2.svg" class="attachment-large size-large" alt="" decoding="async" />

Lisa A Bothwell Ms. at Antheil Maslow & MacMinn, LLP

I am an emerging professional looking to deepen my relationships within the M&A and Advisory communities.

Christian Sivel of Withum is a member of XPX Philadelphia

Christian Sivel Manager at Withum

I want to help business owners realize the true potential value of their business

<img width="1024" height="1024" alt="" decoding="async" data-src="https://www.exitplanningexchange.com/wp-content/uploads/2021/04/Default-Profile-v2.svg" class="attachment-large size-large lazyload" src="data:image/gif;base64,R0lGODlhAQABAAAAACH5BAEKAAEALAAAAAABAAEAAAICTAEAOw==" /><noscript><img width="1024" height="1024" src="https://www.exitplanningexchange.com/wp-content/uploads/2021/04/Default-Profile-v2.svg" class="attachment-large size-large" alt="" decoding="async" />

Matt Kardish Manager at Stephano Slack LLC

Make XPX Part of Your Business Plans

Explore

Learn

Account

Connect

Help & Support

© 2023 XPX Global LLC. Privacy Policy Norms & Principles Site Map Terms of Use

© 2023 XPX Global LLC. All Rights Reserved.