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

Marc Kramer of Stress Free Family Business is a member of XPX Philadelphia
Stress Free Family Business 17 hours ago

Date: December 2, 2022 Start Time: 12 p.m. EST End Time: 1 p.m. EST Platform: Zoom Questions: Chat Click Here to Get a Free Ticket: Peter Desberg and Jeffey Davis A clinical psychologist and writer/producer share secrets to overcoming presentation anxiety and crafting the perfect “award-winning” pitch – no matter what industry you work in! From impromptu elevator pitches to…

Marc Kramer of Stress Free Family Business is a member of XPX Philadelphia
Stress Free Family Business 1 week ago

  Date: November 22, 2022 Start Time: 12 p.m. EST End Time: 1 p.m. EST Platform: Zoom Questions: Chat Click Here Zoom Link: Neil Malhotra Social innovation and social entrepreneurship are rising forces. As the extent of the world’s systemic challenges becomes clear—from climate change to income inequality to food security to healthcare and beyond—more and more of the best…

Susan Rosner of Calder Associates is a member of XPX Philadelphia
Calder Associates 1 week ago

As of this month, I have been selling businesses for 20 years. In that time, I have learned quite a bit about selling mid-market privately held companies up to $100M in revenue. Sharing everything I have learned would be a book, not an email😊 Here are some key lessons on my mind today. 1. Every business…

Marc Kramer of Stress Free Family Business is a member of XPX Philadelphia
Stress Free Family Business 2 weeks ago

Meet one of the world’s top experts on leadership, Wharton Professor Dr. Michael Useem, who will be talking about and answer questions, about his leadership book “The Edge” by clicking here: https://www.eventbrite.com/e/meet-wharton-leadership-expert-michael-useem-author-of-the-edge-tickets-467053729277

Marc Kramer of Stress Free Family Business is a member of XPX Philadelphia
Stress Free Family Business 3 weeks ago

Date: November 11, 2022 Start Time: 12 p.m. EST End Time: 1 p.m. EST Platform: Zoom Questions: Chat Click here for Free Ticket: Kelly McDonald The people you work with may be from a different generation, different culture, different race, different gender, or just a different philosophy toward work and life in general, but you need to work together toward…

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Upcoming Chapter Events

01
Dec
Thu, Dec 1st, 2022 12:00am (EST)
Your Group Leader Will Reach Out to Set a Date / Time to meet
01
Dec
Thu, Dec 1st, 2022 7:45am (EST)
The Offices of Antheil Maslow & MacMinn, LLP - 131 W. State Street Doylestown, PA 18901
05
Dec
Mon, Dec 5th, 2022 5:30pm (EST)
Ristorante Paganini 81 W. State Street Doylestown, PA - Parking is available at Antheil Maslow & MacMinn, LLP 131 W. State Street Doylestown, PA 18901 or at Clinton Street Municipal Parking Lot

Our Members

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

Why I'm an XPX Member