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

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 leaders and matching top executives with struggling or high-growth organizations, learning first-hand what separated the rockstars from the rest. In Right Leader Right Time they identify four unique leadership styles—Fixer, Artist, Builder, and Strategist (FABS)—that when applied to the right role at the right time, skyrocket success for both the leader and the organization. Learn your FABS leadership style and discover a framework that will elevate you as a leader to greater career success while giving a blueprint for organizations to build collaborative, intentional teams. Right Leader Right Time is filled with insights and inspiration including: Real-world stories, winning habits, and techniques from more than 120 leaders who show the mindset, approach, and drive associated with Fixers, Artists, Builders, and Strategists (which one are you?) In-depth profiles on the career journeys of four leaders who have achieved outsized success by embracing their unique leadership talents Checklists to quickly identify your dominant and secondary leadership styles The three pillars that unite FABS leaders and help companies match the right leader, in the right role, at the right time It’s time to find the key to acting in alignment with your highest and best use – because that’s where the magic happens. BONUS: Take the FABS Leadership Assessment at www.RightLeader.com to discover your leadership style and see how acting in your best mode powers you for success in particular organization, stages, and situations. Embrace the career you’ve dreamed of! Robert Jordan and Olivia Wagner are principals in InterimExecs, a Chicago-based company that specializes in placing the right leaders in the right positions at the right time. Author Robert Jordan created Online Access, the first Internet-coverage magazine worldwide, landing on Inc’s 500 fastest-growing company list. After the sale of the magazine, he launched InterimExecs RED Team (Rapid Executive Deployment), matching rock star leadership with companies seeking to achieve extraordinary results. Jordan is co-author of Right Leader Right Time: Discover Your Leadership Style for a Winning Career and Company, author of How They Did It: Billion Dollar Insights from the Heart of America, and publishing partner for Start With No, Jim Camp’s bestseller on negotiation. A lifelong Chicagoan, husband & father, he shares an Instagram account with his dog Norman @Norman.clature.

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StrateZone, Inc.
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Sherpa Financial, Seelaus Financial
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Harvest Business Advisors
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Creative Financial Group
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Bee, Bergvall & Co
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