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 16, 2023 Start Time: 12 p.m. EST End Time: 1 p.m. EST Platform: Zoom Questions: Chat Click here for free Ticket: Deepak Ohri A Bridge Not Too Far: Where Creativity Meets Innovation by Deepak Ohri is a must-read and inspirational book for anyone seeking to harness the power of innovation and creativity to succeed in the business world….

Date: June 9, 2023 Start Time: 12 p.m. EST End Time: 1 p.m. EST Platform: Zoom Questions: Chat Click here for free Zoom Link: Dr. John White In Why It Matters, John A. White draws on a wealth of expertise acquired across his six-decade career as a corporate leader, chancellor, dean, educator, engineer, and consultant to create a thorough and…

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…

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

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

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Upcoming Chapter Events

20
Mar
Wed, Mar 20th, 2024 ⋅ 7:45am - 9:15am (EDT)
Armamino - 1600 Market St, 2nd Floor Philadelphia, PA
27
Mar
Virtual access
Wed, Mar 27th, 2024 ⋅ 10:50am - 11:30am (EDT)
Virtual at 11 AM EDT - you'll receive call-in instructions upon registering
28
Mar
Thu, Mar 28th, 2024 ⋅ 7:45am - 9:15am (EDT)
Offices of Antheil Maslow & MacMinn 131 W. State Street Doylestown, PA 18901 Note: Please park in lot across Clinton Street.
11
Apr
Virtual access
Thu, Apr 11th, 2024 ⋅ 9:55am - 11:00am (EDT)
Virtual - you'll receive login info upon registration
16
Apr
Virtual access
Tue, Apr 16th, 2024 ⋅ 4:55pm - 6:00pm (EDT)
Virtual - you'll receive login info upon registration

Our Members

Senior Manager, Tax
Armanino LLP
Coach / Chair
DAB VENTURES, INC.
President
Sandler Training/Strategic Solutions Group
Partner
Plunkett Law Group
SVP Director of SBA Lending
Meridian Bank

Why I'm an XPX Member