Put The Power of XPX Membership to Work For You - and Your Clients

The Exit Planning Exchange –  XPX Triangle 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.

XPX Chapters

Welcome to XPX Triangle

Welcome to the Exit Planning Exchange – XPX Triangle! We are actively developing our Chapter.

About XPX

XPX is a multi-disciplinary community of professional advisors who work collaboratively to help owners build valuable businesses and assist them in preparing and executing a successful transition. Private company transitions require a broad view of the entire life cycle of a private company including:

  • Business value growth
  • Business value transfer
  • Owner life and legacy

Our community includes advisors and owners in all stages of this process. Our members have specific areas of expertise as well as a holistic understanding of the breadth of challenges an owner faces throughout the stages of the private company life cycle. This helps XPX members to work in the best interest of their clients.

We have a clear set of shared principles for advisor excellence. Each of the 12 professions involved in XPX has specific ethics and practice guidelines. Our members take this a step further, adhering to a set of principles that guide collaboration and long term thinking (see our five Advisor Principles)

We are unique in that we are the only open advisor network in the private company/business value transfer market. This means that we do not advocate a single approach or vendor. Instead, we endeavor to be a place where all advisors, owners and vendors can interact and collaborate.

Each XPX Chapter is a locally-controlled non-profit organized by national and regional leaders in the private company market. The first XPX chapter was launched in Boston in 2007. Today, we have Chapters across the U.S..

The Chapters are supported by XPX Global, an entity that provides capital, intellectual property and administrative support to Chapter operations. This model takes care of the administrative tasks that are the bane of the boards of most professional organizations. It leaves to the Chapters the key tasks of events, membership and sponsorship—the most visible and high value activities for volunteers interested in an increased profile in the private company market.

Want to learn more? Please contact Jeff Cochran

Advisor Professions

Accountants

Attorneys

Bankers

Coaches

Consultants

Insurance Providers

Investors

M&A Intermediaries

Non-Profits

Valuators

Virtual managers

Wealth Planners

Get the Latest News

The Latest News – XPX Triangle

Latest – XPX Triangle

Program produced by XPX Triangle. Addressing the challenges of acquisitions: Integrating a new management team; integrating cultures; keeping key employees happy. Our Speakers: Nigel ElkanAction Coach of the Triangle I am a serial entrepreneur, consultant, and coach. I have founded and grown 5 businesses–three became $multi-million successes, market leaders, and achieved highly successful exits. I’ve…

When companies start the exit process, people inside and outside the company can get worried about their jobs and their futures. Join us as XPX members Erin Spencer and Alicia Parr show us how building trust among team members helps make the exit process more productive and profitable for all. Our Speakers: Erin SpencerFounderEdgeBrook Lane…

Learn the secrets of Your Exit Map: Navigating the Boomer Bust, John Dini’s best-selling book on profitable exit strategies. Monthly educational program. Mary Norton at Vestra Wealth Planners and Principal Financial are the venue hosts. Our Speaker: John F DiniCMBA, CExP, CEPAMPN Incorporated John F. Dini is a consultant and coach business owners, CEOs and…

We want your perspective as someone involved in middle market M&A!  I’m the lead author of the Middle Market M&A handbook that you may have received or read about as part of the Certified M&A Advisor (CM&AA) program. Chris Blees, Mike Nall, Tom Stewart and I are working on a 2nd Edition; we are adding…

We can’t wait for you to experience the cleaner, brighter and more user-friendly feel of our new platform! The site is designed to give you and your company greater visibility. Here are three things you should know: Emails from XPX will now come from my.exitplanningexchange.com—please adjust your email settings! Your new profile can have a…

Previous
Next

Silver Sponsors

Inaugural Sponsors

Community

Upcoming Chapter Events

04
Apr
Tue, Apr 4th, 2023 ⋅ 4:30pm - 6:30pm (EDT)
Brier Creek Beer Garden, 8521 Brier Creek Parkway Raleigh, NC 27617
27
Apr
Thu, Apr 27th, 2023 ⋅ 11:00am - 12:00pm (EDT)
Milton’s 8852 Six Forks Road, Raleigh, NC 27615
27
Apr
Thu, Apr 27th, 2023 ⋅ 12:00pm - 1:30pm (EDT)
Milton’s 8852 Six Forks Road, Raleigh, NC 27615
02
May
Tue, May 2nd, 2023 ⋅ 4:30pm - 6:30pm (EDT)
Brier Creek Beer Garden, 8521 Brier Creek Parkway Raleigh, NC 27617
25
May
Virtual access
Thu, May 25th, 2023 ⋅ 7:30am - 9:00am (EDT)
Via Zoom hosted by BSG Advisers
22
Jun
Thu, Jun 22nd, 2023 ⋅ 11:30am - 1:30pm (EDT)
Milton’s 8852 Six Forks Road, Raleigh, NC 27615

Our Members

Founder and Principal
Zarkin Leadership, LLC
President
Transitions Financial Strategies
Principal Consultant
Expense Reduction Analysts
CEO
Time Value Accounting & Business Services LLC
Consultant
Consultant

Why I'm an XPX Member