Jul. 6, 2021
- July 6, 2021
- 10:02 AM
XPX Content
Exit Planning Exchange
Put The Power of XPX To Work For You – and Your Clients
The Exit Planning Exchange is a network of local nonprofit associations of diverse professional advisors collaborating to help their private company clients build business value, transfer ownership and create a legacy of success in their lives and their communities.
Put the Power of XPX to Work for You & Your Clients
Client First
Work Collaboratively
Think Long Term
Consider The Human Angle
Always Be Learning
Getting Started
Welcome To XPX
Information. Solutions. And trusted guidance. It’s what private company owners in the heart of the middle market need – at all stages of growth. XPX was created to help you, their trusted advisor, bring it to them. We’re an open, multi-disciplinary association of experienced professional advisors working toward common goals: to help each other, lower middle market businesses, and local communities succeed.
XPX is where you’ll gain intimate access to and connect with a diverse group of experienced advisors from over twelve professions to help you marshal your private company clients through all the stages of business growth.
Adding Value For You & Your Client
As the only open advisor network in the private company business value transfer market, XPX can offer you –
Trusted Advisors
Access to a trusted community of diverse advisors. Need guidance for your clients or services beyond your specialty? XPX gives you the confidence and power to connect with experienced advisors you – and your clients – can trust.
Programs & Networking
Ongoing programs and networking opportunities. Every XPX chapter offers unique and regular programming to help you get to know other advisors, see how they think, and learn more about other aspects of the private company lifecycle.
Expert Knowledge
Expert knowledge at your fingertips. Our unique Knowledge Exchange is the place where you can access over hundreds of resources with news, insights, trends, and best practices from other exit planning experts.
A Powerful Platform
A powerful platform. Through regular meetings, networking, content contributions and leadership opportunities, XPX gives you unique ways to get your business in front of leading advisors and business owners.
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Knowledge Exchange
Knowledge Exchange
Owner's Academy & Advisor Exchange
Jul. 2, 2021
- July 2, 2021
- 10:41 AM
Here are the supporting documents for the February discussion: February Synopsis.pdf February MC Slides.pptx Acme Fitness Distributors, Inc. – Financial…
Jul. 2, 2021
- July 2, 2021
- 10:37 AM
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Why I'm a Member of XPX
What Our Members Are Saying
Since the DC Chapter of XPX was founded in my office several years ago, I have believed in the concept: create a hangout for professionals involved in helping companies with their exit...
At XPX, I find really great people to network with, and I enjoy being able to prospect with a cadre of experienced and accomplished high-level advisors, at one location, where you can learn about their expertise at a much deeper level...
As a founder of this chapter, I am very pleased with its progress and where the board has taken it. The networking and communication between the members could not be better...
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