Here’s a quick list of personal and financial actions to help set you up for a successful 2021. Share any…
February 22, 2021 at 11:04 pm
- February 22, 2021
- 11:04 PM
Information, Solutions & Trusted Guidance
It’s what private company owners in the heart of the middle market need – at all stages of growth. The Exit Planning Exchange (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 12 professions to help you marshal your private company clients through all the stages of business growth.
XPX Response to Coronavirus
As we continue to monitor the situation with Coronavirus (COVID-19), we are taking steps to help protect the health and well-being of our customers and Food Trucks. Learn More
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Getting Started
Information, Solutions, & Trusted Guidance
It’s what private company owners in the heart of the middle market need – at all stages of growth. The Exit Planning Exchange (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 12 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…
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.
Programs & Networking
Ongoing Programs & 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 Owners’ Academy is the place where you can access over (number of) resources with news, insights, trends, and best practices from other exit planning experts.
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.
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Knowledge Exchange
Knowledge Exchange
Owner's Academy & Advisor Exchange
Planning towards a smooth transition Eight steps for a business transition Provided by: Jeffrey L. Hogue, CFP®, CEPA Senior Vice…
February 19, 2021 at 10:19 am
- February 19, 2021
- 10:19 AM
Undoubtedly, 2020 was a difficult year for businesses due to the pandemic. Many sustained significant losses because of temporary closings…
- February 11, 2021
- 10:39 AM
2020 was an extraordinary and challenging year. In fact, a Stanford University study found that roughly 40 percent of the U.S. work…
- February 9, 2021
- 10:25 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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