The tax impact of the Setting Every Community Up for Retirement Enhancement (SECURE) Act’s 10-year limited stretch can be a…
- January 29, 2021
- 1:29 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.
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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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Owner's Academy & Advisor Exchange
“It’s not the strongest species that survive, nor the most intelligent,but the ones most responsive to change.” – Charles Darwin What…
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- January 6, 2021
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The CDC found that the average cost of a habitually absent employee is nearly $1,700 per year. If you have…
- January 5, 2021
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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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