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.