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

Put the Power of XPX to Work for You & Your Clients

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Think Long Term

Consider The Human Angle

Always Be Learning

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Learn More About our Exit Planning Association

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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.

Knowledge Exchange

Knowledge Exchange

Owner's Academy & Advisor Exchange

Our Services

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