About XPX

Our members appreciate the value of relationships, collaboration, and the important role that private companies in the heart of the middle market play in fueling our economies. They understand the breadth of challenges that private companies face at every stage of the business life cycle – and come together to solve them.

What We Do

Building Relationships and Businesses That Stand the Test of Time. Together.

XPX is a multi-disciplinary community of professional advisors who work collaboratively to help owners build stronger businesses and prepare for and execute successful business transitions. Our members, who represent 12 advisory professions, understand the value of private companies to our communities and that successful transitions require a broad view of the entire life cycle of a private company including:

Business Value Growth

Business Value Transfer

Owner Life & Legacy

Who We Are

An Open Community of Advisors That Helps Private Company Owners – at All Stages

Our members have specific areas of expertise as well as a holistic understanding of the breadth of challenges business owners face throughout the stages of the private company life cycle. This ensures our members always work in the best interest of their clients.

Our diverse membership includes the following 12 professions:

Accountants
Attorneys
Bankers
Coaches
Consultants
Insurance Providers
Investors
M&A Intermediaries
Non-Profits
Valuators
Virtual Managers
Wealth Partners

What We Share

Information. Relationships. And a Desire to Always Do the Right Thing

We have a clear set of shared principles for advisor excellence. Though each of the 12 professions involved in XPX has specific ethics and practice guidelines, our members take this a step further, adhering to a set of principles that guide collaboration and long-term thinking (see our five Advisor Principles).

How We Operate

Local Non-Profits Backed by the Power of XPX Global

Each XPX Chapter is a locally-controlled non-profit organized by national and regional leaders in the private company market. The first XPX Chapter was launched in Boston in 2007. Today, we have Chapters across the U.S. with more in development.   

The Chapters are supported by the power of XPX Global, a dedicated association management company that provides operational, strategic and branding support to the Chapters. This model ensures the long-term sustainability of our ecosystem and takes care of the administrative tasks that are the bane of the boards of most professional organizations. It leaves to the Chapters the key tasks of events, membership and sponsorship—the most visible and high value activities for volunteers interested in an increased profile in the private company market. 

XPX Chapters

Work Together To Build a Better Future

Each XPX Chapter is a locally-controlled non-profit organized by national and regional leaders in the private company market. The first XPX chapter was launched in Boston in 2007. Today, we have Chapters across the U.S., with more in development.

Transform The Way You Work

The Chapters are supported by XPX Global, an entity that provides capital, intellectual property and administrative support to Chapter operations. This model takes care of the administrative tasks that are the bane of the boards of most professional organizations. It leaves to the Chapters the key tasks of events, membership and sponsorship—the most visible and high value activities for volunteers interested in an increased profile in the private company market.

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