If you are an advisor to owners and managers of companies in the lower middle market, XPX can be a powerful learning network for you! Our members represent twelve different professions but share core principles of collaboration, putting the client first, thinking long term, considering the human angle and continuous learning. Learn more about our membership benefits and options.

If you are an advisor to owners and managers of companies in the lower middle market, XPX can be a powerful learning network for you! Our members represent twelve different professions but share core principles of collaboration, putting the client first, thinking long term, considering the human angle and continuous learning. Learn more about our membership benefits and options.

XPX Chapters

Exit Planning Exchange Atlanta Has Made a Great Launch!

Welcome to the XPX Atlanta! At the hub of the Southeastern United States business community, XPX Atlanta is ideally positioned to serve an extremely high concentration of family and privately-held businesses. Our board, membership, and sponsors are comprised of a high-quality network of advisors and service providers focused upon collaboration and placing the clients’ interest at the center of all that we do.

We are actively recruiting both members and sponsors. If you want to learn more about our Membership Opportunities, please contact Cherish De la Cruz.

If you would like to learn more about our Sponsor Opportunities, please contact Krystall Sanford.

XPX Atlanta: Who We Are

Vision

XPX Atlanta is fundamentally changing the trajectory of exit planning services in the Southeast United States.

Mission

XPX Atlanta delivers a collaborative-based networking exchange, broad representation of exit planning competencies, and a bridge spanning value-building, value transfer, and life-legacy for business owners.

Values

Work Collaboratively, Put the Client First, Think Long Term, Consider the Human Angle, & Always be Learning

Advisor Professions

Accountants

Attorneys

Bankers

Coaches

Consultants

Insurance Providers

Investors

M&A Intermediaries

Non-Profits

Valuators

Virtual managers

Wealth Planners

Advisor Principles

Work Collaboratively

Put The Client First

Think Long Term

Consider The Human Angle

Always Be Learning

Get the Latest News

The Latest News – XPX Atlanta

Latest – XPX Atlanta

Platinum Sponsors

Gold Sponsors

Silver Sponsors

Our Members

Financial Advisor
The Piedmont Group - MassMutual
Private Risk Management
USI
President
North Georgia CFOs
Attorney
Bridgeford LLC
President
Transcendent Sales Soultions, LLC
Testimonials

What our Members Are Saying

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