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

XPX New England

Who Are We?

Rudi Scheiber-Kurtz, Past President of XPX New England shares the purpose and uniqueness of the chapter, serving all of northern New England. The New England chapter, a multi-disciplinary community of professional advisors was formed in 2006. 

Why XPX New England?

XPX New England invites you to join an active and engaged group of professionals who help owners build valuable businesses and assist them in preparing and executing successful transitions.

Atlanta

Power of Three

One of our Chapter’s most popular offerings is our Power of 3 Networking Program. This members-only benefit brings together small groups of advisors from different disciplines and provides a series of structured meetings so you can get to know each other on a much deeper level than you can at your average networking meeting.  Interested in learning more?

How Can You Add Value?

The liquidity process is a continuum that requires diverse expertise. As a professional advisor supporting privately-held businesses, where do you add value along this continuum?  Learn more about the broader range of available resources to support owners along this process on our Business Owners Resources page. 

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

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Our Members

Owner
Rutherford Advisors, Inc.
Managing Member
Caswell Vlachos Group
First Vice President
Cambridge Savings Bank
Managing Partner
Capital Access Strategies, a division of Martin H. Imm & Associates
Director
Business Transition Strategies
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