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Join

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We invite you to consider membership in XPX [chapter_name]!

The Exit Planning Exchange [chapter_name] is a unique multi-disciplinary association of professional advisors who work collaboratively to help owners build valuable businesses and assist them in preparing and executing a successful transition. We welcome qualified individuals and firms as members.

A Good Fit?

You’ll be a good fit for our association if you:

Membership is subject to approval to ensure that you are a good fit with our community in terms of the focus of your business and your fit with our values. Our membership application requires two references, with at least one of them being an active XPX member from an organization other than the applicant’s organization. 

Vision

Work directly with owners and/or senior managers of companies in the lower middle market (roughly $5-100 million in revenues)

Values

Share the core XPX Principles (Work collaboratively, Put the client first, Think long term, Consider the human angle, and Always be learning).

Experience

Are an experienced advisor in one of our 12 member professions (Accountants, Attorneys, Bankers, Coaches, Consultants, Insurance Providers, Investors, M&A Intermediaries, Non-profits, Valuators, Virtual Managers, Wealth Planners).

Why Join?

We hope that you will become an active member of our chapter and take advantage of the valuable benefits we offer as an organization:

Resources

You’ll learn from great content and programming. “What I know, What I don’t know, What I don’t know that I don’t know. XPX helps me get this right.”

Relationships

You’ll expand your network with people who are genuine, inviting, and welcome collaboration. “We’re givers, not takers (and givers get more in the long run)”.

Visibility

You’ll raise your profile by sharing your knowledge in meetings, networking, and contributing to our on-line Owners’ Academy knowledge base. “I know the guy/gal! who can help”.

Principles

You’ll find a group of like-minded advisors who share our values of collaboration, client first, long-term thinking, focus on the human factor, and continuous learning. “It’s about the quality of the people in the room.” 

Chapter Events

Chapter Events

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Our Sponsors

Gold Sponsors

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Our Sponsors

Silver Sponsors

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