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

A Message to Our Members

Dear XPX Philadelphia Members,

We hope everyone is safe and managing through this crisis. XPX is most importantly a community of like-minded professionals focused on serving our clients. In these challenging times, we can continue to work together. For the foreseeable future, all of our meetings will be virtual by using the Zoom meeting platform. Our first virtual XPX Philadelphia Chapter meeting will be April 8 and you should have already received an invitation. If you have a specific question, suggestion, or story you would like to share in a future meeting, please let us know.

Thank you, stay safe, and, please join in by registering here.

Steve Economou
President
Philadelphia Chapter Exit Planning Exchange

Atlanta

Power of Five

One of our Chapter’s most popular offerings is our Power of 5 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? Contact us!

Interested in Joining XPX Philadelphia?

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 

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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Stony Hill Advisors
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AILA Limited
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CFO Consulting Partners
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Flaster/Greenberg P.C.
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Eckert Seamans Cherin & Mellott, LLC
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