About Our XPX Philadelphia Memberships

We invite you to consider membership in XPX Philadelphia! The Exit Planning Exchange – XPX Philadelphia 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.

Are You a Good Fit for XPX Philadelphia?

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. 

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

  • Work Directly With Owners and/or senior managers of companies in the lower middle market (roughly $5-100 million in revenues).

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

  • 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).

Choose your plan


Advisors & Business Owners
$ 350
00 Yearly
  • Events


Emerging Professional
$ 150
00 Yearly
  • Events


Group Memberships
$ 775
00 Yearly
  • 3 Members max.

Membership Options

Individual Membership: $350.00 / year.

Individual Membership – Emerging Professionals: $150.00 / year. New or limited experience to the Exit Planning space Membership.

Corporate Membership: $775.00 / year. 3 Members maximum. ** All memberships must be processed at the same time and will have the same join and expiration dates.

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:


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.”


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)”.


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”.


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.” 

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