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
IndividualAdvisors & Business Owners
3 Members max.
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.
We hope that you will become an active member of our chapter and take advantage of the valuable benefits we offer as an organization: