XPX Isn’t for Everyone

XPX is only for those who share our collaborative, long-term mindset.

Our members are not just individual accountants, attorneys, wealth planners, investors, or exit planners; they’re a collaboration of experienced, proven professional advisors who know they can accomplish more for their businesses, their private company clients – and the entire community – when they collaborate together. Membership in XPX is only for those who –

  • Understand the vital role that established private companies play in helping building our local communities.
  • Are focused on building relationships versus conducting transactions.
  • See the big picture. They know that they can better serve their clients by having access to a trusted community of professional advisors who can help build business value, manage succession, and build owner legacy.
  • Represent one of our 12 Advisor Professions (Accountants, Attorneys, Bankers, Coaches, Consultants, Insurance Providers, Investors, M&A Intermediaries, Non-profits, Valuators, Virtual Managers, Wealth Planners).
  • Uphold the highest standards of professional integrity.
  • See the value of having an open network to ensure there is no single approach or solutions provider to assisting private company owners.
  • Know the business environment is always changing and need to keep abreast of the latest information to meet their clients demand.
  • Are sponsored by existing XPX members.
  • Adhere to our Five Core Advisor Principles (Work collaboratively, Put the client first, Think long term, Consider the human angle, and Always be learning).

About Our XPX Triangle Memberships

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

We are actively recruiting both members and sponsors. If you want to learn more about our Membership Opportunities, please contact Maria Forbes or Jeff Leonard. If you would like to learn more about our Sponsorship Opportunities please contact Bob Tankesley

Individual

Membership
$ 550
00 One Year
  • Complimentary Events
  • Members-only Networking
  • XPX Profile
  • Connect with other Members

Individual

Membership
$ 1000
00 Two Years
  • Complimentary Events
  • Members-only Networking
  • XPX Profile
  • Connect with other Members

Advisor Professions

Accountants

Attorneys

Bankers

Coaches

Consultants

Insurance Providers

Investors

M&A Intermediaries

Non-Profits

Valuators

Virtual managers

Wealth Planners

Advisor Principles

Put The Client First

Work Collaboratively

Think Long Term

Consider The Human Angle

Always Be Learning

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.” 

Founding Sponsors

Silver Sponsors

Inaugural Sponsors

Connect with us.

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