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 Global Chapter Join Intro Text Memberships

We invite you to consider membership in XPX Global Chapter Join Intro Text! The Exit Planning Exchange – XPX Global Chapter Join Intro Text 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

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