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Information, Solutions & Trusted Guidance

It’s what private company owners in the heart of the middle market need – at all stages of growth. The Exit Planning Exchange (XPX) was created to help you, their trusted advisor, bring it to them. We’re an open, multi-disciplinary association of experienced professional advisors working toward common goals: to help each other, lower middle market businesses, and local communities succeed.

XPX is where you’ll gain intimate access to and connect with a diverse group of experienced advisors from 12 professions to help you marshal your private company clients through all the stages of business growth.

Put the Power of XPX to Work for You & Your Clients

Client First

Work Collaboratively

Think Long Term

Consider The Human Angle

Always Be Learning

Work Together with XPX

Learn More About our Exit Planning Association

Getting Started

Information, Solutions, & Trusted Guidance

Adding Value For You & Your Client

As the only open advisor network in the private company business value transfer market, XPX can offer you…

A Powerful Platform

Through regular meetings, networking, content contributions, and leadership opportunities, XPX gives you unique ways to get your business in front of leading advisors and business owners.

Programs & Networking

Ongoing Programs & Networking Opportunities. Every XPX chapter offers unique and regular programming to help you get to know other advisors, see how they think, and learn more about other aspects of the private company lifecycle.

Expert Knowledge

Expert Knowledge at Your Fingertips. Our unique Owners’ Academy is the place where you can access over (number of) resources with news, insights, trends, and best practices from other exit planning experts.

Trusted Advisors

Access To a Trusted Community of Diverse Advisors. Need guidance for your clients or services beyond your specialty? XPX gives you the confidence and power to connect with experienced advisors you – and your clients – can trust.

XPX Upcoming Events

Explore, Share, Learn & Grow

Knowledge Exchange

Owner's Academy & Advisor Exchange

Kathy Davis: While the Cat’s Away…the Mice Will Work?

mikalschalk June 8, 2015

I was recently away at a conference to meet prospects and build our business in

2015 XPX Summit: The Progression of Succession

mikalschalk June 16, 2015

What is it about succession? Why is it so challenging? Follow the path of succession

Daniel A. Guglielmo: Review of This Morning’s Event – XPX Boston Roundtable: The Power of Peer Groups to Support Growth and Change

mikalschalk June 18, 2015

Laura Kevghas and Larry Girouard put on another great Roundtable. The panel was a terrific

James F. Higgins, Jr.: Seller’s Remorse

XPX Content June 23, 2015

As an advisor to private business owners, it seems that entrepreneurs are conditioned to believing

Our Services

Our Numbers Speak for the Past & Future

Advisors

Why I'm a Member of XPX

What Our Members Are Saying

Since the DC Chapter of XPX was founded in my office several years ago, I have believed in the concept: create a hangout for professionals involved in helping companies with their exit...

At XPX, I find really great people to network with, and I enjoy being able to prospect with a cadre of experienced and accomplished high-level advisors, at one location, where you can learn about their expertise at a much deeper level...

As a founder of this chapter, I am very pleased with its progress and where the board has taken it. The networking and communication between the members could not be better...