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XPX is a unique multi-disciplinary community of professional advisors who work collaboratively to help owners build valuable businesses and assist them in preparing and executing a successful transition.

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I just wanted to say thank you for inviting me to the XPX Owners' Academy. It was both interesting and inspiring! A very refreshing pause from my daily duties as a jack of all trades and hearing some higher level thinking and planning. All the speakers were terrific and I would love to get Robin to attend these sessions as I think she would also enjoy them and get a lot out of them.

Marc Shapiro, CEO,  Leap Schools

I really enjoyed the recent Owners’ Academy (Understanding Valuation from the Buyer’s Perspective). Very educational and thought provoking with great, insightful, speakers.

Paul Latham,  in-Cube-8 LLC

The Exit Planning Exchange is a tremendous organization where fellow advisors unlock the power of collaboration. Sure, I've renewed my membership year after year because I can trace key clients who've been referred by XPX members, but just as important are the trusted advisor relationships built over time, affording me the chance to be able to refer others with great confidence. XPX is a terrific community of like-minded professionals, all of whom can benefit by the education, networking, and opportunities to collaborate. I'm very grateful to be a member!

Chris Bond, Murphy Business

XPX is a collegial group of advisors that enhances my professional network and continuing educational opportunities as they relate to exit planning and transactions. XPX tends to be more inclusive, collegial, and energetic versus many of the other organizations with which I affiliate or of which I am aware. I have received a number of referrals over the years during which time MBBP has been a sponsor of XPX. They have ranged from fairly small deals to significantly larger matters.

Shannon Zollo, Morse, Barnes-Brown & Pendleton, PC

XPX has provided me with some valued business referrals and lasting connections. XPX members have been sources of great business expertise for my clients. The caliber of XPX members and event attendees is exceptional, and the inclusive and collaborative environment is refreshing.

Stan Davis, Standish Executive Search


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