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                GROWTH. TRANSFER. LEGACY.

The Exit Planning Exchange is an association for advisors who provide professionalism, collaboration and principles to the heart of the middle market.  Our Chapters are local nonprofits that serve  advisors who work with business owners in all stages of the private company life cycle: business value growth, business value transfer, and owner life and legacy.

XPX provides a unique combination of:

  • RESOURCES
  • RELATIONSHIPS
  • VISIBIILITY 
  • PRINCIPLES

Chapters

Meet private company advisors at one of our  Chapters across the U.S. (or Start a Chapter in your geography!) 

Advisors

Find the expert advisors you need quickly by searching our Directories for our entire network or by Chapter. 


Owners' Academy

Access written and video Resources from our expert members and sponsors about the entire private company life cycle

12 Advisor Professions

Our diverse membership includes:

Accountants

Investors

Attorneys

M&A Intermediaries 

Bankers

Non-profits

Coaches

Valuators

Consultants

Virtual Managers 

Insurance providers

Wealth Planners

View our Member Directory

ADVISOR BUSINESS HELP

5 Advisor Principles

We are united by shared principles:

      1. Work collaboratively
      2. Put the client first
      3. Think long term
      4. Consider the human angle
      5. Always be learning

Learn more


CLIENT BUSINESS HELP

Upcoming VIRTUAL events

View full National Calendar. Visit our Chapters for more information. Or Subscribe for a month update.

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