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The Exit Planning Exchange Atlanta Chapter is a local nonprofit association of advisors who provide professionalism, collaboration and principles  to the heart of the middle market. Our members 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:



XPX Atlanta is fundamentally changing the trajectory of exit planning services in the Southeast United States.


XPX Atlanta delivers a collaborative-based networking exchange, broad representation of exit planning competencies, and a bridge spanning value-building, value transfer, and life-legacy for business owners.  


Work Collaboratively
Put the Client First
Think Long Term
Consider the Human Angle
Always be Learning

Upcoming events

Exit Planning Exchange Atlanta has made a great launch!

Welcome to the XPX Atlanta! At the hub of the Southeastern United States business community, XPX Atlanta is ideally positioned to serve an extremely high concentration of family and privately-held businesses. Our board, membership, and sponsors are comprised of a high quality network of advisors and service providers focused upon collaboration and placing the clients’ interest at the center of all that we do.

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 Sponsor Opportunities, please contact Bob Tankesley.

What is XPX?

Next Chapter Events


We could not have quality programming without our sponsors!

Platinum Sponsors



knowledge sharing

At XPX, you’ll gain a holistic understanding of the full life cycle of a privately-held business. Members post valuable, educationally drive articles for advisors and business owners. Learn more

raise your expert profile

As an XPX Member, you have a great opportunity to showcase your expertise and knowledge that reaches all other XPX Global chapters. See all the great content shared by our Members. This could be you!

find the right expert

XPX has a diverse community. Our Advisor Directory helps you find just the right expert to meet your needs, or with whom to collaborate. Check out our directory.


XPX Chapters often hold annual Summits designed to provide a good overview of the private company life cycle and the importance of exit planning. Here's a recent Summit by one of our related Chapters. 


We will be holding monthly events beginning in May, 2019. Check out the XPX Atlanta Calendar for more details. 

join our community

  • Become a member of a great group of Professionals who are ready to welcome you!
  • Learn more about sponsorship. 
  • Sign up for our newsletter 
  • Call our administrator Angie Ellis with any questions:  781-706-0654
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