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                GROWTH. TRANSFER. LEGACY.

the value in new chapters and welcome inquiries about starting a chapter in new geographies.

Experience XPX!

Over one hundred leaders ensure the success of local XPX Chapters. Like XPX Members in general, these leaders represent diverse professions and have deep experience working with privately-held businesses and their owners.  

Each month in this new series, we will be featuring a few of these Chapter leaders. They will explain their role in the exit planning ecosystem, describe what they get out of XPX and share a story about their work.

After the 30-minute web discussion, Mary Adams, Executive Director, and Paul Cronin, Director of Business Development, take a few minutes to review the basics of starting an XPX Chapter.

Join our next web meeting!

Videos from past meetings


  • November 19, 2018 1:06 PM | Mary Adams (Administrator)

    Hear from two key XPX leaders and other attendees at our meeting. They share about their role in the exit planning ecosystem and how exit planning is incorporated into their work: 

    • Stu Welsh, President, EGT Advisors; President and 7-year Member of XPX Maryland
    • Ray Palys, Founder and Managing Director, CoreStrata Management Consulting; President and 2-year Member of XPX Chicago

    Listen to their stories and join us next month to share yours!

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  • October 23, 2018 4:51 PM | Mary Adams (Administrator)

    Hear from six diverse professionals about their role in the exit planning ecosystem  and how exit planning is incorporated into their work: 

    Our guests included:

    • Paul Cronin, Successful Transition Planning Institute, Director of Business Development for XPX and 10-year Member of XPX Boston
    • Steve Economou, Managing Director at Baker Tilly Capital, President of XPX Philadelphia and 7-year XPX Member
    • Paul Visokey,  President of Stony Hill Advisors and 6-year Member of XPX Philadelphia
    • Denise Logan, Chief Inspiration Officer at Chase What Matters in Scottsdale AZ
    • Eric Martz, President of Martz Solutions Group in Indianapolis IN
    • Vimala Snow, Managing Director of Cresset Family Office in Denver CO
    Listen to their stories and join us next month to share yours!
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  • October 09, 2018 9:44 PM | Mary Adams (Administrator)

    Hear three stories about how these advisors incorporate exit planning into their practices: 

    • Jane Johnson, President, Business Transition Academy, Inc.
    • Dan Guglielmo, Leader, Confidential CEO Forums
    • Shannon Zollo, M&A, PE, VC Attorney at Nutter
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