GROWTH. TRANSFER. LEGACY.
The Exit Planning Exchange Philadelphia is a unique multi-disciplinary association of professional advisors who work collaboratively to help owners build valuable businesses and assist them in preparing and executing a successful transition. We welcome qualified individuals and firms as members.
You’ll be a good fit for our association if you:
Membership is subject to approval to ensure that you are a good fit with our community in terms of the focus of your business and your fit with our values. Our membership application requires two references, with at least one of them being an active XPX member from an organization other than the applicant’s organization.
$350/ Individual Membership
$150/ year Individual Emerging Professional (New or limited experience to the Exit Planning space) Membership
$775/year Corporate Membership (3 members maximum- must join at the same time and will have the same join and expiration dates.)
We hope that you will become an active member of our chapter and take advantage of the valuable benefits we offer as an organization:
Resources – You’ll learn from great content and programming. “What I know, What I don’t know, What I don’t know that I don’t know. XPX helps me get this right.”
Relationships – You’ll expand your network with people who are genuine, inviting and welcome collaboration. “We’re givers, not takers (and givers get more in the long run)”
Visibility – You’ll raise your profile by sharing your knowledge in meetings, networking and contributing to our on-line Owners’ Academy knowledge base. “I know the guy/gal! who can help”
Principles – You’ll find a group of like-minded advisors who share our values of collaboration, client first, long-term thinking, focus on the human factor and continuous learning. “It’s about the quality of the people in the room.”