GROWTH. TRANSFER. LEGACY.
We invite you to consider membership in XPX Triangle!
The Exit Planning Exchange Triangle 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.
Please contact us for more information.
A Good Fit?
You’ll be a good fit for our association if you:
Membership options are:
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.”